VNCE

Vince Holding Corp. (VNCE) used its first-quarter fiscal 2026 earnings call to press a more confident message than the headline EPS miss alone suggested. Management emphasized that demand strength across direct-to-consumer and wholesale has carried into the second quarter, supporting a higher full-year outlook. That mattered because executives framed the quarter less as one-off beat on revenues and more as evidence that brand momentum, customer acquisition and operating discipline are building into a stronger base for the year. Chief executive officer Brendan Hoffman said the momentum built in fiscal 2025 accelerated into the new year, with the company executing its priorities “with precision and confidence.” Hoffman pointed to growth in both operating channels rather than a single pocket of demand. Net sales rose 10.5% year over year to $64 million, with direct-to-consumer up 15.6% and wholesale up 5.9%. Management also highlighted double-digit growth in both new and reactivated full-price customers, reinforcing that the brand’s traction was not limited to promotions. The company incurred a loss of 16 cents per share, wider than the Zacks Consensus Estimate of a loss of 13 cents, delivering a negative surprise of 23.1%. Revenues topped the Zacks Consensus Estimate of $63 million by 1.6%. Vince Holding Corp. price-consensus-eps-surprise-chart | Vince Holding Corp. Quote Chief financial officer Yuji Okumura said gross margin improved to 50.6% from 50.3% a year earlier. Okumura attributed the gain primarily to about 130 basis points from higher pricing and 100 basis points from lower discounting, partly offset by higher tariffs. That commentary was notable because it showed Vince protecting profitability even as it continued to invest behind the brand. Selling, general and administrative expenses rose in dollars to $35.0 million, driven by higher benefit costs plus marketing and advertising, though the expense rate improved to 54.7% from 58.0%. Loss from operations narrowed to $2.6 million from $4.4 million, while adjusted EBITDA improved to negative $1.1 million from negative $3.0 million. Management presented that improvement as evidence of operating leverage rather than a temporary mix benefit. The clearest message on the call was the guidance change. Okumura said Vince now expects fiscal 2026 net sales to rise about 7% to 8%, up from the prior outlook, wit...

Vince Holding Corp. (NASDAQ:VNCE) reported first-quarter results that exceeded Wall Street forecasts, although the luxury fashion retailer’s shares slipped about 3% in premarket trading on Tuesday following the announcement. For the quarter ended May 2, the company posted a loss of $0.16 per share, outperforming analyst expectations of a $0.37 per share loss. Revenue increased 10.5% year over year to $64.0 million, ahead of the consensus estimate of $60 million. The company’s sales performance was supported by gains across both of its primary business channels. Direct-to-consumer revenue rose 15.6% compared with the prior-year period, while wholesale revenue increased 5.9%. The results reflected continued demand for the Vince brand across both company-operated and partner distribution channels. Gross profit climbed to $32.4 million, representing 50.6% of net sales, compared with $29.2 million, or 50.3% of net sales, in the same quarter last year. The improvement in gross margin was driven by stronger pricing and reduced promotional activity. Those gains were partially offset by higher tariff-related costs. “We delivered strong first quarter results that demonstrate the powerful momentum we’ve built is not only sustained but accelerating,” said Brendan Hoffman, Chief Executive Officer. Looking ahead, Vince expects second-quarter net sales to increase between 10% and 12% year over year. The company also forecasts adjusted operating income as a percentage of sales in a range of 6.5% to 7.0%. At the midpoint of guidance, revenue growth would be approximately 11% for the quarter. Management also increased its outlook for fiscal 2026 following the stronger-than-expected start to the year. The company now anticipates annual net sales growth of 7% to 8% compared with the previous year, alongside adjusted operating income representing 4% to 4.5% of sales. The revised forecast reflects confidence in continued demand trends and operational execution across the business. At the end of the quarter, Vince operated 54 company-owned stores. The company also reported $31.2 million of excess availability under its revolving credit facility, providing additional financial flexibility as it executes its growth strategy and expansion plans. Vince Holding stock price

Image source: The Motley Fool. Tuesday, June 16, 2026 at 8:30 a.m. ET Chief Executive Officer — Brendan Hoffman Chief Financial Officer — Yuji Okumura Chief Administrative Officer — Akiko Okuma Need a quote from a Motley Fool analyst? Email [email protected] Operator Hello, everyone. Thank you for joining us, and welcome to Vince's first quarter 2026 earnings conference call. After today's prepared remarks, we will host a question and answer session. If you would like to ask a question, please press Star one to raise your hand. To withdraw your question, press Star one again. I will now hand the conference over to Akiko Okuma, Chief Administrative Officer. Please go ahead. Akiko Okuma Thank you, and good morning, everyone. Welcome to Vince Holding Corp's first-quarter fiscal 2026 results conference call. Hosting the call today is Brendan Hoffman, Chief Executive Officer, and Yuji Okumura, Chief Financial Officer. Before we begin, let me remind you that certain statements made on this call may constitute forward-looking statements, which are subject to risks and uncertainties that could cause actual results to differ from those that the company expects. Those risks and uncertainties are described in today's press release and in the company's SEC filings, which are available on the company's website. In addition, in today's discussion, the company is presenting its financial results in conformity with GAAP and on an adjusted basis. The adjusted results that the company presents today are non-GAAP measures. Discussions of these non-GAAP measures and information on reconciliations of them to their most comparable GAAP measures are included in today's press release and related schedules, which are available in the Investors section of the company's website at investors.vince.com. Now I'll turn the call over to your host. Brendan Hoffman Good morning, everyone. Thank you for joining us today to discuss Vince Holding Corp's first quarter fiscal 2026 results. The momentum we built throughout fiscal 2025 has accelerated into the new year, and we are executing our strategic priorities with precision and confidence. I'm pleased to report that Vince delivered a first-quarter performance with net sales up 10.5% compared to the prior year, reflecting strength across both of our channels. Direct-to-consumer sales grew 15.6%, and wholesale increased 5.9%. Our direct-to-consumer s...

Net Sales Increased 10.5% to $64.0 Million vs. 1Q25 Raises Full Year Fiscal 2026 Guidance NEW YORK, June 16, 2026--(BUSINESS WIRE)--Vince Holding Corp. (Nasdaq: VNCE) ("VNCE" or the "Company"), a global retail platform, today reported its financial results for the first quarter ended May 2, 2026. Brendan Hoffman, Chief Executive Officer of VNCE said, "We delivered strong first quarter results that demonstrate the powerful momentum we’ve built is not only sustained but accelerating. Net sales grew 10.5%, with direct-to-consumer up 15.6% and wholesale increasing 5.9% demonstrating strength across our entire business. Our strategic investments in customer experience are paying off, fueling double-digit growth in both new and reactivated customers and supporting healthy full-price selling." Mr. Hoffman continued, "We’re executing with discipline and precision across our business. The strength we’ve established has carried into the second quarter, reinforcing my confidence in our trajectory. With our strategic foundation firmly in place and a talented team driving product and execution, we are raising our full year guidance and remain focused on driving sustained profitable growth and creating long-term shareholder value." In this press release, the Company is presenting its financial results in conformity with U.S. generally accepted accounting principles ("GAAP") as well as on an "adjusted" basis. Adjusted results presented in this press release are non-GAAP financial measures. See "Non-GAAP Financial Measures" below for more information about the Company's use of non-GAAP financial measures. For the first quarter ended May 2, 2026: Total Company net sales increased 10.5% to $64.0 million compared to $57.9 million in the first quarter of fiscal 2025. The year-over-year increase was driven by a 15.6% increase in the direct-to-consumer segment and a 5.9% increase in the wholesale segment. Gross profit was $32.4 million, or 50.6% of net sales, compared to gross profit of $29.2 million, or 50.3% of net sales, in the first quarter of fiscal 2025. The increase in gross margin rate was primarily driven by approximately 130 basis points due to the favorable impact from higher pricing and 100 basis points due to the favorable impact of lower discounting, largely offset by the unfavorable impact of higher tariffs. Selling, general, and administrative expenses were $35.0...

Vince Holding (NASDAQ:VNCE) shares jumped about 21% on Tuesday morning after the apparel retailer reported stronger-than-expected first quarter results and raised its full-year outlook. The company posted an adjusted loss of $0.16 per share for the quarter ended May 2, better than a loss per share of $0.37 expected by Wall Street analysts. Net sales rose 10.5% year over year to $64 million, exceeding forecasts of $60 million and increasing from $57.9 million in the prior-year quarter. The growth was driven by strength across both of the company's operating segments, with direct-to-consumer sales increasing 15.6% to $32 million and wholesale revenue rising 5.9% to $32.1 million. Gross profit increased to $32.4 million from $29.2 million a year earlier, while gross margin improved slightly to 50.6% from 50.3%. The company attributed the margin expansion primarily to higher pricing and lower discounting, partially offset by the impact of higher tariffs. Vince CEO Brendan Hoffman highlighted continued momentum across the business, pointing to double-digit growth in both new and reactivated customers and strength in full-price selling. He also noted that performance has continued into the second quarter. “With our strategic foundation firmly in place and a talented team driving product and execution, we are raising our full-year guidance and remain focused on driving sustained profitable growth and creating long-term shareholder value,” Hoffman said. Looking ahead, Vince expects second-quarter net sales to increase approximately 10% to 12% from the prior-year period, with adjusted EBITDA margin projected at 8% to 8.5%. For fiscal 2026, the company raised its outlook and now expects net sales growth of approximately 7% to 8% year over year. It forecasts adjusted operating income margin of 4% to 4.5% and adjusted EBITDA margin of 5.5% to 6%.

Interested in Vince Holding Corp.? Here are five stocks we like better. Vince posted a strong first quarter with net sales up 10.5% year over year to $64 million, driven by gains in both direct-to-consumer and wholesale. Direct-to-consumer sales rose 15.6% and wholesale increased 5.9%. Profitability improved despite tariff pressure, as gross margin ticked up to 50.6% and operating losses narrowed to $2.6 million from $4.4 million a year ago. The company said higher pricing and lower discounting helped offset the impact of tariffs. Vince raised its fiscal 2026 outlook, now expecting full-year sales growth of 7% to 8% and higher profitability targets. Management also said second-quarter sales are tracking above low-double-digit growth so far, though it remains cautious about macro volatility. Vince (NASDAQ:VNCE) reported stronger first-quarter fiscal 2026 results and raised its full-year outlook, as the apparel company cited momentum across both its direct-to-consumer and wholesale channels. Chief Executive Officer Brendan Hoffman said the company’s performance reflected continued execution of strategic priorities following momentum built during fiscal 2025. “The momentum we built throughout fiscal 2025 has accelerated into the new year,” Hoffman said on the earnings call. He added that Vince is “executing our strategic priorities with precision and confidence.” → Viasat's Orbiting Profits: Space Force Jackpot? For the first quarter, Vince reported net sales of $64 million, up 10.5% from $57.9 million in the prior-year period. Direct-to-consumer sales increased 15.6%, while wholesale sales rose 5.9% year over year. Hoffman described direct-to-consumer as a “standout performer,” pointing to store remodels, expanded e-commerce capabilities, increased marketing support and the launch of drop ship capabilities as factors giving customers more ways to engage with the brand. → Meta to Follow Alphabet's Footsteps? What an Equity Raise Could Mean He said the first quarter delivered “outstanding performance” in full-price customer acquisition, with double-digit growth in both new and reactivated customers. In wholesale, Hoffman said at-the-register sales were up low double digits with U.S. major accounts, and relationships with key partners were strengthening amid what he described as a broader resurgence in the contemporary category. Hoffman said customers continue to...

This article first appeared on GuruFocus. Net Sales: Increased 10.5% to $64 million compared to $57.9 million in the prior year. Direct-to-Consumer Sales: Grew 15.6% year over year. Wholesale Sales: Increased 5.9% year over year. Gross Profit: $32.4 million or 50.6% of net sales, up from $29.2 million or 50.3% of net sales last year. Selling, General, and Administrative Expenses: $35 million or 54.7% of net sales, compared to $33.6 million or 58% of net sales last year. Loss from Operations: $2.6 million, improved from $4.4 million loss last year. Net Loss: $2.1 million or $0.16 per share, compared to $4.8 million or $0.37 per share last year. Adjusted EBITDA: Negative $1.1 million, improved from negative $3 million last year. Net Inventory: $70.8 million, up from $62.3 million last year. Long-term Debt: $29.1 million at the end of the first quarter. Warning! GuruFocus has detected 10 Warning Signs with VNCE. Is VNCE fairly valued? Test your thesis with our free DCF calculator. Release Date: June 16, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Vince Holding Corp (NASDAQ:VNCE) reported a 10.5% increase in net sales for the first quarter of fiscal 2026, driven by strong performance across both Direct-to-Consumer and Wholesale channels. Direct-to-Consumer sales grew by 15.6%, showcasing the effectiveness of store remodels, enhanced e-commerce capabilities, and expanded marketing efforts. The company achieved a gross profit of $32.4 million, representing 50.6% of net sales, an improvement from the previous year's 50.3%. Vince Holding Corp (NASDAQ:VNCE) is expanding its product offerings with the launch of handbags, belts, and accessories, adding to its existing shoe line, which enhances customer engagement. The company is raising its full-year outlook, expecting net sales to increase by approximately 7% to 8% compared to fiscal 2025, reflecting confidence in sustained growth. Despite improvements, Vince Holding Corp (NASDAQ:VNCE) reported a net loss of $2.1 million for the first quarter, although this was an improvement from the $4.8 million loss in the same period last year. Selling, general, and administrative expenses increased to $35 million, driven by higher benefit costs and increased marketing and advertising expenses. The company faces challenges from higher tariffs, which have impacted invent...

NEW YORK, June 02, 2026--(BUSINESS WIRE)--Vince Holding Corp., (Nasdaq: VNCE) ("VNCE" or the "Company"), a global retail platform, today announced that it plans to report its first quarter 2026 financial results pre-market on Tuesday, June 16, 2026. The Company also plans to hold a conference call to discuss its financial results on the same day at 8:30 a.m. ET. During the conference call, the Company may answer questions concerning business and financial developments, trends and other business or financial matters. The Company's responses to these questions, as well as other matters discussed during the conference call, may contain or constitute information that has not been previously disclosed. Those who wish to participate in the call may do so by dialing (833) 461-5787, conference ID 639507707. Any interested party will also have the opportunity to access the call via the Internet at http://investors.vince.com/. To listen to the live call, please go to the website at least 15 minutes early to register and download any necessary audio software. For those who cannot listen to the live broadcast, a recording will be available for 12 months after the date of the event. Recordings may be accessed at http://investors.vince.com/. ABOUT VINCE HOLDING CORP.Vince Holding Corp. is a global retail platform that operates the Vince brand women's and men's ready to wear business. Vince, established in 2002, is a leading global luxury apparel and accessories brand best known for creating elevated yet understated pieces for every day effortless style. Vince Holding Corp. operates 42 full-price retail stores, 12 outlet stores, and its e-commerce site, vince.com, as well as through premium wholesale channels globally. Please visit www.vince.com for more information. This press release is also available on the Vince Holding Corp. website (http://investors.vince.com/). View source version on businesswire.com: https://www.businesswire.com/news/home/20260602148446/en/ Contacts Investor Relations:ICR, Inc.Caitlin Churchill, [email protected]

Bilibili (BILI) came out with quarterly earnings of $0.19 per share, beating the Zacks Consensus Estimate of $0.17 per share. This compares to earnings of $0.12 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +15.15%. A quarter ago, it was expected that this Chinese video sharing website would post earnings of $0.27 per share when it actually produced earnings of $0.28, delivering a surprise of +3.7%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Bilibili, which belongs to the Zacks Broadcast Radio and Television industry, posted revenues of $1.08 billion for the quarter ended March 2026, missing the Zacks Consensus Estimate by 0.23%. This compares to year-ago revenues of $963 million. The company has topped consensus revenue estimates three times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Bilibili shares have lost about 20.2% since the beginning of the year versus the S&P 500's gain of 8.1%. While Bilibili has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Bilibili was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #4 (Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Stro...

This article first appeared on GuruFocus. Total Net Sales: Increased 4.7% to $83.7 million in Q4 compared to $80 million in Q4 of fiscal 2024. Direct-to-Consumer Sales: Increased 10.4% in Q4. Wholesale Channel Sales: Declined 1.2% in Q4. Gross Profit: $41.1 million or 49.1% of net sales in Q4, down from 50.1% in the prior year. Selling, General and Administrative Expenses: $44 million or 52.6% of net sales in Q4, up from 47.2% in the prior year. Net Loss: $3.6 million or $0.28 per share in Q4, compared to a net loss of $28.3 million or $2.24 per share in the prior year. Adjusted Net Income: $2.4 million or $0.18 per share in Q4, compared to $0.8 million or $0.06 per share in the prior year. Adjusted EBITDA: $4.5 million in Q4, compared to $5.4 million in the prior year. Net Inventory: $66.2 million at the end of Q4, up from $59.1 million in the prior year. Long-term Debt Balance: $19.5 million at the end of Q4. Warning! GuruFocus has detected 4 Warning Signs with VNCE. Is VNCE fairly valued? Test your thesis with our free DCF calculator. Release Date: April 15, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Direct-to-consumer sales increased by 10% in the fourth quarter, showcasing strong customer engagement and effective strategic pricing. Overall sales for the quarter rose nearly 5%, surpassing the high end of prior guidance despite challenges. The men's segment grew to represent approximately 24% of total sales, with plans to expand to 30% penetration. International expansion is promising, with the second London store exceeding expectations and plans for a Paris flagship. Partnership with ABG is enhancing marketing and customer engagement opportunities, contributing to brand visibility. The reorganization of Saks Global caused a $2 million headwind to sales in the quarter. Gross margin decreased due to higher tariffs, promotional events, and increased freight costs. SG&A expenses increased significantly, driven by $6 million in bad debt expense related to Saks reorganization. The company reported a net loss of $3.6 million for the fourth quarter, although improved from the previous year. Wholesale channel sales declined by 1.2%, impacted by the decision to pause shipments to Saks Global. Q: Can you discuss the changes in store setups and the emphasis on new categories like drop shipping and handba...

Vince Holding Corp. (VNCE) came out with quarterly earnings of $0.18 per share, beating the Zacks Consensus Estimate of a loss of $0.01 per share. This compares to earnings of $0.06 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +3,700.00%. A quarter ago, it was expected that this company would post earnings of $0.11 per share when it actually produced earnings of $0.21, delivering a surprise of +90.91%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Vince Holding, which belongs to the Zacks Textile - Apparel industry, posted revenues of $83.71 million for the quarter ended January 2026, surpassing the Zacks Consensus Estimate by 0.42%. This compares to year-ago revenues of $79.95 million. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Vince Holding shares have lost about 31.1% since the beginning of the year versus the S&P 500's gain of 1.8%. While Vince Holding has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Vince Holding was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's...