What is the market's earnings forecast for Vince Holding next quarter?

What is the revenue and EPS growth rate for Vince Holding year over year?

What is Vince Holding's gross profit margin?

What guidance did Vince Holding's management provide for the next earnings period?

What were the key takeaways from Vince Holding’s earnings call?

What factors drove the changes in Vince Holding's revenue and profit?

What does Vince Holding do and what are its main business segments?

Did Vince Holding beat or miss consensus estimates last quarter?

- **Revenue Growth**: 6.2% YoY to $85.1M, driven by DTC (+5.5%) and wholesale (+6.7%).
- **Gross Margin Resilience**: 49.2% despite 260bps tariff headwind, offset by pricing and lower discounts.
- **DTC Momentum**: E-commerce refresh boosted conversions; dropship launch (shoes) saw significant Q3 growth.
- **Holiday Outlook**: Record DTC sales in Q4, targeting 3-7% net sales growth.
- **Strategic Expansion**: Exploring licensed products (e.g., Citizens of Humanity denim) and international store openings.

**【CEO Opening Remarks】**
- Q3 revenue grew 6.2% YoY to $85.1M, driven by 5.5% DTC growth and 6.7% wholesale expansion.
- Strategic price increases (+6% overall, +>6% in women's) maintained unit volumes, validating product value.
- DTC success: e-commerce refresh boosted conversion rates and AOV; dropship launch (shoes only) saw significant volume growth in first month.
- New stores in Nashville and Sacramento performed well, with London Marylebone store exceeding expectations.
- Holiday Q4 started strong with record DTC sales during Black Friday/Cyber Monday.

**【CFO Financial Commentary】**
- Gross profit: $41.9M (49.2% of sales), down 80bps YoY due to tariffs (+260bps) and freight (+100bps), offset by pricing (+140bps) and lower discounts (+110bps).
- SG&A: $36.5M (42.8% of sales), up $1.9M YoY due to marketing reinvestment and compensation.
- Operating income: $5.4M vs. $5.8M YoY, net income $2.7M (EPS $0.21) vs. $4.3M ($0.34) YoY, impacted by tax expense.
- Q4 outlook: 3-7% net sales growth, DTC outpacing total; adjusted EBITDA margin 2-4% vs. 6.7% YoY.
- Full year: 2-3% sales growth, 2-3% adj. operating margin, 4-5% adj. EBITDA margin vs. 4.8% YoY.

**【Q&A Highlights】**
- **Dropship Strategy**: Early success in shoes (Caleres partnership) may expand to other categories in 2026, leveraging ABG partnerships.
- **Inventory Constraints**: Minimal bottlenecks; DTC and wholesale channels balanced well.
- **Price/Volume Mix**: Units held steady despite price increases, especially in women's (+>6% prices, flat units).
- **Store Expansion**: 60+ stores globally; cautious on new openings but exploring Europe opportunities.
- **Freight Costs**: Tariff-related shifts in sourcing driving incremental costs, partially offset by mitigation strategies.

Vince Holding Corp.(VNCE)-20251209-2026 Q3 Earnings call transcript

- **Revenue resilience**: Q2 net sales $73.2M (-1.3%) with DTC growth offsetting wholesale delays.
- **Margin transformation**: Gross margin +340bps to 50.4% via price hikes and cost control.
- **Tariff mitigation success**: 50% tariff impact reduction through strategic sourcing and pricing.
- **Expansion momentum**: 2 new stores opening in Q3 with disciplined capex approach.

**【CEO Summary Section】**
- Q2 revenue decreased 1.3% to $73.2M, with DTC segment growing 0.5% despite a 5.1% decline in wholesale due to delayed fall shipments.
- Gross margin improved to 50.4% (vs. 47.4% last year) driven by strategic price increases, lower discounting, and tariff mitigation.
- Tariff impact reduced by 50% through country-of-origin shifts, vendor negotiations, and price adjustments.
- New Marylebone store exceeded expectations, with Nashville and Sacramento openings planned for Q3.

**【CFO Financial Commentary】**
- Operating income reached $11.2M (vs. $1.1M last year), with adjusted EBITDA of $6.7M (vs. $2.7M).
- SG&A expenses decreased 27% to $25.8M due to $7.2M in government credits and cost discipline.
- Inventory rose 15.7% to $76.7M, driven by tariff-related costs and strategic pre-shipment.
- Q3 guidance: flat to low-single-digit sales growth, operating margin 1-4%, and cautious outlook amid macro uncertainty.

**【Q&A Key Highlights】**
- Sourcing diversification: Targeting <25% of products from any single country to mitigate tariffs.
- Freight costs: Expected stability, with focus on air/sea logistics balance.
- Store expansion: 47 full-price locations and 14 outlets, with no new openings beyond Nashville and Sacramento in 2025.

Vince Holding Corp. (VNCE) Q2 2025 Earnings Call Transcript

- **Revenue Decline**: Q1 2025 net sales down 2.1% to $57.9M, driven by DTC challenges and higher costs.
- **Tariff Mitigation**: Reduced China exposure to 25%, shifted to air freight, and raised prices on 20% of SKUs to offset 170bp tariff costs.
- **Operational Strength**: Wholesale segment stable, e-commerce up 10%, and sweaters/linen categories delivered 12% margin expansion.
- **Q2 Outlook**: Sales flat to -3%, operating margin -1% to +1%, with cautious optimism on extended spring selling season.
- **Balance Sheet**: Debt reduced 30% to $34.7M, inventory up 10% to $62.3M for tariff mitigation.

**【CEO Summary Section】**
- **Tariff Mitigation Efforts**: Reduced China exposure to 25% of COGS by Spring 2026, shifted to air freight for timely delivery, and implemented strategic price adjustments to offset costs.
- **Revenue Performance**: Q1 2025 net sales decreased 2.1% to $57.9M, with Wholesale segment stability and DTC improvement driven by e-commerce (+10% YoY). Direct stores (excluding closures) saw +5% like-for-like growth despite macro challenges.
- **Product Strengths**: Sweaters, linen, and knits outperformed, with new color palettes and bottoms categories contributing 12% margin expansion. Men's business grew 8% YoY.
- **Store Expansion**: Opened Marylebone (London) and on track for Nashville/Sacramento openings. Remodeled Greenwich, Stanford, and Mercer stores to enhance customer experience.
- **Tariff Impact**: Q2 expects 170bp incremental tariff costs, but delayed pre-fall shipments allowed extended spring selling season, supporting Q2 trends.

**【CFO Financial Commentary】**
- **Gross Margin**: 50.3% (down 300bp YoY) due to 260bp freight/duty, 120bp channel mix, offset by 330bp lower product costs and reduced promotions.
- **SG&A**: $33.6M (58% of sales) vs. $31.9M (54% of sales) last year, driven by marketing, remodels, and IT/legal costs.
- **Net Loss**: $4.8M (-$0.37 EPS) vs. $4.4M ($0.35 EPS) last year. Adjusted EBITDA: -$3M (vs. -$1.5M YoY).
- **Q2 Guidance**: Sales flat to -3%, operating margin -1% to +1%, EBITDA 1% to 4% of sales. Inventory up 10% YoY to $62.3M, debt reduced 30% to $34.7M.

**【Q&A Highlights】**
- **Freight Strategy**: Shifted to air freight for 20% of shipments, expecting Q2 freight costs to stabilize post-tariff clarity.
- **Price Adjustments**: Implemented 3-5% price increases on 20% of SKUs, with no material consumer pushback.
- **Consumer Trends**: Linen and color-driven collections performed well, with pre-fall launch showing +15% traffic in test stores.
- **Tariff Outlook**: 25% China exposure by Q4, with 70% of 2026 product sourced outside China. No plans for further price increases beyond 2025.


Actual					-0.1	-1.82	-1.28	0.42	-0.48	-0.98	-0.05	0.18	-0.23	-0.6	-1.23	-0.43	-0.89	-0.36	-0.04	0.15	-0.37	-0.26	0.05	-0.18	0.2255	0.38	0.21
Forecast					0.02	-1.02	-1	-0.26	-0.35	-0.64	-0.64	0.6	-0.07	-0.67	0.1933	0	-0.2451	-0.5	0	0.2316	-0.0784	-0.3	-0.25	0.32	-0.42	-0.1	0.13
Surprise	0.00%	0.00%	0.00%	0.00%	-600.00%	-78.43%	-28.00%	+261.54%	-37.14%	-53.13%	+92.19%	-70.00%	-228.57%	+10.45%	-736.32%	0.00%	-263.12%	+28.00%	0.00%	-35.23%	-371.94%	+13.33%	+120.00%	-156.25%	+153.69%	+480.00%	+61.54%

VNCE

VNCE fundamentals

VNCE Q3 2026 Earnings

Earnings Call

You can ask Aime

VNCE

VNCE fundamentals

VNCE Q3 2026 Earnings

Earnings Call

VNCE Earnings Call Summary for Q3/20268:30 AM on Dec 9, 2025

VNCE Earnings Call Summary for Q2/20264:30 PM on Sep 10, 2025

VNCE Earnings Call Summary for Q1/20268:30 AM on Jun 17, 2025

VNCE Earnings Call Summary for Q3/20258:30 AM on Dec 10, 2024

VNCE Earnings Call Summary for Q2/20254:30 PM on Sep 16, 2024

You can ask Aime