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

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

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

What is Vince Holding's latest dividend and current dividend yield?

What is Vince Holding's gross profit margin?

- **E-commerce Growth**: DTC sales surged 60%+ in first month of dropship, driving mid-funnel traffic and conversions. 
- **Tariff Resilience**: Gross margin held steady despite 260bp headwind, with units flat YoY at higher price points.
- **Store Expansion**: 60+ global locations, prioritizing profitable markets and e-commerce data insights.
- **Cost Management**: $8-9M tariff impact offset by product cost improvements, with flat EBITDA margin guidance.

**【CEO Summary Section】**
- **Dropship Strategy Success**: E-commerce sales grew over 60% in the first month post-launch, with plans to expand to other categories. The dropship model leverages Caleres' shoe inventory and provides data insights for future product development.
- **Store Expansion**: Opened 2 new stores in Nashville and Sacramento, with 60 total stores globally. The London Marylebone store outperformed expectations, and the U.S. e-commerce channel saw triple-digit growth in site traffic and new customer acquisition.
- **Tariff Management**: Despite 260 basis points of gross margin impact from tariffs, units sold remained flat year-over-year, indicating customer acceptance of price increases.
- **Marketing Investment**: Reinvested in mid-funnel marketing, driving 3x+ traffic growth and full-price customer acquisition. AI-generated video content boosted conversion rates and average order values.

**【CFO Financial Commentary】**
- **Net Sales Growth**: Total company net sales increased 6.2% YoY to $85.1 million, with wholesale and DTC channels growing 6.7% and 5.5%, respectively.
- **Gross Margin Challenges**: Gross margin rate decreased 0.8% YoY due to tariffs and freight costs, partially offset by lower discounting and product costing improvements.
- **Operating Expenses**: SG&A increased 6.4% YoY, driven by $1.1 million in compensation and $0.76 million in marketing investments.
- **Q4 Outlook**: Guidance for DTC net sales growth to outpace total company growth, with adjusted EBITDA margin expected to remain flat to 4% of net sales despite $4-5 million in incremental tariffs.

**【Q&A Highlights】**
- **Inventory Utilization**: Dropship strategy allows real-time product testing without upfront investment, with early success in shoes. Management is exploring expansion into other categories based on e-commerce performance.
- **Tariff Mitigation**: 2026 outlook assumes $8-9 million in incremental tariffs, partially offset by product cost improvements and pricing strategies.
- **Store Strategy**: Maintaining 60+ stores globally, with focus on profitable markets like London. Direct-to-consumer e-commerce growth is prioritized alongside wholesale partnerships.
- **Freight Costs**: Shifting sourcing regions and timing contribute to freight variability, with no material impact from contract rates.

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

Wholesale

Direct-To-Consumer

Rebecca Taylor and Parker

VNCE

VNCE fundamentals

You can ask Aime