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

What is Vince Holding's gross profit margin?

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

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

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

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

Did Vince Holding beat or miss consensus estimates last quarter?

- **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

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

VNCE

VNCE fundamentals

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