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What were the key takeaways from Vera Bradley's earnings call?

- **Revenue decline but improving trends**: 25% YoY drop but sequential sales growth.
- **Strategic product wins**: Iconic 100 bag launch and social media follower growth (+23% new vb.com customers).
- **Financial challenges**: $0.5M net loss vs. $2.6M profit last year, but 49.9% gross margin.
- **Tariff impact**: $11M annual cost requiring operational adjustments.
- **Key initiatives**: Omnichannel alignment, outlet store upgrades, and organizational restructuring.

**【CEO Summary Section】**
- Vera Bradley reported Q2 revenue of $70.9 million, down 25% year-over-year, but showed sequential improvement in comparable store sales across all channels.
- The company launched a successful back-to-school collection, including a best-selling extra-large backpack and Disney/Peanuts collaborations, with the Gilmore Girls capsule selling out in 5 minutes.
- Five strategic initiatives were outlined:
  1. **Sharpened Brand Focus**: Reintroducing iconic products like the Vera Tote and heritage prints, expanding cotton offerings, and launching the 100 bag reissue in October.
  2. **Omnichannel Strategy**: Aligning promotions across digital and physical channels to reduce discounting and improve margins.
  3. **Outlet 2.0**: Piloting elevated outlet store experiences with full-price products and improved merchandising.
  4. **Operating Model Efficiency**: Streamlining processes and reducing SG&A expenses by 51.2% of revenue.
  5. **Organizational Restructuring**: Redesigning talent and leadership to support growth initiatives.
- The search for a new CEO is ongoing with promising candidates.

**【CFO Financial Commentary】**
- Q2 net loss was $0.5 million, compared to $2.6 million profit last year. Gross margin improved to 49.9%, while SG&A decreased to 51.2% of revenue.
- Inventory decreased 13.2% to $96.7 million, with plans to optimize SKU assortments.
- Tariffs are estimated to cost $11 million annually, with mitigation efforts underway.
- No financial guidance provided due to ongoing transformation.

Vera Bradley (VRA)-11 Sep 25-2026 Q2 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

VRA

VRA fundamentals

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