Reported Q: Q2 2025 Rev YoY: -13.5% EPS YoY: -36.7% Move: +1.16%
Vera Bradley Inc
VRA
$2.61 1.16%
Exchange NASDAQ Sector Consumer Cyclical Industry Apparel Footwear Accessories
Q2 2025
Published: Sep 11, 2024

Company Status Snapshot

Fast view of the latest quarter outcome for VRA

Reported

Report Date

Sep 11, 2024

Quarter Q2 2025

Revenue

110.82M

YoY: -13.5%

EPS

0.19

YoY: -36.7%

Market Move

+1.16%

Previous quarter: N/A

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Earnings Highlights

  • Revenue of $110.82M down 13.5% year-over-year
  • EPS of $0.19 decreased by 36.7% from previous year
  • Gross margin of 50.9%
  • Net income of 5.71M
  • "we enter the second-half in a strong financial position, however, with no debt and $44 million in cash" - Jackie Ardrey
VRA
Company VRA

Executive Summary

Vera Bradley reported a mixed QQ2 2025 performance as the company advances its Project Restoration program but faces meaningful topline headwinds. Quarterly revenue totaled $110.8 million, a 13.5% year-over-year decline, driven by softer consumer demand and outlet channel weakness. Non-GAAP gross margins were solid at 50.9% (versus 56.2% in the year-ago quarter), with non-GAAP operating income of $4.3 million (3.9% of net revenues) and non-GAAP net income of $3.9 million, or $0.13 per diluted share. GAAP metrics show operating income of $2.9 million and net income of $5.7 million, reflecting standard GAAP-to-non-GAAP adjustments discussed in the press release. The company ended the quarter with $44 million in cash and no borrowings on its ABL facility, but with total debt of roughly $75.97 million and a net debt position of about $31.8 million. Management emphasized the brand restoration initiative, including the Zooey Deschanel creative campaign, expanded collaborations (notably Urban Outfitters) and a prioritized balance of full-price selling versus promotions, while remaining prudent about the pace of improvement in the second half of 2025. Full-year guidance remains anchored in a low-to-mid single-digit revenue decline for the Vera Bradley brand, a mid-teens decline for Pure Vida, a gross margin around 53%, and a 5% year-end inventory reduction, with an expected end-year cash balance near $50 million and $13 million of capex. The exec team highlighted cost discipline, inventory management improvements, and selective marketing investments as the levers to return Vera Bradley to sustainable, profitable growth over the next few years, albeit with a slower-than-anticipated ramp. This report synthesizes the QQ2 results with management commentary, benchmarks against peers, and an explicit investment thesis for investors.

Key Performance Indicators

Revenue
Decreasing
110.82M
QoQ: 37.49% | YoY: -13.54%
Gross Profit
Decreasing
56.36M
50.86% margin
QoQ: 36.86% | YoY: -21.74%
Operating Income
Decreasing
2.87M
QoQ: 125.11% | YoY: -77.69%
Net Income
Decreasing
5.71M
QoQ: 170.26% | YoY: -38.34%
EPS
Decreasing
0.19
QoQ: 173.08% | YoY: -36.67%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q2 2026 70.86 -0.17 -36.1% View
Q1 2026 51.65 -1.20 -35.9% View
Q4 2025 99.96 -1.69 -25.0% View
Q3 2025 80.58 -0.46 -29.9% View
Q2 2025 110.82 0.19 -13.5% View