NASDAQ$VRA

Vera Bradley Inc · Q2 2025 earnings

Q2 2025 earnings · · Investor relations

Briefing

Reported a decrease in consolidated net revenues and net income compared to the prior year, while initiating Project Restoration.

Vera Bradley, Inc. announced its Q2 fiscal year 2025 results, with consolidated net revenues totaling $110.8 million and net income of $5.7 million, or $0.19 per diluted share. The company's balance sheet remains strong with $44.1 million in cash and no debt. The company successfully launched the first phase of Project Restoration, with elevated brand marketing, product, store design and website.

  • Consolidated net revenues totaled $110.8 million.
  • Net income totaled $5.7 million, or $0.19 per diluted share.
  • Non-GAAP net income totaled $3.9 million, or $0.13 per diluted share.
  • Cash and cash equivalents totaled $44.1 million with no debt.

Headline financials

Total Revenue

$111M

Previous: $128M-13.5%
EPS

$0.19

Previous: $0.33-42.4%
Capital Expenditures

-$3.65M

Previous: -$1.73M-111.3%
Free Cash Flow

$2.06M

Previous: $7.53M-72.7%
Net Income

$5.71M

Previous: $9.25M-38.3%
Operating Income

$2.87M

Previous: $12.9M-77.7%
Gross Profit

$56.4M

Previous: $72M-21.7%
Stock-Based Comp

$572K

Previous: $910K-37.1%

Revenue & EPS history

Vera Bradley · Revenue · Quarterly

$111M

Q2 2025-13.5%vs Q2 2024
Beat estimate in 8 of 16 quarters(50%)
ActualEstimate

Revenue by segment

Vera Bradley · $55.7M total across 2 segments · Q1 2027

  • Direct
    $44.9M
  • Indirect
    $10.8M

Forward guidance

The Company’s expectations for fiscal year 2025 include consolidated net revenues of approximately $410 million and consolidated diluted EPS of approximately $0.10.

Tailwinds

  • Product margin improvements
  • Lower supply chain costs
  • Decreased variable costs
  • Continued structural cost reductions
  • Six new outlet store openings

Headwinds

  • Increased shipping costs
  • Increased promotional cadence in our direct segments
  • Increased liquidation sales
  • Revenues for the back half of the year are expected to be down in the low-teen range
  • Sequential improvement in Q4 over Q3

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2025

Historical avgQ2 2025

-0.6%

Avg return

Earnings day

-0.7%

Avg return

5 days after

-1.9%

Avg return

30 days after

40%

26 / 65 earnings

Positive

+36.9%

Q3 2016

Best reaction

-24.1%

Q4 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2027
Q4 2026+35.7%+31.3%+55.8%
Q3 2026-16.3%+0.9%+42.8%
Q2 2026-7.9%-9.2%-12.7%
Q1 2026-2.1%-10.0%-13.0%
Q4 2025-3.3%+0.7%-22.4%
Q3 2025-17.7%-26.0%-31.0%
Q2 2025-0.6%-1.4%+4.0%
Q1 2025-19.7%-22.6%-16.3%
Q4 2024-9.8%-13.6%-10.7%
Q3 2024+6.5%+5.9%+2.5%
Q2 2024+4.5%+5.5%-3.6%
Q1 2024+16.0%+12.6%+16.8%
Q4 2023+2.9%+3.3%+8.3%
Q3 2023+14.4%+19.7%+24.6%
Q2 2023-18.2%-21.6%-32.4%
Q1 2023-8.0%-22.5%-30.6%
Q4 2022+6.5%+8.0%+0.9%
Q3 2022-18.3%-16.0%-17.9%
Q2 2022-11.5%-11.2%-16.1%
Q1 2022-9.5%-7.0%-13.0%
Q4 2021+0.6%+5.6%+1.3%
Q3 2021-13.5%-10.7%-5.0%
Q2 2021+31.1%+40.3%+27.4%
Q1 2021+7.8%+21.7%-24.7%
Q4 2020-24.1%-37.9%-17.2%
Q3 2020-8.3%-7.8%-7.0%
Q2 2020-16.5%-14.2%-1.7%
Q1 2020-2.2%+0.7%+2.5%
Q4 2019+25.3%+21.5%+7.2%
Q3 2019-16.5%-17.6%-6.2%
Q2 2019+17.6%+17.3%-3.1%
Q1 2019+6.4%+5.4%+6.7%
Q4 2018-4.1%+2.7%+6.0%
Q3 2018+30.8%+35.8%+31.9%
Q2 2018-10.2%-9.7%-12.5%
Q1 2018+2.8%+1.4%+15.1%
Q4 2017-4.5%-1.9%-6.7%
Q3 2017-12.6%-16.0%-19.9%
Q2 2017+9.6%+11.4%+1.3%
Q1 2017-2.7%-2.9%-6.7%
Q4 2016+11.2%
Q3 2016+36.9%
Q2 2016+33.7%
Q1 2016-18.0%
Q4 2015-16.3%
Q3 2015+0.7%
Q2 2015+0.7%
Q1 2015-8.4%
Q4 2014+9.9%
Q3 2014-4.2%
Q2 2014-0.6%
Q1 2014-8.0%
Q4 2013-1.1%
Q3 2013-15.3%
Q2 2013-6.5%
Q1 2012+6.4%
Q1 2013-11.5%
Q1 2011-1.5%
Q4 2012-1.5%
Q4 2010-1.5%
Q3 2011-8.6%
Q3 2012-8.6%
Q2 2012+5.0%
Q4 2011+5.0%
Q2 2011+5.0%

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