NASDAQ$VRA

Vera Bradley Inc · Q3 2025 earnings

Q3 2025 earnings · · Investor relations

Briefing

Vera Bradley's financial performance was challenged by the early stages of 'Project Restoration', with consolidated net revenues totaling $80.6 million and a net loss of ($12.8) million.

Vera Bradley, Inc. reported a challenging third quarter with a decrease in consolidated net revenues to $80.6 million compared to $115.0 million in the prior year. The company experienced a net loss of ($12.8) million, or ($0.46) per diluted share, which included several pre-tax charges. The company is in early stages of their 'Project Restoration'.

  • Consolidated net revenues totaled $80.6 million compared to $115.0 million in the prior year.
  • Net loss totaled ($12.8) million, or ($0.46) per diluted share, including pre-tax charges of $2.2 million of impairment charges.
  • Vera Bradley Direct segment revenues decreased 27.4% to $52.5 million, and comparable sales declined 27.2%.
  • Pura Vida segment revenues decreased 42.9% to $10.1 million, attributed to a decrease in both ecommerce and wholesale sales.

Headline financials

Total Revenue

$80.6M

Previous: $115M-29.9%
EPS

-$0.46

Previous: $0.19-342.1%
Capital Expenditures

-$6.05M

Previous: -$2.55M-137.6%
Free Cash Flow

-$18.9M

Previous: $2.57M-832.9%
Net Income

-$12.8M

Previous: $5.12M-350.1%
Operating Income

-$10.5M

Previous: $6.79M-254.3%
Gross Profit

$43.6M

Previous: $63M-30.8%
Stock-Based Comp

$893K

Previous: $764K+16.9%

Revenue & EPS history

Vera Bradley · Revenue · Quarterly

$80.6M

Q3 2025-29.9%vs Q3 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 $385 million and a consolidated operating loss of approximately ($9) million.

Tailwinds

  • Product margin improvements
  • Lower supply chain costs
  • Decreased variable costs
  • Continued structural cost reductions

Headwinds

  • Increased shipping costs
  • Increased promotional cadence in our direct segments
  • Increased liquidation sales
  • Consolidated net revenues of approximately $385 million compared to $470.8 million in Fiscal 2024
  • Consolidated operating loss of approximately ($9) million compared to operating income of $22.6 million in Fiscal 2024

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 Q3 2025

Historical avgQ3 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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