VRA (VRA) Stock Analysis
Verdict: HOLD
Q2 direct-sales return to profit sparks momentum, but ongoing indirect channel weakness and revenue contraction (-20.2%) urge caution.
Investment score: 53/100
Vera Bradley returned to Q2 operating profitability with $0.11 EPS on $71.65M revenue, driven by 8% Direct-channel growth and tariff refunds. However, TTM revenue decline of -20.21%, negative EPS (-$0.6853), and high debt ($70.5M vs $18.5M cash) keep the fundamental turnaround high-risk.
Peers
| Peer | P/E | P/B | P/S | EV/EBITDA | ROIC % | Net margin % |
|---|---|---|---|---|---|---|
| FOSL | -4.32 | 3.64 | 0.33 | -120.42 | — | -0.07 |
| SGC | 21.74 | 0.91 | 0.33 | 10.02 | — | 0.01 |
| PLBY | 132.14 | 5.77 | 1.03 | 18.09 | — | 0.00 |
| LAKE | -3.69 | 0.81 | 0.53 | -87.05 | — | -0.14 |
| VNCE | 15.54 | 2.01 | 0.37 | 14.90 | — | 0.02 |