TickerTalks
Browse all tickers →
TickerTalks›$VRA
VRVRA

Vera Bradley, Inc.

$VRA·$121M·Apparel - Footwear & Accessories·Consumer Cyclical
$4.06-0.2%YTD+66.9%1Y+100.5%
Price updated 2m ago
VRVRA
$VRAVera Bradley, Inc.
$4.06-0.25%0 posts
AI analysisFundamentalsVoices on X
Loading…

On X

The complete picture of $VRA on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

0X posts · last 7 days
No mention history yet

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $VRA — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptAcceleratingAI verdict · as of 2026-09-24

The move is getting stronger, with heavier trading behind it.

Handbags/accessories brand at $4.04 up 67% YTD, t12m +98%; Sep-15 Q2 EPS $0.11 vs -$0.08 (+238%) and CEO says "turnaround is bearing fruit."

Vera Bradley is a $120M handbags/travel-gear/accessories brand whose fiscal-Q2 blowout and clear management commentary have caught real institutional attention.

  • FY26 (Jan-year) revenue consensus $264.5M leveling around $275M through FY28; EPS -$0.67 → -$0.03 (very close to breakeven); gross margin 50%, FCF yield 20.9% (unusually high on the depressed cap).
  • Q2 EPS $0.11 vs -$0.08 (+238%); Q1 -$0.09 vs -$0.33 (+73%); Q4 fiscal $0.09 vs $0.01 (+800%) — three straight sharp beats.
  • Sep-15 CEO said "Turnaround Is Bearing Fruit" on the Q2 call; Sep-15 Zacks confirmed beat; Sep-19 head-to-head with Crocs; position in 52w range 0.83, position vs 200-day +24%.

Dec-10 fiscal-Q3 earnings and any updated FY27 guidance are the reads; the setup is a consumer-brand turnaround with the CEO having explicitly framed the moment.

What to watch: Dec-10 print, holiday-season traffic/comp metrics, and any updated FY27 guidance.

On the calendar: 2026-12-10 — Q3 fiscal earnings

no x sentimentno position in 52w range

Read the AI verdict on $VRA

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

Designs and sells women's handbags, luggage, and accessories featuring its signature quilted fabric prints.

Industry overviewAI analysisGenerated by AI from underlying data

Where Apparel - Footwear & Accessories sits in its cycle right now — and what that implies for $VRA.

Apparel - Footwear & Accessories · Consumer Cyclical

Legacy sportswear incumbents losing structural share as Nike hits a 12-year price low on China weakness and S&P 100 demotion; European heritage performance brands are the beneficiaries. Sector-wide median returns of -17% YTD confirm broad-based multiple compression as brand loyalty erodes for incumbents.

What this means for $VRA

Neutral — Vera Bradley makes women's handbags and accessories; niche quilted-fabric segment is structurally separate from the athletic-footwear share-shift dynamic.

Industry benchmark

6-name peer basket
-34.4%YTD
-37.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-11.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-4.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-3.1%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
20.9%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-7.7%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
50.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Sep 15, 2026$0.11$-0.08+237.5%
Q1 2026Jun 11, 2026$-0.09$-0.33+72.7%
Q4 2025Mar 12, 2026$0.09$0.01+800.0%
Q3 2025Dec 11, 2025$-0.30$-0.11-172.7%
Next earningsThu, Dec 10·consensus EPS $-0.17

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY27$71.6M+1.1%59.8%5.8%$0.16—
Q1 FY27$55.7M+7.8%51.8%-7.5%$-0.17$-5.6M
Q4 FY26$84.9M-15.1%47.8%4.4%$0.10$40.4M
Q3 FY26$62.3M-11.7%42.1%-19.6%$-0.44$-4.5M

Forward consensus

3-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$264.5M$264.5M – $264.5M-$0.67-$0.67 – -$0.671
FY27$265.4M$265.4M – $265.4M-$0.28-$0.28 – -$0.281
FY28$274.8M$274.8M – $274.8M-$0.03-$0.03 – -$0.031

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.4×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.84%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+16.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+24.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 18.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.5% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.595-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyJun 12Ian BickleyCEO28.9K sh$112KBuyJun 12Andrew MeslowDirector24.9K sh$93K
+ 19 other (11 awards · 8 inkinds) in window

See when $VRA insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeJul 248-K — Item 5.02: Officer or director change
AI summary

Vera Bradley, Inc. (VRA) filed an 8-K reporting an officer or director change (Item 5.02) effective July 24, 2026; the excerpt contains only the cover page with no details on the specific individual or role affected. This is a routine governance disclosure for the accessories and handbag retailer.

8-KShareholder voteJun 98-K — Item 5.07: Shareholder vote
8-KOfficer or director changeApr 248-K — Item 5.02: Officer or director change
8-KMaterial agreementApr 178-K — Item 1.01: Material agreement · Item 3.03 · Item 5.03: Charter amendment · Item 7.01: Press release / Reg FD
+ 8 other (2 10-Qs · 2 earnings 8-Ks · 1 SD · 1 ARS) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Head to Head Review: Crocs (NASDAQ:CROX) and Vera Bradley (NASDAQ:VRA)defenseworld.net·7d agoVera Bradley CEO Says Turnaround Is Bearing Fruitwsj.com·10d agoVera Bradley, Inc. (VRA) Q2 2027 Earnings Call Transcriptseekingalpha.com·10d agoVera Bradley (VRA) Beats Q2 Earnings and Revenue Estimateszacks.com·10d agoVera Bradley Q2 Earnings Call Highlightsmarketbeat.com·10d ago

More in Apparel - Footwear & Accessories

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$NKE$ONON$DECK$CPRI$BIRK$BIRD
Voices on X · last 7 days

No standout posts about $VRA on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport