Vince Holding Corp.
- Open
- 6.41
- Day high
- 6.70
- Day low
- 6.27
- Prev close
- 6.46
- Volume
- 77K
- Mkt cap
- $82M
- P/E (TTM)
- 9.1
- EPS (TTM)
- $0.73
- P/B
- 1.7
- P/S
- 0.3
- Yield
- —
- Per share
- —
Vince Holding Corp. (VNCE) is a Consumer Cyclical company listed on NASDAQ. The stock is up 324% over the past year.
Vince Holding Corp. (VNCE) financials & analyst ratings
Fundamentals (TTM)
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
VNCE earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Jun 16, 2026 | $-0.13 | $-0.16 | -23.1% | $64M | +1.6% |
| Dec 9, 2025 | $0.11 | $0.21 | +90.9% | $85M | +2.1% |
| Sep 10, 2025 | $-0.08 | $0.38 | +575.0% | $73M | -10.4% |
| Jun 17, 2025 | $-0.48 | $-0.37 | +22.9% | $58M | +3.2% |
| Dec 10, 2024 | $0.32 | $0.34 | +6.3% | $80M | +9.8% |
| Sep 16, 2024 | $-0.25 | $0.05 | +120.0% | $74M | +8.7% |
| Jun 18, 2024 | $-0.30 | $-0.26 | +13.3% | $59M | +1.6% |
| Dec 6, 2023 | $0.23 | $0.15 | -35.2% | $84M | — |
| Sep 12, 2023 | — | $-0.04 | — | $69M | — |
| Jun 8, 2023 | $-0.50 | $-0.36 | +28.0% | $64M | — |
| Dec 13, 2022 | — | $-0.43 | — | $99M | +2.7% |
| Sep 12, 2022 | $0.19 | $-1.02 | -636.8% | $89M | -8.2% |
VNCE insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Apr 16, 2026 | Okumura Yujiofficer: Chief Financial Officer | Tax | 545 | $1.99 |
| Dec 29, 2025 | Ulasewicz Eugeniadirector | Sell | 11,322 | $4.34 |
| Jun 6, 2025 | Norton Jillofficer: Chief Commercial Officer | Grant | 15,000 | $1.47 |
| Jun 6, 2025 | OKUMA AKIKOofficer: CAO & General Counsel | Grant | 15,000 | $1.47 |
| Jun 6, 2025 | Okumura Yujiofficer: Chief Financial Officer | Grant | 15,000 | $1.47 |
| May 9, 2025 | SK FINANCIAL SERVICES, LLCother: Former 10% Owner | Sell | 7,641 | $1.76 |
| May 9, 2025 | SK FINANCIAL SERVICES, LLCother: Former 10% Owner | Sell | 1,804 | $1.71 |
| May 9, 2025 | SCSF Cardinal, LLCother: Former 10% Owner | Sell | 1,000 | $1.68 |
| May 9, 2025 | KROUSE RODGER Rother: Former 10% Owner | Sell | 7,641 | $1.76 |
| May 9, 2025 | KROUSE RODGER Rother: Former 10% Owner | Sell | 7,525 | $1.67 |
| May 9, 2025 | LEDER MARC Jother: Former 10% Owner | Sell | 7,641 | $1.76 |
| May 9, 2025 | LEDER MARC Jother: Former 10% Owner | Sell | 7,525 | $1.67 |
| May 9, 2025 | Sun Cardinal, LLCother: Former 10% Owner | Sell | 4,721 | $1.66 |
| Mar 28, 2025 | Okumura Yujiofficer: Interim CFO | Grant | 5,000 | — |
| Jan 24, 2025 | KROUSE RODGER R10 percent owner | Sell | 7,218,385 | $2.33 |
Source: VNCE SEC Form 4 filings, latest Apr 16, 2026. For informational purposes only — not investment advice.
See the full VNCE insider & 13F page →Vince Holding Corp. company profile
Overview
Vince Holding Corp. (NASDAQ:VNCE) is a luxury apparel company founded in 2002 and headquartered in New York. The company designs, merchandises, and sells premium clothing and accessories primarily in the United States and internationally. Originally known as Apparel Holding Corp., the company went public in November 2013 and changed its name to Vince Holding Corp. The company has undergone significant strategic transformation in recent years, including a partnership with Authentic Brands Group in 2022 and the wind-down of its Rebecca Taylor and Parker brands to focus on its core Vince brand.
Business
Vince Holding Corp operates in the luxury apparel manufacturing industry, designing and selling premium clothing and accessories under primarily the Vince brand. The company's product portfolio spans both women's and men's luxury ready-to-wear fashion, including cashmere sweaters, silk blouses, leather and suede garments, dresses, denim, outerwear, footwear, and accessories. The Vince brand is positioned in the contemporary luxury segment, known for modern, minimalist designs using high-quality materials. The company previously operated three business segments but has streamlined to focus primarily on the Vince brand after winding down Rebecca Taylor and Parker operations. The business operates through two main channels: 1. Wholesale Segment: Sells products to department stores like Nordstrom and specialty retailers. This channel has shown strong growth recently, with a 26.7% increase in Q4 2024. 2. Direct-to-Consumer Segment: Operates branded retail stores (49 full-price Vince stores and 18 outlet stores as of early 2022) and e-commerce through vince.com, plus a subscription service called Vince Unfold. This segment has faced recent challenges with an 8.1% decline in Q4 2024. The men's business represents over 20% of total sales and is a key growth driver, with management targeting expansion to 30% of revenues. The company also has licensing partnerships with Authentic Brands Group for additional product categories including shoes, belts, and handbags.
Revenue model
Vince generates revenue through multiple channels and business models. The primary revenue streams include product sales through wholesale distribution to department stores and specialty retailers, and direct sales to consumers through company-operated retail stores and e-commerce platforms. The company also operates outlet stores for discounted merchandise and has a subscription service called Vince Unfold. The paying customers include wholesale partners like Nordstrom and other department stores, as well as individual consumers who shop at Vince retail locations or online. The company particularly targets higher-income consumers and has identified that its top 10% customers represent 40% of full-price direct-to-consumer demand. Several factors significantly impact the company's margins. Tariff policies present a major challenge, as over 60% of the company's cost of goods are sourced from China. The company is actively working to reduce this exposure by moving approximately one-third of fall production outside China. Promotional activity levels directly affect margins, with the company focusing on reducing discounting and driving full-price sales penetration. Raw material costs and manufacturing expenses influence gross margins, while the company's transformation plan has delivered $10 million in cost savings through operational efficiencies. Channel mix also affects profitability, as direct-to-consumer sales typically carry higher margins than wholesale, though wholesale provides greater volume and reduced inventory risk. The company's ability to expand higher-margin men's products and licensed categories also impacts overall profitability.
Competitive moat
Vince's competitive moat is relatively limited in the highly competitive luxury apparel market. The company's primary defensive characteristics include its brand recognition in the contemporary luxury segment and established relationships with premium department stores like Nordstrom. The Vince brand has built a reputation for modern, minimalist design using quality materials like cashmere and silk, which provides some customer loyalty and pricing power. However, the luxury apparel industry is intensely competitive with low barriers to entry and constant pressure from both established luxury brands and emerging direct-to-consumer companies. The company faces significant competitive threats from larger luxury conglomerates with greater resources for marketing and international expansion, as well as fast-fashion retailers that can quickly replicate design trends at lower price points. The company's recent partnership with Authentic Brands Group provides some strategic advantages through expanded licensing opportunities and shared resources, but this also reduces Vince's independence and control over its brand destiny. The company's small scale relative to major luxury competitors limits its negotiating power with suppliers and retailers, and its heavy reliance on Chinese manufacturing creates vulnerability to trade policy changes. Overall, Vince operates in a challenging competitive environment with limited sustainable competitive advantages beyond brand recognition and design capabilities.
Risks & safety
The company presents significant financial risks with a very limited margin of safety: • Cash position: Extremely low cash reserves of only $607,000 as of Q4 2024, creating immediate liquidity concerns • Debt burden: High debt-to-equity ratio of 2.47x indicating substantial leverage and financial stress • Profitability: Negative net income of -$28.3 million in Q4 2024 and -$19 million for full year 2024 • Cash flow: While operational cash flow was positive at $22.7 million in Q4 2024, the company has historically struggled with cash generation • Current ratio: 1.31x provides minimal working capital cushion • Valuation metrics: Trading at negative P/E ratios due to losses, though low price-to-book ratio of 1.07x suggests potential asset value • Market cap: Small size at approximately $19 million creates liquidity risk and potential delisting concerns • Operational challenges: Facing tariff headwinds, supply chain disruption, and need for continued restructuring
Recent development
Over the past few years, Vince has undergone significant strategic transformation focused on operational efficiency and brand consolidation. The company completed a major partnership with Authentic Brands Group in 2022, receiving $76.5 million in cash while retaining a 25% membership interest and 10-year exclusive licensing agreement. This transaction provided crucial capital while maintaining operational control. The company has wound down the Rebecca Taylor and Parker brands to focus resources on the core Vince brand, streamlining operations and reducing complexity. A comprehensive transformation plan has delivered over $10 million in cost savings through improved operational efficiency and disciplined expense management. Men's business expansion represents a key growth initiative, with the category growing from less than 20% to over 20% of total sales, targeting 30% over the next few years. The company opened its first men's-only store and expanded men's product offerings across wholesale partners. Supply chain diversification has become critical, with the company actively reducing dependence on Chinese manufacturing from over 60% of cost of goods to targeting one-third of fall production outside China. International expansion continues selectively, with new store openings planned in Nashville and a second London location, while pausing operations in China due to market conditions. The company has enhanced its digital capabilities through improved e-commerce platforms, customer data systems, and targeted marketing initiatives focused on high-value customers and brand awareness campaigns.
VNCE company profile · for informational purposes only — not investment advice.
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