--- title: "Vera Bradley | 8-K: FY2026 Q4 Revenue Beats Estimate at USD 84.89 M" type: "News" locale: "en" url: "https://longbridge.com/en/news/278881868.md" datetime: "2026-03-12T12:19:29.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/278881868.md) - [en](https://longbridge.com/en/news/278881868.md) - [zh-HK](https://longbridge.com/zh-HK/news/278881868.md) --- # Vera Bradley | 8-K: FY2026 Q4 Revenue Beats Estimate at USD 84.89 M Revenue: As of FY2026 Q4, the actual value is USD 84.89 M, beating the estimate of USD 79.73 M. EPS: As of FY2026 Q4, the actual value is USD 0.09. EBIT: As of FY2026 Q4, the actual value is USD 2.908 M. #### Consolidated Net Revenues - **Fourth Quarter Fiscal 2026**: Vera Bradley, Inc. reported consolidated net revenues of $84.9 million, a decrease from $86.4 million in the prior year fourth quarter . - **Fiscal Year 2026**: Consolidated net revenues were $269.7 million, compared to $318.8 million for Fiscal 2025 . #### Segment Revenue - **Vera Bradley Direct (Fourth Quarter Fiscal 2026)**: Revenues totaled $74.5 million, marking a 2.6% decrease from $76.5 million in the prior year fourth quarter, with comparable sales declining 0.7% . - **Vera Bradley Indirect (Fourth Quarter Fiscal 2026)**: Revenues increased by 4.9% to $10.4 million, up from $9.9 million in the prior year fourth quarter . - **Vera Bradley Direct (Fiscal Year 2026)**: Revenues totaled $227.8 million, an 11.6% decrease from $257.6 million in the prior year, and comparable sales also declined 11.6% . - **Vera Bradley Indirect (Fiscal Year 2026)**: Revenues were $41.9 million, representing a 31.6% decrease from $61.2 million in the prior year . #### Net Income (Loss) from Continuing Operations - **Fourth Quarter Fiscal 2026 GAAP**: Net income was $2.7 million . - **Fourth Quarter Fiscal 2026 Non-GAAP**: Net income was $2.5 million . - **Fourth Quarter Fiscal 2025 GAAP**: Net loss was - $20.0 million . - **Fourth Quarter Fiscal 2025 Non-GAAP**: Net loss was - $5.4 million . - **Fiscal Year 2026 GAAP**: Net loss was - $32.7 million . - **Fiscal Year 2026 Non-GAAP**: Net loss was - $16.4 million . - **Fiscal Year 2025 GAAP**: Net loss was - $33.4 million . - **Fiscal Year 2025 Non-GAAP**: Net loss was - $13.1 million . #### Consolidated Gross Profit and Margin - **Fourth Quarter Fiscal 2026 GAAP**: Totaled $40.6 million, or 47.8% of net revenues, compared to $39.7 million, or 45.9% of net revenues in the prior year . - **Fourth Quarter Fiscal 2026 Non-GAAP**: Totaled $40.5 million, or 47.8% of net revenues, compared to $40.4 million, or 46.8% of net revenues in the prior year . - **Fiscal Year 2026 GAAP**: Totaled $125.0 million, or 46.4% of net revenues, compared to $158.8 million, or 49.8% of net revenues in the prior year . - **Fiscal Year 2026 Non-GAAP**: Totaled $126.4 million, or 46.9% of net revenues, compared to $160.5 million, or 50.3% of net revenues in the prior year . #### Consolidated Selling, General, and Administrative (SG&A) Expenses - **Fourth Quarter Fiscal 2026 GAAP**: Totaled $38.2 million, or 45.0% of net revenues, compared to $52.2 million, or 60.5% of net revenues in the prior year . - **Fourth Quarter Fiscal 2026 Non-GAAP**: Totaled $37.3 million, or 43.9% of net revenues, compared to $47.9 million, or 55.4% of net revenues in the prior year . - **Fiscal Year 2026 GAAP**: Totaled $158.1 million, or 58.6% of net revenues, compared to $188.5 million, or 59.1% of net revenues in the prior year . - **Fiscal Year 2026 Non-GAAP**: Totaled $149.3 million, or 55.4% of net revenues, compared to $179.8 million, or 56.4% of net revenues in the prior year . #### Operating Income (Loss) from Continuing Operations - **Fourth Quarter Fiscal 2026 GAAP**: Operating income was $2.7 million, or 3.2% of net revenues, compared to an operating loss of - $12.4 million, or -14.4% of net revenues in the prior year fourth quarter . - **Fourth Quarter Fiscal 2026 Non-GAAP**: Operating income was $3.6 million, or 4.2% of net revenues, compared to an operating loss of - $7.3 million, or -8.5% of net revenues in the prior year fourth quarter . - **Direct Operating Income (Fourth Quarter Fiscal 2026 GAAP)**: $11.8 million, or 15.9% of Direct net revenues, compared to $5.7 million, or 7.5% of Direct net revenues in the prior year . - **Direct Operating Income (Fourth Quarter Fiscal 2026 Non-GAAP)**: $11.9 million, or 15.9% of Direct revenues, compared to $6.4 million, or 8.4% of Direct net revenues in the prior year . - **Indirect Operating Income (Fourth Quarter Fiscal 2026 GAAP)**: $3.5 million, or 34.0% of Indirect net revenues, compared to $0.8 million, or 7.9% of Indirect net revenues in the prior year . - **Indirect Operating Income (Fourth Quarter Fiscal 2026 Non-GAAP)**: $3.5 million, or 34.1% of Indirect net revenues, compared to $2.0 million, or 20.3% of Indirect net revenues in the prior year . - **Fiscal Year 2026 GAAP**: Operating loss was - $31.9 million, or -11.8% of net revenues, compared to - $28.8 million, or -9.0% of net revenues in the prior year . - **Fiscal Year 2026 Non-GAAP**: Operating loss was - $21.7 million, or -8.0% of net revenues, compared to - $18.5 million, or -5.8% of net revenues in the prior year . - **Direct Operating Income (Fiscal Year 2026 GAAP)**: $18.3 million, or 8.0% of Direct net revenues, compared to $25.2 million, or 9.8% of Direct net revenues in the prior year . - **Direct Operating Income (Fiscal Year 2026 Non-GAAP)**: $20.8 million, or 9.1% of Direct net revenues, compared to $29.5 million, or 11.5% of Direct net revenues in the prior year . - **Indirect Operating Income (Fiscal Year 2026 GAAP)**: $8.6 million, or 20.5% of Indirect net revenues, compared to $15.4 million, or 25.2% of Indirect net revenues in the prior year . - **Indirect Operating Income (Fiscal Year 2026 Non-GAAP)**: $8.8 million, or 21.0% of Indirect net revenues, compared to $17.4 million, or 28.4% of Indirect net revenues in the prior year . #### Cash Flow and Balance Sheet Items - **Cash and cash equivalents**: Totaled $18.5 million as of January 31, 2026, down from $28.6 million at the prior fiscal year end . - **Net cash used in operating activities (Fiscal Year 2026)**: - $9.971 million, an improvement from - $14.102 million in the prior year . - **Purchases of property, plant, and equipment (Fiscal Year 2026)**: - $3.290 million, compared to - $10.373 million in the prior year . - **Free cash usage (Fiscal Year 2026)**: - $13.261 million, an improvement from - $24.475 million in the prior year . - **Total Fiscal Year 2026 year-end inventory**: $76.0 million, including a $5.2 million inventory reserve, compared to $91.4 million at the prior fiscal year end . - **Net capital spending (Fiscal Year 2026)**: Totaled $3.3 million, compared to $10.4 million in the prior year . #### Fiscal Year 2027 Guidance Vera Bradley, Inc. expects Fiscal Year 2027 sales to be between $255 million and $270 million, reflecting the absence of the annual outlet sale and efforts to rebuild the wholesale business . The company anticipates improvements in gross profit and SG&A rates, aiming for an operating loss improvement of 40% or better compared to the prior year’s loss of - $21.7 million . 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