Vera Bradley, Inc. (VRA) AI Stock Analysis

Vera Bradley, Inc. designs, manufactures, and distributes women's accessories and lifestyle products across three segments: Vera Bradley Direct, Vera Bradley Indirect, and Pura Vida. Its product catalog features handbags, totes, backpacks, travel items, and home decor, while its Pura Vida brand offers bracelets, rings, and fashion jewelry. The company also sells apparel such as sleepwear and outerwear, along with footwear. Vera Bradley distributes through full-line and factory outlet stores, an annual outlet sale in Fort Wayne, Indiana, its verabradley.com website, and wholesale partners including department stores and specialty retailers.

Vera Bradley's revenue fell from $540.5M in FY2022 to $269.7M in FY2026, marking a 5-year revenue CAGR of -10.5%. Over that timeframe, top-line performance deteriorated with drops of 21.0% in FY2025 and 27.5% in FY2026. Gross margin shrank to 46.4% in FY2026 from 54.5% in FY2024, while operating margin sat at -10.2%. Net income was -$47.8M in FY2026, following a loss of -$62.2M in FY2025. For the trailing twelve months ended August 31, 2026, revenue stood at $274.5M with a profit margin of -3.7%. In the latest quarter, quarterly revenue grew 1.1% year-over-year, while quarterly earnings fell 36.6%.

As of August 31, 2026, Vera Bradley held $34.2M in cash and short-term investments against total debt of $71.0M, resulting in net debt of $36.7M. Total assets stood at $239.3M and shareholders' equity was $132.3M, supported by a current ratio of 2.44 and a debt-to-equity ratio of 0.54. Operating cash flow recovered to $13.4M in FY2026, and free cash flow turned positive at $10.1M after capital expenditures of $3.3M. Over the past five years, the company reduced its share count by 13.0%.

Vera Bradley carries a market capitalization of $167.8M and an enterprise value of $152.3M. The stock trades at a forward P/E of 41.3x, compared to the median of 14.1x for its US-listed Consumer Cyclical peers. Its EV to EBITDA ratio is 8.9x, below the sector median of 11.1x, while its price-to-sales ratio of 0.6x sits near the peer median of 0.7x. Over the past year, the stock returned 169.6%, outperforming the S&P 500 benchmark return of 16.8%, but its 5-year return of -40.8% trails the index return of 83.0%.

Wall Street coverage includes 1 analyst rating, categorized as Strong Buy. The mean price target is $7.00, representing an upside of 19.7% from the last close of $5.85. For the current fiscal year ending January 31, 2027, the consensus EPS estimate is -$0.22 on revenue of $266.7M. For the next fiscal year, projected EPS is $0.11 on revenue of $276.2M, reflecting 3.6% revenue growth. Vera Bradley has beaten EPS estimates in 3 of the last 4 quarters, with its next earnings release scheduled for December 10, 2026.

This page is an AI-written research summary of Vera Bradley, Inc. (VRA). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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