Q4 2025 Torrid Holdings Inc Earnings Call Transcript
Key Points
- Torrid Holdings Inc (CURV) reached the top end of their net sales outlook for 2025, delivering $1 billion in sales and exceeding the high end of the adjusted EBITDA range with $63.6 million.
- The company successfully optimized its channel platform by closing 151 unproductive stores in 2025, which improved profitability and customer retention.
- Sub-brands generated over $70 million in sales in 2025 and are projected to grow by approximately 60% in 2026, contributing to margin accretion.
- The reintroduction of the footwear category was successful, with plans to scale it profitably in the back half of 2026.
- Torrid Holdings Inc (CURV) has implemented a disciplined approach to product development, with 80% of assortment planning now data-informed, leading to improved product selection and seasonality alignment.
- Comparable sales declined by 10% in Q4 2025, partly due to a 460 basis point negative impact from the temporary pause of the shoe business.
- Gross profit and gross margin decreased in Q4 2025, reflecting promotional activities, product mix, and deleverage on a reduced sales base.
- The company faced significant tariff headwinds, which impacted profitability and required strategic management.
- Net loss for Q4 2025 was $8.1 million, compared to a net loss of $3 million in the prior year.
- The temporary pause of the footwear business had a 260 basis point negative comp impact for the full year 2025.
Greetings. Welcome to Torrid Holdings fourth-quarter fiscal 2025 earnings conference call. (Operator Instructions) Please note, this conference is being recorded.
I will now turn the conference over to Chinwe Abaelu. Thank you, and you may begin.
Good afternoon, everyone, and thank you joining towards call today to discuss our financial results for the fourth quarter and full year of fiscal 2025, which we released this afternoon, and can be found on our website at investors.torrid.com. With me today on the call are Lisa Harper, Chief Executive Officer; and Paula Dempsey, Chief Financial Officer. Ashlee Wheeler, our Chief Strategy and Planning Officer, is also present and will be participating in the Q&A session.
Before we get started, I would like to remind you of the company's safe harbor language, which I'm sure you're familiar with. Management may make forward-looking statements, including guidance and underlying assumptions. Forward-looking
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