Torrid Holdings Inc (NYSE:CURV)

Q1 2026 Torrid Holdings Inc Earnings Call Transcript

Jun 4, 2026 / 08:30 PM GMT

Release Date Price: $1.39

Transcript 10-Q8-K

Key Points

Positve

Torrid Holdings Inc (CURV) reported net sales of $245.8 million, slightly above their guidance, and adjusted EBITDA of $17.6 million at the high end of their guidance range.
The company saw a positive 1.2% comparable sales growth excluding footwear, indicating strength in their core business.
Sub-brands experienced significant growth, with a 75% increase over the previous year, and are expected to contribute approximately 12% of total net sales for the full year.
The store optimization program resulted in substantial cost savings, with 171 closures completed, leading to a more productive and aligned store fleet.
Torrid Holdings Inc (CURV) successfully implemented a data-driven marketing strategy, achieving higher ROAS with less spend and enhancing customer engagement through personalized CRM channels.

Negative

Total company comparable sales declined by 1.7% in Q1, primarily due to challenges in the footwear category.
Gross profit decreased to $86.8 million from $101.4 million last year, with gross margin dropping to 35.3% from 38.1%, impacted by tariffs and planned promotions.
Net income for the quarter was significantly lower at $414,000 compared to $5.9 million in the previous year.
Adjusted EBITDA margin decreased to 7.2% from 10.2% a year ago, reflecting ongoing challenges in profitability.
The macroeconomic environment remains dynamic, with potential freight-related headwinds and tariff uncertainties posing risks to future performance.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

CURV.N - Torrid Holdings Inc
Q1 2026 Torrid Holdings Inc Earnings Call
Jun 04, 2026 / 08:30PM GMT

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Presentation
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Unidentified_1 [1]
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Greetings and welcome to the Torrid Holdings Inc. First Quarter Fiscal 2026 Earnings Conference Call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow the formal presentation. If anyone should require operator assistance, please press star zero on your telephone keypad. As a reminder, this conference is being recorded.

It is now my pleasure to introduce your host, Chinwe Abelu.

Thank you. You may begin.

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Unidentified_2 [2]
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Good afternoon, everyone, and thank you for joining Torrid's call

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