Q2 2026 Vince Holding Corp Earnings Call Transcript

Sep 10, 2026 / 12:30 PM GMT

Release Date Price: €4.26 (-19.62%)

Transcript 10-Q8-K

Key Points

Positve

Total net sales increased 11.7% to $81.8 million, with direct-to-consumer up 13.7% and wholesale up 10.4%.
Gross margin expanded to 60.9% of net sales, including a $10.4 million benefit from tariff refunds.
Adjusted EBITDA was $18 million, significantly above prior year, and profitability exceeded outlook even excluding tariff refunds and transaction costs.
The acquisition of OVO provides access to the fast-growing global streetwear market and a new revenue stream through a 5% ownership of OVO IP.
Full-year outlook for Vince was raised, with net sales now expected to increase 8-10% and adjusted EBITDA margin of 9-9.5%.

Negative

Excluding tariff refunds, gross margin decreased 290 basis points due to higher product and freight costs.
SG&A expenses increased to $36.3 million or 44.3% of net sales, including $2.9 million in transaction costs related to the OVO acquisition.
Net income decreased to $10.6 million or $0.80 per diluted share, compared to $12.1 million or $0.93 per diluted share in the prior year.
OVO is expected to be earnings neutral for fiscal 2026 and will require reinvestment in inventory and marketing, with sales flat on a proforma basis.
The company faces incremental cost pressures from freight and product costs in the second half, which may offset the benefit of tariff refunds.

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

VNCE.OQ - Vince Holding Corp
Q2 2026 Vince Holding Corp Earnings Call
Sep 10, 2026 / 12:30PM GMT

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Presentation
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Unidentified_1 [1]
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Hello, everyone.

Thank you for joining us and welcome to Vince's second quarter 2026 earnings conference call.

After today's prepared remarks, we will host a question-and-answer session.

If you would like to ask a question, please press star one to raise your hand.

Hello, everyone.

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Unidentified_2 [2]
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We are just experiencing technical difficulties, so please stand by while the call continues.

Thank you.

Hello, everyone.

Thank you for joining us and welcome to Vince Q2 2026 earnings

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