Vince Holding

VNCE · NYSE

$11.67−$0.27 (−2.26%)TodayMarket closed · Oct 20, 5:51 PM ET

Prev close $11.94

VNCE analyst rating

BuyConsensus of 1 analyst over the last 12 months. 100% rate it a buy.

Strong buy0
Buy1
Hold0
Underperform0
Sell0

12-month price target · 4 analysts

Average $10.20 (−12.6% downside)

Low: $9.09
Now: $11.67
High: $11.55

Upgrades and downgrades

The latest rating actions, newest first

VNCE analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Small Cap Consumer Research	Jun 16, 2026	Maintains	Buy	$7.00 → $9.00	45%
Small Cap Consumer Research	Jun 15, 2026	Maintains	Buy	$7.00	45%
Small Cap Consumer Research	Jun 9, 2026	Maintains	Buy	$7.00	45%
Small Cap Consumer Research	May 27, 2026	Maintains	Buy	$7.00	45%
Small Cap Consumer Research	Apr 15, 2026	Maintains	Buy	$5.00 → $7.00	45%
Small Cap Consumer Research	Apr 8, 2026	Maintains	Buy	$5.00	45%
Small Cap Consumer Research	Mar 25, 2026	Maintains	Buy	$5.00	45%
Small Cap Consumer Research	Feb 25, 2026	Maintains	Buy	$5.00	45%
Small Cap Consumer Research	Jan 28, 2026	Maintains	Buy	$5.00	45%
Small Cap Consumer Research	Jan 13, 2026	Maintains	Buy	$5.00	45%

The case for and against

Updated Oct 14, 2026

Bull case

Vince Holding is viewed positively because its 1QFY26 results showed resilient demand and improving profitability, with sales rising 10.5% YoY to $64 million, direct-to-consumer revenue up 15.6%, wholesale up 5.9%, and gross margin expanding 30 bp despite tariff pressure. The company’s affluent customer base continues to buy full price for compelling fashion and utility, while normalized product flows, lower discounting, and new categories such as footwear drop shipping, suiting, and accessories are lifting both mix and operating leverage. Balance sheet improvement also supports the outlook, as net debt fell to $28.4 million, availability under the revolver was $31.2 million, and tangible stockholders’ equity per share rose to $3.75.

Bear case

Vince Holding is pressured by a structurally challenged business model that depends heavily on Vince Wholesale, where revenue concentration leaves results vulnerable to wholesale demand swings, competitive discounting, and uneven traffic. Although 1QFY26 gross margin improved to 50.6% and SG&A leverage reduced the ratio to 54.7%, operating loss still totaled $2.6 million, and higher tariffs cut into profitability by an estimated $1.3 million, showing limited earnings durability. The negative outlook also reflects persistent risks from much larger competitors, at least $11 million in annual licensing payments, a fashion-sensitive product mix, and an Asia-heavy supply chain with roughly 31% of goods from China and 28% from Vietnam in FY25.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.