Vera Bradley

VRA · NASDAQ

$6.02+$0.18 (+3.08%)TodayMarket closed · Oct 20, 5:52 PM ET

Prev close $5.84

VRA analyst rating

HoldConsensus of 1 analyst over the last 12 months. 0% rate it a buy.

Strong buy0
Buy0
Hold1
Underperform0
Sell0

12-month price target · 2 analysts

Average $5.10 (−15.3% downside)

Low: $5.05
Now: $6.02
High: $5.25

Upgrades and downgrades

The latest rating actions, newest first

VRA analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Hit rate
Small Cap Consumer Research	Jun 16, 2026	Maintains	Hold	45%
Small Cap Consumer Research	Jun 12, 2026	Maintains	Hold	45%
Small Cap Consumer Research	Jun 4, 2026	Maintains	Hold	45%
Small Cap Consumer Research	Jan 26, 2026	Maintains	Hold	45%
Small Cap Consumer Research	Jan 7, 2026	Maintains	Hold	45%
Small Cap Consumer Research	Dec 4, 2025	Maintains	Hold	45%

The case for and against

Updated Oct 17, 2026

Bull case

Vera Bradley is showing a credible turnaround as 1QFY27 revenue rose 7.8% YoY to $55.7 million, comps increased 13.4%, and operating loss improved to $3.9 million from a much larger expected loss, with margins benefiting from lower discounting, freight, and SG&A. Its outlook is supported by inventory down 26% YoY, no debt, $12.5 million in cash, and $68.0 million of ABL availability, giving management flexibility to keep cleaning up the business while funding the reset. The mix shift toward Heritage, cotton, licensed launches, and a more elevated Outlet 2.0 presentation, combined with stronger Direct and Indirect sales and an upcoming back-to-school test, suggests the brand can revive traffic and improve profitability.

Bear case

Vera Bradley is facing a weak fundamental setup because its business remains heavily exposed to fashion-driven demand, mall-based traffic, and a core customer base that is still economically impacted, while competing against players with materially more financial resources. The wholesale segment is a laggard to Direct shifts, and the company’s reliance on internationally sourced product adds supply-chain risk as it navigates a material change in store offerings and ongoing clearance of former New Day driven product. Even with FY28 revenue projected at $274.8 million, rising marketing and SG&A spending is expected to pressure operating margin by 50 bps and leave EPS at a loss per share of $0.03.

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