Vera Bradley Inc (VRA)
NASDAQConsumer DiscretionaryApparel - Footwear & AccessoriesSnapshot 2026-09-04
$3.35+2.13%
Close 2026-09-04 · 1-day change
NASDAQConsumer DiscretionaryApparel - Footwear & AccessoriesSnapshot 2026-09-04
Research Workspace
Put VRA beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Consumer Discretionary is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Management is running behind on a stated commitment.
View ThesisMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is highly volatile — it swings about 2% on a typical day and fell roughly 40% in its worst 12-month stretch.
View RiskVRA's growth depends on improving its financial performance and management stability. Revenue grew 8% year over year, and the last quarter beat expectations. It trades at 0.3× price-to-sales versus a peer median of 0.8×. This suggests the price reflects less growth than forecasted. A specific risk is management running behind on commitments, which could hinder performance. Peer multiples imply a price about 69% above where it trades. This read is provisional; the thesis is on watch.
Trailing returns as of 2026-09-04. VRA is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 1 analyst currently covering VRA (as of Sep 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
Continue this research
Compare VRA with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
Free account required to save the handoff. No credit card.
| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| VRA Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 2 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Footwear — fair value, gap to price, and forward P/E.
Compare the value case
Put VRA next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Stabilize business with revenue target $255M-$270M
Highlights turnaround momentum aligns with revenue stabilization.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
TTM earnings are negative. P/E-based methods drop out and the estimate leans on sales- and cash-flow-based methods. A data condition, not a forward call.
Advances: Stabilize business with revenue target $255M-$270M
Revenue growth supports management's target of $255M-$270M.
Earnings transcript confirms positive outlook and strategy.
Advances: Stabilize business with revenue target $255M-$270M
Non-GAAP loss improvement signals progress towards revenue goals.
Advances: Stabilize business with revenue target $255M-$270M
Highlights revenue growth aligns with management's objectives.
Threatens: Stabilize business with revenue target $255M-$270M
Missed forecasts may hinder revenue stabilization efforts.
Threatens: Stabilize business with revenue target $255M-$270M
Earnings miss indicates potential issues with revenue targets.
Partnership with Yankee Candle may enhance brand visibility.