Vera Bradley (VRA)

• Market cap: $65.4M
• 1 day: -3.70%
• 5 days: -8.24%
• 1 month: 23.16%
• 3 months: 10.90%
• 6 months: -35.54%
• Year to date: -37.27%
• 1 year: -63.94%
• 5 years: -42.93%
• 10 years: -80.15%
• Sector: Consumer Discretionary
• Industry: Footwear & Accessories

About: Vera Bradley Inc designs women's handbags, travel items, and accessories. Each category comprises a substantial component of total sales, with the bags category comprising the majority of the company's sales are made directly to customers through Vera Bradley's retail stores and e-commerce sites. The company also has a substantial wholesale business selling to specialty retail and department stores. Almost all company sales are in the United States. Vera Bradley uses third-party manufacturers in Asia to produce its products, and the company distributes the products through its distribution center in Indiana. The Company has three reportable segments: Vera Bradley Direct, Vera Bradley Indirect, and Pura Vida. The majority of revenue is from the Vera Bradley Direct segment.

Employees: 1,725

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

4% more funds holding

Funds holding: 81 [Q4 2024] → 84 (+3) [Q1 2025]

1.35% less ownership

Funds ownership: 71.6% [Q4 2024] → 70.25% (-1.35%) [Q1 2025]

46% less capital invested

Capital invested by funds: $78M [Q4 2024] → $42M (-$36M) [Q1 2025]

47% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 36

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

• Low target: $4 71% upside
• Avg. target: $4 71% upside
• High target: $4 71% upside

1 analyst rating

• positive: 1 100%
• neutral: 0 0%
• negative: 0 0%

Small Cap Consumer Research Eric Beder

71% upside $4

Buy Reiterated

4 Jun 2025