Added to YB: 2025-11-04
Pitch date: 2025-10-31
VRA [bullish]
Vera Bradley, Inc.
+2.13%
current return
Author Info
Clark Square Capital is a former equity analyst and now a full-time investor managing their own capital. Sign up for their newsletter
Company Info
Vera Bradley, Inc., together with its subsidiaries, designs and manufactures women’s handbags, luggage and travel items, fashion and home accessories, and gifts in the United States.
Market Cap
$65.6M
Pitch Price
$2.35
Price Target
4.70 (+96%)
Dividend
N/A
EV/EBITDA
760.85
P/E
-0.77
EV/Sales
0.41
Sector
Textiles, Apparel and Luxury Goods
Category
value
Quick Pitch - Vera Bradley, Inc.
VRA: Women's handbag/accessories brand at $2.25 trading below tangible book of $2.90. Downside protected by $50M real estate (HQ listed at $29.5M), $100M inventory, activist Fund 1 (10% stake) pushing for sale. Turnaround gaining traction - web traffic growing, collaborations selling out. Bull case: return to $400M revenue/10% EBIT margin = $1 EPS at 10x multiple for significant upside.
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