revenue $71.6M, net income $4.5M. Vera Bradley swings to operating profit on tariff refunds and cost cuts

Filed September 15, 2026 · Period ending August 1, 2026 · Compared to 10-Q Sep 11, 2025 · ~1 min read

Key Changes

• high

  Operating income swung from a $4.6M loss to a $4.2M profit, driven by $7.7M in tariff refunds and cost reductions.

  MD&A: Operating income verify on EDGAR →
• high

  Gross margin expanded from 50.1% to 59.8% for the quarter, primarily due to tariff refunds.

  MD&A: Gross profit margin verify on EDGAR →
• high

  Direct segment revenue grew 8.0% while Indirect fell 39.4%, reflecting a strategic shift in marketplace strategy.

  MD&A: Segment revenue mix verify on EDGAR →