Vince (VNCE)
Market Price (5/6/2026): $5.71 | Market Cap: $74.5 MilSector: Consumer Discretionary | Industry: Apparel, Accessories & Luxury Goods
Vince (VNCE)
Market Price (5/6/2026): $5.71Market Cap: $74.5 MilSector: Consumer DiscretionaryIndustry: Apparel, Accessories & Luxury Goods
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 8.8%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 4.6% Megatrend and thematic driversMegatrends include Experience Economy & Premiumization, and E-commerce & Digital Retail. Themes include Luxury Consumer Goods, and Direct-to-Consumer Brands. | Trading close to highsDist 52W High is 0.0% Weak multi-year price returns3Y Excs Rtn is -93% | Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 168% Stock price has recently run up significantly12M Rtn12 month market price return is 179% Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -5.2% High stock price volatilityVol 12M is 124% Key risksVNCE key risks include [1] significant margin pressure from tariff costs, Show more. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 8.8%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 4.6% |
| Megatrend and thematic driversMegatrends include Experience Economy & Premiumization, and E-commerce & Digital Retail. Themes include Luxury Consumer Goods, and Direct-to-Consumer Brands. |
| Trading close to highsDist 52W High is 0.0% |
| Weak multi-year price returns3Y Excs Rtn is -93% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 168% |
| Stock price has recently run up significantly12M Rtn12 month market price return is 179% |
| Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -5.2% |
| High stock price volatilityVol 12M is 124% |
| Key risksVNCE key risks include [1] significant margin pressure from tariff costs, Show more. |
Qualitative Assessment
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1. Vince Holding Corp. reported strong fourth-quarter and fiscal year 2025 financial results, significantly exceeding analyst expectations and returning to profitability. For the fiscal year ended January 31, 2026, the company achieved a net income of $6.4 million, a substantial improvement compared to a $19.0 million loss in fiscal year 2024. In the fourth quarter, adjusted earnings per share reached $0.18, beating the consensus estimate of a loss of $0.13, while revenue increased 4.7% year-over-year to $83.7 million, surpassing analyst estimates of $83.1 million.
2. The company experienced robust growth in its direct-to-consumer (DTC) segment. In the fourth quarter of fiscal year 2025, direct-to-consumer net sales surged by 10.4%, which was a key driver of overall sales growth and offset a decline in wholesale sales. For the entire fiscal year 2025, DTC revenue increased by 4.8%.
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Stock Movement Drivers
Fundamental Drivers
The 106.3% change in VNCE stock from 1/31/2026 to 5/5/2026 was primarily driven by a 102.1% change in the company's P/S Multiple.| (LTM values as of) | 1312026 | 5052026 | Change |
|---|---|---|---|
| Stock Price ($) | 2.70 | 5.57 | 106.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 296 | 300 | 1.3% |
| P/S Multiple | 0.1 | 0.2 | 102.1% |
| Shares Outstanding (Mil) | 13 | 13 | 0.8% |
| Cumulative Contribution | 106.3% |
Market Drivers
1/31/2026 to 5/5/2026| Return | Correlation | |
|---|---|---|
| VNCE | 106.3% | |
| Market (SPY) | 3.6% | 41.3% |
| Sector (XLY) | -2.4% | 45.9% |
Fundamental Drivers
The 95.4% change in VNCE stock from 10/31/2025 to 5/5/2026 was primarily driven by a 91.8% change in the company's P/S Multiple.| (LTM values as of) | 10312025 | 5052026 | Change |
|---|---|---|---|
| Stock Price ($) | 2.85 | 5.57 | 95.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 291 | 300 | 3.0% |
| P/S Multiple | 0.1 | 0.2 | 91.8% |
| Shares Outstanding (Mil) | 13 | 13 | -1.0% |
| Cumulative Contribution | 95.4% |
Market Drivers
10/31/2025 to 5/5/2026| Return | Correlation | |
|---|---|---|
| VNCE | 95.4% | |
| Market (SPY) | 5.5% | 30.2% |
| Sector (XLY) | -1.2% | 31.4% |
Fundamental Drivers
The 225.7% change in VNCE stock from 4/30/2025 to 5/5/2026 was primarily driven by a 144.7% change in the company's P/E Multiple.| (LTM values as of) | 4302025 | 5052026 | Change |
|---|---|---|---|
| Stock Price ($) | 1.71 | 5.57 | 225.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 289 | 300 | 3.9% |
| Net Income Margin (%) | 1.6% | 2.1% | 32.6% |
| P/E Multiple | 4.7 | 11.4 | 144.7% |
| Shares Outstanding (Mil) | 13 | 13 | -3.4% |
| Cumulative Contribution | 225.7% |
Market Drivers
4/30/2025 to 5/5/2026| Return | Correlation | |
|---|---|---|
| VNCE | 225.7% | |
| Market (SPY) | 30.4% | 25.3% |
| Sector (XLY) | 20.7% | 26.0% |
Fundamental Drivers
The -18.7% change in VNCE stock from 4/30/2023 to 5/5/2026 was primarily driven by a -16.1% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 4302023 | 5052026 | Change |
|---|---|---|---|
| Stock Price ($) | 6.85 | 5.57 | -18.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 357 | 300 | -16.1% |
| P/S Multiple | 0.2 | 0.2 | 2.5% |
| Shares Outstanding (Mil) | 12 | 13 | -5.4% |
| Cumulative Contribution | -18.7% |
Market Drivers
4/30/2023 to 5/5/2026| Return | Correlation | |
|---|---|---|
| VNCE | -18.7% | |
| Market (SPY) | 78.7% | 13.7% |
| Sector (XLY) | 63.7% | 12.0% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| VNCE Return | 25% | -2% | -56% | 5% | 12% | 28% | -18% |
| Peers Return | 35% | -16% | 37% | 13% | 21% | 3% | 120% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 5% | 92% |
Monthly Win Rates [3] | |||||||
| VNCE Win Rate | 67% | 58% | 8% | 42% | 25% | 60% | |
| Peers Win Rate | 63% | 45% | 52% | 52% | 53% | 44% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 40% | |
Max Drawdowns [4] | |||||||
| VNCE Max Drawdown | -1% | -25% | -86% | -62% | -65% | -51% | |
| Peers Max Drawdown | -3% | -37% | -15% | -25% | -33% | -11% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -7% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: TPR, CPRI, RL, GIII, OXM. See VNCE Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 5/5/2026 (YTD)
How Low Can It Go
| Event | VNCE | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -49.5% | -18.8% |
| % Gain to Breakeven | 97.8% | 23.1% |
| Time to Breakeven | 156 days | 79 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -63.3% | -9.5% |
| % Gain to Breakeven | 172.2% | 10.5% |
| Time to Breakeven | 62 days | 24 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -24.1% | -24.5% |
| % Gain to Breakeven | 31.7% | 32.4% |
| Time to Breakeven | 34 days | 427 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -38.7% | -19.2% |
| % Gain to Breakeven | 63.0% | 23.7% |
| Time to Breakeven | 133 days | 105 days |
| 2013 Taper Tantrum | ||
| % Loss | -19.1% | -0.2% |
| % Gain to Breakeven | 23.6% | 0.2% |
| Time to Breakeven | 119 days | 1 days |
In The Past
Vince's stock fell -49.5% during the 2025 US Tariff Shock. Such a loss loss requires a 97.8% gain to breakeven.
Preserve Wealth
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Asset Allocation
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| Event | VNCE | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -49.5% | -18.8% |
| % Gain to Breakeven | 97.8% | 23.1% |
| Time to Breakeven | 156 days | 79 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -63.3% | -9.5% |
| % Gain to Breakeven | 172.2% | 10.5% |
| Time to Breakeven | 62 days | 24 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -24.1% | -24.5% |
| % Gain to Breakeven | 31.7% | 32.4% |
| Time to Breakeven | 34 days | 427 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -38.7% | -19.2% |
| % Gain to Breakeven | 63.0% | 23.7% |
| Time to Breakeven | 133 days | 105 days |
In The Past
Vince's stock fell -49.5% during the 2025 US Tariff Shock. Such a loss loss requires a 97.8% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Vince (VNCE)
AI Analysis | Feedback
- A smaller, contemporary luxury version of Capri Holdings (Michael Kors).
- Like Theory, but for a full luxury lifestyle collection.
AI Analysis | Feedback
- Vince Women's Apparel: A range of luxury women's clothing and accessories including sweaters, blouses, dresses, skirts, denim, pants, t-shirts, footwear, outerwear, and leather/suede items.
- Vince Men's Apparel: Luxury men's clothing items such as t-shirts, knit and woven tops, sweaters, denim, pants, blazers, footwear, and outerwear.
- Rebecca Taylor & Parker Apparel: Occasion-forward women's apparel including dresses, suiting, blouses, jackets, jumpsuits, denim, sweaters, pants, and skirts.
AI Analysis | Feedback
Vince Holding Corp. (VNCE) sells its products directly to consumers through its branded specialty retail stores, outlet stores, e-commerce platform (vince.com), and subscription service (Vince Unfold). While it also engages in wholesale distribution to department stores and specialty stores, the detailed description of its extensive direct-to-consumer operations (62 company-operated stores, e-commerce, and a subscription model) indicates that it primarily serves individual customers.
The major categories of individual customers that Vince serves are:
- Luxury Consumers: Individuals with high disposable income who seek premium, high-quality, and sophisticated apparel and accessories, valuing brand prestige and modern design.
- Fashion-Conscious Shoppers: Consumers who appreciate contemporary styles and are looking for versatile, high-end pieces that reflect current fashion trends.
- Brand Loyalists and Subscribers: Customers who are specifically drawn to the Vince brand's aesthetic and quality, engaging through various direct channels, including its retail stores, online platform, and the Vince Unfold subscription service for recurring access to its collections.
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Brendan Hoffman, Chief Executive Officer
Brendan Hoffman was appointed Chief Executive Officer of Vince Holding Corp. in February 2025, marking his second tenure in the role, having previously served from 2015 to 2020. In May 2024, he co-founded P180, Inc., a venture focused on accelerating growth and profitability in the luxury apparel sector, which acquired a majority stake in Vince Holding Corp. in January 2025. Prior to his current role and P180, he was Chief Executive Officer of Wolverine Worldwide from January 2022 to August 2023. His extensive background includes leadership positions as Chief Executive Officer and President of Bon-Ton Stores Inc. (2012-2014) and Lord & Taylor L.L.C. (2008-2012), and President and Chief Executive Officer of Neiman Marcus Direct (2002-2008). His career shows a pattern of managing companies, including some that have been backed by private equity firms.
Yuji Okumura, Chief Financial Officer
Yuji Okumura was appointed Chief Financial Officer of Vince Holding Corp. in April 2025. He initially joined Vince in March 2018 as Director of Financial Reporting, progressing to Vice President, Controller in September 2020, and serving as interim Chief Financial Officer from March 2025 before his permanent appointment. Before his time at Vince, Mr. Okumura accumulated over 11 years of experience in public accounting at KPMG U.S.
Akiko Okuma, Chief Administrative Officer and General Counsel
Akiko Okuma was appointed Chief Administrative Officer and General Counsel in October 2024. She also oversees various operational and corporate functions, including Investor Relations. Ms. Okuma joined Vince in March 2014, serving as Vice President, General Counsel and Secretary from February 2016 until September 2020, when she was appointed Senior Vice President, General Counsel and Secretary. Prior to joining Vince, she was an associate at Paul, Weiss, Rifkind, Wharton & Garrison LLP.
Jill Norton, Chief Commercial Officer
Jill Norton was appointed Chief Commercial Officer in February 2025. She joined Vince in December 2010 and has held various leadership positions within the company, focusing on men's and women's wholesale and retail buying businesses, most recently serving as President, Sales.
Marie Fogel, Senior Vice President, Chief Merchandising and Manufacturing Officer
Marie Fogel joined Vince in January 2017 and was appointed as Senior Vice President, Chief Merchandising and Manufacturing Officer in September 2020. Her previous roles at Vince included Senior Vice President, Merchandising, Product Development and Production from October 2018 to September 2020. Before joining Vince, Ms. Fogel spent 18 years at Ralph Lauren companies, holding positions such as Senior Vice President, Chief Merchandising Officer – Denim & Supply Ralph Lauren.
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The key risks to Vince Holding Corp. (VNCE) primarily revolve around external economic pressures, operational challenges within its sales channels, and its overall financial stability.
- Tariff-driven Uncertainty and Rising Supply Chain Costs: Vince Holding Corp. faces significant challenges due to the volatility of U.S. tariff policies, which have directly impacted anticipated performance and led to increased supply chain costs. The company has experienced incremental tariff costs and higher inventory carrying values, leading to compressed gross margins and the withdrawal of full-year financial guidance. Management has anticipated estimated incremental tariff costs for fiscal years, significantly impacting profitability.
- Inconsistent Profitability, High Leverage, and Financial Distress: The company has demonstrated inconsistent profitability, including net losses in recent periods, and has an accumulated deficit. Vince Holding Corp.'s financial strength is rated as poor due to high leverage, and its Altman Z-Score suggests potential financial distress. This indicates potential difficulties in meeting interest obligations and a challenging financial health outlook.
- Wholesale Segment Decline and Market Volatility: Vince Holding Corp. relies heavily on its wholesale segment for a significant portion of its revenue. This segment has experienced ongoing volatility and demand fluctuations, leading to declining sales. For instance, the wholesale segment saw a decrease in Q2 2025 due to market softness and shifts in shipment timing related to tariff uncertainties. The instability in this core revenue stream poses a significant risk to overall financial growth.
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The increasing prominence and adoption of luxury resale platforms and the broader circular fashion movement, which could divert consumer spending from new luxury apparel purchases to pre-owned items.AI Analysis | Feedback
```htmlFor Vince Holding Corp. (VNCE), the addressable markets for their main products, luxury apparel and accessories, can be understood within the broader global luxury goods and luxury apparel markets.
The global luxury goods market, which encompasses apparel, accessories, and other premium products, was estimated at USD 390.17 billion in 2024 and is projected to reach USD 579.26 billion by 2030, growing at a CAGR of 6.8% from 2025 to 2030. Another estimate placed the global luxury goods market at USD 311.32 billion in 2025, with a projection to reach USD 470.69 billion by 2034. A different report indicated the market was valued at USD 430.87 billion in 2025 and is expected to grow to USD 677.68 billion by 2031.
Within the global luxury goods market, the apparel segment alone accounted for a 25.9% share of the global revenue in 2024. More specifically for luxury apparel:
- The global luxury apparel market size was estimated at USD 80.13 billion in 2023 and is projected to reach USD 106.10 billion by 2030, growing at a CAGR of 4.1% from 2024 to 2030.
- Another report valued the global luxury apparel market at USD 103.08 billion in 2024, poised to grow to USD 180.16 billion by 2033.
- In terms of end-use, the men's segment dominated the luxury apparel market with a 55.0% revenue share in 2023. Conversely, other data suggests that female buyers dominated the broader luxury market with a 63% share in 2024. The female segment is also expected to lead the luxury clothing market during the forecast period.
For luxury accessories, North America is noted as the largest growing region within the global luxury apparel accessories market, contributing over 40% of the total global revenue, with a projected CAGR of 5.0% from 2023 to 2030.
The global luxury fashion market, which includes premium apparel, leather goods, footwear, and accessories, was valued at USD 289.46 billion in 2023 and is projected to reach USD 315.88 billion by 2029.
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Here are the expected drivers of future revenue growth for Vince Holding Corp. (VNCE) over the next 2-3 years:- Enhanced Direct-to-Consumer (DTC) Experience and E-commerce Expansion: Vince is focused on driving growth through its direct-to-consumer channels by investing in enhanced e-commerce capabilities, including an e-commerce site refresh and increased marketing support. The company has also launched drop-ship capabilities to expand the breadth and depth of its online assortment. Furthermore, store renovations contribute to an improved customer experience, which is expected to bolster sales in this segment.
- Strategic Product Expansion and Innovation: Vince anticipates revenue growth from the strategic expansion into new product categories, notably men's apparel and shoe offerings. The company also continues to focus on product innovation within key categories such as event dresses, sweaters, and jackets, which is expected to drive incremental sales.
- Strategic Shift to Full-Price Sales and Brand Elevation: A key driver is Vince's strategy to reduce promotional activity and concentrate on a healthier, full-price business. This approach is intended to elevate the brand's luxury image, attract a customer base willing to pay full price, enhance gross margins, and stabilize long-term revenue growth.
- Growth in the Wholesale Segment: Despite some market volatility, the company has seen strength in its Vince wholesale channel, with recent reports indicating increases in wholesale segment sales. Ongoing efforts to increase market share within this segment are expected to contribute to overall revenue growth.
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Share Repurchases
- In September 2024, Vince Holding Corp.'s Board of Directors authorized a stock repurchase program for up to $1 million of its common stock.
- The company plans to finance these repurchases using cash on hand and future cash flow from operations.
- The stock repurchase program does not obligate the company to acquire any specific amount of common stock and can be modified, extended, or terminated at any time.
Share Issuance
- Vince Holding Corp.'s shares outstanding increased by 2.32% in one year, reaching 12.97 million shares around March 2026, compared to 11,812,800 shares outstanding as of March 31, 2021.
- The company did not issue shares of common stock under its At-The-Market (ATM) program during the quarter ended August 3, 2024.
Inbound Investments
- Vince Holding Corp. operates as a subsidiary of P180.
- P180, Inc. filed a Schedule 13D/A on December 12, 2025, indicating an active investment of over 5% in Vince Holding Corp.
- As of March 2026, institutional owners, including FreeGulliver LLC, Two Sigma Investments, Lp, and Renaissance Technologies Llc, collectively held 1,496,879 shares.
Capital Expenditures
- Capital expenditures for the fiscal year ending January 2025 were -$4 million.
- In the last 12 months, capital expenditures were -$5.67 million.
- Historical capital expenditures were $4 million in 2021, $5 million in 2022, $3 million in 2023, and $1 million in 2024.
Latest Trefis Analyses
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Research & Analysis
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 36.77 |
| Mkt Cap | 1.8 |
| Rev LTM | 3,642 |
| Op Inc LTM | 93 |
| FCF LTM | 138 |
| FCF 3Y Avg | 261 |
| CFO LTM | 209 |
| CFO 3Y Avg | 348 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 5.0% |
| Rev Chg 3Y Avg | -0.5% |
| Rev Chg Q | 0.3% |
| QoQ Delta Rev Chg LTM | 0.1% |
| Op Inc Chg LTM | -9.5% |
| Op Inc Chg 3Y Avg | 3.0% |
| Op Mgn LTM | 4.2% |
| Op Mgn 3Y Avg | 7.7% |
| QoQ Delta Op Mgn LTM | -1.4% |
| CFO/Rev LTM | 9.1% |
| CFO/Rev 3Y Avg | 12.6% |
| FCF/Rev LTM | 4.8% |
| FCF/Rev 3Y Avg | 8.5% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 1.8 |
| P/S | 0.5 |
| P/Op Inc | 18.0 |
| P/EBIT | 15.0 |
| P/E | 15.4 |
| P/CFO | 10.7 |
| Total Yield | 4.0% |
| Dividend Yield | 0.5% |
| FCF Yield 3Y Avg | 7.7% |
| D/E | 0.4 |
| Net D/E | 0.3 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 6.8% |
| 3M Rtn | 7.6% |
| 6M Rtn | 18.8% |
| 12M Rtn | 37.8% |
| 3Y Rtn | 45.0% |
| 1M Excs Rtn | -4.9% |
| 3M Excs Rtn | 2.6% |
| 6M Excs Rtn | 11.6% |
| 12M Excs Rtn | 11.6% |
| 3Y Excs Rtn | -34.2% |
Comparison Analyses
Price Behavior
| Market Price | $5.57 | |
| Market Cap ($ Bil) | 0.1 | |
| First Trading Date | 11/22/2013 | |
| Distance from 52W High | 0.0% | |
| 50 Days | 200 Days | |
| DMA Price | $3.08 | $2.74 |
| DMA Trend | up | up |
| Distance from DMA | 81.0% | 103.2% |
| 3M | 1YR | |
| Volatility | 106.3% | 124.3% |
| Downside Capture | 0.04 | 1.03 |
| Upside Capture | 307.27 | 262.09 |
| Correlation (SPY) | 40.3% | 23.9% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 2.78 | 2.49 | 2.86 | 2.01 | 2.54 | 1.17 |
| Up Beta | 4.45 | 4.83 | 3.79 | 3.54 | 2.84 | 1.42 |
| Down Beta | 40.77 | 4.85 | 4.55 | 1.81 | 1.69 | 0.04 |
| Up Capture | 479% | 230% | 406% | 270% | 713% | 211% |
| Bmk +ve Days | 15 | 22 | 31 | 66 | 141 | 428 |
| Stock +ve Days | 13 | 17 | 28 | 57 | 114 | 315 |
| Down Capture | -1685% | -15% | 98% | 98% | 169% | 111% |
| Bmk -ve Days | 4 | 18 | 30 | 56 | 108 | 321 |
| Stock -ve Days | 9 | 25 | 35 | 63 | 126 | 375 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with VNCE | |
|---|---|---|---|---|
| VNCE | 140.0% | 124.8% | 1.17 | - |
| Sector ETF (XLY) | 18.2% | 18.7% | 0.76 | 25.5% |
| Equity (SPY) | 27.8% | 12.5% | 1.73 | 24.2% |
| Gold (GLD) | 40.6% | 27.2% | 1.23 | 4.5% |
| Commodities (DBC) | 50.1% | 18.0% | 2.16 | -6.3% |
| Real Estate (VNQ) | 11.0% | 13.4% | 0.53 | 19.0% |
| Bitcoin (BTCUSD) | -17.3% | 42.2% | -0.34 | 8.6% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with VNCE | |
|---|---|---|---|---|
| VNCE | -14.1% | 106.0% | 0.27 | - |
| Sector ETF (XLY) | 6.7% | 23.8% | 0.24 | 10.7% |
| Equity (SPY) | 12.8% | 17.1% | 0.59 | 12.1% |
| Gold (GLD) | 20.2% | 17.9% | 0.92 | -0.2% |
| Commodities (DBC) | 14.0% | 19.1% | 0.60 | 2.7% |
| Real Estate (VNQ) | 3.4% | 18.8% | 0.09 | 8.9% |
| Bitcoin (BTCUSD) | 7.9% | 56.2% | 0.35 | 0.5% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with VNCE | |
|---|---|---|---|---|
| VNCE | -22.2% | 98.5% | 0.18 | - |
| Sector ETF (XLY) | 12.7% | 22.0% | 0.53 | 21.9% |
| Equity (SPY) | 14.9% | 17.9% | 0.71 | 23.3% |
| Gold (GLD) | 13.4% | 15.9% | 0.70 | -0.7% |
| Commodities (DBC) | 9.6% | 17.7% | 0.45 | 9.3% |
| Real Estate (VNQ) | 5.6% | 20.7% | 0.23 | 19.2% |
| Bitcoin (BTCUSD) | 67.4% | 66.9% | 1.06 | 4.5% |
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Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 4/15/2026 | 11.7% | 45.6% | |
| 12/9/2025 | 2.2% | 14.1% | 11.9% |
| 9/10/2025 | 89.2% | 53.6% | 83.7% |
| 5/2/2025 | 14.8% | -17.9% | -24.5% |
| 12/10/2024 | -11.1% | -26.8% | 113.7% |
| 9/16/2024 | -11.6% | -20.6% | -14.6% |
| 4/30/2024 | -5.2% | -21.4% | 5.7% |
| 12/6/2023 | -2.3% | -6.2% | 161.7% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 8 | 9 | 7 |
| # Negative | 11 | 10 | 11 |
| Median Positive | 13.3% | 6.7% | 45.2% |
| Median Negative | -5.2% | -17.2% | -14.6% |
| Max Positive | 89.2% | 53.6% | 161.7% |
| Max Negative | -11.6% | -26.8% | -32.9% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 01/31/2026 | 04/16/2026 | 10-K |
| 10/31/2025 | 12/10/2025 | 10-Q |
| 07/31/2025 | 09/12/2025 | 10-Q |
| 04/30/2025 | 06/17/2025 | 10-Q |
| 01/31/2025 | 05/02/2025 | 10-K |
| 10/31/2024 | 12/12/2024 | 10-Q |
| 07/31/2024 | 09/17/2024 | 10-Q |
| 04/30/2024 | 06/18/2024 | 10-Q |
| 01/31/2024 | 05/02/2024 | 10-K |
| 10/31/2023 | 12/07/2023 | 10-Q |
| 07/31/2023 | 09/15/2023 | 10-Q |
| 04/30/2023 | 06/13/2023 | 10-Q |
| 01/31/2023 | 04/28/2023 | 10-K |
| 10/31/2022 | 12/13/2022 | 10-Q |
| 07/31/2022 | 09/12/2022 | 10-Q |
| 04/30/2022 | 06/09/2022 | 10-Q |
Recent Forward Guidance [BETA]
Latest: Q4 2025 Earnings Reported 4/15/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q1 2026 Revenue Growth | 8.5% | 9.5% | 10.5% | ||||
| Q1 2026 Adjusted Operating Loss Margin | -4.5% | -4.0% | -3.5% | ||||
| Q1 2026 Adjusted EBITDA Margin | -2.5% | -2.0% | -1.5% | ||||
| 2026 Revenue Growth | 3.0% | 4.5% | 6.0% | 80.0% | 2.0% | Raised | Guidance: 2.5% for 2025 |
| 2026 Adjusted Operating Income Margin | 3.5% | 3.75% | 4.0% | 50.0% | 1.2% | Raised | Guidance: 2.5% for 2025 |
| 2026 Adjusted EBITDA Margin | 5.0% | 5.25% | 5.5% | 16.7% | 0.8% | Raised | Guidance: 4.5% for 2025 |
Prior: Q3 2025 Earnings Reported 12/9/2025
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q4 2025 Revenue Growth | 3.0% | 5.0% | 7.0% | Higher New | |||
| Q4 2025 Operating Margin | 0.0% | 1.0% | 2.0% | Higher New | |||
| Q4 2025 Adjusted EBITDA Margin | 2.0% | 3.0% | 4.0% | Higher New | |||
| 2025 Revenue Growth | 2.0% | 2.5% | 3.0% | Higher New | |||
| 2025 Operating Margin | 2.0% | 2.5% | 3.0% | Higher New | |||
| 2025 Adjusted EBITDA Margin | 4.0% | 4.5% | 5.0% | Higher New | |||
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Ulasewicz, Eugenia | Direct | Sell | 12292025 | 4.34 | 11,322 | 49,137 | 397,166 | Form | |
| 2 | Sun, Cardinal, Llc | See Footnote | Sell | 5092025 | 1.66 | 4,721 | 7,837 | 1,537,148 | Form | |
| 3 | Sk, Financial Services, Llc | Direct | Sell | 5092025 | 1.71 | 1,804 | 3,085 | 21,435 | Form | |
| 4 | Scsf, Cardinal, Llc | See Footnote | Sell | 5092025 | 1.68 | 1,000 | 1,680 | 519,522 | Form | |
| 5 | Krouse, Rodger R | See Footnotes | Sell | 5092025 | 1.67 | 7,525 | 12,567 | 2,083,771 | Form |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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