AI-extracted from the 10-Q filed 2026-09-11 — Q2 FY2026 (quarter ended August 1, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Q2 revenue surged 11.7% to $81.8M on wholesale strength and Direct-to-Consumer comp sales +18.4%, but SG&A jumped 40.7% partly due to OVO transaction costs.
Biggest Revenue Drivers
Vince Wholesale$49.4M+10.4% YoY
Increased shipments and higher full-price volumes
Vince Direct-to-consumer$32.4M+13.7% YoY
Comparable sales including e-commerce increased 18.4% driven by both e-commerce and retail volume growth
Biggest Revenue Drivers
Total revenue: $81.8M+11.7% YoY
Vince Wholesale$49.4M+10.4% YoY
Increased shipments and higher full-price volumes
Vince Direct-to-consumer$32.4M+13.7% YoY
Comparable sales including e-commerce increased 18.4% driven by both e-commerce and retail volume growth
Largest Expense Items
Selling, general and administrative expenses$36.3M+40.7% YoY
Increased by ~$5.6M ERC benefit recorded in prior year, ~$2.9M legal/consulting fees for OVO transactions, and ~$0.8M higher marketing
Interest expense, net$0.7M-16.6% YoY
Lower levels of debt under the Revolving credit facility
Watch Items from the Filing
Material weakness in internal controls over financial reporting related to user access controls remains unremediatedas of August 1, 2026; company performing additional substantive testing to compensate.
Liquidity dependent on achieving Excess Availability covenant; company acknowledges material tariff and trade policy headwinds could significantly impact cash flow and borrowing availability.
OVO acquisition closed August 24, 2026 post-quarter with $2.9M of transaction costs already expensed; integration risks and potential goodwill impairment testing required.
IEEPA tariff refunds of $13.4M received YTD (including $10.4M recognized in Q2); material one-time benefit unlikely to repeat, creating comp headwind next period.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
About VINCE HOLDING CORP. (VNCE): stock profile, AI score and financials
VINCE HOLDING CORP. (VNCE) stock profile, AI quality score, and SEC EDGAR financial data, a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores VNCE at 53.8/100 on a composite quality score built from its SEC filings, placing it at rank #1,373 of 2,925 stocks — the top half of the AI-ranked universe. VNCE scores in the top quartile across institutional flow (81.6), earnings quality (80.5). Areas of concern include revenue scale (30.3) and revenue growth (37.5), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2027), VINCE HOLDING CORP. reports quarterly revenue of $81.8M, net income of $10.6M, an operating margin of 16.6%. Top institutional holders of VNCE by reported 13-F value include TWO SIGMA INVESTMENTS, RENAISSANCE TECHNOLOGIES, Aristides Capital, based on the most recent SEC filings. VNCE trades on the Nasdaq exchange and files with the SEC under CIK 1579157. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate VNCE daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for VINCE HOLDING CORP. directly from SEC EDGAR.