Vince Holding Corp. (VNCE)

In the past six months, Vince Holding Corp.'s stock has trended up by 90.45%. Key events include Q3 2025 results exceeding expectations, participation in the 28th Annual ICR Conference, and a 5.3% increase in total company net sales for the holiday sales period. The company transferred its stock exchange listing from the NYSE to the Nasdaq Stock Market LLC on October 21, 2025. For Q2 fiscal year 2025, the company reported net sales of $73.2 million and a net income of $12.1 million. Q3 fiscal 2025 earnings call noted a 14.7% decrease in total company net sales.

Demand for Vince Holding Corp.'s products exhibits seasonality, particularly with a key fall selling season. The company's Q2 fiscal 2025 results indicated an elongation of its full-price selling season due to delayed fall shipments. The holiday sales period showed positive overall sales growth, particularly in the direct-to-consumer segment. Macro-related headwinds and a strategic decision to reduce the off-price wholesale business impacted top-line performance.

Vince Holding Corp. designs, manufactures, and sells luxury apparel and accessories for men and women, including cashmere sweaters, silk blouses, and leather products. The company operates through Vince Wholesale and Vince Direct-to-Consumer segments and previously included the Rebecca Taylor and Parker brands.

Vince Holding Corp. has a presence in the United States and internationally, distributing products through branded retail stores, outlet stores, e-commerce platforms, and premier department stores. As of October 2025, the company operated 46 full-price retail stores and 14 outlet stores and maintains distribution centers in the U.S., Hong Kong, and Belgium. The company is expanding its international presence, including a new European flagship store in London.

Vince is recognized for its commitment to understated luxury and providing timeless, high-quality apparel. The company has focused on a strategic pullback on promotions and an emphasis on full-price sales to enhance margins. Efforts to expand into new markets and implement targeted customer strategies are also aimed at driving growth and improving margins. The company has invested in its men's division, product innovation, and digital capabilities. Vince Holding Corp. underperformed the US Luxury industry and the broader US Market over the past year. Significant corporate events include a major intellectual property sale in 2023 and a leadership reset in early 2025.

Vince Holding Corp. has a concentrated ownership structure, with P180, Inc. holding a majority stake. As of January 7, 2026, there were 34 institutional owners holding 836,156 shares. Major institutional shareholders include FreeGulliver LLC, Renaissance Technologies Llc and Two Sigma Investments, Lp. As of September 2025, institutional ownership accounted for 5.14% of the total shares outstanding, while other public and retail investors hold 20.44% of the company's stock.