VNCE — what changed in the latest 10-Q

Text added vs the prior filing · source: 10-Q · 2026-06-16

• Comparable sales include our e-commerce sales in order to align with how we manage our brick-and-mortar retail stores and e-commerce online store as a combined single direct-to-consumer channel of distribution. As a result of our omni-channel sales and inventory strategy, as well as cross-channel cu…

• The unfavorable impact from higher tariffs of approximately 190 basis points.

• Selling, general and administrative ("SG&A") expenses for the three months ended May 2, 2026 were $35,039, increasing $1,438, or 4.3%, versus $33,601 for the three months ended May 3, 2025. SG&A expenses as a percentage of sales were 54.7% and 58.0% for the three months ended May 2, 2026 and May 3, …

• Interest expense, net decreased $212, or 24.8%, to $644 in the three months ended May 2, 2026 from $856 in the three months ended May 3, 2025, primarily due to lower levels of debt under the Revolving credit facility.

• Benefit for income taxes for the three months ended May 2, 2026 was $408, compared to $0 for the three months ended May 3, 2025. The benefit is due to the impact of applying the Company's estimated annual effective tax rate to the year-to-date ordinary pre-tax loss.

Text removed vs the prior filing · source: 10-Q · 2025-12-10

• In October 2025, the Company voluntarily transferred its common stock from the New York Stock Exchange (the “NYSE”) to the Nasdaq Stock Market LLC (“Nasdaq”), retaining the ticker symbol “VNCE”. The Company’s common stock ceased trading on the NYSE as of market close on October 20, 2025 and began tr…

• Comparable sales include our e-commerce sales in order to align with how we manage our brick-and-mortar retail stores and e-commerce online store as a combined single direct-to-consumer channel of distribution. As a result of our omni-channel sales and inventory strategy, as well as cross-channel cu…

• stores and our e-commerce online store and we believe the inclusion of e-commerce sales in our comparable sales metric is a more meaningful representation of these results and provides a more comprehensive view of our year over year comparable sales metric.

• The favorable impact from lower product costing and higher pricing which contributed positively by approximately 140 basis points; and

• The favorable impact of lower discounting which contributed positively by approximately 110 basis points.

Text removed vs the prior filing · source: 10-Q · 2025-12-10

• The following risk factor is amended and restated in its entirety to read as follows:

• Failure to comply with laws and regulations could adversely impact our business.

• We are subject to numerous domestic and international laws, regulations and advisories, including labor and employment, environmental, wage and hour, customs and tariffs, truth-in-advertising, consumer protection, data and privacy protection, and zoning

• and occupancy laws and ordinances that regulate retailers generally or govern the importation, promotion and sale of merchandise and the operation of stores and warehouse facilities, all of which may change from time to time. If these regulations were violated by our management, employees, vendors, …

Text removed vs the prior filing · source: 10-Q · 2025-12-10

• On September 29, 2025, Eugenia Ulasewicz, a member of the Company's Board of Directors, adopted a trading plan intended to satisfy the affirmative defense of Rule 10b5-1(c) to sell up to 11,322 shares of common stock. Unless otherwise terminated pursuant to its terms, the plan will terminate on Dece…

• On December 10, 2025, pursuant to a previously disclosed arrangement relating to the P180 Note (as defined in Schedule 13D filed with the SEC by P180 Vince Acquisition Co. (“P180 Acquisition”) on January 29, 2025, as amended), P180 Acquisition forfeited and the Company cancelled 700,000 shares of th…