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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Vince
Vince (VNCE) investor relations material
Vince 28th Annual ICR Conference 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.28th Annual ICR Conference 2026 summary12 Jan, 2026
Business performance and growth
Direct-to-consumer sales rose nearly 10%, with e-commerce up over 20%, reflecting strong momentum into 2026 and beyond.
Revenue is approximately $300 million with $15 million in Adjusted EBITDA, after $12–13 million in annual royalties to ABG.
Gross profit improved from 38% in 2022 to 50% in 2024, despite new royalty expenses.
Adjusted EBITDA grew by about $31 million from 2022 to Q3 2025, driven by cost controls and operational improvements.
Holiday period net sales increased 5.3% year-over-year, with direct-to-consumer up 9.7%.
Strategic initiatives and partnerships
Strategic partnership with ABG provides recurring royalty income and new category expansion opportunities.
Dropship capability added to e-commerce, enabling sales of licensed products without inventory risk.
Expansion into new product categories and international markets is a key focus for future growth.
Plans to leverage the holding company platform for additional revenue streams, potentially through ABG collaborations.
Ongoing investments in AI and mid-funnel marketing have driven significant new traffic and conversion online.
Operational improvements and risk management
Sourcing diversified away from China to mitigate tariff and geopolitical risks.
Selective price increases averaging 7% were implemented to offset tariffs, with no negative impact on unit sales.
Reduced promotions and disciplined expense management contributed to margin and EBITDA gains.
Store portfolio rationalized, with openings in new markets and closures of underperforming locations.
Monitoring Saks Global, which represents about 7% of sales, due to its reported status.
Quantify dropship's 2026 revenue contribution
Given London's success, what specific EU cities are next?
Detail the timeline for new platform revenue streams
Partial view of Summaries dataset, powered by Quartr API
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Next Vince earnings date
Q4 202630 Apr, 2026
Vince
Next Vince earnings date
Q4 202630 Apr, 2026
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Frequently asked questions
Vince Holding Corp. is recognized for its leadership in the luxury apparel and accessories market. The company operates globally under the Vince brand, which is celebrated for its sophisticated yet simple designs that embody everyday elegance. Vince Holding Corp. offers a wide array of products for both women and men, including ready-to-wear, footwear, and accessories. These products are available through retail & outlet stores and an e-commerce site (vince.com), and Vince Unfold, a subscription service. Additionally, the company's offerings are distributed through premium wholesale channels worldwide. The company is headquartered in NYC, and its shares are listed on the NYSE.
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