Equity Research Focusing on the Consumer Sector, Small Cap Consumer Research

Small Cap Consumer Research

Equity research on small cap consumer names.

Equity Research Focusing on the Consumer Sector

Small Cap Consumer Research, LLC is a leading company-sponsored equity research provider focusing on the consumer sector (apparel, brand licensing and specialty retailing segments).

Equity Bottom-Up

<ul><li>We are reiterating our Hold rating and projections for Vera Bradley after visiting stores in Long Island and New Jersey.</li><li>We believe, with solid and focused and the return of key features and silhouettes and new sized backpacks, Vera Bradley is re-establishing the brand as a key go to for the upcoming start of school season.</li><li>Further, the focus remains fully on selling in August 2025, as opposed to the material discontinuities (and lack of back-to-campus driven offerings) Project Restoration unveiled in the corresponding period last year.</li></ul>

We are reiterating our Hold rating and projections for Vera Bradley after visiting stores in Long Island and New Jersey.We believe, with solid and focused and the return of key features and silhouettes and new sized backpacks, Vera Bradley is re-establishing the brand as a key go to for the upcoming start of school season.Further, the focus remains fully on selling in August 2025, as opposed to the material discontinuities (and lack of back-to-campus driven offerings) Project Restoration unveiled in the corresponding period last year.

VRA: Snapping the Store: Disney, Peanuts Add to Back-to-School Momentum