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 projections and Suspended rating for Vera Bradley after visiting stores in Connecticut, New Jersey and New York.</li><li>It is clear in our store visits that the company remains focused on creating the right balance between Pre and post Project Reformation to 1) attract new and younger consumers and 2) retain the OG Vera Bradley shopper.</li><li>For main line stores, this entails the return of key collaborations such as Peanuts and Harry Potter, bringing back key patterns and features which can attract a core Vera shopper, including the return of zippers, longer handbag straps and linings; that said, the focus on leather, solids and fashion newness remains.</li></ul>

We are reiterating our projections and Suspended rating for Vera Bradley after visiting stores in Connecticut, New Jersey and New York.It is clear in our store visits that the company remains focused on creating the right balance between Pre and post Project Reformation to 1) attract new and younger consumers and 2) retain the OG Vera Bradley shopper.For main line stores, this entails the return of key collaborations such as Peanuts and Harry Potter, bringing back key patterns and features which can attract a core Vera shopper, including the return of zippers, longer handbag straps and linings; that said, the focus on leather, solids and fashion newness remains.

VRA: Snapping the Store: Picking the Right Spots for Summer