CURV · Torrid Holdings Inc.
Price & Indicators
Up next
Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY27 earnings call · Sep 3, 2026TL;DR. Torrid reported Q2 net sales of $231.7 million (down 11.8% YoY) with comparable sales down 6.3%, but the business meaningfully improved through the quarter with positive comp sales in July driven by marketing rebuild, sub-brand growth, and reopening of third-party marketplaces. The company raised full-year adjusted EBITDA guidance to $76–$86 million solely to reflect $11.1 million in IEEPA tariff refunds, while underlying net sales guidance of $940–$960 million was maintained.
- + Raised full-year adjusted EBITDA guidance to $76–$86 million to include $11.1M IEEPA tariff refund benefit
- + Returned to positive comparable sales in July with all 11 marketing channels improving and continued momentum into August
- + Sub-brands delivering approximately 74% YoY growth and on track for $110M in 2026 (~12% of total net sales)
- + Paid media delivered double-digit revenue growth on significantly less spend with paid revenue rising to 12% of digital (from 9% a year ago)
- − Gross margin excluding tariff refunds was 33.9%, down 170 bps YoY, reflecting targeted promotions
- − Excluding tariff refunds, adjusted EBITDA of $12.1M (5.2% margin) is materially below prior-year $21.5M
- − Underlying (ex-tariff) adjusted EBITDA outlook of $65–$75M implies flat-to-modestly-improved results versus fiscal 2025 with no underlying raise
- − Revenue concentration risk remains: 45% of customers shop only once per year and represent just 12% of demand
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Comparable sales | -6.3% | Three Months Ended August 1, 2026 filing | — |
| Adjusted EBITDA non-GAAP | $23.3M | Q2 FY2026 | — |
| Adjusted EBITDA excluding tariff refunds non-GAAP | $12.1M | Q2 FY2026 | — |
| Gross profit margin excluding tariff refunds non-GAAP | 33.9% | Q2 FY2026 | — |
| Number of stores | 457 | Q2 FY2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Apparel Retail — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
CURV
this stock
Torrid Holdings Inc.
|
$242.32M | +155.6% | -9.4% | — | 4.4% |
|
IDEXF
Industria de Diseno Textil Inditex SA / ADR
|
$192.45B | -10.7% | — | — | 0.0% |
|
TJX
Tjx Companies Inc /De/
|
$143.06B | -13.6% | +6.0% | 24.1 | 1.7% |
|
ROST
Ross Stores, Inc.
|
$75.43B | +26.9% | +7.7% | 28.6 | 3.0% |
|
BURL
Burlington Stores, Inc.
|
$16.96B | -4.7% | +8.8% | 24.3 | 5.0% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| CURV | +6.4% | +12.1% | +20.2% | +5.9% | +155.6% |
| SPY | -0.2% | -0.5% | +12.2% | +0.9% | +12.9% |
| vs SPY | +6.6% | +12.6% | +8.0% | +5.0% | +142.8% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.