Vince Holding Corp. · NASDAQ:VNCE
Vince — Q1 2026 Earnings Presentation
22 slides from Vince's earnings presentation, Jun 16, 2026
Slide 1: Vince Holding Corp.
VINCE HOLIDING CORP. JANUARY 2026 1
Slide 2: Disclaimer
DISCLAIMER This Management Presentation (this “Presentation”) is the property of Vince Holding Corp. and its subsidiaries (collectively, “Vince” or the “Company”). By accepting this Presentation, the recipient acknowledges that it has read, understood and accepted the terms of this disclaimer. This
Slide 3: Company Overview
Company Overview Vince Holding Corp. is a global retail platform that operates the Vince brand women’s and men’s ready-to-wear business through a balanced wholesale and direct-to-consumer model. $296.3 Million Net Sales1 56% Wholesale / 44% DTC $15.5 Million Adjusted EBITDA1,2 5.2% of Total Net Sale
Slide 4: Seasoned Management Team with Deep Industry Experience
Seasoned Management Team with Deep Industry Experience APPROX. TENURE EXECUTIVE WITH VINCE YEARS OF EXPERIENCE BACKGROUND Brendan Hoffman 6 Years* 35 Chief Executive Officer Jill Norton 23 Chief Commercial Officer 15 Years Yuji Okumura 7 Years 19 Chief Financial Officer Akiko Okuma 11 Years 18 Chief
Slide 5: Strategic Partnership with Authentic Brands Group
Strategic Partnership with Authentic Brands Group Vince Holding Corp. operates the core Vince brand women’s and men’s Vince Holding Corp ready-to-wear business through an exclusive, long-term licensing (Nasdaq: VNCE) partnership with Authentic Brands Group creating a differentiated platform that com
Slide 6: Strengthened Operational and Financial Foundation
Strengthened Operational and Financial Foundation In the recent years as the business and broader customer shopping behaviors evolved, and with the support of the strategic partnership, the Company has focused on strengthening its operational and financial foundation ✓ Reduced promotional activity a
Slide 7: Wholesale Segment At A Glance
Wholesale Segment At A Glance Vince has maintained a strong leadership position with key wholesale partners and over time has leveraged enhanced floor space and positioning as well as its expanded men’s assortment Wholesale Net Sales % of Total Net Sales1 ($ in Millions) $175.0 56% $170.0 Intentiona
Slide 8: Diversified Wholesale Distribution
Diversified Wholesale Distribution Net Sales Channel Mix1 ▪ With over 800 points of distribution across its wholesale network, the Company operates a diverse wholesale segment Nordstrom ▪ Nordstrom remains the company’s largest strategic Saks Global Direct-to- wholesale partner representing 26% of t
Slide 9: Direct-to-Consumer Segment At A Glance
Direct-to-Consumer Segment At A Glance As part of the enhanced focus on profitability, beginning in 2023, the Company purposefully scaled back promotional activity, optimized markdowns, and closed stores Direct-to-Consumer Net Sales and Comparable Sales Growth ($ in Millions) Retail E-Commerce Compa
Slide 10: Omni-Channel Model
Omni-Channel Model ▪ Enhanced Omni-Channel Customer Experience ➢ Implemented new POS system in stores in 2021 ➢ Launched Customer Data Platform in 2022 ➢ Introduced Clienteling Strategy in 2025 ▪ Optimization of Store Fleet ➢ Since 2022 opened 5 full price stores, closed 9 full price stores and 4 ou
Slide 11: International Business At A Glance
International Business At A Glance ➢ First London store opened Sept. 2019 ➢ Second London store opened May 2025 ➢ Operates 25 shop-in-shop locations across 9 countries ➢ Operates 1 Paris showroom ➢ 2 third-party logistics operated warehouses (Belgium and Hong Kong) 11
Slide 12: Strategic Priorities
STRATEGIC PRIORITIES 12
Slide 13: Strategic Priorities
Strategic Priorities Fuel E-Commerce Growth Scale Men’s Business Expand International Presence Maximize Vince Holding Corp. Platform 13
Slide 14: Fuel E-Commerce Growth
Fuel E-Commerce Growth Invest in Mid-Funnel Marketing Expand Offering via Dropship Strategy and • Increase Traffic New Categories • Drive Conversion Leverage Enhanced • Reinforce Brand Positioning Capabilities & Site Refresh • Opportunity to Add 500+ SKUs to E-commerce Site • Customer Data Platform
Slide 15: Scale Men's Business
Scale Men’s Business Opportunity % of Total Net Sales ~30% Today1 % of Total Net Sales ~23% ➢ Expand in Wholesale Partners ▪ Now a dual gender brand for all Nordstrom and Bloomingdale’s doors ➢ Expand in Direct-to-Consumer 1 As of 3Q25; Percentage of Total Sales 15
Slide 16: Expand International Presence
Expand International Presence With the recent success of the second London store opening, located in the Marylebone District, the Company is exploring further retail expansion with the following considerations: ➢ Current brand awareness in region ➢ Wholesale business in region ➢ Marketing investment
Slide 17: Maximize Vince Holding Corp. Platform
Maximize Vince Holding Corp. Platform Leverage our operational expertise and strategic partnership to expand and diversify into a multi- branded portfolio with incremental growth and profitability Unique opportunity to leverage Vince Holding Corp.’s proven credibility in designing, merchandising and
Slide 18: Financial Overview
FINANCIAL OVERVIEW 18
Slide 19: Summary Operating Analysis
SUMMARY OPERATING ANALYSIS DTC COMPARABLE SALES NET SALES BY SEGMENT ($ in millions) 12% 9.5% $400 7% $300 3.1% $150 $143 $128 $130 2% -3.5% -4.8% $200 -3% 2022 2023 2024 LTM Q3 2025 $100 $169 $165 $166 $150 $0 -8% 2022 2023 2024 LTM Q3 2025 Comparable Sales Growth (Decline) Wholesale DTC GROSS PROF
Slide 20: Holiday Sales Update
Holiday Sales Update Unaudited Sales Results for Nine-Week Period Ended January 3, 2026 Net Sales Growth Direct-to-Consumer Wholesale Net Sales Growth Net Sales Growth +5.3% +9.7% -2.7% vs. Same Period Last Year vs. Same Period Last Year vs. Same Period Last Year Based on holiday sales performance,
Slide 21: Appendix
APPENDIX } I Bg
Slide 22: Reconciliation of Net Income to Adjusted EBITDA
Vince Holding Corp. and Subsidiaries Reconciliation of Net Income to Adjusted EBITDA Fiscal Year January 28, February 3, February 1, LTM 2023 2024 2025 Q3 2025 Net Income $ (38,346) $ 25,446 $ (19,047) $ (18,362) Interest expense, net 9,887 11,118 6,569 4,263 Provision (benefit) for income taxes 3,0