Group 1 - Torrid Holdings (NYSE: CURV) is undergoing a significant transition as a direct-to-consumer retailer focused on clothing and accessories for 'curvy women' [1] - The company is positioned within a niche market that caters specifically to a demographic often underserved in the fashion industry [1] Group 2 - The investment service provided by Crude Value Insights emphasizes cash flow and the potential for value and growth in oil and natural gas companies [2] - Subscribers have access to a comprehensive stock model account and in-depth cash flow analyses of exploration and production firms [2] - The service includes live chat discussions about the sector, enhancing community engagement and information sharing [2]

Torrid Holdings (CURV) came out with quarterly earnings of $0.06 per share, beating the Zacks Consensus Estimate of $0.05 per share. This compares to earnings of $0.12 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 20%. A quarter ago, it was expected that this women's apparel retailer would post a loss of $0.07 per share when it actually produced a loss of $0.03, delivering a surprise of 57.14%.Over the last four quarters, th ...

Torrid (CURV) Q1 2026 Earnings Call June 05, 2025 04:30 PM ET Company Participants Chinwe Abaelu - SVP & CAOLisa Harper - CEO & DirectorPaula Dempsey - Chief Financial OfficerAshlee Wheeler - Chief Strategy & Planning Officer Conference Call Participants None - AnalystSavannah Sommer - Equity Research AnalystDylan Carden - Research Analyst Operator Greetings and welcome to the Torrid Holdings Inc. First Quarter Fiscal twenty twenty five Earnings Conference Call. At this time, all participants are in a liste ...

Torrid (CURV) Q1 2026 Earnings Call June 05, 2025 04:30 PM ET Speaker0 Greetings and welcome to the Torrid Holdings Inc. First Quarter Fiscal twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. A question and answer session will follow the formal presentation. As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Jemweh Abeleu, Chief Accounting Officer and Senior Vice President. Thank you, and you may begin. Speaker ...

Exhibit 99.1 Torrid Reports First Quarter 2025 Results CITY OF INDUSTRY, Calif. – June 5, 2025 – Torrid Holdings Inc. ("Torrid" or the "Company") (NYSE: CURV), a direct-to- consumer apparel, intimates, and accessories brand in North America for women sizes 10 to 30, today announced its financial results for the quarter ended May 3, 2025. Lisa Harper, Chief Executive Officer, stated, "I'm proud of the strong progress we made this quarter across our strategic initiatives. We delivered first quarter results in ...

Store Operations - Torrid operates 634 stores across the U.S., Puerto Rico, and Canada, with an average store size of approximately 3,100 square feet[34]. - The number of stores decreased to 634, down from 655 in the previous year[211]. - The average remaining lease term for the company's stores was 2.7 years as of February 1, 2025, before considering kickout clauses[190]. - Approximately 94% of current leases will have a termination or kickout within three years of the end of fiscal year 2024, providing significant flexibility for the company[190]. Customer Base and Loyalty Programs - The company has a loyal customer base primarily consisting of women aged 30 to 44, with an average size of 18, and approximately half of the customers are under 40 years old[25]. - Torrid's three-tier loyalty program, Torrid Rewards, incentivizes spending, with members earning one point for every dollar spent and rewards for every 250 points collected[26]. - The Torrid Credit Card Program enhances customer loyalty, providing points, discounts, and other perks, while also serving as a valuable source of customer data[27]. - Active customers decreased to 3,656, down from 3,761 in the previous year, representing a decline of 2.8%[211]. - Net sales per active customer decreased to $302, down 1.3% from $306 in the previous year[211]. - The proportion of net sales attributable to active customers remained stable at 97% for fiscal years 2024, 2023, and 2022[213]. Product Development and Merchandising - The company introduces new merchandise approximately 16 times per year, maintaining a consistent flow of fresh products to engage customers[23]. - Torrid employs a data-driven approach to product development, utilizing customer feedback and sales data to inform design and inventory decisions[22]. - The company emphasizes a fashion-first focus and a broad product assortment to differentiate itself in the plus- and mid-size apparel market[60]. - The company has patents issued and applications pending for innovative technologies in its popular bra lines, enhancing its product offerings[56]. Marketing and Brand Strategy - Torrid's marketing strategy emphasizes inclusivity and diversity, targeting curvy women sizes 10 to 30, and includes a multiple brand strategy to reach new customers[44]. - The company focuses on providing stylish apparel for curvy women, specializing in sizes 10 to 30, and aims to keep prices reasonable without compromising quality[209]. Financial Performance - Net income for the fiscal year was $16,318, an increase from $11,619 in the previous year[211]. - Adjusted EBITDA for the fiscal year was $109,120, slightly up from $106,219 in the previous year[211]. - Comparable sales declined by 5% in fiscal year 2024, compared to a 12% decline in fiscal year 2023[211]. - The company's stock price has been volatile, affected by various uncontrollable factors, including changes in business nature and fiscal year[155]. - The company has never declared or paid cash dividends, and future dividend payments will depend on operational results and financial conditions[164]. Supply Chain and Operations - The company has a diversified vendor base, with no single supplier accounting for more than 9% of merchandise purchased in fiscal year 2024[48]. - The company plans to continue diversifying its vendor bases by both vendor and geography, reducing exposure to factories located within China[48]. - The West Jefferson distribution facility, covering 750,000 square feet, is highly automated and supports global direct-to-customer e-Commerce[49]. - The company outsourced its U.S. returns operations to a third-party specialist in late 2024 to improve costs and processing cycle times[50]. - Disruptions in the supply chain due to international trade issues, such as tariffs and political instability, could adversely affect product availability and costs[109]. Regulatory and Compliance Risks - The company is subject to numerous laws and regulations, including labor, tax, and data privacy laws, which could impact operational costs[57]. - Compliance with evolving regulations regarding data protection is critical, as failure to comply could result in fines and reputational damage[101]. - The company is subject to the Payment Card Industry Data Security Standard (PCI-DSS), and any claims of non-compliance could adversely impact its business and reputation[125]. - Changes in product safety laws could result in increased compliance costs and delays in product availability[137]. Economic and Market Conditions - The company's performance is sensitive to economic conditions, with potential declines in consumer spending during recessionary periods impacting net sales and profits[70]. - Recent inflationary pressures have increased costs for energy and raw materials, which may adversely affect sales and operational results if price adjustments cannot be made[72]. - The company faces substantial competition in the plus- and mid-size women's apparel industry, which could adversely affect net sales and margins[76]. - The company faces risks from market fluctuations and economic conditions that could adversely affect its financial performance[159]. Cybersecurity and Technology - The company utilizes an industry-leading cybersecurity framework to assess and manage cybersecurity risks, with a dedicated team led by the COO[179]. - The company has implemented multiple layers of cybersecurity processes and technologies to protect its information systems and mitigate risks[178]. - The company has established a written incident response plan to address cybersecurity events, which includes processes for detection, response, and recovery[182]. Employee and Labor Considerations - The company has approximately 1,810 full-time and 5,780 part-time employees, with a focus on creating a supportive and inclusive work environment[37]. - Employee turnover in the retail industry is generally high, which could lead to increased hiring and training costs, adversely affecting business operations[92]. - Labor costs are influenced by external factors such as unemployment levels and minimum wage laws, which could impact profitability if not managed properly[93].

Group 1 - The core investment strategy focuses on long-only investment, evaluating companies from an operational and buy-and-hold perspective, rather than market-driven dynamics [1] - The articles emphasize understanding the long-term earnings power of companies and the competitive dynamics within their industries [1] - The majority of recommendations will be holds, indicating a cautious approach to investment opportunities, with only a small fraction of companies deemed suitable for buying at any given time [1] Group 2 - The articles aim to provide important information for future investors and introduce a healthy skepticism towards a generally bullish market [1] - There is a clear distinction made between the author's opinions and professional investment advice, highlighting the need for readers to conduct their own due diligence [2][3]

Core Viewpoint - The analyst has assigned a hold rating to Torrid Holdings (NYSE: CURV) due to concerns over its expensive valuation, which makes it challenging to adopt a bullish stance on the stock [1]. Company Analysis - The investment approach focuses on identifying undervalued companies with long-term growth potential, emphasizing a blend of value investing principles and long-term growth [1]. - The strategy involves purchasing quality companies at a discount to their intrinsic value and holding them to allow for compounding of earnings and shareholder returns [1].

Group 1 - Torrid Holdings Inc. (NYSE: CURV) stock has shown resilience after facing significant sales pressure, previously appearing to trend towards $1 or less [1] - The stock has been characterized as a good trading opportunity for both long and short positions, indicating volatility and potential for profit [1] Group 2 - The company has been identified as thriving during market selloffs, suggesting a strategic advantage in navigating challenging market conditions [1]

分组1 - Torrid Holdings reported a quarterly loss of $0.03 per share, better than the Zacks Consensus Estimate of a loss of $0.07, and an improvement from a loss of $0.04 per share a year ago, resulting in an earnings surprise of 57.14% [1] - The company posted revenues of $275.56 million for the quarter ended January 2025, surpassing the Zacks Consensus Estimate by 4.16%, but down from $293.54 million in the same quarter last year [2] - Torrid Holdings has outperformed the S&P 500, with shares increasing about 7.1% since the beginning of the year, while the S&P 500 declined by 3.5% [3] 分组2 - The earnings outlook for Torrid Holdings is uncertain, with current consensus EPS estimates at $0.14 for the coming quarter and $0.24 for the current fiscal year, alongside revenues of $276.69 million and $1.1 billion respectively [7] - The estimate revisions trend for Torrid Holdings is currently unfavorable, resulting in a Zacks Rank 4 (Sell), indicating expected underperformance in the near future [6] - The Retail - Apparel and Shoes industry, to which Torrid Holdings belongs, is currently ranked in the bottom 47% of over 250 Zacks industries, suggesting potential challenges ahead [8]