The ONE Group vs Vera Bradley

This page compares The ONE Group and Vera Bradley, outlining their business models, financial performance, and market context in a clear, neutral manner. It describes how each company operates, its market positioning, and guiding considerations for readers seeking context. Educational content, not financial advice.

Comparison Snapshot

Key Financial Metrics

STKS

Metric

VRA

$72.94M

Market Cap

$73.52M

81.00%

Potential Profit

N/A

Buy

Analyst Rating

Hold

Investment Analysis

The ONE Group

STKS

Pros

The ONE Group operates multiple well-known restaurant brands including STK, Benihana, and Grill Concepts, providing product diversification within hospitality.
Operational improvements include reduced table turn times at Benihana locations, indicating potential for enhanced customer throughput.
The company is pursuing strategic initiatives such as a new premium holiday menu and an expanded loyalty program to boost customer engagement.

Considerations

Reported a significant Q3 2025 earnings per share loss of -$0.75, substantially missing expectations, accompanied by a 7.1% year-over-year revenue decline.
Increased GAAP net loss attributable to $76.7 million mainly due to impairment charges, a non-cash tax valuation allowance, and operational challenges in key markets like California.
High debt-to-equity ratio of 173% and sustained net losses over the trailing twelve months suggest financial leverage and profitability concerns.

Vera Bradley

VRA

Pros

Vera Bradley is an established designer and retailer focusing on women's handbags, travel bags, fashion accessories, and gifts, supporting a niche market presence.
Recent share price has stabilized around $2.35 to $2.45 with a 52-week range extending up to $5.99, indicating some price recovery potential.
The company maintains a relatively small workforce supporting operational flexibility and potentially lean cost structures.

Considerations

Recent financial metrics show negative returns on assets (-18.19%), equity (-29.45%), and invested capital (-21.12%), indicating operational inefficiencies.
Shares have experienced significant volatility, with a historic price high of $5.99 down to current levels near $2.40, reflecting market uncertainty or weak performance.
No recent reported catalysts or strong growth drivers publicly available, suggesting lack of clear momentum or visibility into near-term expansion.

About The Companies

The ONE Group (STKS)

ONE Group Hospitality (ticker STKS) operates and licences a hospitality-focused restaurant brand, known for steakhouse and dining-lounge concepts in North America and select international locations. With a market capitalisation of about $77.7m, it is a relatively small-cap operator where growth often comes from opening new venues, franchising or licensing and expanding catering or private-event services. Investors should note the business is sensitive to discretionary consumer spending, labour and food-cost pressures, and local market competition. Recovery trends in dining after COVID-19, management execution on expansion and margin improvements can be catalysts, while limited scale, liquidity and earnings volatility are common risks. This summary is for general educational purposes only and is not personalised investment advice; individuals should assess suitability, consider the company’s financials and seek professional guidance before investing.

Vera Bradley (VRA)

Vera Bradley, Inc. is a designer brand known for its distinctive and colourful women’s handbags, luggage, and accessories. The company operates through two main segments, giving it a broad market reach. The 'Vera Bradley Direct' arm sells products straight to customers through its own full-line and outlet stores, its websites, and its popular annual outlet sale. The 'Vera Bradley Indirect' segment distributes products to a wide network of around 1,200 speciality retailers, department stores, and e-commerce sites. This dual approach allows the brand to connect with consumers in different shopping environments. For potential investors, understanding how the company balances these direct and indirect sales channels is key to evaluating its strategy in the competitive consumer cyclical sector. As with any retail brand, its success can be influenced by changing fashion trends and consumer spending habits.

Which Baskets Do They Appear In?

Full Moon Stocks

A unique collection of casino, entertainment, and leisure stocks connected to emotional consumer spending patterns. Our professional analysts have selected companies that could benefit from heightened consumer sentiment during periods like full moons.

Published: June 17, 2025

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Which Baskets Do They Appear In?

Full Moon Stocks

Published: June 17, 2025

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The ONE Group vs Vera Bradley

Comparison Snapshot