TORRID HOLDINGS DL -,01 Aktie

I maintain my Hold rating on CURV due to worsening macro conditions and persistent near-term demand headwinds. CURV's digital and sub-brand strategies are gaining traction, with digital sales rising and new collections outperforming expectations. Aggressive store closures and digital focus should improve margins long-term, but near-term sales and margins remain pressured by weak consumer spending.» Mehr auf seekingalpha.com

Torrid Holdings Inc.'s Q1 results were weak, with comps down 3.5%, gross margin collapsing due to heavy promotions, and a full exit from footwear. The company will close 30% of its stores in 2024, highlighting poor store economics and ongoing struggles with in-store traffic and profitability. Digital sales now comprise 70% of revenue, but this shift exposes Torrid to fierce e-commerce competition and higher customer acquisition costs.» Mehr auf seekingalpha.com

Torrid Holdings faces declining revenue, shrinking store count, and worsening cash flows, making the current environment highly uncertain and risky for investors. Management's aggressive shift to e-commerce and sub-brand launches could pay off, but past online sales have declined, and execution risk remains high. Tariffs and the temporary exit from the shoe category will further pressure revenue and profitability, despite cost-cutting efforts and sourcing changes.» Mehr auf seekingalpha.com