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Tandy Leather Factory vs Vera Bradley: revenue, profit, margins and growth compared

Tandy Leather Factory brought in $76.3M of revenue in fiscal 2025, Vera Bradley $269.7M in fiscal 2026. Revenue changed by +2.6% at Tandy Leather Factory and -15.4% at Vera Bradley on the year before, so Tandy Leather Factory grew faster. Tandy Leather Factory kept 11.9% of its revenue as net profit, Vera Bradley -17.7%. Free cash flow was -$8.1M at Tandy Leather Factory and -$13.3M at Vera Bradley.

Side by side, latest fiscal year

TLFVRA
Fiscal year endedFY2025 (December 31, 2025)FY2026 (January 31, 2026)
Revenue$76.3M$269.7M
Revenue growth+2.6%-15.4%
Net income$9.1M-$47.8M
Net margin11.9%-17.7%
Free cash flow-$8.1M-$13.3M
Free cash flow margin-10.6%-4.9%
Earnings per share (diluted)$1.10-$1.71
Cash$16.1M$18.5M
Debtn/an/a
Price to earnings2.4n/a
Market value$21.5M$114.5M
Dividend yieldn/an/a
Rank by revenue in sector#741 of 955 · Consumer discretionary#643 of 955 · Consumer discretionary

Over the years

Revenue
TLF FY2018: $83.2MTLF FY2019: $74.9MTLF FY2020: $64.1MTLF FY2021: $82.7MTLF FY2022: $80.3MTLF FY2023: $76.2MTLF FY2024: $74.4MTLF FY2025: $76.3MVRA FY2019: $416.1MVRA FY2020: $495.2MVRA FY2021: $468.3MVRA FY2022: $540.5MVRA FY2023: $500MVRA FY2024: $383.7MVRA FY2025: $318.8MVRA FY2026: $269.7MFY18FY19FY20FY21FY22FY23FY24FY25FY26
TLF $76.3MVRA $269.7M
Net income
TLF FY2018: $4.4MTLF FY2019: -$1.9MTLF FY2020: -$4.9MTLF FY2021: $1.4MTLF FY2022: $1.2MTLF FY2023: $3.8MTLF FY2024: $827KTLF FY2025: $9.1MVRA FY2019: $20.8MVRA FY2020: $16MVRA FY2021: $8.7MVRA FY2022: $17.8MVRA FY2023: -$59.7MVRA FY2024: $7.8MVRA FY2025: -$62.2MVRA FY2026: -$47.8MFY18FY19FY20FY21FY22FY23FY24FY25FY26
TLF $9.1MVRA -$47.8M
Net margin
TLF FY2018: 5.3%TLF FY2019: -2.5%TLF FY2020: -7.6%TLF FY2021: 1.6%TLF FY2022: 1.5%TLF FY2023: 4.9%TLF FY2024: 1.1%TLF FY2025: 11.9%VRA FY2019: 5.0%VRA FY2020: 3.2%VRA FY2021: 1.9%VRA FY2022: 3.3%VRA FY2023: -11.9%VRA FY2024: 2.0%VRA FY2025: -19.5%VRA FY2026: -17.7%FY18FY19FY20FY21FY22FY23FY24FY25FY26
TLF 11.9%VRA -17.7%
Revenue growth
TLF FY2019: -10.0%TLF FY2020: -14.5%TLF FY2021: +29.0%TLF FY2022: -2.8%TLF FY2023: -5.1%TLF FY2024: -2.4%TLF FY2025: +2.6%VRA FY2020: +19.0%VRA FY2021: -5.4%VRA FY2022: +15.4%VRA FY2023: -7.5%VRA FY2024: -23.3%VRA FY2025: -16.9%VRA FY2026: -15.4%FY19FY20FY21FY22FY23FY24FY25FY26
TLF +2.6%VRA -15.4%
Free cash flow
TLF FY2018: $6.7MTLF FY2019: $10.2MTLF FY2020: -$13.8MTLF FY2021: $2.7MTLF FY2022: $519KTLF FY2023: $4MTLF FY2024: $1.6MTLF FY2025: -$8.1MVRA FY2019: $35.4MVRA FY2020: $7.3MVRA FY2021: $15MVRA FY2022: $34.4MVRA FY2023: -$21.7MVRA FY2024: $44.2MVRA FY2025: -$24.5MVRA FY2026: -$13.3MFY18FY19FY20FY21FY22FY23FY24FY25FY26
TLF -$8.1MVRA -$13.3M

Fiscal years as each company reports them; the two may end in different months.

Questions about Tandy Leather Factory and Vera Bradley

Which is bigger by revenue, Tandy Leather Factory or Vera Bradley?

Vera Bradley is bigger by revenue: $269.7M in fiscal 2026, against $76.3M for Tandy Leather Factory in fiscal 2025.

Which keeps more of its revenue as profit, Tandy Leather Factory or Vera Bradley?

Tandy Leather Factory had a net margin of 11.9% in fiscal 2025; Vera Bradley had -17.7% in fiscal 2026.

Which grew revenue faster, Tandy Leather Factory or Vera Bradley?

In their latest fiscal years revenue changed by +2.6% at Tandy Leather Factory and -15.4% at Vera Bradley.

Where do these numbers come from?

From the annual reports each company files with the SEC (10-K, or 20-F and 40-F for foreign companies), read from their XBRL data. Margins and growth are simple arithmetic on those figures. Nothing here is a recommendation.

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