Torrid Holdings Inc
investors.torrid.comWhat Do They Do?
Designs and sells apparel, intimates, and accessories for curvy women in North America.
10-K for FY2025, filed Mar 31, 2026Torrid Holdings Inc. (“Torrid,” “we,” “us,” “our,” the “Company”) is a direct-to-consumer brand in North America dedicated to offering a…View ↗
How Do They Make Money?
Customers buy merchandise in Torrid stores and online; store purchases are paid at checkout, and shipped online orders are paid before shipment.
10-K for FY2025, filed Mar 31, 2026
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10-K for FY2025, filed Mar 31, 2026
FY2025 revenue by product or service ↗
$1B
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10-K for FY2025, filed Mar 31, 2026
$1B ↗
| Segment | Share | Revenue | How money arrives |
|---|---|---|---|
|
Apparel
Sold outright
10-K for FY2025, filed Mar 31, 2026 |
91%
FY2022: 87%
|
Apparel, FY2025
$913.5M Sources
|
Sold outright |
|
Non-apparel
Sold outright
|
5.3%
FY2022: 10%
|
Non-apparel, FY2025
$52.9M Sources
|
Sold outright |
|
Other
|
3.4%
FY2022: 2.6%
|
Other, FY2025
$33.7M Sources
|
Who Are Their Customers?
Women buy directly from Torrid through its website and mobile app or at Torrid stores; stores also support pickup and shipping for online orders.
10-K for FY2025, filed Mar 31, 2026Torrid Holdings Inc. (“Torrid,” “we,” “us,” “our,” the “Company”) is a direct-to-consumer brand in North America dedicated to offering a…View ↗
Our e-Commerce channel is central to our unified commerce platform. Our online platform provides customers with a highly engaging shopping…View ↗
Even as we optimize our store footprint, we continue to believe that our stores are highly valuable strategic assets that play an important…View ↗
Our unified commerce business model is serviced by our distribution facility located in West Jefferson, Ohio. This 750,000 square foot…View ↗
Do Revenues Turn Into Profits?
No. It lost $7M in FY2025.
10-K for FY2025, filed Mar 31, 2026
$21.4MView ↗
10-K for FY2025, filed Mar 31, 2026
−$7MView ↗
10-K for FY2025, filed Mar 31, 2026
−$21.9MView ↗
How Are They Changing?
10-Q for Q2 FY2026, filed Sep 10, 2026
Open tableView ↗
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Sep 3, 2026
Raises fiscal 2026 outlook to include tariff refund benefit
Fiscal 2026 net sales are expected at $940 million to $960 million; the outlook includes the tariff refund benefit.
Sources
8-K, filed Sep 3, 2026
Net sales between $940 million and $960 million. Adjusted EBITDA(1) between $76 million and $86 million. Capital expenditures between $8…View ↗
Shrinking. Revenue fell 23% in 4 years, from $1.3B in FY2021 to $1B in FY2025, about 6% a year.
Store strategy
The earlier report called stores core to customer acquisition; the latest describes optimizing the store footprint as customers increasingly prefer the online experience.
10-K for FY2022, filed Mar 28, 2023 10-K for FY2025, filed Mar 31, 2026Our stores are highly valuable strategic assets that remain core to our strategy and continue to play one of the most important roles in…View ↗
We have implemented a retail store optimization strategy to better align our distribution with the demands of our customers who have…View ↗
Customer profile
The latest report describes the typical customer as older than the earlier report did.
10-K for FY2022, filed Mar 28, 2023 10-K for FY2025, filed Mar 31, 2026Our typical customer is an employed, youthful woman between the ages of 25 and 40 years old with above-average annual household income, and…View ↗
Our typical customer is an employed, youthful woman between the ages of approximately 30 and 44 years old with above-average annual…View ↗
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