BTIG initiates Torrid stock coverage with neutral rating

Published 12/06/2025, 11:58
BTIG initiates Torrid stock coverage with neutral rating

BTIG initiated coverage of Torrid Holdings Inc (NYSE:CURV) with a neutral rating on Thursday. The research firm cited the company’s position as the dominant player in the plus-size apparel market, with opportunities for further market share gains as competitors retreat. According to InvestingPro data, the company maintains a market capitalization of $508 million, with its stock showing significant volatility and trading at a P/E ratio of 54.8x.

Torrid has experienced three consecutive years of negative growth, with revenue declining 4.2% in the last twelve months, and its margins remain below historical levels. The company has implemented efforts to reset and enhance its business, including reducing promotional reliance, improving its supply chain, and making assortment enhancements. InvestingPro analysis indicates the company maintains a gross profit margin of 36.7% and receives a "Fair" overall financial health score.

BTIG noted that Torrid’s sub-brand strategy is resonating with a broader audience. These initiatives are showing signs of bearing fruit as the company works to stabilize its business performance.

The research firm views 2025 as a transition year for Torrid, with potential macro and execution risks. These challenges include accelerated store closures, a selective consumer base, and the navigation of higher tariffs that could impact the business.

BTIG’s neutral stance reflects Torrid’s current valuation, with shares trading above historical levels and peers. The firm indicated it seeks more clarity around the timing of revenue and margin improvements before taking a more positive or negative position on the stock. While current market prices suggest the stock may be undervalued according to InvestingPro Fair Value metrics, investors should note that four analysts have recently revised their earnings expectations downward. For deeper insights into Torrid’s valuation and growth prospects, access the comprehensive Pro Research Report available exclusively to InvestingPro subscribers.

In other recent news, Torrid Holdings Inc. reported its first-quarter 2025 earnings, revealing an earnings per share (EPS) of $0.06, which exceeded analysts’ estimates. However, the company fell short on revenue, reporting $266 million against the expected $278.83 million. Following this announcement, Torrid revised its fiscal year 2025 guidance, lowering net sales expectations to between $1.030 billion and $1.055 billion. Adjusted EBITDA projections were also reduced, reflecting uncertainties in the macroeconomic environment and the discontinuation of Torrid’s shoe business. BofA Securities responded by lowering Torrid’s stock price target to $7.00 but maintained a Buy rating, highlighting confidence in the company’s long-term strategy. Torrid’s management plans to close 180 stores in 2025 as part of its digital transformation strategy, aiming for a stronger focus on online sales. The company also emphasized the growth of its sub-brands, which have shown promising results in attracting new customers. Despite these challenges, Torrid’s digital sales are nearing 70% of total revenue, indicating a strategic shift towards online channels.

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