Vitamin Shoppe, Inc.(VSI)- NYSE
  • Wed, Aug. 3, 6:20 AM
    • Vitamin Shoppe (NYSE:VSI) reports total comparable sales rose 1.6% in Q2.
    • Retail store comparable sales grew 0.8%.
    • E-commerce comparable sales expanded 9.4%.
    • Segment sales: Retail: $288.29M (+3.6%); Direct: $32.77M (+8%); Manufacturing: $20.78M (-15.8%).
    • Gross margin rate fell 120 bps to 32.4% due to lower product margins as a result of greater promotional activity and loyalty redemptions, occupancy deleverage and weaker performance at Nutri-Force.
    • Adjusted SG&A expense rate +20 bps to 25.2%.
    • Adjusted operating margin rate dropped 130 bps to 7.2%.
    • Store count +37 Y/Y to 771.
    • FY2016 Guidance: Total comp sales: flat to slightly negative; New stores: ~30; Adjusted EPS: $2.10 to $2.30; Capex: ~$40M.
    | Wed, Aug. 3, 6:20 AM | 5 Comments
  • Wed, Jun. 22, 11:15 AM
    • Shares of GNC Holdings (NYSE:GNC) are up 2% on some speculative buying that may by tied to the company's cancellation of an appearance at the Jefferies 2016 Consumer Conference (schedule for today).
    • Traders are a bit jump on GNC due to the strategic review ongoing at the company. While a GNC-Vitamin Shoppe (VSI +1.6%) merger has been bandied around for quite a while, Morgan Stanley said the probability of that outcome was low in a note to investors issued yesterday.
    | Wed, Jun. 22, 11:15 AM | 9 Comments
  • Wed, May 4, 8:12 AM
    • Vitamin Shoppe (NYSE:VSI) reports total comparable sales declined 1.9% in Q1.
    • Retail store comparable sales dropped 2.6%.
    • E-commerce comparable sales increased 3.9%.
    • Segment sales: Retail: $288.01M (flat); Direct: $35.85M (+2.9%); Manufacturing: $20.56M (-5.8%).
    • Adjusted gross margin rate +40 bps to 34.4% due to higher product margins from favorable category mix shift and higher private brands penetration.
    • Adjusted SG&A expense rate grew 90 bps to 25.6%.
    • Adjusted operating margin rate fell 50 bps to 8.8%.
    • Store count +41 Y/Y to 766.
    • FY2016 Guidance: Total comp sales: ~flat to positive low single digits; New stores: ~30; Adjusted EPS: $2.25 to $2.45; Capex: ~$40M.
    | Wed, May 4, 8:12 AM
  • Tue, Feb. 23, 6:58 AM
    • Vitamin Shoppe (NYSE:VSI) reports total comparable sales fell 0.3% in Q4.
    • Retail comp decreased 0.9%.
    • E-commerce comparable sales grew 3.9%.
    • Segment sales: Retail: $244.73M (+2.1%); Direct: $32.38M (+2.8%); Manufacturing: $23.97M (+3.5%).
    • Adjusted gross margin rate dropped 70 bps to 32% due to lower margins at Nutri-Force, occupancy deleverage and timing of vendor incentives.
    • Adjusted SG&A expense rate increased 40 bps to 25.7% due to higher store payroll and benefits and depreciation & amortization.
    • Adjusted operating margin rate dropped 100 bps to 6.3%.
    • Store count +41 Y/Y to 758.
    • FY2016 Guidance: Total comp sales: ~flat to positive low single digits; New stores: ~30; Adjusted EPS: $2.25 to $2.45; Capex: ~$40M.
    | Tue, Feb. 23, 6:58 AM
  • Thu, Jan. 7, 10:52 AM
    • A mix of positive holiday sales report peppered throughout the retail sector has brought chain store stocks back into focus.
    • Add sub-$2 gas prices along with a low level of jobless claims to the mix and investors are warming back up to to beat-up sector.
    • Most of the gainers against a down market day have a heavy concentration of sales in the U.S.
    • The Container Store (TCS +3.8%), Ulta Salon (ULTA +1.4%), Vitamin Shoppe (VSI -0.3%), Chico's FAS (CHS +2.9%), Dillard's (DDS +2.7%), Williams-Sonoma (WSM +1.7%), Dick's Sporting Goods (DKS +1.2%), Burlington Stores (BURL +4%).
    • Previously: Retail chain stocks rally as $2 gas in U.S. outweighs turmoil in China (Jan. 07 2016)
    | Thu, Jan. 7, 10:52 AM | 1 Comment
  • Nov. 17, 2015, 12:22 PM
    • Shares in Herbalife (HLF -2.8%), GNC Holdings (GNC -14.7%) and Vitamin Shoppe (VSI -10.1%) are in retreat in response to the news that Federal agencies will announce criminal and civil actions related to dietary supplements today at 3:30 pm ET. Stay tuned.
    | Nov. 17, 2015, 12:22 PM | 98 Comments
  • Nov. 4, 2015, 6:54 AM
    • Vitamin Shoppe (NYSE:VSI) reports total comparable sales rose 0.1% in Q3.
    • Retail comp were 0.1% for the period.
    • E-commerce comparable sales grew 0.6%.
    • Segment sales: Retail: $270.21M (+3.8%); Direct: $31.25M (-0.3%); Manufacturing: $20.69M (+3.8%).
    • Gross margin rate improved 190 bps to 33.4%.
    • SG&A expense rate increased 60 bps to 25.4%, driven by Nutri-Force, higher store payroll and benefits, and depreciation and amortization expense.
    • Adjusted operating margin rate expanded 20 bps to 8%.
    • Store count +47 Y/Y to 748.
    • FY2015 Guidance: Net sales: ~+5%; Total comp sales: ~flat; New stores: ~50; Adjusted EPS: $2.05 to $2.15.
    | Nov. 4, 2015, 6:54 AM
  • Oct. 30, 2015, 11:49 AM
    • There's an eclectic mix of wellness and personal care stocks making a breakout on a down market day.
    • It's not crystal clear if the buying enthusiasm is in response to the Valeant drama or earnings reports from within the sector.
    • Gainers: GNC Holdings (GNC +6.1%), Vitamin Shoppe (VSI +1.6%), FitLife Brands (OTCPK:FTLF +4.5%), Nu Skin (NUS +9.8%) , Natural Health Trends (NHTC +2.1%), Inter Parfums (IPAR +3.1%), Avon Products (AVP +1.7%), Wellness Center USA (OTCQB:WCUI +12.3%), Herbalife (HLF +4%).
    | Oct. 30, 2015, 11:49 AM | 61 Comments
  • Sep. 21, 2015, 10:48 AM
    • Shares of Vitamin Shoppe (NYSE:VSI) are up 3.7% on strong volume after a positive mention in Barron's.
    • The beat-up retailer could see improved same-store trends in 2016 and is well-positioned to increase buyback activity.
    • Also in the mix, Vitamin Shoppe's future could be brighter as it transitions into private-brand products.
    • VSI trades at $34.16 vs. a 52-week trading range of $32.85 to $49.04.
    | Sep. 21, 2015, 10:48 AM
  • Aug. 5, 2015, 6:55 AM
    • Vitamin Shoppe (NYSE:VSI) reports total comparable sales fell 1.1% in Q2.
    • Retail comp was down 0.6% for the period.
    • Comp for e-commerce declined 6%.
    • Segment sales: Retail: $278.28M (+3.20%); Direct: $30.35M (-6.46%); Manufacturing: $24.66M.
    • Gross margin rate remained constant at 33.6%.
    • SG&A expense rate grew 140 bps to 25.1%, driven by higher store payroll and benefits, and D&A expense, as well as the addition of the acquired Nutri-Force business.
    • Adjusted operating margin rate decreased 180 bps to 8.5%.
    • Store count +56 Y/Y to 734.
    • FY2015 Guidance: Net sales: +5% to +7%; Total comp sales: flat to +1%; New stores: ~50; Adjusted EPS: $2.05 to $2.20.
    | Aug. 5, 2015, 6:55 AM
  • May 6, 2015, 9:11 AM
    | May 6, 2015, 9:11 AM | 1 Comment
  • May 6, 2015, 6:46 AM
    • Vitamin Shoppe (NYSE:VSI) reports total comparable sales rose 1.2% in Q1.
    • Retail comp was 1.5% for the period.
    • Segment sales: Retail: $287.98M (+5.69%); Direct: $34.84M (-1.48%); Manufacturing: $21.83M.
    • Gross margin rate declined 160 bps to 34%, mainly attributable to product mix, increased promotional activity, deleverage on store occupancy costs and the impact of Nutri-Force.
    • SG&A expense rate +80 bps to 24.7%, driven by higher store payroll, digital advertising costs and depreciation and amortization expense.
    • Adjusted operating margin rate fell 240 bps to 9.3%.
    • Store count +58 Y/Y to 725.
    • FY2015 Guidance: Net sales: +6% to +8%; Total comp sales: low single digits growth; New stores: ~60; Diluted EPS: $2.05 to $2.25.
    | May 6, 2015, 6:46 AM | 1 Comment
  • Apr. 22, 2015, 1:38 PM
    • Shares of Vitamin Shoppe (VSI +10.8%) move higher on a huge volume spike after Carlson Capital discloses a 5.34% stake in the company.
    • The investment firm more than doubled its position in Vitamin Shoppe.
    • SEC Form 13D
    | Apr. 22, 2015, 1:38 PM
  • Mar. 30, 2015, 5:38 PM
    • Top gainers, as of 5:15 p.m.: PQ +6.3%. EGL +5.4%. CUR +4.6%. RNDY +3.0%MDVN +2.9%
    • Top losers, as of 5:15 p.m.: EGY -20.1%. SNTA -9.0%. TCK -6.8%. INSM -5.2%. VSI -4.5%.
    | Mar. 30, 2015, 5:38 PM
  • Nov. 4, 2014, 9:15 AM
    | Nov. 4, 2014, 9:15 AM
  • Aug. 11, 2014, 12:53 PM
    • GNC Holdings (GNC +5.6%) trades higher after Credit Suisse lifts the stock to an Outperform rating from Neutral.
    • The investment firm likes the potential for GNC and Vitamin Shoppe (VSI +6.2%) to merge and create synergies.
    | Aug. 11, 2014, 12:53 PM
Company Description
Vitamin Shoppe, Inc. is a multi channel specialty retailer and and contract manufacturer of vitamins, minerals, herbs, specialty supplements, sports nutrition and other health and wellness products. The company operates through three business segments: Retail, Direct and Manufacturing. The... More
Sector: Services
Industry: Specialty Retail, Other
Country: United States