Torrid Holdings Remains Too Risky, Even After Plunging

2025-12-23 18:10:52 ET

Things are not going well for shareholders of Torrid Holdings Inc. ( CURV ) right now. Conceptually, this is an interesting company. Specifically, it operates as a direct-to-consumer retailer that focuses on offering clothing and accessories for so-called " curvy women" who typically range in age between 25 and 40 years old. This is certainly a market that needs to be catered to. And in the past, I had been rather neutral on the business. But in early June of this year, I decided to downgrade the company to a "Sell." Management was making some interesting moves, including a hard pivot in the direction of e-commerce and sub brand launches that opened the door to a brighter future. But at the same time as this, store count was declining, and revenue and profits were declining. I argued at that time that the long-term trajectory for the company was questionable at best. And it was certainly too risky for me to be anything other than bearish....

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