Question · Q2 2026
Savannah Sommer asked about the long-term penetration potential of Torrid's sub-brands beyond 2026, seeking insights into the expected mix over time, the associated margin opportunities, and the timeline for realizing these benefits as the brands scale.
Answer
CEO Lisa Harper emphasized the sub-brands' significantly higher product margins, performing hundreds of basis points above the core business. She outlined future expansion strategies, including testing store conversions, pop-ups, and standalones for key brands like Belle Isle and Festi. Harper also discussed the strategic shift towards fashion-focused assortments and the upcoming focus on opening price point products, aiming for 25% of apparel sales next year, alongside the 25-30% sub-brand penetration.
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