TORRID HOLDINGS INC., 10-K filed on 3/31/2026
Annual Report
v3.26.1
Cover Page - USD ($)
$ in Millions
12 Months Ended
Jan. 31, 2026
Mar. 15, 2026
Aug. 01, 2025
Cover [Abstract]      
Document Type 10-K    
Document Annual Report true    
Document Period End Date Jan. 31, 2026    
Current Fiscal Year End Date --01-31    
Document Transition Report false    
Entity File Number 001-40571    
Entity Registrant Name TORRID HOLDINGS INC.    
Entity Incorporation, State or Country Code DE    
Entity Tax Identification Number 84-3517567    
Entity Address, Address Line One 18501 East San Jose Avenue    
Entity Address, City or Town City of Industry    
Entity Address, State or Province CA    
Entity Address, Postal Zip Code 91748    
City Area Code 626    
Local Phone Number 667-1002    
Title of 12(b) Security Common stock, par value $0.01 per share    
Trading Symbol CURV    
Security Exchange Name NYSE    
Entity Well-known Seasoned Issuer No    
Entity Voluntary Filers No    
Entity Current Reporting Status Yes    
Entity Interactive Data Current Yes    
Entity Filer Category Accelerated Filer    
Entity Small Business true    
Entity Emerging Growth Company false    
ICFR Auditor Attestation Flag true    
Document Financial Statement Error Correction [Flag] false    
Entity Shell Company false    
Entity Common Stock, Shares Outstanding   99,316,586  
Entity Public Float     $ 89
Documents Incorporated by Reference
Information required in response to Part III of this Annual Report on Form 10-K (Items 10, 11, 12, 13 and 14) is hereby incorporated by reference to portions of the registrant’s definitive proxy statement for the 2026 Annual Meeting of Stockholders (the “2026 Proxy Statement”), to be filed with the Securities and Exchange Commission (“SEC”) no later than 120 days after the end of the registrant’s fiscal year ended January 31, 2026.
   
Entity Central Index Key 0001792781    
Document Fiscal Year Focus 2025    
Document Fiscal Period Focus FY    
Amendment Flag false    
v3.26.1
Audit Information
12 Months Ended
Jan. 31, 2026
Audit Information [Abstract]  
Auditor Name PricewaterhouseCoopers LLP
Auditor Location Los Angeles, California
Auditor Firm ID 238
v3.26.1
CONSOLIDATED BALANCE SHEETS - USD ($)
$ in Thousands
Jan. 31, 2026
Feb. 01, 2025
Current assets:    
Cash and cash equivalents $ 20,023 $ 48,523
Restricted cash 421 399
Inventory 136,483 148,493
Prepaid expenses and other current assets 24,564 24,507
Prepaid income taxes 11,991 4,244
Total current assets 193,482 226,166
Property and equipment, net 51,632 77,669
Operating lease right-of-use assets 108,191 140,651
Deposits and other noncurrent assets 19,570 18,935
Deferred tax assets 19,065 16,620
Intangible asset 8,400 8,400
Total assets 400,340 488,441
Current liabilities:    
Accounts payable 56,764 72,378
Accrued and other current liabilities 106,446 125,743
Operating lease liabilities 32,171 40,505
Borrowings under credit facility 31,020 0
Current portion of term loan 16,144 16,144
Due to related parties 6,271 8,362
Income taxes payable 122 0
Total current liabilities 248,938 263,132
Noncurrent operating lease liabilities 100,884 134,481
Noncurrent debt, net 256,264 272,409
Deferred compensation 4,039 3,913
Other noncurrent liabilities 3,622 5,595
Total liabilities 613,747 679,530
Commitments and contingencies (Note 13)
Stockholders’ Deficit:    
Preferred shares: $0.01 par value; 5,000,000 shares authorized; no shares issued and outstanding at January 31, 2026 and February 1, 2025 0 0
Common shares: $0.01 par value; 1,000,000,000 shares authorized; 105,344,216 and 99,313,308 shares issued and outstanding, respectively, at January 31, 2026; 104,859,266 shares issued and outstanding at February 1, 2025 1,053 1,049
Additional paid-in capital 144,720 140,029
Accumulated deficit (338,303) (331,269)
Accumulated other comprehensive loss (606) (898)
Common shares in treasury, at cost: 6,030,908 shares at January 31, 2026; no shares at February 1, 2025 (20,271) 0
Total stockholders’ deficit (213,407) (191,089)
Total liabilities and stockholders’ deficit $ 400,340 $ 488,441
v3.26.1
CONSOLIDATED BALANCE SHEETS (Parenthetical) - $ / shares
Jan. 31, 2026
Feb. 01, 2025
Statement of Financial Position [Abstract]    
Preferred stock, par value (in USD per share) $ 0.01 $ 0.01
Preferred stock, authorized (in shares) 5,000,000 5,000,000
Preferred stock, issued (in shares) 0 0
Preferred stock, outstanding (in shares) 0 0
Common shares, par value (in USD per share) $ 0.01 $ 0.01
Common shares, authorized (in shares) 1,000,000,000 1,000,000,000
Common shares, issued (in shares) 105,344,216 104,859,266
Common shares, outstanding (in shares) 99,313,308 104,859,266
Common shares in treasury, at cost (in shares) 6,030,908 0
v3.26.1
CONSOLIDATED STATEMENTS OF COMPREHENSIVE (LOSS) INCOME - USD ($)
shares in Thousands, $ in Thousands
12 Months Ended
Jan. 31, 2026
Feb. 01, 2025
Feb. 03, 2024
Income Statement [Abstract]      
Net sales $ 1,000,092 $ 1,103,737 $ 1,151,945
Cost of goods sold 652,130 690,266 745,967
Gross profit 347,962 413,471 405,978
Selling, general and administrative expenses 269,182 302,032 293,331
Marketing expenses 57,378 54,231 55,499
Income from operations 21,402 57,208 57,148
Interest expense 31,844 35,633 39,203
Interest income, net of other (income) expense (882) (28) (90)
(Loss) income before (benefit from) provision for income taxes (9,560) 21,603 18,035
(Benefit from) provision for income taxes (2,526) 5,285 6,416
Net (loss) income $ (7,034) $ 16,318 $ 11,619
Net (loss) earnings per share:      
Basic (in USD per share) $ (0.07) $ 0.16 $ 0.11
Diluted (in USD per share) $ (0.07) $ 0.15 $ 0.11
Weighted average number of shares:      
Basic (in shares) 101,442 104,564 103,990
Diluted (in shares) 101,442 105,684 104,400
Other comprehensive income (loss):      
Foreign currency translation adjustment $ 292 $ (585) $ (52)
Total other comprehensive income (loss) 292 (585) (52)
Comprehensive (loss) income $ (6,742) $ 15,733 $ 11,567
v3.26.1
CONSOLIDATED STATEMENTS OF STOCKHOLDERS’ DEFICIT - USD ($)
$ in Thousands
Total
Common Shares
Additional Paid-In Capital
Accumulated Deficit
Accumulated Other Comprehensive Loss
Treasury Shares
Beginning balance (in shares) at Jan. 28, 2023   103,775,000        
Beginning balance at Jan. 28, 2023 $ (230,224) $ 1,038 $ 128,205 $ (359,206) $ (261) $ 0
Beginning balance (in shares) at Jan. 28, 2023           0
Increase (Decrease) in Stockholders' Equity [Roll Forward]            
Net income (loss) 11,619     11,619    
Issuance of common shares and withholding tax payments related to vesting of restricted stock awards and restricted stock units (in shares)   253,000        
Issuance of common shares and withholding tax payments related to vesting of restricted stock awards and restricted stock units (306) $ 3 (309)      
Issuance of common shares related to exercise of non qualified stock options (in shares)   177,000        
Issuance of common shares related to exercise of non qualified stock options 413 $ 2 411      
Share-based compensation 6,833   6,833      
Other comprehensive loss (income) (52)       (52)  
Ending balance (in shares) at Feb. 03, 2024   104,205,000        
Ending balance at Feb. 03, 2024 (211,717) $ 1,043 135,140 (347,587) (313)  
Increase (Decrease) in Stockholders' Equity [Roll Forward]            
Net income (loss) 16,318     16,318    
Issuance of common shares and withholding tax payments related to vesting of restricted stock awards and restricted stock units (in shares)   424,000        
Issuance of common shares and withholding tax payments related to vesting of restricted stock awards and restricted stock units (656) $ 4 (660)      
Issuance of common shares related to exercise of non qualified stock options (in shares)   133,000        
Issuance of common shares related to exercise of non qualified stock options 467 $ 1 466      
Issuance of common shares related to employee stock purchase plan (in shares)   98,000        
Issuance of common stock related to employee stock purchase plan 459 $ 1 458      
Share-based compensation 4,625   4,625      
Other comprehensive loss (income) $ (585)       (585)  
Ending balance (in shares) at Feb. 01, 2025 104,859,266 104,860,000        
Ending balance at Feb. 01, 2025 $ (191,089) $ 1,049 140,029 (331,269) (898)  
Ending balance (in shares) at Feb. 01, 2025 0          
Increase (Decrease) in Stockholders' Equity [Roll Forward]            
Net income (loss) $ (7,034)     (7,034)    
Issuance of common shares and withholding tax payments related to vesting of restricted stock awards and restricted stock units (in shares)   312,000        
Issuance of common shares and withholding tax payments related to vesting of restricted stock awards and restricted stock units $ (510) $ 3 (513)      
Issuance of common shares related to exercise of non qualified stock options (in shares) 7,000 7,000        
Issuance of common shares related to exercise of non qualified stock options $ 20   20      
Issuance of common shares related to employee stock purchase plan (in shares)   165,000        
Issuance of common stock related to employee stock purchase plan 254 $ 1 253      
Share-based compensation 4,931   4,931      
Purchase of common stock, including excise tax (in shares)   (6,031,000)       (6,031,000)
Purchase of common stock, including excise tax (20,271)         $ (20,271)
Other comprehensive loss (income) $ 292       292  
Ending balance (in shares) at Jan. 31, 2026 99,313,308 99,313,000        
Ending balance at Jan. 31, 2026 $ (213,407) $ 1,053 $ 144,720 $ (338,303) $ (606) $ (20,271)
Ending balance (in shares) at Jan. 31, 2026 6,030,908         6,031,000
v3.26.1
CONSOLIDATED STATEMENTS OF CASH FLOWS - USD ($)
$ in Thousands
12 Months Ended
Jan. 31, 2026
Feb. 01, 2025
Feb. 03, 2024
OPERATING ACTIVITIES      
Net (loss) income $ (7,034) $ 16,318 $ 11,619
Adjustments to reconcile net (loss) income to net cash (used in) provided by operating activities:      
Write down of inventory 3,042 1,779 4,577
Operating right-of-use assets amortization 33,359 40,574 41,366
Depreciation and other amortization 36,106 37,239 38,002
Share-based compensation 5,208 7,634 8,042
Deferred taxes (2,445) (7,939) (5,670)
Write off of excess operating lease liabilities against operating right-of-use-assets (4,739) (1,959) (1,828)
Other, net (638) 867 (608)
Changes in operating assets and liabilities:      
Inventory 9,028 (7,615) 33,182
Prepaid expenses and other current assets (57) (2,278) (2,179)
Prepaid income taxes (7,747) (1,683) (480)
Deposits and other noncurrent assets (334) (4,314) (6,296)
Accounts payable (15,411) 26,999 (30,293)
Accrued and other current liabilities (19,173) 18,148 (1,721)
Operating lease liabilities (38,508) (40,352) (43,532)
Other noncurrent liabilities (1,827) (829) (1,897)
Deferred compensation 126 (1,561) 1,228
Due to related parties (2,091) (967) (3,412)
Income taxes payable 122 (2,671) 2,671
Net cash (used in) provided by operating activities (13,013) 77,390 42,771
INVESTING ACTIVITIES      
Purchases of property and equipment (8,852) (14,392) (26,002)
Net cash used in investing activities (8,852) (14,392) (26,002)
FINANCING ACTIVITIES      
Proceeds from revolving credit facility 471,560 62,780 592,775
Principal payments on revolving credit facility (440,540) (70,050) (593,885)
Deferred financing costs paid for revolving credit facility (375) 0 0
Principal payments on term loan (17,500) (17,500) (17,500)
Proceeds from issuances under share-based compensation plans 281 1,044 399
Withholding tax payments related to vesting of restricted stock units and awards and exercise of non qualified stock options (517) (774) (306)
Share repurchase, including excise tax paid (20,085) 0 0
Net cash used in financing activities (7,176) (24,500) (18,517)
Effect of foreign currency exchange rate changes on cash, cash equivalents and restricted cash 563 (1,710) (53)
(Decrease) increase in cash, cash equivalents and restricted cash (28,478) 36,788 (1,801)
Cash, cash equivalents and restricted cash at beginning of period 48,922 12,134 13,935
Cash, cash equivalents and restricted cash at end of period 20,444 48,922 12,134
SUPPLEMENTAL INFORMATION      
Cash paid during the period for interest related to the revolving credit facility and term loan 32,434 35,077 34,195
SUPPLEMENTAL DISCLOSURE OF NON-CASH INVESTING AND FINANCING ACTIVITIES      
Property and equipment purchases included in accounts payable and accrued liabilities 1,258 1,367 4,524
Excise tax from share repurchase included in accounts payable and accrued liabilities $ 186 $ 0 $ 0
v3.26.1
Basis of Presentation and Description of the Business
12 Months Ended
Jan. 31, 2026
Organization, Consolidation and Presentation of Financial Statements [Abstract]  
Basis of Presentation and Description of the Business
Note 1. Basis of Presentation and Description of the Business
Corporate Structure
Torrid Holdings Inc. is a Delaware corporation formed on October 29, 2019 and capitalized on February 20, 2020. Sycamore Partners Management, L.P. (“Sycamore”) owns a majority of the voting power of Torrid Holdings Inc.’s outstanding common stock. Torrid Parent Inc. is a Delaware corporation formed on June 4, 2019 and is a wholly owned subsidiary of Torrid Holdings Inc. Torrid Intermediate LLC, formerly known as Torrid Inc., is a Delaware limited liability company formed on June 18, 2019 and a wholly owned subsidiary of Torrid Parent Inc. Torrid LLC is a wholly owned subsidiary of Torrid Intermediate LLC. Substantially all of Torrid Holdings Inc.’s financial position, operations and cash flows are generated through its wholly owned indirect subsidiary, Torrid LLC.
Throughout these financial statements, the terms “Torrid,” “we,” “us,” “our,” the “Company” and similar references refer to Torrid Holdings Inc. and its consolidated subsidiaries.
Fiscal Year
Our fiscal year ends on the Saturday nearest to January 31 and each fiscal year is generally comprised of four 13-week quarters (although in years with 53 weeks, the fourth quarter is comprised of 14 weeks). Fiscal years 2025 and 2024 were 52-week years and fiscal year 2023 was a 53-week year. Fiscal years are identified according to the calendar year in which they begin. For example, references to “fiscal year 2025” or similar references refer to the fiscal year ended January 31, 2026.
Description of Business
We are a direct-to-consumer brand of apparel, intimates and accessories in North America aimed at fashionable women who are curvy and wear sizes 10 to 30. We generate revenues primarily through our e-Commerce platform www.torrid.com and our stores in the United States of America, Puerto Rico and Canada.
v3.26.1
Summary of Significant Accounting Policies
12 Months Ended
Jan. 31, 2026
Accounting Policies [Abstract]  
Summary of Significant Accounting Policies
Note 2. Summary of Significant Accounting Policies
Principles of Consolidation
The accompanying audited consolidated financial statements have been prepared in accordance with accounting principles generally accepted in the United States of America (“GAAP”). The consolidated financial statements include our accounts and those of our wholly owned subsidiaries. All intercompany transactions and balances have been eliminated in consolidation.
Use of Estimates
We are required to make certain estimates and assumptions in order to prepare consolidated financial statements in conformity with GAAP. Such estimates and assumptions affect the reported amounts of assets, liabilities, revenues and expenses and disclosure of contingent assets and liabilities in the consolidated financial statements and accompanying notes. We believe the estimates and assumptions most critical to the preparation of our consolidated financial statements include those made in connection with revenue recognition, including accounting for estimated merchandise returns and loyalty program expenses; estimating the value of inventory; determining operating lease liabilities; and estimating share-based compensation expense. The estimation process required to prepare our consolidated financial statements requires assumptions to be made about future events and conditions, and as such, is inherently subjective and uncertain. Our actual results could differ materially from those estimates.
Cash and Cash Equivalents
We consider all highly liquid investments with maturities of less than three months when purchased to be cash equivalents. All credit and debit card receivable balances are also classified as cash and cash equivalents. As of the end of fiscal years 2025 and 2024, the amounts due from third-party financial institutions for these transactions classified as cash and cash equivalents totaled $10.1 million and $7.9 million, respectively.
Restricted Cash
Restricted cash is held for a specific purpose, such as payment of healthcare claims, and is thus not available for immediate or general business use. As of each of the end of fiscal years 2025 and 2024, we had restricted cash of $0.4 million.
Concentration Risks
Cash and cash equivalents used primarily for working capital purposes are maintained with various major third-party financial institutions in amounts which are in excess of the Federal Deposit Insurance Corporation (“FDIC”) insurance limits. We are potentially exposed to a concentration of credit risk when cash and cash equivalent deposits in these financial institutions are in excess of FDIC limits. We consider the credit risk associated with these financial instruments to be minimal as cash and cash equivalents are held by financial institutions with high credit ratings and we have not historically sustained any credit losses associated with our cash and cash equivalents balances.
In addition, MGF Sourcing US, LLC, an entity indirectly controlled by affiliates of Sycamore, accounted for approximately 8%, 8% and 10% of total net purchases in fiscal years 2025, 2024 and 2023, respectively. One other supplier accounted for approximately 12% of total net purchases in fiscal year 2023.
Fair Value of Financial Instruments
We carry certain of our assets and liabilities at fair value in accordance with GAAP. Fair value is defined as the exchange price that would be received for an asset or paid to transfer a liability (an exit price) in the principal or most advantageous market for the asset or liability in an orderly transaction between market participants on the measurement date.
Valuation techniques used to measure fair value require us to maximize the use of observable inputs and minimize the use of unobservable inputs. The hierarchy gives the highest priority to unadjusted quoted prices in active markets for identical assets or liabilities (Level 1 measurements) and the lowest priority to unobservable inputs (Level 3 measurements). Financial assets and liabilities carried at fair value are to be classified and disclosed in one of the following three levels of the fair value hierarchy, of which the first two are considered observable and the last is considered unobservable:
Level 1: Quoted prices in active markets for identical assets or liabilities.
Level 2: Observable inputs, other than Level 1 prices, such as quoted prices for similar assets or liabilities in active markets; quoted prices for similar assets or liabilities in markets that are not active; or other inputs other than quoted prices that are observable or can be corroborated by observable market data for substantially the full term of the assets or liabilities, including interest rates and yield curves, and market corroborated inputs.
Level 3: Unobservable inputs for the asset or liability that are supported by little or no market activity and that are significant to the fair value of the assets or liabilities. These are valued based on our estimates and assumptions that market participants would use in pricing the asset or liability.
Inventory
Our inventory is comprised solely of finished goods and is valued at the lower of moving average cost or net realizable value. We make certain assumptions regarding net realizable value in order to assess whether our inventory is recorded properly at the lower of cost or net realizable value. These assumptions are based on historical average selling price experience, current selling price information and estimated future selling price information. Physical inventory counts are conducted during the year to determine actual inventory on hand and shrinkage. We accrue our estimated inventory shrinkage for the period between the last physical store count and current balance sheet date.
Property and Equipment
Property and equipment are recorded at cost less accumulated depreciation. Major repairs and improvements are capitalized, while routine maintenance and repairs are expensed as incurred. The gross carrying amounts of property and equipment sold or retired and the related accumulated depreciation are eliminated in the year of disposal, and any resulting gains or losses are included in the consolidated statements of comprehensive (loss) income. Application and development costs associated with internally developed software such as salaries of employees and payments made to third parties and consultants working on the software development are capitalized. Subsequent additions, modifications or upgrades to internal-use software are capitalized only to the extent that they constitute major enhancements. Capitalized internal-use software costs are amortized using the straight-line method over their estimated useful lives, which are generally three years.
Depreciation expense is calculated using the straight-line method over the following estimated useful lives:
Leasehold improvements  
shorter of the 3- to 10-year estimated useful life or the respective lease term
Furniture, fixtures and equipment  
2 to 10 years
Software and licenses  
3 to 7 years
We assess the carrying value of definite-lived assets for potential impairment whenever events or changes in circumstances indicate that the carrying value may not be recoverable. We group and evaluate definite-lived assets for impairment at the individual store level, which is the lowest level at which individual cash flows can be identified. Factors we consider important that could trigger an impairment review of our stores or e-Commerce operations include significant underperformance relative to historical or projected future operating results, a significant change in the manner of the use of the asset or a significant negative industry or economic trend. If we determine the carrying value of definite-lived assets may not be recoverable based upon the existence of one or more of the aforementioned factors, we test for the recoverability of the carrying value of our definite-lived assets by comparing the carrying value of the asset groups to our estimated undiscounted future net cash flows attributable to the asset groups. If the carrying value of the definite-lived assets is greater than the related undiscounted future net cash flows, the definite-lived assets are measured for impairment. We measure the impairment by comparing the difference between the definite-lived asset’s carrying value and the discounted future net cash flows attributable to the definite-lived asset, which represent its fair value. We calculate the discounted future net cash flows of a store by netting future estimated sales of each store against estimated cost of goods sold, store occupancy costs and other store operating expenses such as payroll, supplies, repairs and maintenance and credit/debit card fees. Changes in these assumptions may cause the fair value to be significantly impacted. In the event future performance is lower than forecasted results, future cash flows may be lower than expected, which could result in future impairment charges. While we believe that recently opened stores will provide sufficient cash flow, material changes in financial performance could result in future store impairment charges.
Indefinite-Lived Intangible Assets
Indefinite-lived intangible assets are not amortized, but are reviewed for impairment at least annually, or more frequently when events or changes in circumstances indicate the carrying value may not be recoverable. Judgments regarding indicators of potential impairment are based on market conditions and operational performance of the business.
At the end of the third quarter of each fiscal year, we perform an impairment analysis of indefinite-lived intangible assets. We assess our indefinite-lived intangible asset for impairment using a qualitative analysis to determine whether it is more likely than not that the fair value of the asset is less than its carrying value. If it is determined that it is more likely than not that the fair value of the asset is less than its carrying amount or if a qualitative assessment is not performed, then we would perform the quantitative analysis to determine the fair value of the asset. If we conclude, based on our assessment, that the asset’s fair value is less than its carrying value, then an impairment charge is recorded in the amount of the excess.
Implementation Costs Incurred in Cloud Computing Arrangements that are Service Contracts
Our cloud computing arrangements that are service contracts primarily consist of arrangements with third-party vendors for our internal use of their software applications that they host. We defer implementation costs incurred in relation to such arrangements, including costs for software application coding, configuration, integration and customization, while associated process reengineering, training and maintenance costs are expensed. Subsequent implementation costs are deferred only to the extent that they constitute major enhancements. The short-term portion of deferred costs are included in prepaid expenses and other current assets in the consolidated balance sheets, while the long-term portion of deferred costs are included in deposits and other noncurrent assets. Amortized implementation costs incurred in cloud computing arrangements that are service contracts are recognized in selling, general and administrative expenses, or cost of goods sold in the case of amortized implementation costs associated with the distribution center, in the consolidated statements of comprehensive (loss) income using the straight-line method over one to nine years, which generally represents the noncancellable terms of the cloud computing arrangements, plus any optional renewal periods that we are reasonably certain to exercise. Deferred implementation costs are subject to assessment for potential impairment whenever events or changes in circumstances indicate that the carrying values may not be recoverable.
Deferred implementation costs incurred in cloud computing arrangements that are service contracts are summarized as follows (in thousands):
January 31, 2026February 1, 2025
Internal use of third-party hosted software, gross$51,046 $42,208 
Less: Accumulated amortization(26,207)(18,229)
Internal use of third-party hosted software, net$24,839 $23,979 
During the fiscal years 2025, 2024, and 2023, we amortized approximately $8.0 million, $6.9 million and $4.6 million, respectively, of implementation costs incurred in cloud computing arrangements that are service contracts.
Loyalty Program
We operate our loyalty program, Torrid Rewards, in all our stores and on www.torrid.com. Under this program, customers accumulate points based on purchase activity and qualifying non-purchase activity and upon reaching a certain point level, customers can earn awards that may only be redeemed for merchandise. Unredeemed points typically expire after 13 months without additional purchase and qualifying non-purchase activity and unredeemed awards typically expire 45 days after issuance. We use historical redemption rates to estimate the value of future award redemptions and we recognize the estimated value of these future awards as a reduction of revenue in the consolidated statements comprehensive (loss) income in the period the points are earned by the customer.
Self-Insurance
We are self-insured for certain losses related to medical and workers' compensation claims although we maintain stop loss coverage with third-party insurers to limit our total liability exposure. In general, our self-insurance reserves are recorded on an undiscounted basis. The estimate of our self-insurance liability involves uncertainty since we must use judgment to estimate the ultimate cost that will be incurred to settle reported claims and unreported claims for incidents incurred but not reported as of the balance sheet date. When estimating our self-insurance liability, we consider a number of factors, which include historical claim experience and valuations provided by independent third-party actuaries. While the ultimate amount of claims incurred is dependent on future developments, we believe recorded reserves are adequate to cover the future payment of claims. However, it is possible that recorded reserves may not be adequate to cover the future payment of claims. Adjustments, if any, to estimates recorded resulting from ultimate claim payments will be reflected in our consolidated statements of comprehensive (loss) income in the periods in which such adjustments are known.
Foreign Currency Translation
The functional currency for our wholly owned foreign subsidiaries included in these consolidated financial statements that are domiciled outside of the United States is the applicable local currency. Assets and liabilities of our foreign subsidiaries are translated into United States dollars at the exchange rate in effect on the balance sheet date. Revenues and expenses are translated at the average rate in effect during the period. Unrealized translation gains and losses are recorded as a cumulative translation adjustment, which is included in the consolidated statements of stockholders’ deficit as a component of accumulated other comprehensive income (loss). Foreign currency translation adjustments in fiscal years 2025 and 2024 were $0.3 million and $0.6 million, respectively, and were not material in fiscal year 2023. Adjustments that arise from exchange rate changes on transactions denominated in a currency other than the local currency are included in selling, general and administrative expenses in the consolidated statements of comprehensive (loss) income as incurred.
Treasury Stock
We record our purchases of treasury stock at cost as a separate component of stockholders’ deficit in the consolidated financial statements. Upon retirement of treasury stock, we allocate the excess of the purchase price over par value directly as a reduction of retained earnings or additional paid-in capital to the extent we have an accumulated deficit. Shares retired become part of the pool of authorized but unissued shares. The cost basis of treasury stock includes excise tax on an as-incurred basis on share repurchases initiated on and after January 1, 2023 and any outstanding balance of excise tax is included in accrued and other current liabilities on the consolidated balance sheets.
Revenue Recognition
We recognize revenue when our performance obligations under the terms of a contract or an implied arrangement with a customer are satisfied, which is when the merchandise is transferred to the customer and the customer obtains control of it. The amount of revenue we recognize reflects the total consideration we expect to receive for the merchandise, which is the transaction price. For arrangements that contain multiple performance obligations, we allocate the transaction price to each performance obligation on a relative standalone selling price basis.
At our retail store locations, we satisfy our performance obligation and recognize revenue at the point in time when a customer takes possession of the merchandise and tenders payment at the point-of-sale register. For e-Commerce sales shipped to a customer from our distribution center, or from a retail store location (ship from store), we satisfy our performance obligation and recognize revenue upon shipment, which is the point in time the customer obtains control of the merchandise after payment has been tendered. Income we receive from customers for shipping and handling is recognized as a component of revenue upon shipment of merchandise to the customer. We satisfy our performance obligation and recognize revenue from e-Commerce sales shipped to a retail store location from our distribution center, or fulfilled from merchandise already located at a retail store location (buy-online-pickup-in-store), at the point in time when the customer retrieves the merchandise from within the retail store location or at a retail store curbside.
If a customer earns loyalty program points in connection with the retail store or e-Commerce sales transactions described above, then we have a remaining performance obligation and cannot recognize all the revenue. A portion of the revenue is allocated to the loyalty program points earned during the transaction. We satisfy our performance obligation and recognize revenue allocated to these loyalty program points and the resulting awards at the point in time when the awards are redeemed for merchandise, when we determine that they will not be redeemed, or when the awards and points expire.
We satisfy our performance obligation and recognize revenue from gift cards and store merchandise credits at the point in time when the customer presents the gift cards and store merchandise credits for redemption. Gift card breakage is income recognized due to the non-redemption of a portion of gift cards sold by us for which a liability was recorded in prior periods. We recognize estimated gift card breakage over time as a component of net sales in proportion to the pattern of rights exercised by the customer as reflected in actual gift card redemption patterns over the period. Our estimated gift card breakage rate is approximately 4%. While customer redemption patterns result in estimated gift card breakage, changes in our customers’ behavior could impact the amount that ultimately is unused and could affect the amount recognized as a component of net sales. During fiscal years 2025, 2024 and 2023, we recognized $0.7 million, $0.8 million and $0.9 million, respectively, of estimated gift card breakage as a component of net sales.
We are required to estimate certain amounts included in a contract or an implied arrangement with a customer which add variability to the transaction price. Under certain conditions, we are obligated to accept customer returns for most of our merchandise. Sales returns reduce the revenue we expect to receive for merchandise and therefore add variability to the transaction price. Based on historical return pattern experience, we reasonably estimate the amount of merchandise expected to be returned and exclude it from revenue. Similarly, losses we bear arising from uncollectible customer credit card payments are recorded as a reduction of revenue as they reduce the revenue we expect to receive for the merchandise.
We recognize a contract liability when we receive consideration from a customer before our performance obligations under the terms of a contract or an implied arrangement with the customer are satisfied. Consequently, we consider our remaining performance obligations to be representative of our contract liability, most of which is not expected to last for more than one year and has therefore been classified as current. Our contract liability balances increase as gift cards and store merchandise credits are purchased and received by the customer; and as loyalty points are earned based on purchase activity and qualifying non-purchase activity. Contract liability balances decrease as gift cards and store merchandise credits are redeemed for merchandise or when we determine that they will not be redeemed; as loyalty points expire or when we determine that they will not be converted into a loyalty award; and as loyalty awards are redeemed for merchandise or expire.
Sales taxes collected from customers and remitted directly to governmental authorities are not considered revenue and are excluded from the transaction price.
We have an agreement with a third party to provide customers with private label credit cards (“Credit Card Agreement”). Each private label credit card (“PLCC”) bears the logo of the Torrid brand and can only be used at our store locations and on www.torrid.com. A third-party financing company is the sole owner of the accounts issued under the PLCC program and absorbs the losses associated with non-payment by the PLCC holders and a portion of any fraudulent usage of the accounts. Pursuant to the Credit Card Agreement, we are eligible to receive royalties, profit-sharing and marketing and promotional funds from the third-party financing company (“PLCC Funds”) based on usage of the PLCCs. These PLCC Funds are recorded as a component of net sales in the consolidated statements of comprehensive (loss) income.
Cost of Goods Sold
Cost of goods sold includes: merchandise costs; freight; inventory shrinkage; payroll expenses associated with the merchandising and distribution departments; distribution center expenses, including rent, common area maintenance (“CAM”) charges, real estate taxes, depreciation and amortization, utilities, supplies and maintenance; and store occupancy expenses, including rents, CAM charges, heating, ventilation and air conditioning (“HVAC”) charges, real estate taxes and depreciation.
Vendor Allowances
We receive certain allowances from our vendors primarily related to damaged merchandise, markdowns and pricing. Allowances received from vendors related to damaged merchandise and pricing are reflected as a reduction of inventory in the period they are received and allocated to cost of goods sold during the period in which the items are sold. Markdown allowances received from vendors are reflected as reductions to cost of goods sold in the period they are received if the goods have been sold or marked down, or as a reduction of inventory if the goods have not yet been sold. During fiscal years 2025, 2024 and 2023, we received vendor allowances of $1.9 million, $2.5 million and $3.2 million, respectively, substantially all of which were accounted for as a reduction of cost of goods sold.
Selling, General and Administrative Expenses
Selling, general and administrative expenses include: payroll expenses associated with stores and e-Commerce; store and e-Commerce operating expenses other than store occupancy; store pre-opening costs; credit card processing fees; share-based compensation; and payroll, depreciation and amortization and other expenses associated with headquarters and administrative functions.
Marketing Expenses
Marketing expenses are expensed as incurred. Costs associated with communicating advertising that has been produced, such as television and webisodes, are recorded in prepaid expenses and other current assets in the consolidated balance sheets and are expensed the first time each advertising event takes place. Marketing expenses include photographic production, television, store and brand marketing, costs associated with special events such as model searches, and targeted online performance marketing costs such as retargeting, paid search/product listing advertising, and social media advertisements.
Store Pre-Opening Costs
Costs incurred in connection with the opening of new stores, store remodels or relocations are expensed as incurred. We incurred $0.1 million, $0.8 million and $2.4 million of pre-opening costs in fiscal years 2025, 2024 and 2023, respectively, which are recorded in selling, general and administrative expenses in the consolidated statements of comprehensive (loss) income.
Shipping and Handling Costs
We classify shipping and handling costs in costs of goods sold in the consolidated statements of comprehensive (loss) income. We account for shipping and handling activities that occur after the customer has obtained control of merchandise as a fulfillment cost rather than an additional promised service.
Leases
We consider an agreement to be or contain a lease if it conveys us as the lessee with the right to control the use of an identified property, plant and equipment asset for a period of time in exchange for consideration. Certain of our operating lease agreements contain one or more options to extend the leases at our sole discretion. However, the periods covered by the options to extend the leases of our retail stores, vehicles and equipment are not recognized as part of the associated right-of-use (“ROU”) assets and lease liabilities, as we are not reasonably certain to exercise the options. The periods covered by the options to extend the leases of our distribution center and headquarter office space are recognized as part of the associated ROU assets and lease liabilities, as we are reasonably certain to exercise the options due to the significant effort and investment it would take to move out of these locations. Some of our operating lease agreements contain options to terminate the lease under certain conditions.
The retail space leases provide for rents based upon the greater of the minimum annual rental amounts or a percentage of annual store sales volume. Certain leases provide for increasing minimum annual rental amounts. We consider rents based upon a percentage of annual store sales volume, and other rent-related payments that generally vary because of changes in facts and circumstances (other than due to the passage of time), to be variable lease payments. Variable lease payments associated with retail space leases are recognized as occupancy costs within cost of goods sold in the consolidated statements of comprehensive (loss) income in the period in which the obligation for those payments is incurred. We generally consider all other lease payments to be fixed in nature and the sum of all the discounted remaining fixed payments in the lease terms make up the lease liabilities in our consolidated balance sheet (if the lease terms are longer than 12 months).
Our operating lease agreements do not contain any residual value guarantees or restrictive covenants, and we have not entered into any sublease agreements, lease agreements with related parties, or build-to-suit arrangements that may create significant rights and obligations for us.
We discount the fixed lease payments that make up the lease liabilities using an incremental borrowing rate (“IBR”), as the rates implicit in our leases are not readily determinable. The IBR is the rate of interest that we would have to pay to borrow on a collateralized basis over a similar term an amount equal to the lease payments in a similar economic environment. The determination of the IBR for each lease term incorporates various inputs and assumptions including our publicly available credit rating, credit spreads of other publicly traded debt issued by companies with a similar credit rating to ours and a risk-free interest rate. All inputs and assumptions and corresponding IBRs are highly subjective.
We choose not to separate non-lease components (such as CAM charges and HVAC charges), from lease components (such as fixed minimum rent payments), and instead account for each separate lease component and the non-lease components associated with that lease component as a single lease component. We also have elected to apply the practical expedient for short-term leases whereby we do not recognize a lease liability and right-of-use asset for leases with a term of less than 12 months, but instead recognize lease expense on a straight-line basis over the related lease term.
Income Taxes
We account for income taxes using the liability method. Under this method, deferred tax assets and liabilities are determined based on differences between financial reporting bases and tax bases of assets and liabilities and are measured using the enacted tax rates expected to apply to taxable income in the periods in which the deferred tax asset or liability is expected to be realized or settled. Deferred tax assets are reduced by valuation allowances if we believe it is more likely than not that some portion or the entire deferred tax asset will not be realized.
Deferred tax assets and liabilities are measured using the enacted tax rates in effect in the years when those temporary differences are expected to reverse. The effect on deferred taxes from a change in tax rate is recognized through continuing operations in the period that includes the enactment date of the change. Changes in tax laws and rates could affect recorded deferred tax assets and liabilities in the future.
We prescribe a recognition threshold and a measurement attribute for the consolidated financial statement recognition and measurement of tax positions taken or expected to be taken in a tax return. For those benefits to be recognized, a tax position must be more likely than not to be sustained upon examination by taxing authorities. The amount recognized is measured as the largest amount of benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. We include interest and penalties related to uncertain tax positions in income tax expense in the consolidated statements of comprehensive (loss) income.
The amount of income taxes we pay may be subject to periodic audits by the Internal Revenue Service (“IRS”) and other taxing authorities. These audits may challenge certain of our tax positions, such as the timing and amount of deductions and allocation of taxable income to various jurisdictions.
We recognize tax liabilities for our estimate of the potential outcome of any uncertain tax issue, which is subject to our assessment of the relevant risks, facts and circumstances existing at the time, and we adjust these liabilities when our judgment changes as a result of the evaluation of new information not previously available. Due to the complexity of some of these uncertainties, the ultimate resolution may result in a payment that is materially different from the current estimate of the tax liabilities. These differences will be reflected as increases or decreases to income tax expense and the effective tax rate in the period in which the new information becomes available.
Share-Based Compensation
We measure share-based compensation cost at the grant date based on the fair value of the award and recognize share-based compensation cost as expense for time-based awards on a straight-line basis and for performance-based awards on the graded-vesting method over the vesting period. As share-based compensation expense recognized as a component of selling, general and administrative expenses in the consolidated statements of comprehensive (loss) income is based on awards ultimately expected to vest, the amount of expense has been reduced for actual forfeitures as they occur.
Stock options are valued utilizing a Black-Scholes option pricing model (“OPM”). The OPM used to value the stock options incorporates various assumptions, including dividend yield, expected volatility, risk-free interest rate and expected term of the stock options. The expected volatility is estimated based on the historical volatility of a select peer group of similar publicly traded companies for a term that is consistent with the expected term of the stock options. The risk-free interest rates are based on the U.S. Treasury constant maturity interest rate whose term is consistent with the expected term of the stock options. The expected term of the stock options represents the estimated period of time until exercise and is calculated using the simplified method which deems the term to be the average of the time-to-vesting and the contractual life of the options due to insufficient historical data.
The grant date fair value of restricted stock awards (“RSAs”) and restricted stock units (“RSUs”) is based on the closing price per share of our common stock on the grant date.
Restricted cash units (“RCUs”) are in-substance liabilities that are cash-settled based on the lower of the closing price per share of our common stock on the vesting date or a specified per share price cap. The liability for unvested RCUs is remeasured based on the closing price per share of our common stock at the end of each reporting period.
(Loss) Earnings Per Share
Basic (loss) earnings per share is computed by dividing net (loss) income by the weighted average number of common shares outstanding for the period. Diluted earnings per share is applicable only in periods of net income and is computed by dividing net income by the weighted average number of common shares outstanding for the period and potentially dilutive common share equivalents outstanding for the period. Periods of net loss require the diluted computation to be the same as the basic computation, as all potentially dilutive securities would be anti-dilutive.
Reclassification
Certain amounts in the accompanying consolidated financial statements have been reclassified to be consistent with the current period presentation. This reclassification had no impact on our financial condition, results of operations, or net cash flows.
v3.26.1
Accounting Standards
12 Months Ended
Jan. 31, 2026
Accounting Policies [Abstract]  
Accounting Standards
Note 3. Accounting Standards
Recently Adopted Accounting Standards in Fiscal Year 2025
In December 2023, the Financial Accounting Standards Board (“FASB”) issued Accounting Standards Update (“ASU”) 2023-09, Income Taxes (Topic 740): Improvements to Income Tax Disclosures (“ASU 2023-09”). The ASU includes amendments requiring enhanced income tax disclosures, primarily related to standardization and disaggregation of rate reconciliation categories and income taxes paid by jurisdiction. We adopted this guidance on a prospective basis for the fiscal year ended January 31, 2026 and updated our income tax disclosures accordingly in “Note 12—Income Taxes.”
Accounting Standards Not Yet Adopted
In November 2024, the FASB issued ASU 2024-03, Income Statement – Reporting Comprehensive Income – Expense Disaggregation Disclosures (Subtopic 220-40): Disaggregation of Income Statement Expenses (“ASU 2024-03”) and in January 2025, the FASB issued ASU 2025-01, Income Statement – Reporting Comprehensive Income – Expense Disaggregation Disclosures (Subtopic 220-40): Clarifying the Effective Date (“ASU 2025-01”), which clarified the effective date of ASU 2024-03. ASU 2024-03 is intended to improve disclosures about a public business entity's expenses, primarily through additional disaggregation of income statement expenses. ASU 2024-03 will be effective for the annual period beginning after December 15, 2026 and interim reporting periods within the annual reporting period beginning after December 15, 2027, with the option to early adopt at any time prior to the effective date and should be applied either prospectively to financial statements issued for reporting periods after the effective date or retrospectively to any or all prior periods presented in the financial statements. We are currently evaluating the impact of the standard on our financial statements and disclosures.
In September 2025, the FASB issued ASU 2025-06, Intangibles – Goodwill and Other – Internal Use Software (Subtopic 350-40): Targeted Improvements to the Accounting for Internal-Use Software (“ASU 2025-06”). The ASU primarily updates the accounting for internal-use software by replacing former stage-based rules with a principles-based framework. Costs associated with internal-use software will be capitalized only when management has authorized and committed funding and it is probable that the project will be completed and the software will be used to perform the intended function. ASU 2025-06 will be effective for the annual period beginning after December 15, 2027 and interim periods therein, with the option to early adopt at any time prior to the effective date and should be applied either prospectively to financial statements issued for reporting periods after the effective date, retrospectively to any or all prior periods presented in the financial statements or on a modified prospective basis. We are currently evaluating the impact of the standard on our financial statements and disclosures.
In December 2025, the FASB issued ASU 2025-11, Interim Reporting (Topic 270): Narrow-Scope Improvements (“ASU 2025-11”). ASU 2025-11 is intended to update the guidance in Topic 270 by improving navigability of the required interim disclosures, clarifying when that guidance is applicable and adding a principle that requires entities to disclose events since the end of the last annual reporting period that have a material impact on the entity. ASU 2025-11 will be effective for the interim reporting periods within annual reporting periods beginning after December 15, 2027, with the option to early adopt at any time prior to the effective date and should be applied either prospectively to financial statements issued for reporting periods after the effective date or retrospectively to any or all prior periods presented in the financial statements. We are currently evaluating the impact of the standard on our financial statements and disclosures.
In December 2025, the FASB issued ASU 2025-12, Codification Improvements (“ASU 2025-12”). ASU 2025-12 is intended to correct, clarify, or otherwise improve U.S. GAAP. ASU 2025-12 addresses 33 issues that span a wide range of topics such as clarifying diluted EPS calculations when a loss from continuing operations exists, and methods to account for treasury stock retirements, and is not intended to result in significant changes for most entities. However, to the extent these changes to guidance result in accounting changes, ASU 2025-12 will be effective for the interim reporting periods within annual reporting periods beginning after December 15, 2026, with the option to early adopt at any time prior to the effective date and should be applied either prospectively to financial statements issued for reporting periods after the effective date or retrospectively to any or all prior periods presented in the financial statements. Early adoption and transition method can be elected on an issue-by-issue basis. We are currently evaluating the impact of the standard on our financial statements and disclosures.
We have considered all other recent accounting pronouncements and have concluded that there are no other recent accounting pronouncements not yet adopted that are applicable to us, based on current information.
v3.26.1
Prepaid Expenses and Other Current Assets
12 Months Ended
Jan. 31, 2026
Deferred Costs, Capitalized, Prepaid, and Other Assets Disclosure [Abstract]  
Prepaid Expenses and Other Current Assets
Note 4. Prepaid Expenses and Other Current Assets
Prepaid expenses and other current assets consist of the following (in thousands):
January 31, 2026February 1, 2025
Prepaid and other information technology expenses$13,044 $12,946 
PLCC Funds receivable2,948 2,810 
Prepaid advertising2,399 1,706 
Prepaid casualty insurance2,082 2,213 
Other4,091 4,832 
Prepaid expenses and other current assets$24,564 $24,507 
v3.26.1
Property and Equipment
12 Months Ended
Jan. 31, 2026
Property, Plant and Equipment [Abstract]  
Property and Equipment
Note 5. Property and Equipment
Property and equipment are summarized as follows (in thousands):
January 31, 2026February 1, 2025
Property and equipment, at cost
Leasehold improvements$147,790 $187,792 
Furniture, fixtures and equipment104,555 118,901 
Software and licenses15,881 15,099 
Construction-in-progress1,198 1,438 
269,424 323,230 
Less: accumulated depreciation and amortization(217,792)(245,561)
Property and equipment, net$51,632 $77,669 
We recorded depreciation expense related to our property and equipment in the amounts of $34.6 million, $35.7 million and $36.5 million during fiscal years 2025, 2024 and 2023, respectively. During fiscal years 2025, 2024 and 2023, we did not recognize any impairment charges.
v3.26.1
Intangible Assets
12 Months Ended
Jan. 31, 2026
Goodwill and Intangible Assets Disclosure [Abstract]  
Intangible Assets
Note 6. Intangible Assets
Indefinite-lived intangible assets are summarized as follows (in thousands):
January 31, 2026February 1, 2025
GrossAccumulated
Amortization
Net Book
Value
GrossAccumulated
Amortization
Net Book
Value
Indefinite-lived intangible assets:
Trade name$8,400 $— $8,400 $8,400 $— $8,400 
Total$8,400 $— $8,400 $8,400 $— $8,400 
We performed our annual impairment assessment of our trade name at the end of the third quarter of fiscal year 2025. We performed a qualitative assessment and determined that it is not more likely than not that the fair value of our trade name is less than its carrying value, which indicated there was no impairment.
v3.26.1
Accrued and Other Current Liabilities
12 Months Ended
Jan. 31, 2026
Payables and Accruals [Abstract]  
Accrued and Other Current Liabilities
Note 7. Accrued and Other Current Liabilities
Accrued and other current liabilities consist of the following (in thousands):
January 31, 2026February 1, 2025
Accrued inventory-in-transit$29,332 $35,177 
Accrued payroll and related expenses14,301 25,313 
Accrued loyalty program9,425 10,887 
Gift cards13,695 13,676 
Accrued sales return allowance4,122 2,961 
Accrued freight7,397 5,092 
Accrued marketing4,503 3,120 
Accrued sales and use tax3,465 2,745 
Accrued lease costs1,763 2,817 
Accrued self-insurance liabilities3,273 2,926 
Accrued purchases of property and equipment861 768 
Deferred revenue2,492 2,777 
Term loan interest payable142 2,486 
Accrued legal612 4,668 
Other11,063 10,330 
Accrued and other current liabilities$106,446 $125,743 
v3.26.1
Revenue Recognition
12 Months Ended
Jan. 31, 2026
Revenue from Contract with Customer [Abstract]  
Revenue Recognition
Note 8. Revenue Recognition
Our revenue, disaggregated by product category, consists of the following (in thousands):
Fiscal Year Ended
January 31,
2026
February 1,
2025
February 3,
2024
Apparel$913,496 $989,239 $1,024,501 
Non-apparel52,870 82,526 93,462 
Other33,726 31,972 33,982 
Total net sales$1,000,092 $1,103,737 $1,151,945 
Amounts within Apparel include revenues earned from the sale of tops, bottoms, dresses, intimates, sleep wear, swim wear and outerwear. Amounts within Non-apparel include revenues earned from the sale of accessories, footwear and beauty. Amounts within Other primarily represent PLCC Funds. During fiscal years 2025, 2024 and 2023, e-Commerce penetration of total net sales was 64%, 61% and 59%, respectively.
We recognize a contract liability when we receive consideration from a customer before our performance obligations under the terms of a contract or an implied arrangement with the customer are satisfied. The opening and closing balances of our contract liabilities are as follows (in thousands):
January 31, 2026February 1, 2025
Accrued loyalty program(1)
$9,425 $10,887 
Gift cards(1)
$13,695 $13,676 
Deferred revenue(2)
$2,683 $2,777 
Deferred PLCC Funds(3)
$2,958 $3,458 
(1)Amounts are included within accrued and other current liabilities in the consolidated balance sheets.
(2)Amount as of January 31, 2026 consists of $2.5 million within accrued and other current liabilities and $0.2 million within other noncurrent liabilities in the consolidated balance sheet. Amount as of February 1, 2025 is included within accrued and other current liabilities in the consolidated balance sheet.
(3)Amount as of January 31, 2026 consists of $0.5 million within accrued and other current liabilities and $2.5 million within other noncurrent liabilities in the consolidated balance sheet. Amount as of February 1, 2025 consists of $0.5 million within accrued and other current liabilities and $3.0 million within other noncurrent liabilities in the consolidated balance sheet.
During fiscal year 2025, we recognized revenue of approximately $9.4 million, $5.2 million, $0.5 million and $2.8 million related to our accrued loyalty program, gift cards, deferred PLCC Funds and deferred revenue, respectively, that existed at the beginning of fiscal year 2025. During fiscal year 2024, we recognized revenue of approximately $10.7 million, $5.7 million, $0.5 million and $1.9 million related to our accrued loyalty program, gift cards, deferred PLCC Funds and deferred revenue, respectively, that existed at the beginning of fiscal year 2024. During fiscal years 2025, 2024 and 2023 we recorded $1.5 million, $1.6 million and $0.9 million, respectively, as a benefit to net sales to reflect the estimated value of future award redemptions under our loyalty program.
v3.26.1
Related Party Transactions
12 Months Ended
Jan. 31, 2026
Related Party Transactions [Abstract]  
Related Party Transactions
Note 9. Related Party Transactions
Services Agreements with Hot Topic
Hot Topic Inc. (“Hot Topic”) is an entity indirectly controlled by affiliates of Sycamore. On March 21, 2019, we entered into an amended and restated services agreement with Hot Topic, which was subsequently amended on August 1, 2019, April 30, 2023 and May 3, 2024 (“Amended and Restated Services Agreement”). Under the Amended and Restated Services Agreement, Hot Topic provides us (or causes applicable third parties to provide) real estate leasing and construction management services. We record payments made to Hot Topic under these service agreements in the applicable expense category in either cost of goods sold, or selling, general and administrative expenses.
During fiscal years 2025, 2024, and 2023, Hot Topic charged us $2.2 million, $2.1 million and $2.0 million, respectively, for various services under the applicable service agreements, all of which were recorded as components of selling, general and administrative expenses. As of each of January 31, 2026 and February 1, 2025, we owed $0.6 million to Hot Topic for these services which is included in due to related parties in our consolidated balance sheets.
On August 1, 2019, we entered into a services agreement with Hot Topic, which was subsequently amended on July 31, 2022, September 30, 2022, December 1, 2022, January 1, 2024, and May 30, 2024 (“Amended Reverse Services Agreement”). Under the Amended Reverse Services Agreement, Torrid provided Hot Topic with certain information technology services for a fixed fee. The term of the Amended Reverse Services Agreement ended on October 25, 2025.
During fiscal years 2025, 2024, and 2023, we charged Hot Topic $0.3 million, $0.6 million and $1.7 million, respectively, for these services, which were recorded as reductions of selling, general and administrative expenses. As of January 31, 2026, no amount was owed to us by Hot Topic for these services. As of February 1, 2025, the net amount Hot Topic owed us was $0.1 million for these services.
Hot Topic incurs certain direct expenses on our behalf, such as payments to our non-merchandise vendors and each month, we pay Hot Topic for these pass-through expenses. As of January 31, 2026, the net amount we owed Hot Topic for these expenses was $0.1 million, which is included in due to related parties in our consolidated balance sheet. As of February 1, 2025, the net amount we owed Hot Topic for these expenses was not material.
Sponsor Advisory Services Agreement
On May 1, 2015, we entered into an advisory services agreement with Sycamore, pursuant to which Sycamore agreed to provide strategic planning and other related services to us. We are obligated to reimburse Sycamore for its expenses incurred in connection with providing such advisory services to us. As of January 31, 2026 and February 1, 2025, there were no amounts due and during fiscal years 2025, 2024, and 2023, no amounts were paid under this agreement.
From time to time, we reimburse Sycamore for certain management expenses it pays on our behalf. During fiscal years 2025, 2024, and 2023, the amounts paid to Sycamore for these expenses were not material. As of January 31, 2026 and February 1, 2025, there were no amounts due.
Other Related Party Transactions
MGF Sourcing US, LLC, an entity indirectly controlled by affiliates of Sycamore, is one of our suppliers. During fiscal years 2025, 2024, and 2023, cost of goods sold included $31.1 million, $38.7 million and $56.5 million, respectively, related to the sale of merchandise purchased from this supplier. Purchases from this supplier accounted for approximately 8%, 8% and 10% of total net purchases in fiscal years 2025, 2024, and 2023, respectively. As of January 31, 2026 and February 1, 2025, the net amounts we owed MGF Sourcing US, LLC for these purchases were $5.6 million and $7.9 million, respectively. This liability is included in due to related parties in our consolidated balance sheets.
HU Merchandising, LLC, a subsidiary of Hot Topic, is one of our suppliers. During fiscal year 2025, cost of goods sold related to the sale of merchandise purchased from this supplier was not material. During fiscal years 2024 and 2023, cost of goods sold included $0.2 million and $0.3 million, respectively, related to the sale of merchandise purchased from this supplier. As of January 31, 2026 and February 1, 2025, there was no amount due to HU Merchandising, LLC.
Staples, Inc., an entity indirectly controlled by affiliates of Sycamore, is one of our suppliers. During fiscal years 2025, 2024, and 2023, purchases from this supplier were not material. As of January 31, 2026, there were no amounts due to this supplier and as of February 1, 2025, amounts due to this supplier were not material.
Share Repurchase
On June 23, 2025, we entered into a stock repurchase agreement with Sycamore, whereby we agreed to purchase $20.0 million of shares of our common stock in a private transaction at a price per share equal to $3.32 (which was equal to the price paid by the underwriters, net of underwriting discounts and commissions, in Sycamore’s concurrent sale of shares of our common stock in a public offering). Accordingly, we repurchased 6,030,908 shares of common stock, which are being held as treasury stock.
v3.26.1
Debt
12 Months Ended
Jan. 31, 2026
Debt Disclosure [Abstract]  
Debt
Note 10. Debt
Our debt consists of the following (in thousands):
January 31, 2026February 1, 2025
ABL Facility (as defined below)$31,020 $— 
Borrowings under credit facility(A)
$31,020 $— 
Amended Term Loan Credit Agreement (as defined below)$275,625 $293,125 
Less: unamortized original issue discount and debt financing costs
(3,217)(4,572)
272,408 288,553 
Less: current portion of term loan(16,144)(16,144)
Noncurrent debt, net$256,264 $272,409 
(A)Outstanding borrowings under the ABL Facility are classified as current in the consolidated balance sheet based on our intent and ability to repay each respective borrowing within 12 months of the related balance sheet date.
Maturities for our noncurrent debt are as follows as of January 31, 2026 (in thousands):
Fiscal Year Ending
2026$17,500 
202717,500 
2028240,625 
$275,625 
Senior Secured Asset-Based Revolving Credit Facility, as amended
In May 2015, we entered into a credit agreement for a senior secured asset-based revolving credit facility with Bank of America, N.A., as administrative agent and collateral agent, and the lenders party thereto (as amended in October 2017, June 2019, September 2019, June 2021, April 2023 and August 2025, the “ABL Facility”). Under the ABL Facility the aggregate commitments available are $150.0 million (subject to a borrowing base), and we have the right to request additional commitments as described below. The August 1, 2025 amendment primarily extended the maturity date of the principal amount of the outstanding loans from June 14, 2026 to the earlier of (i) August 1, 2030 and (ii) the date that is 91 days prior to the maturity of any material indebtedness (as defined in the ABL Facility). The ABL Facility currently would mature 91 days prior to June 14, 2028, the maturity date of the Amended Term Loan Credit Agreement. There were no other material changes to the other terms of the ABL Facility. In connection with this amendment, we deferred an additional $0.4 million in financing costs.
The borrowing base for the ABL Facility at any time equals the sum of 90% of eligible credit card receivables, plus 90% of the appraised net orderly liquidation value of eligible inventory and eligible in-transit inventory multiplied by the cost of such eligible inventory and eligible in-transit inventory (to be increased to 92.5% during the period beginning on September 1 of each year and ending on December 31 of each year). The ABL Facility includes borrowing capacity for letters of credit and for borrowings on same-day notice, referred to as Swing Line Loans, and is available in U.S. dollars.
Under the ABL Facility we have the right to request up to $50.0 million of additional commitments plus the aggregate principal amount of any permanent principal reductions we may take plus the amount by which the borrowing base exceeds the aggregate commitments (subject to customary conditions precedent). The lenders under this facility are not under any obligation to provide any such additional commitments, and any increase in commitments is subject to customary conditions precedent. If we were to request any such additional commitments and the existing lenders or new lenders were to agree to provide such commitments, the size of the ABL Facility could increase to up to $200.0 million, but our ability to borrow under this facility would still be limited by the amount of the borrowing base.
Borrowings under the ABL Facility bear interest at an annual rate equal to, at our option, either (a) a base rate determined by reference to the highest of (1) the prime rate of Bank of America, N.A., (2) the federal funds effective rate plus 0.50% and (3) a Secured Overnight Financing Rate (“SOFR”) for an interest period of one month adjusted for certain costs, plus 1.00%, in each case, plus an applicable margin that ranges from 0.25% to 0.75% based on average daily availability; or (b) a SOFR for the interest period relevant to such borrowing adjusted for certain costs, in each case plus an applicable margin that ranges from 1.25% to 1.75%, based on average daily availability. As of the end of fiscal years 2025 and 2024, the applicable per annum interest rate for borrowings under the ABL Facility was approximately 7% and 8%, respectively.
If we elect SOFR, interest is due and payable on the last day of each interest period, unless an interest period exceeds three months, then the respective dates that fall every three months after the beginning of the interest period shall also be interest payment dates. If we elect the base rate (including a swing line loan, as defined in the ABL Facility), interest is due and payable on the first business day of each month and on the maturity date.
In addition to paying interest on outstanding principal under the ABL Facility we are required to pay a commitment fee in respect of unutilized commitments. The commitment fee ranges between 0.25% and 0.375% per annum of unutilized commitments and will be subject to adjustment each fiscal quarter based on the amount of unutilized commitments during the immediately preceding fiscal quarter. We must also pay customary letter of credit fees and agent fees.
If at any time the aggregate amount of outstanding loans, unreimbursed letter of credit drawings and undrawn letters of credit under the ABL Facility exceeds the lesser of (a) the commitment amount and (b) the borrowing base, we will be required to repay outstanding loans and/or cash collateralize letters of credit in an aggregate amount equal to such excess, with no reduction of the commitment amount.
We may voluntarily reduce the unused portion of the commitment amount and repay outstanding loans at any time. Prepayment of the loans may be made without premium or penalty other than customary “breakage” costs with respect to SOFR loans.
All obligations under the ABL Facility are unconditionally guaranteed by substantially all of Torrid Intermediate LLC’s existing majority-owned domestic subsidiaries and will be required to be guaranteed by certain of Torrid Intermediate LLC’s future domestic majority-owned subsidiaries. All obligations under the ABL Facility and the guarantees of those obligations, will be secured, subject to certain exceptions, by substantially all of Torrid Intermediate LLC’s assets.
The ABL Facility requires us to maintain a fixed charge coverage ratio of at least 1.00 to 1.00 when a covenant compliance event occurs. A covenant compliance event occurs if we fail to maintain specified availability (as defined by the ABL Facility) of at least the greater of 10% of the loan cap, as defined by the ABL Facility, and $7.0 million. The ABL Facility contains a number of other covenants that, among other things and subject to certain exceptions, will restrict our ability and the ability of our subsidiaries to: incur additional indebtedness; pay dividends on our capital stock or redeem, repurchase or retire our capital stock or our other indebtedness; make investments, loans and acquisitions; engage in transactions with our affiliates; sell assets, including capital stock of our subsidiaries; alter the business we conduct; consolidate or merge; and incur liens. As of the end of fiscal years 2025 and 2024, we did not trigger a covenant compliance event and were compliant with our debt covenants under the ABL Facility.
The ABL Facility specifically restricts dividends and distributions, aside from amounts to cover ordinary operating expenses and taxes, between our subsidiaries and to us. However, dividends and distributions are permitted at any time that either (1) availability under the ABL Facility is equal to or greater than 15% of the maximum borrowing amount on a pro forma basis and we are pro forma compliant with a 1.00 to 1.00 fixed charge coverage ratio or (2) availability under the ABL Facility is equal to or greater than 20% of the maximum borrowing amount on a pro forma basis. As of the end of fiscal years 2025 and 2024, the maximum restricted payments utilizing the ABL Facility that our subsidiaries could make from its net assets were $91.3 million and $102.8 million, respectively.
Availability under the ABL Facility at the end of fiscal year 2025 was $64.9 million, which reflects borrowings of $31.0 million, net of standby letters of credit issued and outstanding of $11.5 million. Availability under the ABL Facility at the end of fiscal year 2024 was $98.1 million, which reflects no borrowings, net of standby letters of credit issued and outstanding of $11.4 million.
Financing costs associated with the ABL Facility are amortized over the term of the ABL Facility. Unamortized financing costs totaling $0.1 million and $0.2 million are reflected in prepaid expenses and other current assets as of the end of fiscal years 2025 and 2024, respectively, in our consolidated balance sheets. Unamortized financing costs totaling $0.4 million and $0.1 million are reflected in deposits and other noncurrent assets as of the end of fiscal years 2025 and 2024, respectively, in our consolidated balance sheets. During each of fiscal years 2025, 2024 and 2023, we amortized financing costs of $0.2 million. During fiscal years 2025, 2024 and 2023, interest payments were $1.6 million, $0.9 million and $1.6 million, respectively. We recognize amortization of financing costs and interest payments for the ABL Facility in interest expense in our consolidated statements of comprehensive (loss) income.
Amended Term Loan Credit Agreement
On June 14, 2021, we entered into a term loan credit agreement (the “Term Loan Credit Agreement”) among Bank of America, N.A., as agent, and the lenders party thereto.
The Term Loan Credit Agreement provided for term loans in an initial aggregate amount of $350.0 million (“Principal”), net of an original issue discount (“OID”) of $3.5 million, and has a maturity date of June 14, 2028. In connection with the Term Loan Credit Agreement, we paid financing costs of approximately $6.0 million.
The $346.5 million proceeds of the Term Loan Credit Agreement, net of OID, were used to (i) repay and terminate the original term loan credit agreement; (ii) make a $131.7 million distribution to the direct and indirect holders of our equity interests; and (iii) pay for financing costs associated with the Term Loan Credit Agreement.
In May 2023, we amended the Term Loan Credit Agreement to replace the London Interbank Offered Rate (“LIBOR”) interest rate benchmark with the SOFR benchmark (as amended, the “Amended Term Loan Credit Agreement”). All other material terms of the Term Loan Credit Agreement remained substantially the same after giving effect to the Amended Term Loan Credit Agreement. The Amended Term Loan Credit Agreement did not have a material impact on our consolidated financial statements.
Loans made pursuant to the Amended Term Loan Credit Agreement bear interest at an annual rate equal to, at our option, either (a) a base rate determined by reference to the highest of (1) the prime rate quoted by The Wall Street Journal, (2) the federal funds effective rate plus 0.50% and (3) the SOFR for an interest period of one month, plus 1.00% (in each case, subject to a floor of 1.75%); or (b) the SOFR for the interest period relevant to such borrowing (subject to a floor of 0.75%), in each case plus an applicable margin of 5.50% for SOFR borrowings and 4.50% for base rate borrowings.
If we elect SOFR, interest is due and payable on the last day of each interest period, unless an interest period exceeds three months, then the respective dates that fall every three months after the beginning of the interest period shall also be interest payment dates. If we elect the base rate loan, interest is due and payable the last day of each calendar quarter. As of the end of fiscal years 2025 and 2024, the elected interest rate was approximately 9% and 10%, respectively.
Commencing with the fourth fiscal quarter of 2021, we are required to make fixed mandatory repayments representing 1.25% of the Principal on the last business day of each fiscal quarter until maturity, reduced as a result of the application of prior Prepayments (as defined below).
Under the Amended Term Loan Credit Agreement, we are also required to make variable mandatory prepayments of the Principal, under certain conditions as described below, approximately 102 days after the end of each fiscal year (each, a “Prepayment”). Prepayments, if applicable, commence at the end of fiscal year 2022 and represent between 0% and 50% (depending on our first lien net leverage ratio) of Excess Cash Flow (as defined in the Amended Term Loan Credit Agreement) in excess of $10.0 million, minus prepayments of Principal, the ABL Facility (to the extent accompanied by a permanent reduction in the commitments thereunder) and certain other specified indebtedness and amounts in connection with certain other enumerated items. As of January 31, 2026, we did not meet the Excess Cash Flow threshold to require a Prepayment.
In addition to mandatory repayment and prepayment obligations, we may at our option, prepay a portion of the outstanding Principal (“Optional Prepayment”).
All of Torrid LLC’s existing domestic subsidiaries and Torrid Intermediate LLC unconditionally guarantee all obligations under the Amended Term Loan Credit Agreement. Substantially all of the assets of Torrid LLC, Torrid LLC’s existing subsidiaries and Torrid Intermediate LLC will secure all such obligations and the guarantees of those obligations, subject to certain exceptions.
The Amended Term Loan Credit Agreement also contains a number of covenants that, among other things and subject to certain exceptions, will restrict our ability and the ability of our subsidiaries to: create, incur or assume liens on our assets or property; incur additional indebtedness; issue preferred or disqualified stock; consolidate or merge; sell assets; pay dividends or make distributions, make investments, or engage in transactions with our affiliates.
As of the end of fiscal years 2025 and 2024, we were compliant with our financial covenants under the Amended Term Loan Credit Agreement.
The OID and financing costs related to the Amended Term Loan Credit Agreement are amortized over the term of the Amended Term Loan Credit Agreement and are reflected as a direct deduction of the face amount of the term loan in our consolidated balance sheets. During fiscal year 2025, we recognized interest payments of $28.8 million and amortization of OID and financing costs of $1.4 million related to the Amended Term Loan Credit Agreement. During fiscal year 2024, we recognized interest payments of $33.2 million and amortization of OID and financing costs of $1.4 million related to the Amended Term Loan Credit Agreement. During fiscal year 2023, we recognized interest payments of $36.1 million and amortization of OID and financing costs of $1.4 million related to the Amended Term Loan Credit Agreement. We recognize interest payments, together with the amortization of OID and financing costs, related to the Amended Term Loan Credit Agreement in interest expense in our consolidated statements of comprehensive (loss) income.
v3.26.1
Leases
12 Months Ended
Jan. 31, 2026
Leases [Abstract]  
Leases
Note 11. Leases
We have entered into operating lease agreements for retail, distribution and office space; and vehicles and equipment, under primarily non-cancelable leases with terms ranging from approximately one to 16 years. Our lease costs reflected in the tables below include minimum base rents, CAM charges and HVAC charges. We recognize such lease costs in the applicable expense category in either cost of goods sold or selling, general and administrative expenses in the consolidated statements of comprehensive (loss) income.
Our lease costs consisted of the following (in thousands):
Fiscal Year Ended
January 31, 2026February 1, 2025February 3, 2024
Fixed operating lease cost$47,151 $53,109 $54,446 
Short-term lease cost102 129 143 
Variable lease cost21,380 19,821 19,147 
Total lease cost$68,633 $73,059 $73,736 
Maturities of operating lease liabilities are as follows as of January 31, 2026 (in thousands):
Fiscal Year Ending 
2026$41,369 
202730,706 
202823,157 
202917,567 
203013,380 
Thereafter49,133 
Total undiscounted future cash flows$175,312 
Less: Imputed interest(42,257)
Total operating lease liabilities$133,055 
Less: Current portion of operating lease liabilities(32,171)
Noncurrent operating lease liabilities$100,884 
Other supplementary information related to our leases are as follows (in thousands except lease term and discount rate):
Fiscal Year Ended
January 31, 2026February 1, 2025February 3, 2024
Cash paid for amounts included in the measurement of lease liabilities:
Operating cash flows for operating leases$53,227 $60,475 $61,360 
ROU assets obtained in exchange for new operating lease liabilities$8,252 $12,126 $25,822 
(Decrease) increase in right-of-use assets resulting from operating lease terminations or remeasurements$(8,435)$8,373 $837 
Weighted average remaining lease term - operating leases7 years7 years6 years
Weighted average discount rate - operating leases8 %8 %7 %
v3.26.1
Income Taxes
12 Months Ended
Jan. 31, 2026
Income Tax Disclosure [Abstract]  
Income Taxes
Note 12. Income Taxes
(Loss) Income Before (Benefit from) Provision for Income Taxes
The domestic and foreign (loss) income before (benefit from) provision for income taxes during fiscal years 2025, 2024 and 2023 is as follows (in thousands):
 Fiscal Year Ended
 January 31, 2026February 1, 2025February 3, 2024
Domestic$(15,513)$17,424 $17,604 
Foreign5,953 4,179 431 
(Loss) income before (benefit from) provision for income taxes$(9,560)$21,603 $18,035 
(Benefit from) Provision for Income Taxes
The composition of the (benefit from) provision for income taxes during fiscal years 2025, 2024 and 2023 is as follows (in thousands):
 Fiscal Year Ended
 January 31, 2026February 1, 2025February 3, 2024
Current:
Federal$(56)$11,565 $9,108 
State(980)1,620 2,795 
Foreign958 21 186 
$(78)$13,206 $12,089 
Deferred:
Federal$(1,558)$(7,387)$(5,193)
State(746)(777)(513)
Foreign(144)243 33 
(2,448)(7,921)(5,673)
Total (benefit from) provision for income taxes$(2,526)$5,285 $6,416 
Significant components of our deferred tax assets and liabilities are as follows (in thousands):
January 31, 2026February 1, 2025
Deferred tax assets (liabilities):
Inventory$1,648 $1,483 
Loyalty reserve2,493 2,874 
Accrued bonus278 2,032 
Lease liability28,118 38,729 
Share-based compensation1,407 2,324 
Interest expense limitation10,797 5,658 
Net operating losses1,847 — 
Other deferred tax assets6,839 7,335 
ROU assets(25,291)(33,182)
Intangible assets(2,066)(2,065)
Depreciation(4,636)(6,531)
Other deferred tax liabilities(2,369)(2,037)
Total net deferred tax assets$19,065 $16,620 
A reconciliation of the benefit from income taxes to the amount computed by applying the statutory U.S. federal income tax rate to loss before income taxes subsequent to the adoption of ASU 2023-09 is as follows (dollars in thousands):
Fiscal Year Ended
January 31, 2026Percent
U.S. federal statutory rate$(2,016)21.0 %
State and local taxes, net of federal benefit(A)
(444)4.6 
Foreign tax effects:
Canada
Statutory rate difference (national)(203)2.1 
Statutory rate difference (provincial)376 (3.9)
Others(49)0.5 
Effects of changes in tax laws or rates enacted in the current period— — 
Effects of cross-border tax laws(91)1.0 
Tax credits:
Work opportunity tax credit(176)1.8 
Changes in valuation allowance— — 
Nontaxable/nondeductible items:
Share-based compensation377 (3.9)
Section 162(m) limitations713 (7.4)
Others89 (0.9)
Changes in unrecognized tax benefits(1,148)12.0 
Other46 (0.5)
Effective tax rate$(2,526)26.4 %
(A)California, Illinois, Oregon and Texas make up the majority (greater than 50%) of the effect of the state and local income tax category.
A reconciliation of the provision for income taxes to the amount computed by applying the statutory U.S. federal income tax rate to income before income taxes for fiscal years prior to the adoption of ASU 2023-09 is as follows:
Fiscal Year Ended
February 1, 2025February 3, 2024
U.S. federal statutory rate21.0 %21.0 %
State and local taxes, net of federal benefit3.6 10.9 
Share-based compensation0.1 5.1 
Liability for uncertain tax positions(0.6)(1.5)
Limitation on Section 162(m) officers0.9 0.5 
Foreign derived intangible income(0.2)(0.3)
Other differences, net(0.3)(0.1)
Effective income tax rate24.5 %35.6 %
The amount of income taxes paid, net of refunds received, for fiscal year 2025 is as follows (in thousands):
Federal$6,954 
State and local1,978 
Foreign— 
Total income taxes paid, net of refunds received$8,932 
Cash paid for income taxes, before refunds received, for fiscal years 2024 and 2023 was $17.8 million and $11.2 million, respectively.
As of the end of fiscal year 2025, we had accumulated undistributed earnings and profits of our foreign subsidiary of approximately $11.9 million. We continue to treat undistributed earnings of our foreign subsidiary as indefinitely reinvested according to our current operating plans and no deferred tax liability has been recorded for potential future taxes related to such earnings. According to current tax law, any future dividends paid from our foreign subsidiary will not be subject to income tax in the United States, except for withholding taxes and state taxes, which are not material. We have made a determination on our accounting policy choice to treat taxes related to GILTI as a period cost.
As of the end of fiscal year 2025, we had state net operating loss carryforwards of $28.1 million, which will begin to expire in fiscal year 2030.
Uncertain Tax Positions
The amount of income taxes we pay is subject to ongoing audits by taxing authorities. Our estimate of the potential outcome of any uncertain tax issue is subject to our assessment of the relevant risks, facts and circumstances existing at the time. We believe that we have adequately provided for reasonably foreseeable outcomes related to these matters. However, our future results may include favorable or unfavorable adjustments to our estimated tax liabilities in the period the assessments are made or resolved, which may impact our effective tax rate. As of the end of fiscal year 2025, the total liability for income taxes associated with unrecognized tax benefits, including interest and penalties, was $1.0 million ($0.8 million, net of federal benefit). As of the end of fiscal year 2024, the total liability for income taxes associated with unrecognized tax benefits, including interest and penalties, was $2.4 million ($2.0 million, net of federal benefit). Our effective tax rate will be affected by any portion of this liability we may recognize.
The following table reconciles the amount recorded for the liability for income taxes associated with unrecognized tax benefits as of the end of fiscal years 2025, 2024 and 2023 (in thousands):
 Fiscal Year Ended
 January 31, 2026February 1, 2025February 3, 2024
Unrecognized tax benefits at the beginning of the fiscal year$1,820 $1,925 $2,996 
(Reductions) additions:
Tax positions related to the current period— 3 — 
Tax positions related to the prior period140 154 104 
Tax positions settled or statute of limitations lapsed(1,246)(262)(1,175)
Unrecognized tax benefits at the end of the fiscal year$714 $1,820 $1,925 
In fiscal years 2025, 2024 and 2023, income tax expense related to interest and penalties was $0.2 million, $0.5 million and $0.6 million, respectively.
We operate stores throughout the United States, Puerto Rico and Canada, and as a result, we file income tax returns in the United States federal jurisdiction and various state, local and foreign jurisdictions. In the normal course of business, we are subject to examination by taxing authorities. The federal statute of limitations period is three years and most states follow this limitations period with few exceptions. Consequently, tax years between 2022 and 2024 are open for examination.
One Big Beautiful Bill Act
On July 4, 2025, President Trump signed into law the One Big Beautiful Bill Act (the “OBBBA”). The legislation includes several changes to federal tax law that generally allow for more favorable deductibility of certain business expenses, the earliest of which are effective January 1, 2025, including the restoration of immediate expensing of domestic research and development expenditures, reinstatement of 100% bonus depreciation, and more favorable rules for determining the limitation on business interest expense. These changes have been reflected within the income tax provision for fiscal year 2025, as enactment occurred during the second quarter of fiscal year 2025.
The OBBBA also includes certain changes to the U.S. taxation of foreign activity, including changes to foreign tax credits, Global Intangible Low-Taxed Income, Foreign-Derived Intangible Income, and the Base Erosion and Anti-Abuse Tax, among other changes. These changes are generally effective for tax years beginning after December 31, 2025. The OBBBA did not have a significant impact on our total tax provision as of the end of fiscal year 2025, and we do not expect the elective provisions of the law to have a material impact on our future effective tax rate.
v3.26.1
Commitments and Contingencies
12 Months Ended
Jan. 31, 2026
Commitments and Contingencies Disclosure [Abstract]  
Commitments and Contingencies
Note 13. Commitments and Contingencies
Operating Lease Agreements
Refer to “Note 11—Leases” for further discussion regarding our operating lease agreements.
Litigation
In April 2024, a class action complaint was filed in the United States District Court for the Central District of California captioned Crystal Jillson and Carmen Perez v. Torrid LLC. The complaint alleges misleading and unlawful pricing, sales, and discounting practices on our website under multiple legal theories including violation of California’s Unfair Competition Law, California False Advertising Law and California Consumer Legal Remedies Act. In May 2025, we entered into a proposed settlement agreement to resolve this matter, which was approved by the court in September 2025, and the majority of which was paid prior to the end of the third quarter of fiscal year 2025. As of the end of fiscal years 2025 and 2024, we had $0.6 million and $4.7 million, respectively, in accrued legal which is comprised of the estimated probable loss for this case and other unrelated legal costs and is included in accrued and other current liabilities in our consolidated balance sheets.
In October 2024, we were notified by a third-party vendor that it had observed a potentially unauthorized access to our data stored in a data warehouse. We have been named as a defendant in six pending class action lawsuits alleging that we failed to employ adequate security measures to protect the data stored in the data warehouse. On February 25, 2025, the United States District Court of the Central District of California granted a motion to consolidate the six lawsuits, and plaintiffs filed a single consolidated class action complaint on April 28, 2025. We intend to vigorously defend ourselves in this matter. We are currently unable to determine the probability of the outcome of this matter or the range of reasonably possible loss, if any.
In February 2025, a class action complaint was filed in the Superior Court of the State of California captioned Leslie Cruz v. Torrid LLC. The complaint alleges terms on our website violate California’s Yelp Law which makes it unlawful for contracts or proposed contracts for goods or services to include provisions waiving a consumer’s right to make statements concerning the goods or services and threatening to enforce such provisions. In May 2025, the complaint was amended to also allege misleading and unlawful pricing, sales and discounting practices on our website under multiple legal theories including violation of California’s Unfair Competition Law, California False Advertising Law, California Legal Remedies Act, and Federal Trade Commission Act. We intend to vigorously defend ourselves against the complaint. We are currently unable to determine the probability of the outcome of this matter or the range of reasonably possible loss, if any.
From time to time, we are involved in other matters of litigation that arise in the ordinary course of business. Though significant litigation or awards against us could seriously harm our business and financial results, we do not at this time expect these other matters of litigation to have a material adverse effect on our consolidated financial statements.
Indemnities, Commitments and Guarantees
During the ordinary course of business, we have made certain other indemnities, commitments and guarantees under which we may be required to make payments in relation to certain transactions. These indemnities include those given to various lessors in connection with facility leases for certain claims arising from such facility or lease and indemnities to our Board of Directors and officers to the maximum extent permitted. Commitments include those given to various merchandise vendors and suppliers. From time to time, we have issued guarantees in the form of standby letters of credit as security for workers’ compensation claims. The durations of these indemnities, commitments and guarantees vary. Some of these indemnities, commitments and guarantees do not provide for any limitation of the maximum potential future payments we could be obligated to make. We have not recorded any liability for these indemnities, commitments and guarantees in the accompanying consolidated financial statements as no demands have been made upon us to provide indemnification under such agreements and there are no claims that we are aware of that could have a material effect on our consolidated financial statements.
v3.26.1
Other Noncurrent Liabilities
12 Months Ended
Jan. 31, 2026
Other Liabilities Disclosure [Abstract]  
Other Noncurrent Liabilities
Note 14. Other Noncurrent Liabilities
Other noncurrent liabilities consist of the following (in thousands):
January 31, 2026February 1, 2025
Noncurrent income taxes payable$960 $2,366 
Deferred PLCC Funds2,458 2,958 
Other204 271 
Other noncurrent liabilities$3,622 $5,595 
v3.26.1
Employee Benefit Plans
12 Months Ended
Jan. 31, 2026
Postemployment Benefits [Abstract]  
Employee Benefit Plans
Note 15. Employee Benefit Plans
401(k) Plan
On August 1, 2015, we adopted the Torrid 401(k) Plan (as amended from time to time, the “401(k) Plan”). Eligible employees may contribute up to 80% of their eligible compensation in a pre-tax and/or after-tax basis to the 401(k) Plan, subject to a statutorily prescribed annual limit. We make matching contributions equal to 100% of the first 3% of participants’ eligible contributions and 50% of the next 2% of participants’ eligible contributions into their 401(k) Plan accounts. We may make an additional discretionary matching contribution. During fiscal years 2025, 2024 and 2023, we contributed $2.3 million, $1.0 million and $0.8 million, respectively, to eligible employees’ 401(k) Plan accounts.
Deferred Compensation Plan
On August 1, 2015, we established the Torrid Management Deferred Compensation Plan (“Deferred Compensation Plan”) for the purpose of providing highly compensated employees a program to meet their financial planning needs. The Deferred Compensation Plan provided participants with the opportunity to defer up to 80% of their base salary and up to 100% of their annual earned bonus, all of which, together with the associated investment returns, were 100% vested from the outset. The Deferred Compensation Plan was designed to be exempt from most provisions of the Employee Retirement Security Act of 1974, as amended, and we contributed certain amounts to eligible employees’ accounts at our discretion. In December 2024, our Board approved freezing employee participation, employee deferrals, discretionary company credits and matching contributions, effective December 31, 2024. We did not have any assets of the Deferred Compensation Plan and all existing deferrals and associated earnings held in the plan continue to operate under the plan’s rules. Prior to January 1, 2025, to the extent participants were ineligible to receive contributions from participation in our 401(k) Plan, we contributed 50% of the first 4% of participants’ eligible contributions into their Deferred Compensation Plan accounts. As of January 31, 2026 and February 1, 2025, the associated liabilities were $4.2 million and $5.7 million, respectively, included in our consolidated balance sheets. As of January 31, 2026, $0.2 million of the $4.2 million Deferred Compensation Plan liabilities were included in accrued and other current liabilities in our consolidated balance sheet. As of February 1, 2025, $1.8 million of the $5.7 million Deferred Compensation Plan liabilities were included in accrued and other current liabilities in our consolidated balance sheet. All liabilities associated with the Deferred Compensation Plan are our general unsecured obligations.
v3.26.1
Capitalization
12 Months Ended
Jan. 31, 2026
Equity [Abstract]  
Capitalization
Note 16. Capitalization
As of January 31, 2026, under our amended and restated certificate of incorporation dated July 6, 2021, we are authorized to issue: (i) 1,000.0 million shares of common stock with a par value of $0.01 per share and (ii) 5.0 million shares of preferred stock with a par value of $0.01 per share. Each share of common stock entitles the holder to one vote with respect to each matter presented to our stockholders on which the holders of our common stock are entitled to vote. Subject to preferences that may be applicable to any then outstanding preferred stock, the holders of outstanding shares of common stock are entitled to receive dividends, if any, as may be declared from time to time by our Board. Our ability to pay dividends on our common stock is limited by restrictions on the ability of our subsidiaries to pay dividends or make distributions to us, including restrictions under the terms of the agreements governing our indebtedness. Our Board has not declared any cash dividends during fiscal years 2025, 2024 and 2023.
On December 6, 2021, our Board authorized a share repurchase program under which we may purchase up to $100.0 million of our outstanding common stock. Repurchases may be made from time to time, depending upon a variety of factors, including share price, corporate and regulatory requirements, and other market and business conditions, as determined by us. We may purchase shares of our common stock in the open market at current market prices at the time of purchase, in privately negotiated transactions, or by other means. The authorization does not, however, obligate us to acquire any particular amount of shares, and the share repurchase program may be suspended or terminated at any time at our discretion. We did not have any share repurchases under the share repurchase program during fiscal years 2025, 2024 and 2023. As of January 31, 2026, we had approximately $44.9 million remaining under the share repurchase program.
On June 23, 2025, we entered into a stock repurchase agreement with Sycamore, whereby we agreed to purchase $20.0 million of shares of our common stock in a private transaction. The shares repurchased in this transaction were not made under the share repurchase program. See “Note 9—Related Party Transactions” for further description of this transaction.
v3.26.1
Share-Based Compensation
12 Months Ended
Jan. 31, 2026
Share-Based Payment Arrangement [Abstract]  
Share-Based Compensation
Note 17. Share-Based Compensation
Our share-based compensation expense, by award type, consists of the following (in thousands):
Fiscal Year Ended
January 31, 2026February 1, 2025February 3, 2024
Restricted stock units$2,473 $2,391 $2,405 
Restricted stock awards— 128 2,018 
Performance-based restricted stock units21 124 711 
Stock options2,246 1,787 1,537 
Restricted cash units277 3,009 1,209 
Employee stock purchase plan191 195 162 
Total share-based compensation expense$5,208 $7,634 $8,042 
Income tax benefit$414 $1,831 $923 
On June 22, 2021, our Board adopted, and our stockholders approved, the Torrid Holdings Inc. 2021 Long-Term Incentive Plan (the “2021 LTIP”), effective on its adoption date, for employees, consultants and directors. The 2021 LTIP provides for the grant of non-qualified stock options, stock appreciation rights, RSAs, RSUs including performance-based restricted stock units (“PSUs”), stock awards, dividend equivalents, other stock-based awards, cash awards and substitute awards intended to align the interests of service providers, with those of our shareholders. The 2021 LTIP provides that the initial aggregate number of shares reserved and available for issuance is 8,550,000 plus an increase on January 1 of each calendar year during the term of the LTIP, beginning on January 1, 2022, by a number equal to the lesser of (a) 2% of the aggregate number of shares of common stock outstanding on the final day of the immediately preceding calendar year and (b) such smaller number of shares as is determined by our Board. Since January 1, 2022, the aggregate number of shares of common stock reserved and available for issuance under the 2021 LTIP has increased by a total of 10,413,581 pursuant to the annual increase provision under the 2021 LTIP. As of the end of fiscal year 2025, 12,315,462 authorized shares remain available for issuance under the 2021 LTIP.
On June 22, 2021, our Board adopted, and our stockholders approved, the Torrid Holdings Inc. 2021 Employee Stock Purchase Plan (the “ESPP”), effective on its adoption date, intended to qualify under Section 423 of the U.S. Internal Revenue Code of 1986, as amended, in order to provide all of our eligible employees with a further incentive towards ensuring our success and accomplishing our corporate goals. The ESPP allows eligible employees to contribute up to 15% of their base earnings towards purchases of common stock, subject to an annual maximum. The purchase price is 85% of the lower of (i) the fair market value of the stock on the first day of the related offering period and (ii) the fair market value of the stock on the last day of the related offering period. The ESPP provides that the aggregate number of shares reserved and available for issuance is 3,650,000. As of the end of fiscal year 2025, 2,966,061 authorized shares remain available for issuance under the ESPP.
RSUs
RSUs are awarded to certain employees, non-employee directors and consultants and entitle the grantee to receive shares of common stock at the end of a vesting period, subject to the employee’s continued employment or service as a director or consultant. In general, RSUs vest in equal installments each year over four years.
PSUs are awarded to certain employees, non-employee directors and consultants and entitle the grantee to receive shares of common stock based on the achievement of various Company performance targets and market conditions. In general, PSUs vest in equal installments over a three-year period subject to the achievement of the performance targets or market conditions.
RSU activity, including PSUs, under the 2021 LTIP during fiscal year 2025 consisted of the following (in thousands, except per share amounts):
SharesWeighted average grant date fair value per share
Nonvested at the beginning of the fiscal year1,483 $4.32 
Granted 467 $5.52 
Vested(436)$5.16 
Forfeited(423)$3.60 
Nonvested at the end of the fiscal year1,091 $4.77 
As of the end of fiscal year 2025, unrecognized compensation expense related to unvested RSUs, including PSUs, was $3.6 million, which is expected to be recognized over a weighted average period of approximately 2.0 years. The weighted average grant date fair value of RSUs granted during fiscal years 2025, 2024 and 2023 was $5.52, $4.67 and $3.13, respectively. The total fair value of RSUs which vested during fiscal years 2025, 2024 and 2023 was $1.8 million, $3.1 million and $0.8 million, respectively.
There were no PSUs granted in fiscal years 2025 and 2024. The grant date fair value of PSUs granted during fiscal year 2023 was estimated using a Monte Carlo simulation following a Geometric Brownian Motion with the following weighted average assumptions:
Dividend yield0.0 %
Expected volatility(1)
68.4 %
Risk-free interest rate(2)
3.8 %
Expected term(3)
3.0 years
Weighted average grant date fair value per share$1.66 
(1)The expected volatility was estimated based on the historical volatility of a select peer group of similar publicly traded companies for a term that is consistent with the expected term of the PSUs.
(2)The risk-free interest rate was based on the U.S. Treasury constant maturity interest rate whose term is consistent with the expected term of the PSUs.
(3)The expected term of the PSUs represents the time period from the grant date and the full vesting date.
RSAs
RSAs are awarded to certain employees, non-employee directors and consultants, subject to the employee’s continued employment or service as a director or consultant. RSAs vest over periods ranging from two to four years, subject to the employee’s continued employment or service as an employee, non-employee director or consultant, as applicable, on each vesting date.
There were no unvested RSAs at the beginning of fiscal year 2025 and no RSAs granted, vested or forfeited during fiscal year 2025 nor RSAs granted during fiscal years 2024 and 2023. The total fair value of RSAs which vested during fiscal year 2024 was not material. The total fair value of RSAs which vested during fiscal year 2023 was $0.3 million.
Stock Options
Stock options generally vest in equal installments each year over four years and generally expire 10 years from the grant date. Our policy for issuing shares upon stock option exercise is to issue new shares of common stock.
Stock option activity under the 2021 LTIP during fiscal year 2025 consisted of the following (in thousands, except per share and contractual life amounts):
SharesWeighted average exercise price per shareWeighted average contractual lifeAggregate intrinsic value
Outstanding at the beginning of the fiscal year2,708 $4.95 
Granted812 $5.60 
Exercised(7)$2.78 
Expired / forfeited(252)$5.42 
Outstanding at the end of the fiscal year3,260 $5.08 7.6 years$— 
Vested and expected to vest at the end of the fiscal year3,260 $5.08 7.6 years$— 
Exercisable at the end of the fiscal year1,318 $5.46 6.7 years$— 
The total intrinsic value of stock options exercised during fiscal year 2025 was not material and during fiscal year 2024, the total intrinsic value was $0.4 million. There was no intrinsic value on stock options exercised during fiscal year 2023. The weighted average grant date fair value of stock options granted during fiscal years 2025, 2024 and 2023 was $3.08, $2.77 and $1.91 per option, respectively, and was estimated with the following weighted average assumptions:
Fiscal Year Ended
January 31, 2026February 1, 2025February 3, 2024
Dividend yield0.0 %0.0 %0.0 %
Expected volatility52.0 %59.1 %60.4 %
Risk-free interest rate4.2 %4.4 %3.7 %
Expected term6.3 years6.3 years6.3 years
As of the end of fiscal year 2025, unrecognized compensation expense related to unvested stock options was $3.9 million, which is expected to be recognized over a weighted average period of approximately 2.2 years.
RCUs
RCUs are awarded to certain employees, non-employee directors and consultants and represent the right to receive a cash payment at the end of a vesting period, subject to the employee’s continued employment or service as a director or consultant. In general, RCUs vest in equal installments each year over four years. During fiscal years 2025, 2024 and 2023, we made cash payments totaling $2.5 million, $1.3 million and $1.2 million, respectively, associated with vested RCUs. As of the end of fiscal year 2025, the liability for unvested RCUs was $0.6 million, which is included in accrued and other current liabilities in the consolidated balance sheet.
v3.26.1
(Loss) Earnings Per Share
12 Months Ended
Jan. 31, 2026
Earnings Per Share [Abstract]  
(Loss) Earnings Per Share
Note 18. (Loss) Earnings Per Share
The following table provides the computation of basic and diluted net (loss) earnings per share (in thousands, except per share amounts):
Fiscal Year Ended
January 31, 2026February 1, 2025February 3, 2024
Net (loss) income—basic and diluted$(7,034)$16,318 $11,619 
Weighted-average number of shares—basic101,442 104,564 103,990 
Weighted-average number of shares—basic101,442 104,564 103,990 
Effect of dilutive performance stock units and restricted stock units— 888 410 
Effect of dilutive options— 232 — 
Weighted-average number of shares—diluted101,442 105,684 104,400 
Net (loss) earnings per share:
Basic$(0.07)$0.16 $0.11 
Diluted$(0.07)$0.15 $0.11 
The following table presents potentially dilutive securities excluded from the computation of diluted (loss) earnings per share for the periods presented because their effect would have been anti-dilutive (in thousands):
Fiscal Year Ended
January 31, 2026February 1, 2025February 3, 2024
Restricted stock awards, restricted stock units and performance stock units510 99 614 
Stock options 3,228 1,551 2,310 
Total3,738 1,650 2,924 
v3.26.1
Fair Value Measurements
12 Months Ended
Jan. 31, 2026
Fair Value Disclosures [Abstract]  
Fair Value Measurements
Note 19. Fair Value Measurements
Financial assets and liabilities measured at fair value on a recurring basis consisted of the following (in thousands):
January 31,
2026
Quoted Prices
in Active
Markets for
Identical
Items
(Level 1)
Significant
Other
Observable
Inputs
(Level 2)
Significant
Unobservable
Inputs
(Level 3)
Assets:
Money market funds (cash equivalent)$124 $124 $— $— 
Total assets$124 $124 $— $— 
Liabilities:
Unvested RCU liability (current)$631 $631 $— $— 
Deferred compensation plan liability (current)153 — 153 — 
Deferred compensation plan liability (noncurrent)4,039 — 4,039 — 
Total liabilities$4,823 $631 $4,192 $— 
February 1,
2025
Quoted Prices
in Active
Markets for
Identical
Items
(Level 1)
Significant
Other
Observable
Inputs
(Level 2)
Significant
Unobservable
Inputs
(Level 3)
Assets:
Money market funds (cash equivalent)$31,727 $31,727 $— $— 
Total assets$31,727 $31,727 $— $— 
Liabilities:
Unvested RCU liability (current)$2,874 $2,874 $— $— 
Deferred compensation plan liability (current)1,767 — 1,767 — 
Deferred compensation plan liability (noncurrent)3,913 — 3,913 — 
Total liabilities$8,554 $2,874 $5,680 $— 
The deferred compensation plan liability represents the amount that would be earned by participants if the funds were invested in securities traded in active markets. The fair value of the deferred compensation plan liability is determined based on quoted prices of similar assets that are traded in observable markets, or represents the cash withheld by participants prior to any investment activity.
The book value of cash, certain of our other current assets, accounts payable, and certain of our accrued expenses and other current liabilities approximate fair value because of the short maturity and high liquidity of these instruments.
As of January 31, 2026 and February 1, 2025, the fair value of the Amended Term Loan Credit Agreement was approximately $117.1 million and $274.1 million, respectively. The fair value of the Amended Term Loan Credit Agreement is determined using current applicable rates for similar instruments as of each balance sheet date, a Level 2 measurement.
The book value of the ABL Facility approximates fair value because of the variable interest rate of this facility, a Level 2 measurement.
v3.26.1
Segment Reporting
12 Months Ended
Jan. 31, 2026
Segment Reporting [Abstract]  
Segment Reporting
Note 20. Segment Reporting
We have determined that we have one reportable segment, which includes the operation of our e-Commerce platform and stores. The single segment was identified based on how the Chief Operating Decision Maker (“CODM”), who we have determined to be our Chief Executive Officer, manages and evaluates performance and allocates resources based on consolidated net (loss) income. As the CODM is not provided any asset information, we do not disclose the measure of segment assets. Net sales related to our operations in Canada and Puerto Rico during fiscal years 2025, 2024 and 2023 are not reported separately from domestic net sales and long-lived assets in Canada and Puerto Rico are not reported separately from domestic long-lived assets as of the end of fiscal years 2025 and 2024 as they were not material.
The following table presents information regularly provided to the CODM about our reportable segment (in thousands):
Fiscal Year Ended
January 31, 2026February 1, 2025February 3, 2024
Net sales$1,000,092 $1,103,737 $1,151,945 
Less:
Cost of goods sold (A)
618,755 655,529 711,685 
Selling, general and administrative expenses (B)
260,729 285,204 279,358 
Depreciation and amortization (C)
34,618 35,721 36,484 
Share-based compensation5,208 7,634 8,042 
Marketing expenses57,378 54,231 55,499 
Interest expense31,844 35,633 39,203 
(Benefit from) provision for income taxes(2,526)5,285 6,416 
Interest income, net of other (income) expense(882)(28)(90)
Other expenses (D)
2,002 8,210 3,729 
Net (loss) income$(7,034)$16,318 $11,619 
(A)Cost of goods sold as provided to the CODM excludes depreciation and amortization and share-based compensation, which are presented separately.
(B)Selling, general and administrative expenses as provided to the CODM exclude depreciation and amortization, share-based compensation and other expenses, which are presented separately.
(C)Depreciation and amortization excludes amortization of debt issuance costs and original issue discount that are reflected in interest expense.
(D)Other expenses include severance costs for certain key management positions, certain transaction and litigation fees (including certain settlement costs), and the reimbursement of certain management expenses, primarily for travel, incurred by Sycamore on our behalf, which are not considered to be part of our core business.
v3.26.1
Subsequent Events
12 Months Ended
Jan. 31, 2026
Subsequent Events [Abstract]  
Subsequent Events
Note 21. Subsequent Events
On February 20, 2026, the U.S. Supreme Court issued a ruling striking down certain incremental tariffs previously imposed under the International Emergency Economic Powers Act (“IEEPA”). Following the Supreme Court’s decision, the U.S. President issued an executive order stating that these incremental tariffs were no longer in effect and ended the collection of the incremental tariffs. However, the administration invoked other laws to collect tariffs and announced new tariffs on imports from all countries, in addition to any existing non-IEEPA tariffs. We are currently monitoring and evaluating these developments and assessing their impact on our business, financial condition, and results of operations, including our ability to recover the incremental tariffs we have paid.
v3.26.1
Insider Trading Arrangements
3 Months Ended
Jan. 31, 2026
Trading Arrangements, by Individual  
Rule 10b5-1 Arrangement Adopted false
Non-Rule 10b5-1 Arrangement Adopted false
Rule 10b5-1 Arrangement Terminated false
Non-Rule 10b5-1 Arrangement Terminated false
v3.26.1
Insider Trading Policies and Procedures
12 Months Ended
Jan. 31, 2026
Insider Trading Policies and Procedures [Line Items]  
Insider Trading Policies and Procedures Adopted true
v3.26.1
Cybersecurity Risk Management and Strategy Disclosure
12 Months Ended
Jan. 31, 2026
Cybersecurity Risk Management, Strategy, and Governance [Line Items]  
Cybersecurity Risk Management Processes for Assessing, Identifying, and Managing Threats [Text Block]
Cybersecurity Risk Management and Strategy
We rely extensively on various information systems, operated by us as well as third-party service providers, to manage many aspects of our business. We are susceptible to a number of significant and persistent cybersecurity threats, including those common to most industries as well as those we face as a retailer, operating in an industry characterized by a high volume of customer transactions and collection of sensitive data. These threats, which are constantly evolving, include data breaches, ransomware, and phishing attacks. We, and our vendors and suppliers, regularly face attempts by malicious actors to breach our security and compromise our information technology systems, and a cybersecurity incident impacting us or any vendor or supplier could significantly disrupt our operations and result in damage to our reputation, costly litigation and/or government enforcement action.
Accordingly, we recognize the critical importance of protecting and securing these information systems and have implemented multiple layers of cybersecurity processes, technologies, and controls to aid in our efforts to assess, identify, and manage cybersecurity risk. Our enterprise risk management framework considers cybersecurity risk alongside other company risks as part of our overall risk assessment process. Efforts to assess, identify, and manage cybersecurity risk are led by our dedicated Chief Operating Officer (“COO”), and supported by an experienced team, other members of management, and the Board. From time to time, we engage consultants, auditors, and other third parties to assist us in these efforts.
We assess our information security program using an industry-leading cybersecurity framework, the National Institute of Standards and Technology (“NIST”) Cybersecurity Framework (“CSF”). A risk assessment along with risk-based analysis and judgment are used to select security controls to address risks. During this process, the following factors, among others, are considered: likelihood and severity of risk, impact on us and others if a risk materializes, feasibility and cost of controls and impact of controls on operations.
To test our cybersecurity program, we perform periodic vulnerability testing, engage an independent third party to perform periodic internal and external penetration testing, and engage other third parties to conduct periodic assessments of our cybersecurity capabilities. We continuously expand training and awareness practices to mitigate risk from human error, including mandatory computer-based training and internal communications for employees. Our employees undergo cybersecurity awareness training and regular phishing simulation campaigns that are based upon and designed to emulate real-world contemporary threats. We provide prompt feedback (and, if necessary, additional training or remedial action) based on the results of such exercises.
Our processes also address cybersecurity risks associated with our use of third-party service providers used in different capacities to provide or operate some of our cybersecurity and technology systems. We proactively evaluate the cybersecurity risk of a third party by utilizing a repository of risk assessments and external monitoring sources, including performing dark web analyses, to better inform us during contracting and vendor selection processes. Security issues are documented and tracked, and periodic monitoring of third parties is conducted in an effort to mitigate risk.
In addition to the processes, technologies, and controls that we have in place that are designed to reduce the likelihood of a material cybersecurity incident (or series of related cybersecurity incidents), we have a written incident response plan outlining how to address cybersecurity events that occur. The plan sets forth the steps for coordination among various corporate functions and governance groups, including the legal and finance functions, the Board, and external breach counsel, and serves as a framework for the execution of responsibilities across businesses and operational roles. Our incident response plan is designed to help us coordinate actions to prepare for, detect, respond to and recover from cybersecurity incidents, and includes processes to triage, assess severity, escalate, contain, investigate, and remediate the incident, as well as to assess the need for disclosure, comply with applicable legal obligations and mitigate the impact to our brand and reputation and on impacted parties.
In addition to our cybersecurity incident response plan, we conduct tabletop exercises to enhance our incident response preparedness. We maintain business continuity and disaster recovery plans for certain critical applications and services to prepare for and respond to the potential for a disruption in the technology we rely on.
Impact of cybersecurity risks on business strategy, results of operations or financial condition
Torrid (or the third parties it relies on) may not be able to fully, continuously, or effectively implement security controls as intended. As described above, we utilize a risk-based approach and judgment to determine whether and how to implement certain security controls and it is possible that we may not implement the necessary controls if we are unable to recognize or underestimate a particular risk. In addition, security controls, no matter how well designed or implemented, may only mitigate and not fully eliminate cybersecurity risks. Cybersecurity events, when detected by security tools or third parties, may not always be identified immediately or addressed in the manner intended by our cybersecurity incident response plan. While we maintain cyber risk insurance, the costs relating to certain kinds of security incidents could be substantial, and our insurance may not be sufficient to cover all losses related to any future incidents involving our data or systems. See “Risks Related to Our Business” in Item 1A, “Risk Factors” in this Form 10-K for a discussion of cybersecurity risks that may materially impact us.
Based on the information available as of the date of this Form 10-K, no material risks from known cybersecurity incidents have, either individually or in the aggregate, materially affected or are reasonably likely to materially affect us, including our business strategy, results of operations or financial condition. There is no guarantee that any risks from cybersecurity threats will not materially affect us in the future.
Cybersecurity Risk Management Processes Integrated [Flag] true
Cybersecurity Risk Management Processes Integrated [Text Block]
Accordingly, we recognize the critical importance of protecting and securing these information systems and have implemented multiple layers of cybersecurity processes, technologies, and controls to aid in our efforts to assess, identify, and manage cybersecurity risk. Our enterprise risk management framework considers cybersecurity risk alongside other company risks as part of our overall risk assessment process. Efforts to assess, identify, and manage cybersecurity risk are led by our dedicated Chief Operating Officer (“COO”), and supported by an experienced team, other members of management, and the Board. From time to time, we engage consultants, auditors, and other third parties to assist us in these efforts.
Cybersecurity Risk Management Third Party Engaged [Flag] true
Cybersecurity Risk Third Party Oversight and Identification Processes [Flag] true
Cybersecurity Risk Materially Affected or Reasonably Likely to Materially Affect Registrant [Flag] false
Cybersecurity Risk Board of Directors Oversight [Text Block]
Cybersecurity Governance
The Board oversees our overall risk assessment process, where we assess key enterprise risks within the Company, and at least quarterly, senior management reviews these risks with the Board. Cybersecurity and other technology risks, which are considered in our enterprise risk management framework, continue to remain a top priority for the Board. Primary oversight responsibility for cybersecurity and other technology risks has been given to the Audit Committee by the Board.
Our cybersecurity risk management and strategy processes are led by our COO, assisted by our Director, IT Network and Security. Together, they have over 20 years of combined professional experience in various roles across multiple industries involving managing information security, developing cybersecurity strategy, implementing effective information and cybersecurity programs, and managing multiple industry and regulatory compliance environments.
At least quarterly, the Audit Committee, Chief Executive Officer and senior finance and legal management, evaluate, review and discuss with the COO our cybersecurity, privacy and data security programs, the status of projects to strengthen internal cybersecurity, results from third-party assessments, recent cybersecurity incidents at other companies and the emerging threat landscape. Significant cybersecurity incidents are reviewed and discussed with the Audit Committee and senior finance and legal management as required by our cybersecurity incident response plan.
Cybersecurity Risk Board Committee or Subcommittee Responsible for Oversight [Text Block] The Board oversees our overall risk assessment process, where we assess key enterprise risks within the Company, and at least quarterly, senior management reviews these risks with the Board.
Cybersecurity Risk Process for Informing Board Committee or Subcommittee Responsible for Oversight [Text Block] The Board oversees our overall risk assessment process, where we assess key enterprise risks within the Company, and at least quarterly, senior management reviews these risks with the Board. Cybersecurity and other technology risks, which are considered in our enterprise risk management framework, continue to remain a top priority for the Board. Primary oversight responsibility for cybersecurity and other technology risks has been given to the Audit Committee by the Board.
Cybersecurity Risk Role of Management [Text Block] Our cybersecurity risk management and strategy processes are led by our COO, assisted by our Director, IT Network and Security. Together, they have over 20 years of combined professional experience in various roles across multiple industries involving managing information security, developing cybersecurity strategy, implementing effective information and cybersecurity programs, and managing multiple industry and regulatory compliance environments.
Cybersecurity Risk Management Positions or Committees Responsible [Flag] true
Cybersecurity Risk Management Positions or Committees Responsible [Text Block]
Our cybersecurity risk management and strategy processes are led by our COO, assisted by our Director, IT Network and Security. Together, they have over 20 years of combined professional experience in various roles across multiple industries involving managing information security, developing cybersecurity strategy, implementing effective information and cybersecurity programs, and managing multiple industry and regulatory compliance environments.
At least quarterly, the Audit Committee, Chief Executive Officer and senior finance and legal management, evaluate, review and discuss with the COO our cybersecurity, privacy and data security programs, the status of projects to strengthen internal cybersecurity, results from third-party assessments, recent cybersecurity incidents at other companies and the emerging threat landscape. Significant cybersecurity incidents are reviewed and discussed with the Audit Committee and senior finance and legal management as required by our cybersecurity incident response plan.
Cybersecurity Risk Management Expertise of Management Responsible [Text Block] Together, they have over 20 years of combined professional experience in various roles across multiple industries involving managing information security, developing cybersecurity strategy, implementing effective information and cybersecurity programs, and managing multiple industry and regulatory compliance environments.
Cybersecurity Risk Process for Informing Management or Committees Responsible [Text Block]
At least quarterly, the Audit Committee, Chief Executive Officer and senior finance and legal management, evaluate, review and discuss with the COO our cybersecurity, privacy and data security programs, the status of projects to strengthen internal cybersecurity, results from third-party assessments, recent cybersecurity incidents at other companies and the emerging threat landscape. Significant cybersecurity incidents are reviewed and discussed with the Audit Committee and senior finance and legal management as required by our cybersecurity incident response plan.
Cybersecurity Risk Management Positions or Committees Responsible Report to Board [Flag] true
v3.26.1
Summary of Significant Accounting Policies (Policies)
12 Months Ended
Jan. 31, 2026
Accounting Policies [Abstract]  
Fiscal Year
Fiscal Year
Our fiscal year ends on the Saturday nearest to January 31 and each fiscal year is generally comprised of four 13-week quarters (although in years with 53 weeks, the fourth quarter is comprised of 14 weeks).
Principles of Consolidation
Principles of Consolidation
The accompanying audited consolidated financial statements have been prepared in accordance with accounting principles generally accepted in the United States of America (“GAAP”). The consolidated financial statements include our accounts and those of our wholly owned subsidiaries. All intercompany transactions and balances have been eliminated in consolidation.
Use of Estimates
Use of Estimates
We are required to make certain estimates and assumptions in order to prepare consolidated financial statements in conformity with GAAP. Such estimates and assumptions affect the reported amounts of assets, liabilities, revenues and expenses and disclosure of contingent assets and liabilities in the consolidated financial statements and accompanying notes. We believe the estimates and assumptions most critical to the preparation of our consolidated financial statements include those made in connection with revenue recognition, including accounting for estimated merchandise returns and loyalty program expenses; estimating the value of inventory; determining operating lease liabilities; and estimating share-based compensation expense. The estimation process required to prepare our consolidated financial statements requires assumptions to be made about future events and conditions, and as such, is inherently subjective and uncertain. Our actual results could differ materially from those estimates.
Cash and Cash Equivalents and Restricted Cash
Cash and Cash Equivalents
We consider all highly liquid investments with maturities of less than three months when purchased to be cash equivalents. All credit and debit card receivable balances are also classified as cash and cash equivalents. As of the end of fiscal years 2025 and 2024, the amounts due from third-party financial institutions for these transactions classified as cash and cash equivalents totaled $10.1 million and $7.9 million, respectively.
Restricted Cash
Restricted cash is held for a specific purpose, such as payment of healthcare claims, and is thus not available for immediate or general business use. As of each of the end of fiscal years 2025 and 2024, we had restricted cash of $0.4 million.
Concentration Risks
Concentration Risks
Cash and cash equivalents used primarily for working capital purposes are maintained with various major third-party financial institutions in amounts which are in excess of the Federal Deposit Insurance Corporation (“FDIC”) insurance limits. We are potentially exposed to a concentration of credit risk when cash and cash equivalent deposits in these financial institutions are in excess of FDIC limits. We consider the credit risk associated with these financial instruments to be minimal as cash and cash equivalents are held by financial institutions with high credit ratings and we have not historically sustained any credit losses associated with our cash and cash equivalents balances.
Inventory
Inventory
Our inventory is comprised solely of finished goods and is valued at the lower of moving average cost or net realizable value. We make certain assumptions regarding net realizable value in order to assess whether our inventory is recorded properly at the lower of cost or net realizable value. These assumptions are based on historical average selling price experience, current selling price information and estimated future selling price information. Physical inventory counts are conducted during the year to determine actual inventory on hand and shrinkage. We accrue our estimated inventory shrinkage for the period between the last physical store count and current balance sheet date.
Property and Equipment
Property and Equipment
Property and equipment are recorded at cost less accumulated depreciation. Major repairs and improvements are capitalized, while routine maintenance and repairs are expensed as incurred. The gross carrying amounts of property and equipment sold or retired and the related accumulated depreciation are eliminated in the year of disposal, and any resulting gains or losses are included in the consolidated statements of comprehensive (loss) income. Application and development costs associated with internally developed software such as salaries of employees and payments made to third parties and consultants working on the software development are capitalized. Subsequent additions, modifications or upgrades to internal-use software are capitalized only to the extent that they constitute major enhancements. Capitalized internal-use software costs are amortized using the straight-line method over their estimated useful lives, which are generally three years.
Depreciation expense is calculated using the straight-line method over the following estimated useful lives:
Leasehold improvements  
shorter of the 3- to 10-year estimated useful life or the respective lease term
Furniture, fixtures and equipment  
2 to 10 years
Software and licenses  
3 to 7 years
Definite-Lived Assets
We assess the carrying value of definite-lived assets for potential impairment whenever events or changes in circumstances indicate that the carrying value may not be recoverable. We group and evaluate definite-lived assets for impairment at the individual store level, which is the lowest level at which individual cash flows can be identified. Factors we consider important that could trigger an impairment review of our stores or e-Commerce operations include significant underperformance relative to historical or projected future operating results, a significant change in the manner of the use of the asset or a significant negative industry or economic trend. If we determine the carrying value of definite-lived assets may not be recoverable based upon the existence of one or more of the aforementioned factors, we test for the recoverability of the carrying value of our definite-lived assets by comparing the carrying value of the asset groups to our estimated undiscounted future net cash flows attributable to the asset groups. If the carrying value of the definite-lived assets is greater than the related undiscounted future net cash flows, the definite-lived assets are measured for impairment. We measure the impairment by comparing the difference between the definite-lived asset’s carrying value and the discounted future net cash flows attributable to the definite-lived asset, which represent its fair value. We calculate the discounted future net cash flows of a store by netting future estimated sales of each store against estimated cost of goods sold, store occupancy costs and other store operating expenses such as payroll, supplies, repairs and maintenance and credit/debit card fees. Changes in these assumptions may cause the fair value to be significantly impacted. In the event future performance is lower than forecasted results, future cash flows may be lower than expected, which could result in future impairment charges. While we believe that recently opened stores will provide sufficient cash flow, material changes in financial performance could result in future store impairment charges.
Indefinite-Lived Intangible Assets
Indefinite-Lived Intangible Assets
Indefinite-lived intangible assets are not amortized, but are reviewed for impairment at least annually, or more frequently when events or changes in circumstances indicate the carrying value may not be recoverable. Judgments regarding indicators of potential impairment are based on market conditions and operational performance of the business.
At the end of the third quarter of each fiscal year, we perform an impairment analysis of indefinite-lived intangible assets. We assess our indefinite-lived intangible asset for impairment using a qualitative analysis to determine whether it is more likely than not that the fair value of the asset is less than its carrying value. If it is determined that it is more likely than not that the fair value of the asset is less than its carrying amount or if a qualitative assessment is not performed, then we would perform the quantitative analysis to determine the fair value of the asset. If we conclude, based on our assessment, that the asset’s fair value is less than its carrying value, then an impairment charge is recorded in the amount of the excess.
Implementation Costs Incurred in Cloud Computing Arrangements that are Service Contracts
Implementation Costs Incurred in Cloud Computing Arrangements that are Service Contracts
Our cloud computing arrangements that are service contracts primarily consist of arrangements with third-party vendors for our internal use of their software applications that they host. We defer implementation costs incurred in relation to such arrangements, including costs for software application coding, configuration, integration and customization, while associated process reengineering, training and maintenance costs are expensed. Subsequent implementation costs are deferred only to the extent that they constitute major enhancements. The short-term portion of deferred costs are included in prepaid expenses and other current assets in the consolidated balance sheets, while the long-term portion of deferred costs are included in deposits and other noncurrent assets. Amortized implementation costs incurred in cloud computing arrangements that are service contracts are recognized in selling, general and administrative expenses, or cost of goods sold in the case of amortized implementation costs associated with the distribution center, in the consolidated statements of comprehensive (loss) income using the straight-line method over one to nine years, which generally represents the noncancellable terms of the cloud computing arrangements, plus any optional renewal periods that we are reasonably certain to exercise. Deferred implementation costs are subject to assessment for potential impairment whenever events or changes in circumstances indicate that the carrying values may not be recoverable.
Deferred implementation costs incurred in cloud computing arrangements that are service contracts are summarized as follows (in thousands):
January 31, 2026February 1, 2025
Internal use of third-party hosted software, gross$51,046 $42,208 
Less: Accumulated amortization(26,207)(18,229)
Internal use of third-party hosted software, net$24,839 $23,979 
During the fiscal years 2025, 2024, and 2023, we amortized approximately $8.0 million, $6.9 million and $4.6 million, respectively, of implementation costs incurred in cloud computing arrangements that are service contracts.
Loyalty Program
Loyalty Program
We operate our loyalty program, Torrid Rewards, in all our stores and on www.torrid.com. Under this program, customers accumulate points based on purchase activity and qualifying non-purchase activity and upon reaching a certain point level, customers can earn awards that may only be redeemed for merchandise. Unredeemed points typically expire after 13 months without additional purchase and qualifying non-purchase activity and unredeemed awards typically expire 45 days after issuance. We use historical redemption rates to estimate the value of future award redemptions and we recognize the estimated value of these future awards as a reduction of revenue in the consolidated statements comprehensive (loss) income in the period the points are earned by the customer.
Self-Insurance
Self-Insurance
We are self-insured for certain losses related to medical and workers' compensation claims although we maintain stop loss coverage with third-party insurers to limit our total liability exposure. In general, our self-insurance reserves are recorded on an undiscounted basis. The estimate of our self-insurance liability involves uncertainty since we must use judgment to estimate the ultimate cost that will be incurred to settle reported claims and unreported claims for incidents incurred but not reported as of the balance sheet date. When estimating our self-insurance liability, we consider a number of factors, which include historical claim experience and valuations provided by independent third-party actuaries. While the ultimate amount of claims incurred is dependent on future developments, we believe recorded reserves are adequate to cover the future payment of claims. However, it is possible that recorded reserves may not be adequate to cover the future payment of claims. Adjustments, if any, to estimates recorded resulting from ultimate claim payments will be reflected in our consolidated statements of comprehensive (loss) income in the periods in which such adjustments are known.
Foreign Currency Translation
Foreign Currency Translation
The functional currency for our wholly owned foreign subsidiaries included in these consolidated financial statements that are domiciled outside of the United States is the applicable local currency. Assets and liabilities of our foreign subsidiaries are translated into United States dollars at the exchange rate in effect on the balance sheet date. Revenues and expenses are translated at the average rate in effect during the period. Unrealized translation gains and losses are recorded as a cumulative translation adjustment, which is included in the consolidated statements of stockholders’ deficit as a component of accumulated other comprehensive income (loss). Foreign currency translation adjustments in fiscal years 2025 and 2024 were $0.3 million and $0.6 million, respectively, and were not material in fiscal year 2023. Adjustments that arise from exchange rate changes on transactions denominated in a currency other than the local currency are included in selling, general and administrative expenses in the consolidated statements of comprehensive (loss) income as incurred.
Revenue Recognition
Revenue Recognition
We recognize revenue when our performance obligations under the terms of a contract or an implied arrangement with a customer are satisfied, which is when the merchandise is transferred to the customer and the customer obtains control of it. The amount of revenue we recognize reflects the total consideration we expect to receive for the merchandise, which is the transaction price. For arrangements that contain multiple performance obligations, we allocate the transaction price to each performance obligation on a relative standalone selling price basis.
At our retail store locations, we satisfy our performance obligation and recognize revenue at the point in time when a customer takes possession of the merchandise and tenders payment at the point-of-sale register. For e-Commerce sales shipped to a customer from our distribution center, or from a retail store location (ship from store), we satisfy our performance obligation and recognize revenue upon shipment, which is the point in time the customer obtains control of the merchandise after payment has been tendered. Income we receive from customers for shipping and handling is recognized as a component of revenue upon shipment of merchandise to the customer. We satisfy our performance obligation and recognize revenue from e-Commerce sales shipped to a retail store location from our distribution center, or fulfilled from merchandise already located at a retail store location (buy-online-pickup-in-store), at the point in time when the customer retrieves the merchandise from within the retail store location or at a retail store curbside.
If a customer earns loyalty program points in connection with the retail store or e-Commerce sales transactions described above, then we have a remaining performance obligation and cannot recognize all the revenue. A portion of the revenue is allocated to the loyalty program points earned during the transaction. We satisfy our performance obligation and recognize revenue allocated to these loyalty program points and the resulting awards at the point in time when the awards are redeemed for merchandise, when we determine that they will not be redeemed, or when the awards and points expire.
We satisfy our performance obligation and recognize revenue from gift cards and store merchandise credits at the point in time when the customer presents the gift cards and store merchandise credits for redemption. Gift card breakage is income recognized due to the non-redemption of a portion of gift cards sold by us for which a liability was recorded in prior periods. We recognize estimated gift card breakage over time as a component of net sales in proportion to the pattern of rights exercised by the customer as reflected in actual gift card redemption patterns over the period. Our estimated gift card breakage rate is approximately 4%. While customer redemption patterns result in estimated gift card breakage, changes in our customers’ behavior could impact the amount that ultimately is unused and could affect the amount recognized as a component of net sales. During fiscal years 2025, 2024 and 2023, we recognized $0.7 million, $0.8 million and $0.9 million, respectively, of estimated gift card breakage as a component of net sales.
We are required to estimate certain amounts included in a contract or an implied arrangement with a customer which add variability to the transaction price. Under certain conditions, we are obligated to accept customer returns for most of our merchandise. Sales returns reduce the revenue we expect to receive for merchandise and therefore add variability to the transaction price. Based on historical return pattern experience, we reasonably estimate the amount of merchandise expected to be returned and exclude it from revenue. Similarly, losses we bear arising from uncollectible customer credit card payments are recorded as a reduction of revenue as they reduce the revenue we expect to receive for the merchandise.
We recognize a contract liability when we receive consideration from a customer before our performance obligations under the terms of a contract or an implied arrangement with the customer are satisfied. Consequently, we consider our remaining performance obligations to be representative of our contract liability, most of which is not expected to last for more than one year and has therefore been classified as current. Our contract liability balances increase as gift cards and store merchandise credits are purchased and received by the customer; and as loyalty points are earned based on purchase activity and qualifying non-purchase activity. Contract liability balances decrease as gift cards and store merchandise credits are redeemed for merchandise or when we determine that they will not be redeemed; as loyalty points expire or when we determine that they will not be converted into a loyalty award; and as loyalty awards are redeemed for merchandise or expire.
Sales taxes collected from customers and remitted directly to governmental authorities are not considered revenue and are excluded from the transaction price.
We have an agreement with a third party to provide customers with private label credit cards (“Credit Card Agreement”). Each private label credit card (“PLCC”) bears the logo of the Torrid brand and can only be used at our store locations and on www.torrid.com. A third-party financing company is the sole owner of the accounts issued under the PLCC program and absorbs the losses associated with non-payment by the PLCC holders and a portion of any fraudulent usage of the accounts. Pursuant to the Credit Card Agreement, we are eligible to receive royalties, profit-sharing and marketing and promotional funds from the third-party financing company (“PLCC Funds”) based on usage of the PLCCs. These PLCC Funds are recorded as a component of net sales in the consolidated statements of comprehensive (loss) income.
Cost of Goods Sold, Vendor Allowances and Shipping and Handling Costs
Cost of Goods Sold
Cost of goods sold includes: merchandise costs; freight; inventory shrinkage; payroll expenses associated with the merchandising and distribution departments; distribution center expenses, including rent, common area maintenance (“CAM”) charges, real estate taxes, depreciation and amortization, utilities, supplies and maintenance; and store occupancy expenses, including rents, CAM charges, heating, ventilation and air conditioning (“HVAC”) charges, real estate taxes and depreciation.
Vendor Allowances
We receive certain allowances from our vendors primarily related to damaged merchandise, markdowns and pricing. Allowances received from vendors related to damaged merchandise and pricing are reflected as a reduction of inventory in the period they are received and allocated to cost of goods sold during the period in which the items are sold. Markdown allowances received from vendors are reflected as reductions to cost of goods sold in the period they are received if the goods have been sold or marked down, or as a reduction of inventory if the goods have not yet been sold.
Shipping and Handling Costs
We classify shipping and handling costs in costs of goods sold in the consolidated statements of comprehensive (loss) income. We account for shipping and handling activities that occur after the customer has obtained control of merchandise as a fulfillment cost rather than an additional promised service.
Selling, General and Administrative Expenses
Selling, General and Administrative Expenses
Selling, general and administrative expenses include: payroll expenses associated with stores and e-Commerce; store and e-Commerce operating expenses other than store occupancy; store pre-opening costs; credit card processing fees; share-based compensation; and payroll, depreciation and amortization and other expenses associated with headquarters and administrative functions.
Marketing Expenses
Marketing Expenses
Marketing expenses are expensed as incurred. Costs associated with communicating advertising that has been produced, such as television and webisodes, are recorded in prepaid expenses and other current assets in the consolidated balance sheets and are expensed the first time each advertising event takes place. Marketing expenses include photographic production, television, store and brand marketing, costs associated with special events such as model searches, and targeted online performance marketing costs such as retargeting, paid search/product listing advertising, and social media advertisements.
Store Pre-Opening Costs
Store Pre-Opening Costs
Costs incurred in connection with the opening of new stores, store remodels or relocations are expensed as incurred.
Leases
Leases
We consider an agreement to be or contain a lease if it conveys us as the lessee with the right to control the use of an identified property, plant and equipment asset for a period of time in exchange for consideration. Certain of our operating lease agreements contain one or more options to extend the leases at our sole discretion. However, the periods covered by the options to extend the leases of our retail stores, vehicles and equipment are not recognized as part of the associated right-of-use (“ROU”) assets and lease liabilities, as we are not reasonably certain to exercise the options. The periods covered by the options to extend the leases of our distribution center and headquarter office space are recognized as part of the associated ROU assets and lease liabilities, as we are reasonably certain to exercise the options due to the significant effort and investment it would take to move out of these locations. Some of our operating lease agreements contain options to terminate the lease under certain conditions.
The retail space leases provide for rents based upon the greater of the minimum annual rental amounts or a percentage of annual store sales volume. Certain leases provide for increasing minimum annual rental amounts. We consider rents based upon a percentage of annual store sales volume, and other rent-related payments that generally vary because of changes in facts and circumstances (other than due to the passage of time), to be variable lease payments. Variable lease payments associated with retail space leases are recognized as occupancy costs within cost of goods sold in the consolidated statements of comprehensive (loss) income in the period in which the obligation for those payments is incurred. We generally consider all other lease payments to be fixed in nature and the sum of all the discounted remaining fixed payments in the lease terms make up the lease liabilities in our consolidated balance sheet (if the lease terms are longer than 12 months).
Our operating lease agreements do not contain any residual value guarantees or restrictive covenants, and we have not entered into any sublease agreements, lease agreements with related parties, or build-to-suit arrangements that may create significant rights and obligations for us.
We discount the fixed lease payments that make up the lease liabilities using an incremental borrowing rate (“IBR”), as the rates implicit in our leases are not readily determinable. The IBR is the rate of interest that we would have to pay to borrow on a collateralized basis over a similar term an amount equal to the lease payments in a similar economic environment. The determination of the IBR for each lease term incorporates various inputs and assumptions including our publicly available credit rating, credit spreads of other publicly traded debt issued by companies with a similar credit rating to ours and a risk-free interest rate. All inputs and assumptions and corresponding IBRs are highly subjective.
We choose not to separate non-lease components (such as CAM charges and HVAC charges), from lease components (such as fixed minimum rent payments), and instead account for each separate lease component and the non-lease components associated with that lease component as a single lease component. We also have elected to apply the practical expedient for short-term leases whereby we do not recognize a lease liability and right-of-use asset for leases with a term of less than 12 months, but instead recognize lease expense on a straight-line basis over the related lease term.
Income Taxes
Income Taxes
We account for income taxes using the liability method. Under this method, deferred tax assets and liabilities are determined based on differences between financial reporting bases and tax bases of assets and liabilities and are measured using the enacted tax rates expected to apply to taxable income in the periods in which the deferred tax asset or liability is expected to be realized or settled. Deferred tax assets are reduced by valuation allowances if we believe it is more likely than not that some portion or the entire deferred tax asset will not be realized.
Deferred tax assets and liabilities are measured using the enacted tax rates in effect in the years when those temporary differences are expected to reverse. The effect on deferred taxes from a change in tax rate is recognized through continuing operations in the period that includes the enactment date of the change. Changes in tax laws and rates could affect recorded deferred tax assets and liabilities in the future.
We prescribe a recognition threshold and a measurement attribute for the consolidated financial statement recognition and measurement of tax positions taken or expected to be taken in a tax return. For those benefits to be recognized, a tax position must be more likely than not to be sustained upon examination by taxing authorities. The amount recognized is measured as the largest amount of benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. We include interest and penalties related to uncertain tax positions in income tax expense in the consolidated statements of comprehensive (loss) income.
The amount of income taxes we pay may be subject to periodic audits by the Internal Revenue Service (“IRS”) and other taxing authorities. These audits may challenge certain of our tax positions, such as the timing and amount of deductions and allocation of taxable income to various jurisdictions.
We recognize tax liabilities for our estimate of the potential outcome of any uncertain tax issue, which is subject to our assessment of the relevant risks, facts and circumstances existing at the time, and we adjust these liabilities when our judgment changes as a result of the evaluation of new information not previously available. Due to the complexity of some of these uncertainties, the ultimate resolution may result in a payment that is materially different from the current estimate of the tax liabilities. These differences will be reflected as increases or decreases to income tax expense and the effective tax rate in the period in which the new information becomes available.
Share-Based Compensation
Share-Based Compensation
We measure share-based compensation cost at the grant date based on the fair value of the award and recognize share-based compensation cost as expense for time-based awards on a straight-line basis and for performance-based awards on the graded-vesting method over the vesting period. As share-based compensation expense recognized as a component of selling, general and administrative expenses in the consolidated statements of comprehensive (loss) income is based on awards ultimately expected to vest, the amount of expense has been reduced for actual forfeitures as they occur.
Stock options are valued utilizing a Black-Scholes option pricing model (“OPM”). The OPM used to value the stock options incorporates various assumptions, including dividend yield, expected volatility, risk-free interest rate and expected term of the stock options. The expected volatility is estimated based on the historical volatility of a select peer group of similar publicly traded companies for a term that is consistent with the expected term of the stock options. The risk-free interest rates are based on the U.S. Treasury constant maturity interest rate whose term is consistent with the expected term of the stock options. The expected term of the stock options represents the estimated period of time until exercise and is calculated using the simplified method which deems the term to be the average of the time-to-vesting and the contractual life of the options due to insufficient historical data.
The grant date fair value of restricted stock awards (“RSAs”) and restricted stock units (“RSUs”) is based on the closing price per share of our common stock on the grant date.
Restricted cash units (“RCUs”) are in-substance liabilities that are cash-settled based on the lower of the closing price per share of our common stock on the vesting date or a specified per share price cap. The liability for unvested RCUs is remeasured based on the closing price per share of our common stock at the end of each reporting period.
Earnings Per Share
(Loss) Earnings Per Share
Basic (loss) earnings per share is computed by dividing net (loss) income by the weighted average number of common shares outstanding for the period. Diluted earnings per share is applicable only in periods of net income and is computed by dividing net income by the weighted average number of common shares outstanding for the period and potentially dilutive common share equivalents outstanding for the period. Periods of net loss require the diluted computation to be the same as the basic computation, as all potentially dilutive securities would be anti-dilutive.
Reclassification
Reclassification
Certain amounts in the accompanying consolidated financial statements have been reclassified to be consistent with the current period presentation. This reclassification had no impact on our financial condition, results of operations, or net cash flows.
Accounting Standards
Recently Adopted Accounting Standards in Fiscal Year 2025
In December 2023, the Financial Accounting Standards Board (“FASB”) issued Accounting Standards Update (“ASU”) 2023-09, Income Taxes (Topic 740): Improvements to Income Tax Disclosures (“ASU 2023-09”). The ASU includes amendments requiring enhanced income tax disclosures, primarily related to standardization and disaggregation of rate reconciliation categories and income taxes paid by jurisdiction. We adopted this guidance on a prospective basis for the fiscal year ended January 31, 2026 and updated our income tax disclosures accordingly in “Note 12—Income Taxes.”
Accounting Standards Not Yet Adopted
In November 2024, the FASB issued ASU 2024-03, Income Statement – Reporting Comprehensive Income – Expense Disaggregation Disclosures (Subtopic 220-40): Disaggregation of Income Statement Expenses (“ASU 2024-03”) and in January 2025, the FASB issued ASU 2025-01, Income Statement – Reporting Comprehensive Income – Expense Disaggregation Disclosures (Subtopic 220-40): Clarifying the Effective Date (“ASU 2025-01”), which clarified the effective date of ASU 2024-03. ASU 2024-03 is intended to improve disclosures about a public business entity's expenses, primarily through additional disaggregation of income statement expenses. ASU 2024-03 will be effective for the annual period beginning after December 15, 2026 and interim reporting periods within the annual reporting period beginning after December 15, 2027, with the option to early adopt at any time prior to the effective date and should be applied either prospectively to financial statements issued for reporting periods after the effective date or retrospectively to any or all prior periods presented in the financial statements. We are currently evaluating the impact of the standard on our financial statements and disclosures.
In September 2025, the FASB issued ASU 2025-06, Intangibles – Goodwill and Other – Internal Use Software (Subtopic 350-40): Targeted Improvements to the Accounting for Internal-Use Software (“ASU 2025-06”). The ASU primarily updates the accounting for internal-use software by replacing former stage-based rules with a principles-based framework. Costs associated with internal-use software will be capitalized only when management has authorized and committed funding and it is probable that the project will be completed and the software will be used to perform the intended function. ASU 2025-06 will be effective for the annual period beginning after December 15, 2027 and interim periods therein, with the option to early adopt at any time prior to the effective date and should be applied either prospectively to financial statements issued for reporting periods after the effective date, retrospectively to any or all prior periods presented in the financial statements or on a modified prospective basis. We are currently evaluating the impact of the standard on our financial statements and disclosures.
In December 2025, the FASB issued ASU 2025-11, Interim Reporting (Topic 270): Narrow-Scope Improvements (“ASU 2025-11”). ASU 2025-11 is intended to update the guidance in Topic 270 by improving navigability of the required interim disclosures, clarifying when that guidance is applicable and adding a principle that requires entities to disclose events since the end of the last annual reporting period that have a material impact on the entity. ASU 2025-11 will be effective for the interim reporting periods within annual reporting periods beginning after December 15, 2027, with the option to early adopt at any time prior to the effective date and should be applied either prospectively to financial statements issued for reporting periods after the effective date or retrospectively to any or all prior periods presented in the financial statements. We are currently evaluating the impact of the standard on our financial statements and disclosures.
In December 2025, the FASB issued ASU 2025-12, Codification Improvements (“ASU 2025-12”). ASU 2025-12 is intended to correct, clarify, or otherwise improve U.S. GAAP. ASU 2025-12 addresses 33 issues that span a wide range of topics such as clarifying diluted EPS calculations when a loss from continuing operations exists, and methods to account for treasury stock retirements, and is not intended to result in significant changes for most entities. However, to the extent these changes to guidance result in accounting changes, ASU 2025-12 will be effective for the interim reporting periods within annual reporting periods beginning after December 15, 2026, with the option to early adopt at any time prior to the effective date and should be applied either prospectively to financial statements issued for reporting periods after the effective date or retrospectively to any or all prior periods presented in the financial statements. Early adoption and transition method can be elected on an issue-by-issue basis. We are currently evaluating the impact of the standard on our financial statements and disclosures.
We have considered all other recent accounting pronouncements and have concluded that there are no other recent accounting pronouncements not yet adopted that are applicable to us, based on current information.
v3.26.1
Summary of Significant Accounting Policies (Tables)
12 Months Ended
Jan. 31, 2026
Accounting Policies [Abstract]  
Schedule of Depreciation Expense
Depreciation expense is calculated using the straight-line method over the following estimated useful lives:
Leasehold improvements  
shorter of the 3- to 10-year estimated useful life or the respective lease term
Furniture, fixtures and equipment  
2 to 10 years
Software and licenses  
3 to 7 years
Property and equipment are summarized as follows (in thousands):
January 31, 2026February 1, 2025
Property and equipment, at cost
Leasehold improvements$147,790 $187,792 
Furniture, fixtures and equipment104,555 118,901 
Software and licenses15,881 15,099 
Construction-in-progress1,198 1,438 
269,424 323,230 
Less: accumulated depreciation and amortization(217,792)(245,561)
Property and equipment, net$51,632 $77,669 
Schedule of Deferred Implementation Costs
Deferred implementation costs incurred in cloud computing arrangements that are service contracts are summarized as follows (in thousands):
January 31, 2026February 1, 2025
Internal use of third-party hosted software, gross$51,046 $42,208 
Less: Accumulated amortization(26,207)(18,229)
Internal use of third-party hosted software, net$24,839 $23,979 
v3.26.1
Prepaid Expenses and Other Current Assets (Tables)
12 Months Ended
Jan. 31, 2026
Deferred Costs, Capitalized, Prepaid, and Other Assets Disclosure [Abstract]  
Schedule of Prepaid Expenses and Other Current Assets
Prepaid expenses and other current assets consist of the following (in thousands):
January 31, 2026February 1, 2025
Prepaid and other information technology expenses$13,044 $12,946 
PLCC Funds receivable2,948 2,810 
Prepaid advertising2,399 1,706 
Prepaid casualty insurance2,082 2,213 
Other4,091 4,832 
Prepaid expenses and other current assets$24,564 $24,507 
v3.26.1
Property and Equipment (Tables)
12 Months Ended
Jan. 31, 2026
Property, Plant and Equipment [Abstract]  
Schedule of Property and Equipment
Depreciation expense is calculated using the straight-line method over the following estimated useful lives:
Leasehold improvements  
shorter of the 3- to 10-year estimated useful life or the respective lease term
Furniture, fixtures and equipment  
2 to 10 years
Software and licenses  
3 to 7 years
Property and equipment are summarized as follows (in thousands):
January 31, 2026February 1, 2025
Property and equipment, at cost
Leasehold improvements$147,790 $187,792 
Furniture, fixtures and equipment104,555 118,901 
Software and licenses15,881 15,099 
Construction-in-progress1,198 1,438 
269,424 323,230 
Less: accumulated depreciation and amortization(217,792)(245,561)
Property and equipment, net$51,632 $77,669 
v3.26.1
Intangible Assets (Tables)
12 Months Ended
Jan. 31, 2026
Goodwill and Intangible Assets Disclosure [Abstract]  
Schedule of Indefinite-Lived Intangible Assets
Indefinite-lived intangible assets are summarized as follows (in thousands):
January 31, 2026February 1, 2025
GrossAccumulated
Amortization
Net Book
Value
GrossAccumulated
Amortization
Net Book
Value
Indefinite-lived intangible assets:
Trade name$8,400 $— $8,400 $8,400 $— $8,400 
Total$8,400 $— $8,400 $8,400 $— $8,400 
v3.26.1
Accrued and Other Current Liabilities (Tables)
12 Months Ended
Jan. 31, 2026
Payables and Accruals [Abstract]  
Schedule of Accrued and Other Current Liabilities
Accrued and other current liabilities consist of the following (in thousands):
January 31, 2026February 1, 2025
Accrued inventory-in-transit$29,332 $35,177 
Accrued payroll and related expenses14,301 25,313 
Accrued loyalty program9,425 10,887 
Gift cards13,695 13,676 
Accrued sales return allowance4,122 2,961 
Accrued freight7,397 5,092 
Accrued marketing4,503 3,120 
Accrued sales and use tax3,465 2,745 
Accrued lease costs1,763 2,817 
Accrued self-insurance liabilities3,273 2,926 
Accrued purchases of property and equipment861 768 
Deferred revenue2,492 2,777 
Term loan interest payable142 2,486 
Accrued legal612 4,668 
Other11,063 10,330 
Accrued and other current liabilities$106,446 $125,743 
v3.26.1
Revenue Recognition (Tables)
12 Months Ended
Jan. 31, 2026
Revenue from Contract with Customer [Abstract]  
Schedule of Disaggregation of Revenue
Our revenue, disaggregated by product category, consists of the following (in thousands):
Fiscal Year Ended
January 31,
2026
February 1,
2025
February 3,
2024
Apparel$913,496 $989,239 $1,024,501 
Non-apparel52,870 82,526 93,462 
Other33,726 31,972 33,982 
Total net sales$1,000,092 $1,103,737 $1,151,945 
Schedule of Opening and Closing Balances of Our Contract Liabilities The opening and closing balances of our contract liabilities are as follows (in thousands):
January 31, 2026February 1, 2025
Accrued loyalty program(1)
$9,425 $10,887 
Gift cards(1)
$13,695 $13,676 
Deferred revenue(2)
$2,683 $2,777 
Deferred PLCC Funds(3)
$2,958 $3,458 
(1)Amounts are included within accrued and other current liabilities in the consolidated balance sheets.
(2)Amount as of January 31, 2026 consists of $2.5 million within accrued and other current liabilities and $0.2 million within other noncurrent liabilities in the consolidated balance sheet. Amount as of February 1, 2025 is included within accrued and other current liabilities in the consolidated balance sheet.
(3)Amount as of January 31, 2026 consists of $0.5 million within accrued and other current liabilities and $2.5 million within other noncurrent liabilities in the consolidated balance sheet. Amount as of February 1, 2025 consists of $0.5 million within accrued and other current liabilities and $3.0 million within other noncurrent liabilities in the consolidated balance sheet.
v3.26.1
Debt (Tables)
12 Months Ended
Jan. 31, 2026
Debt Disclosure [Abstract]  
Schedule of Noncurrent Debt
Our debt consists of the following (in thousands):
January 31, 2026February 1, 2025
ABL Facility (as defined below)$31,020 $— 
Borrowings under credit facility(A)
$31,020 $— 
Amended Term Loan Credit Agreement (as defined below)$275,625 $293,125 
Less: unamortized original issue discount and debt financing costs
(3,217)(4,572)
272,408 288,553 
Less: current portion of term loan(16,144)(16,144)
Noncurrent debt, net$256,264 $272,409 
(A)Outstanding borrowings under the ABL Facility are classified as current in the consolidated balance sheet based on our intent and ability to repay each respective borrowing within 12 months of the related balance sheet date.
Schedule of Principal Repayments of Debt
Maturities for our noncurrent debt are as follows as of January 31, 2026 (in thousands):
Fiscal Year Ending
2026$17,500 
202717,500 
2028240,625 
$275,625 
v3.26.1
Leases (Tables)
12 Months Ended
Jan. 31, 2026
Leases [Abstract]  
Schedule of Lease Costs and Other Supplementary Information Related to Leases
Our lease costs consisted of the following (in thousands):
Fiscal Year Ended
January 31, 2026February 1, 2025February 3, 2024
Fixed operating lease cost$47,151 $53,109 $54,446 
Short-term lease cost102 129 143 
Variable lease cost21,380 19,821 19,147 
Total lease cost$68,633 $73,059 $73,736 
Other supplementary information related to our leases are as follows (in thousands except lease term and discount rate):
Fiscal Year Ended
January 31, 2026February 1, 2025February 3, 2024
Cash paid for amounts included in the measurement of lease liabilities:
Operating cash flows for operating leases$53,227 $60,475 $61,360 
ROU assets obtained in exchange for new operating lease liabilities$8,252 $12,126 $25,822 
(Decrease) increase in right-of-use assets resulting from operating lease terminations or remeasurements$(8,435)$8,373 $837 
Weighted average remaining lease term - operating leases7 years7 years6 years
Weighted average discount rate - operating leases8 %8 %7 %
Schedule of Maturity Analysis of Operating Lease Liabilities
Maturities of operating lease liabilities are as follows as of January 31, 2026 (in thousands):
Fiscal Year Ending 
2026$41,369 
202730,706 
202823,157 
202917,567 
203013,380 
Thereafter49,133 
Total undiscounted future cash flows$175,312 
Less: Imputed interest(42,257)
Total operating lease liabilities$133,055 
Less: Current portion of operating lease liabilities(32,171)
Noncurrent operating lease liabilities$100,884 
v3.26.1
Income Taxes (Tables)
12 Months Ended
Jan. 31, 2026
Income Tax Disclosure [Abstract]  
Schedule of (Loss) Income Before (Benefit from) Provision for Income Taxes
The domestic and foreign (loss) income before (benefit from) provision for income taxes during fiscal years 2025, 2024 and 2023 is as follows (in thousands):
 Fiscal Year Ended
 January 31, 2026February 1, 2025February 3, 2024
Domestic$(15,513)$17,424 $17,604 
Foreign5,953 4,179 431 
(Loss) income before (benefit from) provision for income taxes$(9,560)$21,603 $18,035 
Schedule of (Benefit from) Provision for Income Taxes
The composition of the (benefit from) provision for income taxes during fiscal years 2025, 2024 and 2023 is as follows (in thousands):
 Fiscal Year Ended
 January 31, 2026February 1, 2025February 3, 2024
Current:
Federal$(56)$11,565 $9,108 
State(980)1,620 2,795 
Foreign958 21 186 
$(78)$13,206 $12,089 
Deferred:
Federal$(1,558)$(7,387)$(5,193)
State(746)(777)(513)
Foreign(144)243 33 
(2,448)(7,921)(5,673)
Total (benefit from) provision for income taxes$(2,526)$5,285 $6,416 
Schedule of Deferred Tax Assets and Liabilities
Significant components of our deferred tax assets and liabilities are as follows (in thousands):
January 31, 2026February 1, 2025
Deferred tax assets (liabilities):
Inventory$1,648 $1,483 
Loyalty reserve2,493 2,874 
Accrued bonus278 2,032 
Lease liability28,118 38,729 
Share-based compensation1,407 2,324 
Interest expense limitation10,797 5,658 
Net operating losses1,847 — 
Other deferred tax assets6,839 7,335 
ROU assets(25,291)(33,182)
Intangible assets(2,066)(2,065)
Depreciation(4,636)(6,531)
Other deferred tax liabilities(2,369)(2,037)
Total net deferred tax assets$19,065 $16,620 
Schedule of Effective Income Tax Rate Reconciliation
A reconciliation of the benefit from income taxes to the amount computed by applying the statutory U.S. federal income tax rate to loss before income taxes subsequent to the adoption of ASU 2023-09 is as follows (dollars in thousands):
Fiscal Year Ended
January 31, 2026Percent
U.S. federal statutory rate$(2,016)21.0 %
State and local taxes, net of federal benefit(A)
(444)4.6 
Foreign tax effects:
Canada
Statutory rate difference (national)(203)2.1 
Statutory rate difference (provincial)376 (3.9)
Others(49)0.5 
Effects of changes in tax laws or rates enacted in the current period— — 
Effects of cross-border tax laws(91)1.0 
Tax credits:
Work opportunity tax credit(176)1.8 
Changes in valuation allowance— — 
Nontaxable/nondeductible items:
Share-based compensation377 (3.9)
Section 162(m) limitations713 (7.4)
Others89 (0.9)
Changes in unrecognized tax benefits(1,148)12.0 
Other46 (0.5)
Effective tax rate$(2,526)26.4 %
(A)California, Illinois, Oregon and Texas make up the majority (greater than 50%) of the effect of the state and local income tax category.
A reconciliation of the provision for income taxes to the amount computed by applying the statutory U.S. federal income tax rate to income before income taxes for fiscal years prior to the adoption of ASU 2023-09 is as follows:
Fiscal Year Ended
February 1, 2025February 3, 2024
U.S. federal statutory rate21.0 %21.0 %
State and local taxes, net of federal benefit3.6 10.9 
Share-based compensation0.1 5.1 
Liability for uncertain tax positions(0.6)(1.5)
Limitation on Section 162(m) officers0.9 0.5 
Foreign derived intangible income(0.2)(0.3)
Other differences, net(0.3)(0.1)
Effective income tax rate24.5 %35.6 %
Schedule of Income Taxes Paid (Net of Refunds Received)
The amount of income taxes paid, net of refunds received, for fiscal year 2025 is as follows (in thousands):
Federal$6,954 
State and local1,978 
Foreign— 
Total income taxes paid, net of refunds received$8,932 
Schedule of Unrecognized Tax Benefits
The following table reconciles the amount recorded for the liability for income taxes associated with unrecognized tax benefits as of the end of fiscal years 2025, 2024 and 2023 (in thousands):
 Fiscal Year Ended
 January 31, 2026February 1, 2025February 3, 2024
Unrecognized tax benefits at the beginning of the fiscal year$1,820 $1,925 $2,996 
(Reductions) additions:
Tax positions related to the current period— 3 — 
Tax positions related to the prior period140 154 104 
Tax positions settled or statute of limitations lapsed(1,246)(262)(1,175)
Unrecognized tax benefits at the end of the fiscal year$714 $1,820 $1,925 
v3.26.1
Other Noncurrent Liabilities (Tables)
12 Months Ended
Jan. 31, 2026
Other Liabilities Disclosure [Abstract]  
Schedule of Other Noncurrent Liabilities
Other noncurrent liabilities consist of the following (in thousands):
January 31, 2026February 1, 2025
Noncurrent income taxes payable$960 $2,366 
Deferred PLCC Funds2,458 2,958 
Other204 271 
Other noncurrent liabilities$3,622 $5,595 
v3.26.1
Share-Based Compensation (Tables)
12 Months Ended
Jan. 31, 2026
Share-Based Payment Arrangement [Abstract]  
Schedule of Share-Based Compensation Expense
Our share-based compensation expense, by award type, consists of the following (in thousands):
Fiscal Year Ended
January 31, 2026February 1, 2025February 3, 2024
Restricted stock units$2,473 $2,391 $2,405 
Restricted stock awards— 128 2,018 
Performance-based restricted stock units21 124 711 
Stock options2,246 1,787 1,537 
Restricted cash units277 3,009 1,209 
Employee stock purchase plan191 195 162 
Total share-based compensation expense$5,208 $7,634 $8,042 
Income tax benefit$414 $1,831 $923 
Schedule of Restricted Stock Units Activity And Performance Stock Units Activity
RSU activity, including PSUs, under the 2021 LTIP during fiscal year 2025 consisted of the following (in thousands, except per share amounts):
SharesWeighted average grant date fair value per share
Nonvested at the beginning of the fiscal year1,483 $4.32 
Granted 467 $5.52 
Vested(436)$5.16 
Forfeited(423)$3.60 
Nonvested at the end of the fiscal year1,091 $4.77 
Schedule of Weighted Average Grant Date The grant date fair value of PSUs granted during fiscal year 2023 was estimated using a Monte Carlo simulation following a Geometric Brownian Motion with the following weighted average assumptions:
Dividend yield0.0 %
Expected volatility(1)
68.4 %
Risk-free interest rate(2)
3.8 %
Expected term(3)
3.0 years
Weighted average grant date fair value per share$1.66 
(1)The expected volatility was estimated based on the historical volatility of a select peer group of similar publicly traded companies for a term that is consistent with the expected term of the PSUs.
(2)The risk-free interest rate was based on the U.S. Treasury constant maturity interest rate whose term is consistent with the expected term of the PSUs.
(3)The expected term of the PSUs represents the time period from the grant date and the full vesting date.
The weighted average grant date fair value of stock options granted during fiscal years 2025, 2024 and 2023 was $3.08, $2.77 and $1.91 per option, respectively, and was estimated with the following weighted average assumptions:
Fiscal Year Ended
January 31, 2026February 1, 2025February 3, 2024
Dividend yield0.0 %0.0 %0.0 %
Expected volatility52.0 %59.1 %60.4 %
Risk-free interest rate4.2 %4.4 %3.7 %
Expected term6.3 years6.3 years6.3 years
Schedule of Stock Option Activity
Stock option activity under the 2021 LTIP during fiscal year 2025 consisted of the following (in thousands, except per share and contractual life amounts):
SharesWeighted average exercise price per shareWeighted average contractual lifeAggregate intrinsic value
Outstanding at the beginning of the fiscal year2,708 $4.95 
Granted812 $5.60 
Exercised(7)$2.78 
Expired / forfeited(252)$5.42 
Outstanding at the end of the fiscal year3,260 $5.08 7.6 years$— 
Vested and expected to vest at the end of the fiscal year3,260 $5.08 7.6 years$— 
Exercisable at the end of the fiscal year1,318 $5.46 6.7 years$— 
v3.26.1
(Loss) Earnings Per Share (Tables)
12 Months Ended
Jan. 31, 2026
Earnings Per Share [Abstract]  
Schedule of Basic and Diluted Net Earnings Per Share
The following table provides the computation of basic and diluted net (loss) earnings per share (in thousands, except per share amounts):
Fiscal Year Ended
January 31, 2026February 1, 2025February 3, 2024
Net (loss) income—basic and diluted$(7,034)$16,318 $11,619 
Weighted-average number of shares—basic101,442 104,564 103,990 
Weighted-average number of shares—basic101,442 104,564 103,990 
Effect of dilutive performance stock units and restricted stock units— 888 410 
Effect of dilutive options— 232 — 
Weighted-average number of shares—diluted101,442 105,684 104,400 
Net (loss) earnings per share:
Basic$(0.07)$0.16 $0.11 
Diluted$(0.07)$0.15 $0.11 
Schedule of Antidilutive Securities Excluded from Computation of Diluted Earnings Per Share
The following table presents potentially dilutive securities excluded from the computation of diluted (loss) earnings per share for the periods presented because their effect would have been anti-dilutive (in thousands):
Fiscal Year Ended
January 31, 2026February 1, 2025February 3, 2024
Restricted stock awards, restricted stock units and performance stock units510 99 614 
Stock options 3,228 1,551 2,310 
Total3,738 1,650 2,924 
v3.26.1
Fair Value Measurements (Tables)
12 Months Ended
Jan. 31, 2026
Fair Value Disclosures [Abstract]  
Schedule of Financial Assets and Liabilities Measured at Fair Value on a Recurring Basis
Financial assets and liabilities measured at fair value on a recurring basis consisted of the following (in thousands):
January 31,
2026
Quoted Prices
in Active
Markets for
Identical
Items
(Level 1)
Significant
Other
Observable
Inputs
(Level 2)
Significant
Unobservable
Inputs
(Level 3)
Assets:
Money market funds (cash equivalent)$124 $124 $— $— 
Total assets$124 $124 $— $— 
Liabilities:
Unvested RCU liability (current)$631 $631 $— $— 
Deferred compensation plan liability (current)153 — 153 — 
Deferred compensation plan liability (noncurrent)4,039 — 4,039 — 
Total liabilities$4,823 $631 $4,192 $— 
February 1,
2025
Quoted Prices
in Active
Markets for
Identical
Items
(Level 1)
Significant
Other
Observable
Inputs
(Level 2)
Significant
Unobservable
Inputs
(Level 3)
Assets:
Money market funds (cash equivalent)$31,727 $31,727 $— $— 
Total assets$31,727 $31,727 $— $— 
Liabilities:
Unvested RCU liability (current)$2,874 $2,874 $— $— 
Deferred compensation plan liability (current)1,767 — 1,767 — 
Deferred compensation plan liability (noncurrent)3,913 — 3,913 — 
Total liabilities$8,554 $2,874 $5,680 $— 
v3.26.1
Segment Reporting (Tables)
12 Months Ended
Jan. 31, 2026
Segment Reporting [Abstract]  
Schedule of Segment Information
The following table presents information regularly provided to the CODM about our reportable segment (in thousands):
Fiscal Year Ended
January 31, 2026February 1, 2025February 3, 2024
Net sales$1,000,092 $1,103,737 $1,151,945 
Less:
Cost of goods sold (A)
618,755 655,529 711,685 
Selling, general and administrative expenses (B)
260,729 285,204 279,358 
Depreciation and amortization (C)
34,618 35,721 36,484 
Share-based compensation5,208 7,634 8,042 
Marketing expenses57,378 54,231 55,499 
Interest expense31,844 35,633 39,203 
(Benefit from) provision for income taxes(2,526)5,285 6,416 
Interest income, net of other (income) expense(882)(28)(90)
Other expenses (D)
2,002 8,210 3,729 
Net (loss) income$(7,034)$16,318 $11,619 
(A)Cost of goods sold as provided to the CODM excludes depreciation and amortization and share-based compensation, which are presented separately.
(B)Selling, general and administrative expenses as provided to the CODM exclude depreciation and amortization, share-based compensation and other expenses, which are presented separately.
(C)Depreciation and amortization excludes amortization of debt issuance costs and original issue discount that are reflected in interest expense.
(D)Other expenses include severance costs for certain key management positions, certain transaction and litigation fees (including certain settlement costs), and the reimbursement of certain management expenses, primarily for travel, incurred by Sycamore on our behalf, which are not considered to be part of our core business.
v3.26.1
Summary of Significant Accounting Policies - Cash and Cash Equivalents and Restricted Cash and Concentration Risks (Details) - USD ($)
$ in Thousands
12 Months Ended
Jan. 31, 2026
Feb. 01, 2025
Feb. 03, 2024
Concentration Risk [Line Items]      
Cash and cash equivalents $ 20,023 $ 48,523  
Restricted cash $ 421 $ 399  
Purchase Benchmark | Supplier Concentration Risk | Supplier One      
Concentration Risk [Line Items]      
Concentration risk, percentage 8.00% 8.00% 10.00%
Purchase Benchmark | Supplier Concentration Risk | Supplier Two      
Concentration Risk [Line Items]      
Concentration risk, percentage     12.00%
Amounts Due from Third Party Financial Institutions      
Concentration Risk [Line Items]      
Cash and cash equivalents $ 10,100 $ 7,900  
v3.26.1
Summary of Significant Accounting Policies - Property and Equipment (Details)
Jan. 31, 2026
Capitalized Internal-Use Software Costs  
Property, Plant and Equipment [Line Items]  
Estimated useful life 3 years
Leasehold improvements | Minimum  
Property, Plant and Equipment [Line Items]  
Estimated useful life 3 years
Leasehold improvements | Maximum  
Property, Plant and Equipment [Line Items]  
Estimated useful life 10 years
Furniture, fixtures and equipment | Minimum  
Property, Plant and Equipment [Line Items]  
Estimated useful life 2 years
Furniture, fixtures and equipment | Maximum  
Property, Plant and Equipment [Line Items]  
Estimated useful life 10 years
Software and licenses | Minimum  
Property, Plant and Equipment [Line Items]  
Estimated useful life 3 years
Software and licenses | Maximum  
Property, Plant and Equipment [Line Items]  
Estimated useful life 7 years
v3.26.1
Summary of Significant Accounting Policies - Implementation Costs Incurred in Cloud Computing Arrangements that are Service Contracts (Details)
12 Months Ended
Jan. 31, 2026
Minimum  
Capitalized Contract Cost [Line Items]  
Service contract term 1 year
Maximum  
Capitalized Contract Cost [Line Items]  
Service contract term 9 years
v3.26.1
Summary of Significant Accounting Policies - Schedule of Deferred Implementation Costs (Details) - USD ($)
$ in Thousands
12 Months Ended
Jan. 31, 2026
Feb. 01, 2025
Feb. 03, 2024
Accounting Policies [Abstract]      
Internal use of third-party hosted software, gross $ 51,046 $ 42,208  
Less: Accumulated amortization (26,207) (18,229)  
Internal use of third-party hosted software, net 24,839 23,979  
Amortization expense $ 8,000 $ 6,900 $ 4,600
v3.26.1
Summary of Significant Accounting Policies - Loyalty Program (Details)
12 Months Ended
Jan. 31, 2026
Accounting Policies [Abstract]  
Unredeemed points, expiration period 13 months
Unredeemed awards, expiration period 45 days
v3.26.1
Summary of Significant Accounting Policies - Foreign Currency Translation (Details) - USD ($)
$ in Millions
12 Months Ended
Jan. 31, 2026
Feb. 01, 2025
Feb. 03, 2024
Accounting Policies [Abstract]      
Foreign currency translation adjustment $ 0.3 $ 0.6 $ 0.0
v3.26.1
Summary of Significant Accounting Policies - Revenue Recognition (Details) - USD ($)
$ in Thousands
12 Months Ended
Jan. 31, 2026
Feb. 01, 2025
Feb. 03, 2024
Disaggregation of Revenue [Line Items]      
Gift card breakage rate (as a percent) 4.00%    
Net sales $ 1,000,092 $ 1,103,737 $ 1,151,945
Gift cards      
Disaggregation of Revenue [Line Items]      
Net sales $ 700 $ 800 $ 900
v3.26.1
Summary of Significant Accounting Policies - Vendor Allowances (Details) - USD ($)
$ in Millions
12 Months Ended
Jan. 31, 2026
Feb. 01, 2025
Feb. 03, 2024
Accounting Policies [Abstract]      
Vendor allowances $ 1.9 $ 2.5 $ 3.2
v3.26.1
Summary of Significant Accounting Policies - Store Pre-Opening Costs (Details) - USD ($)
$ in Thousands
12 Months Ended
Jan. 31, 2026
Feb. 01, 2025
Feb. 03, 2024
Accounting Policies [Abstract]      
Pre-opening costs $ 100 $ 800 $ 2,400
v3.26.1
Prepaid Expenses and Other Current Assets (Details) - USD ($)
$ in Thousands
Jan. 31, 2026
Feb. 01, 2025
Deferred Costs, Capitalized, Prepaid, and Other Assets Disclosure [Abstract]    
Prepaid and other information technology expenses $ 13,044 $ 12,946
PLCC Funds receivable 2,948 2,810
Prepaid advertising 2,399 1,706
Prepaid casualty insurance 2,082 2,213
Other 4,091 4,832
Prepaid expenses and other current assets $ 24,564 $ 24,507
v3.26.1
Property and Equipment - Schedule of Property and Equipment (Details) - USD ($)
$ in Thousands
Jan. 31, 2026
Feb. 01, 2025
Property, Plant and Equipment [Line Items]    
Property and equipment, at cost $ 269,424 $ 323,230
Less: accumulated depreciation and amortization (217,792) (245,561)
Property and equipment, net 51,632 77,669
Leasehold improvements    
Property, Plant and Equipment [Line Items]    
Property and equipment, at cost 147,790 187,792
Furniture, fixtures and equipment    
Property, Plant and Equipment [Line Items]    
Property and equipment, at cost 104,555 118,901
Software and licenses    
Property, Plant and Equipment [Line Items]    
Property and equipment, at cost 15,881 15,099
Construction-in-progress    
Property, Plant and Equipment [Line Items]    
Property and equipment, at cost $ 1,198 $ 1,438
v3.26.1
Property and Equipment - Narrative (Details) - USD ($)
12 Months Ended
Jan. 31, 2026
Feb. 01, 2025
Feb. 03, 2024
Property, Plant and Equipment [Abstract]      
Depreciation expense $ 34,600,000 $ 35,700,000 $ 36,500,000
Impairment charges of long-lived assets $ 0 $ 0 $ 0
v3.26.1
Intangible Assets - Schedule of Indefinite-lived intangible assets (Details) - USD ($)
$ in Thousands
Jan. 31, 2026
Feb. 01, 2025
Indefinite-lived Intangible Assets [Line Items]    
Indefinite-lived intangible assets $ 8,400 $ 8,400
Trade name    
Indefinite-lived Intangible Assets [Line Items]    
Indefinite-lived intangible assets $ 8,400 $ 8,400
v3.26.1
Intangible Assets - Narrative (Details)
$ in Thousands
3 Months Ended
Nov. 01, 2025
USD ($)
Goodwill and Intangible Assets Disclosure [Abstract]  
Impairment of indefinite-lived intangible assets $ 0
v3.26.1
Accrued and Other Current Liabilities (Details) - USD ($)
$ in Thousands
Jan. 31, 2026
Feb. 01, 2025
Accrued Expenses And Liabilities [Line Items]    
Accrued inventory-in-transit $ 29,332 $ 35,177
Accrued payroll and related expenses 14,301 25,313
Accrued loyalty program 9,425 10,887
Accrued sales return allowance 4,122 2,961
Accrued freight 7,397 5,092
Accrued marketing 4,503 3,120
Accrued sales and use tax 3,465 2,745
Accrued lease costs 1,763 2,817
Accrued self-insurance liabilities 3,273 2,926
Accrued purchases of property and equipment 861 768
Term loan interest payable 142 2,486
Accrued legal 612 4,668
Other 11,063 10,330
Accrued and other current liabilities 106,446 125,743
Gift cards    
Accrued Expenses And Liabilities [Line Items]    
Contract with Customer, Liability, Current 13,695 13,676
Deferred revenue    
Accrued Expenses And Liabilities [Line Items]    
Contract with Customer, Liability, Current $ 2,492 $ 2,777
v3.26.1
Revenue Recognition - Schedule of Disaggregation of Revenue (Details) - USD ($)
$ in Thousands
12 Months Ended
Jan. 31, 2026
Feb. 01, 2025
Feb. 03, 2024
Disaggregation of Revenue [Line Items]      
Total net sales $ 1,000,092 $ 1,103,737 $ 1,151,945
Apparel      
Disaggregation of Revenue [Line Items]      
Total net sales 913,496 989,239 1,024,501
Non-apparel      
Disaggregation of Revenue [Line Items]      
Total net sales 52,870 82,526 93,462
Other      
Disaggregation of Revenue [Line Items]      
Total net sales $ 33,726 $ 31,972 $ 33,982
v3.26.1
Revenue Recognition - Narrative (Details) - USD ($)
$ in Millions
12 Months Ended
Jan. 31, 2026
Feb. 01, 2025
Feb. 03, 2024
Disaggregation of Revenue [Line Items]      
Reduction of net sales $ 1.5 $ 1.6 $ 0.9
Loyalty Program      
Disaggregation of Revenue [Line Items]      
Revenue recognized 9.4 10.7  
Gift cards      
Disaggregation of Revenue [Line Items]      
Revenue recognized 5.2 5.7  
Deferred PLCC Funds      
Disaggregation of Revenue [Line Items]      
Revenue recognized 0.5 0.5  
Deferred Revenue      
Disaggregation of Revenue [Line Items]      
Revenue recognized $ 2.8 $ 1.9  
Revenue Benchmark | Customer Concentration Risk | Sales Channel, E-Commerce      
Disaggregation of Revenue [Line Items]      
Concentration risk, percentage 64.00% 61.00% 59.00%
v3.26.1
Revenue Recognition - Schedule of Opening and Closing Balances of Our Contract Liabilities (Details) - USD ($)
$ in Thousands
Jan. 31, 2026
Feb. 01, 2025
Accrued loyalty program    
Opening And Closing Balances Of Contract With Customer Liability [Roll Forward]    
Contract with customer, liability, current $ 9,425 $ 10,887
Gift cards    
Opening And Closing Balances Of Contract With Customer Liability [Roll Forward]    
Contract with customer, liability, current 13,695 13,676
Deferred revenue    
Opening And Closing Balances Of Contract With Customer Liability [Roll Forward]    
Contract with customer, liability, current 2,683 2,777
Deferred revenue | Other Current Liabilities    
Opening And Closing Balances Of Contract With Customer Liability [Roll Forward]    
Contract with customer, liability, current 2,500  
Deferred revenue | Other Noncurrent Liabilities    
Opening And Closing Balances Of Contract With Customer Liability [Roll Forward]    
Contract with customer, liability, noncurrent 200  
Deferred PLCC Funds    
Opening And Closing Balances Of Contract With Customer Liability [Roll Forward]    
Contract with customer, liability, current 2,958 3,458
Deferred PLCC Funds | Other Current Liabilities    
Opening And Closing Balances Of Contract With Customer Liability [Roll Forward]    
Contract with customer, liability, current 500 500
Deferred PLCC Funds | Other Noncurrent Liabilities    
Opening And Closing Balances Of Contract With Customer Liability [Roll Forward]    
Contract with customer, liability, noncurrent $ 2,500 $ 3,000
v3.26.1
Related Party Transactions - Services Agreements with Hot Topic (Details) - USD ($)
$ in Thousands
12 Months Ended
Jan. 31, 2026
Feb. 01, 2025
Feb. 03, 2024
Related Party Transaction [Line Items]      
Accounts payable $ 56,764 $ 72,378  
Various Services with Hot Topic | Affiliated Entity      
Related Party Transaction [Line Items]      
Total costs 2,200 2,100 $ 2,000
Accounts payable 600    
Information Technology Services with Hot Topic | Affiliated Entity      
Related Party Transaction [Line Items]      
Costs due from related party 300 600 $ 1,700
Due from related parties 0 100  
Pass-Through Expenses With Hot Topic | Affiliated Entity | Hot Topic Inc.      
Related Party Transaction [Line Items]      
Accounts payable $ 100 $ 0  
v3.26.1
Related Party Transactions - Sponsor Advisory Services Agreement (Details) - USD ($)
$ in Thousands
12 Months Ended
Jan. 31, 2026
Feb. 01, 2025
Feb. 03, 2024
Related Party Transaction [Line Items]      
Accounts payable $ 56,764 $ 72,378  
Due to related parties (2,091) (967) $ (3,412)
Strategic Planning and Other Related Services with Sycamore | Affiliated Entity      
Related Party Transaction [Line Items]      
Accounts payable 0 0  
Due to related parties 0 0 0
Reimbursement for Management Expenses with Sycamore | Affiliated Entity      
Related Party Transaction [Line Items]      
Reimbursements paid 0 0 $ 0
Reimbursements due $ 0 $ 0  
v3.26.1
Related Party Transactions - Other Related Party Transactions (Details) - USD ($)
$ in Thousands
12 Months Ended
Jan. 31, 2026
Feb. 01, 2025
Feb. 03, 2024
Related Party Transaction [Line Items]      
Accounts payable $ 56,764 $ 72,378  
Purchase Benchmark | Supplier Concentration Risk | Supplier One      
Related Party Transaction [Line Items]      
Concentration risk, percentage 8.00% 8.00% 10.00%
Purchase of Supplies from MGF Sourcing US, LLC | Affiliated Entity      
Related Party Transaction [Line Items]      
Purchases $ 31,100 $ 38,700 $ 56,500
Accounts payable 5,600 7,900  
Purchase of Supplies from HU Merchandising, LLC | Affiliated Entity      
Related Party Transaction [Line Items]      
Purchases 0 200 $ 300
Accounts payable $ 0 $ 0  
v3.26.1
Related Party Transactions - Share Repurchase (Details) - Stock Repurchase Agreement - Affiliated Entity
Jun. 23, 2025
$ / shares
shares
Related Party Transaction [Line Items]  
Share price (in dollars per share) | $ / shares $ 3.32
Treasury stock repurchased (in shares) | shares 6,030,908
v3.26.1
Debt - Schedule of Noncurrent Debt (Details) - USD ($)
$ in Thousands
Jan. 31, 2026
Feb. 01, 2025
Debt Instrument [Line Items]    
Current debt $ 31,020 $ 0
Less: unamortized original issue discount and debt financing costs (3,217) (4,572)
Long-term debt, total 272,408 288,553
Less: current portion of term loan (16,144) (16,144)
Noncurrent debt, net 256,264 272,409
Term Loan    
Debt Instrument [Line Items]    
Amended Term Loan Credit Agreement (as defined below) 275,625  
Term Loan | Amended Term Loan Credit Agreement (as defined below)    
Debt Instrument [Line Items]    
Amended Term Loan Credit Agreement (as defined below) 275,625 293,125
Revolving Credit Facility | Line of Credit    
Debt Instrument [Line Items]    
Current debt 31,020 0
Revolving Credit Facility | Line of Credit | ABL Facility    
Debt Instrument [Line Items]    
Current debt 31,020 0
Long-term debt, total $ 31,000 $ 0
v3.26.1
Debt - Schedule of Principal Repayments of Debt (Details) - Term Loan
$ in Thousands
Jan. 31, 2026
USD ($)
Debt Instrument [Line Items]  
2026 $ 17,500
2027 17,500
2028 240,625
Total $ 275,625
v3.26.1
Debt - Senior Secured Asset-Based Revolving Credit Facility (Details) - USD ($)
12 Months Ended
Aug. 01, 2025
Jun. 14, 2021
Jan. 31, 2026
Feb. 01, 2025
Feb. 03, 2024
Line of Credit Facility [Line Items]          
Long-Term Debt     $ 272,408,000 $ 288,553,000  
Existing ABL Facility          
Line of Credit Facility [Line Items]          
Maximum restricted payment       102,800,000  
ABL Facility          
Line of Credit Facility [Line Items]          
Maximum restricted payment     91,300,000    
Standby letters of credit issued and outstanding     11,500,000 11,400,000  
Revolving Credit Facility | Line of Credit          
Line of Credit Facility [Line Items]          
Amortization of financing costs     200,000 200,000 $ 200,000
Interest payments     1,600,000 900,000 $ 1,600,000
Revolving Credit Facility | Line of Credit | Deposits Assets, Noncurrent          
Line of Credit Facility [Line Items]          
Amortization of financing costs     $ 400,000 $ 100,000  
Revolving Credit Facility | Existing ABL Facility, Third Amendment          
Line of Credit Facility [Line Items]          
Maximum borrowing capacity   $ 150,000,000.0      
Revolving Credit Facility | Existing ABL Facility | Line of Credit          
Line of Credit Facility [Line Items]          
Maturity period of material indebtedness 91 days        
Deferred financing costs $ 400,000        
Revolving Credit Facility | ABL Facility          
Line of Credit Facility [Line Items]          
Eligible credit card receivables (as a percent)   90.00%      
Additional borrowing capacity   $ 50,000,000.0      
Maximum borrowing capacity including additional commitments   $ 200,000,000.0      
Interest rate at end of period (as a percent)     7.00% 8.00%  
Fixed charge coverage ratio   1.00      
Percentage of the loan cap   10.00%      
Specified availability   $ 7,000,000.0      
Availability     $ 64,900,000 $ 98,100,000  
Revolving Credit Facility | ABL Facility | Minimum          
Line of Credit Facility [Line Items]          
Unutilized commitment, commitment fee (as a percent)   0.25%      
Revolving Credit Facility | ABL Facility | Maximum          
Line of Credit Facility [Line Items]          
Unutilized commitment, commitment fee (as a percent)   0.375%      
Revolving Credit Facility | ABL Facility | Fed Funds Effective Rate          
Line of Credit Facility [Line Items]          
Basis spread on variable rate (as a percent)   0.50%      
Revolving Credit Facility | ABL Facility | Secured Overnight Financing Rate (SOFR)          
Line of Credit Facility [Line Items]          
Basis spread on variable rate (as a percent)   1.00%      
Revolving Credit Facility | ABL Facility | Base Rate | Minimum          
Line of Credit Facility [Line Items]          
Basis spread on variable rate (as a percent)   0.25%      
Revolving Credit Facility | ABL Facility | Base Rate | Maximum          
Line of Credit Facility [Line Items]          
Basis spread on variable rate (as a percent)   0.75%      
Revolving Credit Facility | ABL Facility | Adjusted SOFR | Minimum          
Line of Credit Facility [Line Items]          
Basis spread on variable rate (as a percent)   1.25%      
Revolving Credit Facility | ABL Facility | Adjusted SOFR | Maximum          
Line of Credit Facility [Line Items]          
Basis spread on variable rate (as a percent)   1.75%      
Revolving Credit Facility | ABL Facility | Term One          
Line of Credit Facility [Line Items]          
Appraised net orderly liquidation value of eligible inventory (as a percent)   90.00%      
Fixed charge coverage ratio   1.00      
Maximum pro forma basis borrowing (as a percent)   15.00%      
Revolving Credit Facility | ABL Facility | Term Two And Thereafter          
Line of Credit Facility [Line Items]          
Appraised net orderly liquidation value of eligible inventory (as a percent)   92.50%      
Revolving Credit Facility | ABL Facility | Term Two          
Line of Credit Facility [Line Items]          
Maximum pro forma basis borrowing (as a percent)   20.00%      
Revolving Credit Facility | ABL Facility | Line of Credit          
Line of Credit Facility [Line Items]          
Long-Term Debt     31,000,000.0 0  
Revolving Credit Facility | ABL Facility | Line of Credit | Prepaid Expenses and Other Current Assets          
Line of Credit Facility [Line Items]          
Amortization of financing costs     $ 100,000 $ 200,000  
v3.26.1
Debt- Amended Term Loan Credit Agreement (Details) - USD ($)
$ in Thousands
3 Months Ended 12 Months Ended
Jun. 14, 2021
May 01, 2021
Jan. 31, 2026
Feb. 01, 2025
Feb. 03, 2024
Debt Instrument [Line Items]          
Cash distributions from borrowings $ 131,700        
Long-Term Debt     $ 272,408 $ 288,553  
Term Loan Credit Agreement | Term Loan          
Debt Instrument [Line Items]          
Aggregate amount of debt 350,000        
OID 3,500        
Financing costs paid 6,000        
Proceeds from issuance of long-term debt $ 346,500        
Amended Term Loan Credit Agreement (as defined below) | Term Loan          
Debt Instrument [Line Items]          
Interest rate (as a percent)     9.00% 10.00%  
Repayment of principal (as a percent)   1.25%      
Prepayment of principal (in term) 102 days        
Cash flow threshold $ 10,000        
Interest expense     $ 28,800 $ 33,200 $ 36,100
Original issue discount and financing costs     $ 1,400 $ 1,400 $ 1,400
Amended Term Loan Credit Agreement (as defined below) | Term Loan | Minimum          
Debt Instrument [Line Items]          
Prepayment of principal (as a percent) 0.00%        
Amended Term Loan Credit Agreement (as defined below) | Term Loan | Maximum          
Debt Instrument [Line Items]          
Prepayment of principal (as a percent) 50.00%        
Amended Term Loan Credit Agreement (as defined below) | Term Loan | Fed Funds Effective Rate | Base Rate          
Debt Instrument [Line Items]          
Basis spread on variable rate (as a percent) 0.50%        
Amended Term Loan Credit Agreement (as defined below) | Term Loan | Fed Funds Effective Rate | Minimum | Base Rate          
Debt Instrument [Line Items]          
Interest rate floor 1.75%        
Amended Term Loan Credit Agreement (as defined below) | Term Loan | Secured Overnight Financing Rate (SOFR) | Base Rate          
Debt Instrument [Line Items]          
Basis spread on variable rate (as a percent) 1.00%        
Amended Term Loan Credit Agreement (as defined below) | Term Loan | Secured Overnight Financing Rate (SOFR) | Secured Overnight Financing Rate (SOFR)          
Debt Instrument [Line Items]          
Basis spread on variable rate (as a percent) 5.50%        
Amended Term Loan Credit Agreement (as defined below) | Term Loan | Secured Overnight Financing Rate (SOFR) | Minimum | Base Rate          
Debt Instrument [Line Items]          
Interest rate floor 1.75%        
Amended Term Loan Credit Agreement (as defined below) | Term Loan | Secured Overnight Financing Rate (SOFR) | Minimum | Secured Overnight Financing Rate (SOFR)          
Debt Instrument [Line Items]          
Interest rate floor 0.75%        
Amended Term Loan Credit Agreement (as defined below) | Term Loan | Prime Rate | Minimum | Base Rate          
Debt Instrument [Line Items]          
Interest rate floor 1.75%        
Amended Term Loan Credit Agreement (as defined below) | Term Loan | Base Rate | Secured Overnight Financing Rate (SOFR)          
Debt Instrument [Line Items]          
Basis spread on variable rate (as a percent) 4.50%        
Amended Term Loan Credit Agreement (as defined below) | Term Loan | Base Rate | Minimum | Secured Overnight Financing Rate (SOFR)          
Debt Instrument [Line Items]          
Interest rate floor 0.75%        
v3.26.1
Leases - Schedule of Lease Costs (Details) - USD ($)
$ in Thousands
12 Months Ended
Jan. 31, 2026
Feb. 01, 2025
Feb. 03, 2024
Leases [Abstract]      
Fixed operating lease cost $ 47,151 $ 53,109 $ 54,446
Short-term lease cost 102 129 143
Variable lease cost 21,380 19,821 19,147
Total lease cost $ 68,633 $ 73,059 $ 73,736
v3.26.1
Leases - Schedule of Maturity Analysis (Details) - USD ($)
$ in Thousands
Jan. 31, 2026
Feb. 01, 2025
Leases [Abstract]    
2026 $ 41,369  
2027 30,706  
2028 23,157  
2029 17,567  
2030 13,380  
Thereafter 49,133  
Total undiscounted future cash flows 175,312  
Less: Imputed interest (42,257)  
Total operating lease liabilities 133,055  
Operating Lease, Liability, Current (32,171) $ (40,505)
Noncurrent operating lease liabilities $ 100,884 $ 134,481
v3.26.1
Leases - Schedule of Other Supplementary Information Related to Leases (Details) - USD ($)
$ in Thousands
12 Months Ended
Jan. 31, 2026
Feb. 01, 2025
Feb. 03, 2024
Cash paid for amounts included in the measurement of lease liabilities:      
Operating cash flows for operating leases $ 53,227 $ 60,475 $ 61,360
ROU assets obtained in exchange for new operating lease liabilities 8,252 12,126 25,822
(Decrease) increase in right-of-use assets resulting from operating lease terminations or remeasurements $ (8,435) $ 8,373 $ 837
Weighted average remaining lease term - operating leases 7 years 7 years 6 years
Weighted average discount rate - operating leases 8.00% 8.00% 7.00%
v3.26.1
Leases - Narrative (Details)
Jan. 31, 2026
Minimum  
Lessee, Lease, Description [Line Items]  
Lease term (in years) 1 year
Maximum  
Lessee, Lease, Description [Line Items]  
Lease term (in years) 16 years
v3.26.1
Income Taxes - Schedule of Income Before Provision for Income Taxes (Details) - USD ($)
$ in Thousands
12 Months Ended
Jan. 31, 2026
Feb. 01, 2025
Feb. 03, 2024
Income Tax Disclosure [Abstract]      
Domestic $ (15,513) $ 17,424 $ 17,604
Foreign 5,953 4,179 431
(Loss) income before (benefit from) provision for income taxes $ (9,560) $ 21,603 $ 18,035
v3.26.1
Income Taxes - Schedule of (Benefit from) Provision for Income Taxes (Details) - USD ($)
$ in Thousands
12 Months Ended
Jan. 31, 2026
Feb. 01, 2025
Feb. 03, 2024
Current:      
Federal $ (56) $ 11,565 $ 9,108
State (980) 1,620 2,795
Foreign 958 21 186
Total current (78) 13,206 12,089
Deferred:      
Federal (1,558) (7,387) (5,193)
State (746) (777) (513)
Foreign (144) 243 33
Total deferred (2,448) (7,921) (5,673)
Total (benefit from) provision for income taxes $ (2,526) $ 5,285 $ 6,416
v3.26.1
Income Taxes - Schedule of Deferred Tax Assets And Liabilities (Details) - USD ($)
$ in Thousands
Jan. 31, 2026
Feb. 01, 2025
Income Tax Disclosure [Abstract]    
Inventory $ 1,648 $ 1,483
Loyalty reserve 2,493 2,874
Accrued bonus 278 2,032
Lease liability 28,118 38,729
Share-based compensation 1,407 2,324
Interest expense limitation 10,797 5,658
Net operating losses 1,847 0
Other deferred tax assets 6,839 7,335
ROU assets (25,291) (33,182)
Intangible assets (2,066) (2,065)
Depreciation (4,636) (6,531)
Other deferred tax liabilities (2,369) (2,037)
Total net deferred tax assets $ 19,065 $ 16,620
v3.26.1
Income Taxes - Schedule of Effective Income Tax Rate Reconciliation (Details) - USD ($)
12 Months Ended
Jan. 31, 2026
Feb. 01, 2025
Feb. 03, 2024
Amount      
U.S. federal statutory rate $ (2,016,000)    
State and local taxes, net of federal benefit(A) (444,000)    
Effects of changes in tax laws or rates enacted in the current period 0    
Effects of cross-border tax laws (91,000)    
Work opportunity tax credit (176,000)    
Changes in valuation allowance 0    
Share-based compensation 377,000    
Section 162(m) limitations 713,000    
Others 89,000    
Changes in unrecognized tax benefits (1,148,000)    
Other 46,000    
Total (benefit from) provision for income taxes $ (2,526,000) $ 5,285,000 $ 6,416,000
Percent      
U.S. federal statutory rate 21.00% 21.00% 21.00%
State and local taxes, net of federal benefit 4.60% 3.60% 10.90%
Others   (0.30%) (0.10%)
Effects of changes in tax laws or rates enacted in the current period 0.00%    
Effects of cross-border tax laws 1.00%    
Work opportunity tax credit 1.80%    
Changes in valuation allowance 0.00%    
Share-based compensation (3.90%) 0.10% 5.10%
Section 162(m) limitations (0.074)    
Others (0.90%)    
Changes in unrecognized tax benefits 12.00% (0.60%) (1.50%)
Other (0.50%)    
Limitation on Section 162(m) officers   0.90% 0.50%
Foreign derived intangible income   (0.20%) (0.30%)
Effective income tax rate 26.40% 24.50% 35.60%
CANADA      
Amount      
Others $ (49,000)    
Percent      
Others 0.50%    
Statutory rate difference (national)      
Amount      
Statutory rate difference (national) and (provincial) $ (203,000)    
Percent      
Statutory rate difference (national) and (provincial) 2.10%    
Statutory rate difference (provincial)      
Amount      
Statutory rate difference (national) and (provincial) $ 376,000    
Percent      
Statutory rate difference (national) and (provincial) (3.90%)    
v3.26.1
Income Taxes - Schedule of Unrecognized Tax Benefits (Details)
$ in Thousands
12 Months Ended
Jan. 31, 2026
USD ($)
Income Tax Disclosure [Abstract]  
Federal $ 6,954
State and local 1,978
Foreign 0
Total income taxes paid, net of refunds received $ 8,932
v3.26.1
Income Taxes - Narrative (Details) - USD ($)
$ in Thousands
12 Months Ended
Jan. 31, 2026
Feb. 01, 2025
Feb. 03, 2024
Income Tax Disclosure [Abstract]      
Income taxes Paid   $ 17,800 $ 11,200
Accumulated undistributed earnings of foreign subsidiary $ 11,900    
Net operating loss 28,100    
Unrecognized tax benefits including interest and penalties 1,000 2,400  
Unrecognized tax benefits, net 800 2,000  
Tax expense related to interest and penalties $ 200 $ 500 $ 600
v3.26.1
Income Taxes - Schedule of Reconciliation of Unrecognized Tax Benefits (Details) - USD ($)
$ in Thousands
12 Months Ended
Jan. 31, 2026
Feb. 01, 2025
Feb. 03, 2024
Unrecognized Tax Benefits [Roll Forward]      
Unrecognized tax benefits at the beginning of the fiscal year $ 1,820 $ 1,925 $ 2,996
Tax positions related to the current period 0 3 0
Tax positions related to the prior period 140 154 104
Tax positions settled or statute of limitations lapsed (1,246) (262) (1,175)
Unrecognized tax benefits at the end of the fiscal year $ 714 $ 1,820 $ 1,925
v3.26.1
Commitments and Contingencies (Details)
$ in Millions
1 Months Ended 3 Months Ended
Feb. 25, 2025
classActionLawsuit
Oct. 31, 2024
classActionLawsuit
Jan. 31, 2026
USD ($)
May 03, 2025
USD ($)
Settled Litigation        
Loss Contingencies [Line Items]        
Accrued legal | $     $ 0.6 $ 4.7
Pending Litigation        
Loss Contingencies [Line Items]        
Number of class action lawsuits | classActionLawsuit 6 6    
v3.26.1
Other Noncurrent Liabilities (Details) - USD ($)
$ in Thousands
Jan. 31, 2026
Feb. 01, 2025
Other Liabilities Disclosure [Abstract]    
Noncurrent income taxes payable $ 960 $ 2,366
Deferred PLCC Funds 2,458 2,958
Other 204 271
Other noncurrent liabilities $ 3,622 $ 5,595
v3.26.1
Employee Benefit Plans (Details) - USD ($)
$ in Millions
12 Months Ended 113 Months Ended
Aug. 01, 2015
Jan. 31, 2026
Feb. 01, 2025
Feb. 03, 2024
Dec. 31, 2024
Defined Contribution Plan Disclosure [Line Items]          
Percentage of maximum employee contribution (as a percentage) 80.00%        
Employer matching contribution, percent of match (as a percentage)         50.00%
Contributions   $ 2.3 $ 1.0 $ 0.8  
Maximum annual deferral (as a percentage) 80.00%        
Annual earned bonus eligible for contribution (as a percentage) 100.00%        
Contributions vested from outset (as a percentage) 100.00%        
Eligible contributions (as a percentage)     4.00%    
Deferred compensation liabilities   4.2 $ 5.7    
Current deferred compensation liabilities   $ 0.2 $ 1.8    
100% of Participants’ Eligible Contributions          
Defined Contribution Plan Disclosure [Line Items]          
Employer matching contribution, percent of match (as a percentage) 100.00%        
3% of Participants’ Eligible Contributions          
Defined Contribution Plan Disclosure [Line Items]          
Employer matching contribution, percent of participants' eligible contribution (as a percentage) 3.00%        
50% of Participants’ Eligible Contributions          
Defined Contribution Plan Disclosure [Line Items]          
Employer matching contribution, percent of match (as a percentage) 50.00%        
2% of Participants’ Eligible Contributions          
Defined Contribution Plan Disclosure [Line Items]          
Employer matching contribution, percent of participants' eligible contribution (as a percentage) 2.00%        
v3.26.1
Capitalization - (Details) - USD ($)
12 Months Ended
Jan. 31, 2026
Feb. 01, 2025
Feb. 03, 2024
Jun. 23, 2025
Dec. 06, 2021
Equity, Class of Treasury Stock [Line Items]          
Common shares, authorized (in shares) 1,000,000,000 1,000,000,000      
Common shares, par value (in USD per share) $ 0.01 $ 0.01      
Preferred stock, authorized (in shares) 5,000,000 5,000,000      
Preferred stock, par value (in USD per share) $ 0.01 $ 0.01      
Cash dividends $ 0 $ 0 $ 0    
December 2021 Share Repurchase Program          
Equity, Class of Treasury Stock [Line Items]          
Share repurchase program (up to)         $ 100,000,000.0
Treasury stock repurchased (in shares) 0 0 0    
Remaining share repurchase program $ 44,900,000        
January 2025 Share Repurchase Agreement | Affiliated Entity          
Equity, Class of Treasury Stock [Line Items]          
Share repurchase program (up to)       $ 20,000,000.0  
v3.26.1
Share-Based Compensation - Schedule of Share-based Compensation Expense (Details) - USD ($)
$ in Thousands
12 Months Ended
Jan. 31, 2026
Feb. 01, 2025
Feb. 03, 2024
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]      
Total share-based compensation expense $ 5,208 $ 7,634 $ 8,042
Income tax benefit 414 1,831 923
Restricted stock units      
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]      
Total share-based compensation expense 2,473 2,391 2,405
Restricted stock awards      
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]      
Total share-based compensation expense 0 128 2,018
Performance-based restricted stock units      
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]      
Total share-based compensation expense 21 124 711
Stock options      
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]      
Total share-based compensation expense 2,246 1,787 1,537
Restricted cash units      
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]      
Total share-based compensation expense 277 3,009 1,209
Employee stock purchase plan      
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]      
Total share-based compensation expense $ 191 $ 195 $ 162
v3.26.1
Share-Based Compensation - Narrative (Details)
$ / shares in Units, $ in Millions
3 Months Ended 12 Months Ended
Jun. 22, 2021
shares
Jan. 31, 2026
USD ($)
shares
Jan. 31, 2026
USD ($)
$ / shares
shares
Feb. 01, 2025
USD ($)
$ / shares
shares
Feb. 03, 2024
USD ($)
$ / shares
shares
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]          
Vested (in shares)     0    
Granted (in shares)     0    
Award, options, exercises in period, intrinsic value | $     $ 0.0 $ 0.4 $ 0.0
Weighted average grant date fair value per share (in USD per share) | $ / shares     $ 3.08 $ 2.77 $ 1.91
Restricted stock units          
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]          
Award vesting period (in years)     4 years    
Unrecognized share-based compensation expense | $   $ 3.6 $ 3.6    
Weighted average period for compensation expense related to unvested RSUs (in years)   2 years      
Granted (in USD per share) | $ / shares     $ 5.52 $ 4.67 $ 3.13
Number of shares unvested   1,091,000 1,091,000 1,483,000  
Vested (in shares)     436,000    
Vesting fair value of RSUs | $     $ 1.8 $ 3.1 $ 0.8
Granted (in shares)     467,000    
Forfeited (in shares)     423,000    
Restricted stock awards          
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]          
Number of shares unvested       0  
Vesting fair value of RSUs | $       $ 0.0 $ 0.3
Granted (in shares)       0 0
Forfeited (in shares)     0    
Restricted stock awards | Minimum          
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]          
Award vesting period (in years)     2 years    
Restricted stock awards | Maximum          
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]          
Award vesting period (in years)     4 years    
Stock options          
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]          
Award vesting period (in years)     4 years    
Unrecognized share-based compensation expense | $   $ 3.9 $ 3.9    
Weighted average period for compensation expense related to unvested RSUs (in years)     2 years 2 months 12 days    
Vesting expiration period (in years)     10 years    
Restricted cash units          
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]          
Award vesting period (in years)     4 years    
Cash payment for vested awards | $     $ 2.5 $ 1.3 $ 1.2
Liability associated with unvested awards | $   $ 0.6 $ 0.6    
Phantom Share Units          
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]          
Award vesting period (in years)     3 years    
Granted (in shares)     0 0  
2021 Long-Term Incentive Plan          
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]          
Aggregate number of shares reserved (in shares) 8,550,000        
common stock outstanding (as a percentage) 0.02        
Increase or decrease in number of shares available for grant (in shares) 10,413,581        
Shares authorized (in shares)   12,315,462 12,315,462    
2021 Employee Stock Purchase Plan          
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]          
Shares authorized (in shares) 3,650,000        
2021 Employee Stock Purchase Plan | Employee stock purchase plan          
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]          
Shares authorized (in shares)   2,966,061 2,966,061    
Contribution of base earnings towards common stock (as a percent) 15.00%        
Purchase price (as a percent) 85.00%        
v3.26.1
Share-Based Compensation - Schedule of Restricted Stock Units Activity And Performance Stock Units Activity (Details) - $ / shares
12 Months Ended
Jan. 31, 2026
Feb. 01, 2025
Feb. 03, 2024
Shares      
Granted (in shares) 0    
Vested (in shares) 0    
RSU      
Shares      
Nonvested, beginning balance (in shares) 1,483,000    
Granted (in shares) 467,000    
Vested (in shares) (436,000)    
Forfeited (in shares) (423,000)    
Nonvested, ending balance (in shares) 1,091,000 1,483,000  
Weighted average grant date fair value per share      
Nonvested, beginning balance (in USD per share) $ 4.32    
Granted (in USD per share) 5.52 $ 4.67 $ 3.13
Vested (in USD per share) 5.16    
Forfeited (in USD per share) 3.60    
Nonvested, ending balance (in USD per share) $ 4.77 $ 4.32  
v3.26.1
Share-Based Compensation - Schedule of Weighted Average Grant Date Fair Value Of The PSUs (Details) - Phantom Share Units
12 Months Ended
Feb. 03, 2024
$ / shares
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]  
Dividend yield 0.00%
Expected volatility 68.40%
Risk-free interest rate 3.80%
Expected term 3 years
Grant date fair value per share (in USD per share) $ 1.66
v3.26.1
Share-Based Compensation - Schedule of Stock Option Activity (Details)
$ / shares in Units, shares in Thousands, $ in Millions
12 Months Ended
Jan. 31, 2026
USD ($)
$ / shares
shares
Shares  
Options outstanding, beginning balance (in shares) | shares 2,708
Granted (in shares) | shares 812
Exercised (in shares) | shares (7)
Expired / forfeited (in shares) | shares (252)
Options outstanding, ending balance (in shares) | shares 3,260
Vested and expected to vest at the end of the fiscal year (in shares) | shares 3,260
Exercisable (in shares) | shares 1,318
Weighted average exercise price per share  
Outstanding, beginning balance (in USD per share) | $ / shares $ 4.95
Granted (in USD per share) | $ / shares 5.60
Exercised (in USD per share) | $ / shares 2.78
Expired / forfeited (in USD per share) | $ / shares 5.42
Outstanding, ending balance (in USD per share) | $ / shares 5.08
Vested and expected to vest at the end of the fiscal year (in USD per share) | $ / shares 5.08
Exercisable (in USD per share) | $ / shares $ 5.46
Stock Options Additional Disclosures  
Weighted average remaining contractual life (in years) 7 years 7 months 6 days
weighted-average remaining contractual term (in years) 7 years 7 months 6 days
Weighted-average remaining contractual term (in years) 6 years 8 months 12 days
Aggregate intrinsic value | $ $ 0.0
Aggregate intrinsic value of options vested and expected to vest | $ 0.0
Aggregate intrinsic value of options exercisable | $ $ 0.0
v3.26.1
Share-Based Compensation - Schedule of Weighted Average Grant Date Fair Value Of Stock Option Awards Granted (Details) - Stock options
12 Months Ended
Jan. 31, 2026
Feb. 01, 2025
Feb. 03, 2024
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]      
Dividend yield 0.00% 0.00% 0.00%
Expected volatility 52.00% 59.10% 60.40%
Risk-free interest rate 4.20% 4.40% 3.70%
Expected term 6 years 3 months 18 days 6 years 3 months 18 days 6 years 3 months 18 days
v3.26.1
(Loss) Earnings Per Share - Schedule of Basic and Diluted Net Earnings Per Share (Details) - USD ($)
$ / shares in Units, shares in Thousands, $ in Thousands
12 Months Ended
Jan. 31, 2026
Feb. 01, 2025
Feb. 03, 2024
Earnings Per Share [Abstract]      
Net (loss) income—basic $ (7,034) $ 16,318 $ 11,619
Net (loss) income—diluted $ (7,034) $ 16,318 $ 11,619
Weighted-average number of shares—basic (in shares) 101,442 104,564 103,990
Effect of dilutive performance stock units and restricted stock units (in shares) 0 888 410
Effect of dilutive options (in shares) 0 232 0
Weighted-average number of shares—diluted (in shares) 101,442 105,684 104,400
Net (loss) earnings per share:      
Basic (in USD per share) $ (0.07) $ 0.16 $ 0.11
Diluted (in USD per share) $ (0.07) $ 0.15 $ 0.11
v3.26.1
(Loss) Earnings Per Share - Schedule of Antidilutive Securities Excluded from Computation of Diluted Earnings Per Share (Details) - shares
shares in Thousands
12 Months Ended
Jan. 31, 2026
Feb. 01, 2025
Feb. 03, 2024
Antidilutive Securities Excluded from Computation of Earnings Per Share [Line Items]      
Total potentially dilutive securities excluded from the computation of diluted earnings per share (in shares) 3,738 1,650 2,924
Restricted stock awards, restricted stock units and performance stock units      
Antidilutive Securities Excluded from Computation of Earnings Per Share [Line Items]      
Total potentially dilutive securities excluded from the computation of diluted earnings per share (in shares) 510 99 614
Stock options      
Antidilutive Securities Excluded from Computation of Earnings Per Share [Line Items]      
Total potentially dilutive securities excluded from the computation of diluted earnings per share (in shares) 3,228 1,551 2,310
v3.26.1
Fair Value Measurements - Schedule of Financial Assets and Liabilities Measured at Fair Value on a Recurring Basis (Details) - USD ($)
$ in Thousands
Jan. 31, 2026
Feb. 01, 2025
Assets:    
Total assets $ 124 $ 31,727
Liabilities:    
Unvested RCU liability (current) 631 2,874
Deferred compensation plan liability (current) 153 1,767
Deferred compensation plan liability (noncurrent) 4,039 3,913
Total liabilities 4,823 8,554
Money Market Funds    
Assets:    
Money market funds (cash equivalent) 124 31,727
Quoted Prices in Active Markets for Identical Items (Level 1)    
Assets:    
Total assets 124 31,727
Liabilities:    
Unvested RCU liability (current) 631 2,874
Deferred compensation plan liability (current) 0 0
Deferred compensation plan liability (noncurrent) 0 0
Total liabilities 631 2,874
Quoted Prices in Active Markets for Identical Items (Level 1) | Money Market Funds    
Assets:    
Money market funds (cash equivalent) 124 31,727
Significant Other Observable Inputs (Level 2)    
Assets:    
Total assets 0 0
Liabilities:    
Unvested RCU liability (current) 0 0
Deferred compensation plan liability (current) 153 1,767
Deferred compensation plan liability (noncurrent) 4,039 3,913
Total liabilities 4,192 5,680
Significant Other Observable Inputs (Level 2) | Money Market Funds    
Assets:    
Money market funds (cash equivalent) 0 0
Significant Unobservable Inputs (Level 3)    
Assets:    
Total assets 0 0
Liabilities:    
Unvested RCU liability (current) 0 0
Deferred compensation plan liability (current) 0 0
Deferred compensation plan liability (noncurrent) 0 0
Total liabilities 0 0
Significant Unobservable Inputs (Level 3) | Money Market Funds    
Assets:    
Money market funds (cash equivalent) $ 0 $ 0
v3.26.1
Fair Value Measurements - Narrative (Details) - USD ($)
$ in Millions
Jan. 31, 2026
Feb. 01, 2025
Amended Term Loan Credit Agreement | Term Loan    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Fair value of long term debt $ 117.1 $ 274.1
v3.26.1
Segment Reporting - Narrative (Details)
$ in Thousands
12 Months Ended
Jan. 31, 2026
USD ($)
segment
Feb. 01, 2025
USD ($)
Feb. 03, 2024
USD ($)
Segment Reporting Information [Line Items]      
Number of reportable segments | segment 1    
Net sales $ 1,000,092 $ 1,103,737 $ 1,151,945
CANADA      
Segment Reporting Information [Line Items]      
Net sales 0 0  
PUERTO RICO      
Segment Reporting Information [Line Items]      
Net sales $ 0 $ 0  
v3.26.1
Segment Reporting - Schedule of Segment Information (Details) - USD ($)
$ in Thousands
12 Months Ended
Jan. 31, 2026
Feb. 01, 2025
Feb. 03, 2024
Segment Reporting Information [Line Items]      
Net sales $ 1,000,092 $ 1,103,737 $ 1,151,945
Cost of goods sold 652,130 690,266 745,967
Selling, general and administrative expenses 269,182 302,032 293,331
Marketing expenses 57,378 54,231 55,499
Interest expense 31,844 35,633 39,203
(Benefit from) provision for income taxes (2,526) 5,285 6,416
Interest income, net of other (income) expense (882) (28) (90)
Net (loss) income (7,034) 16,318 11,619
Reportable Segment      
Segment Reporting Information [Line Items]      
Net sales 1,000,092 1,103,737 1,151,945
Cost of goods sold 618,755 655,529 711,685
Selling, general and administrative expenses 260,729 285,204 279,358
Depreciation and amortization 34,618 35,721 36,484
Share-based compensation 5,208 7,634 8,042
Marketing expenses 57,378 54,231 55,499
Interest expense 31,844 35,633 39,203
(Benefit from) provision for income taxes (2,526) 5,285 6,416
Interest income, net of other (income) expense (882) (28) (90)
Other expenses 2,002 8,210 3,729
Net (loss) income $ (7,034) $ 16,318 $ 11,619