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百思买（BBY）与Vera Bradley, Inc.（VRA）财务数据对比。点击上方公司名可切换其他公司
百思买的季度营收约是Vera Bradley, Inc.的155.4倍（$9.7B vs $62.3M）。百思买净利率更高（1.4% vs -19.9%，领先21.3%）。百思买同比增速更快（2.4% vs -22.7%）。Vera Bradley, Inc.自由现金流更多（$-4.5M vs $-287.0M）。过去两年Vera Bradley, Inc.的营收复合增速更高（16.1% vs -18.7%）
百思买是总部位于美国明尼苏达州里奇菲尔德的跨国消费电子零售商，1966年由理查德·舒尔茨与詹姆斯·惠勒创立，最初是名为「音乐之声」的音频产品专卖店，1983年正式启用现名，业务重心转向消费电子零售领域。
维拉·布拉德利是源自美国的箱包设计品牌，1982年由两位设计师创立，总部位于印第安纳州韦恩堡。品牌最初主打高档棉质包袋，如今产品已拓展至时尚配饰、家居用品、文具与印花礼品，多数产品以辨识度极高的花卉、佩兹利或几何印花搭配配套里料，风格鲜明。
BBY vs VRA — 直观对比
营收规模更大
BBY
是对方的155.4倍
$62.3M
营收增速更快
BBY
高出25.1%
-22.7%
净利率更高
BBY
高出21.3%
-19.9%
自由现金流更多
VRA
多$282.5M
$-287.0M
两年增速更快
VRA
近两年复合增速
-18.7%
损益表 — Q4 2026 vs Q4 2026
| 指标 | | |
|---|---|---|
| 营收 | $9.7B | $62.3M |
| 净利润 | $140.0M | $-12.4M |
| 毛利率 | 23.2% | 42.1% |
| 营业利润率 | 2.0% | -19.6% |
| 净利率 | 1.4% | -19.9% |
| 营收同比 | 2.4% | -22.7% |
| 净利润同比 | -48.7% | 3.4% |
| 每股收益（稀释后） | $0.66 | $-0.44 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收BBYVRA
| Q4 25 | $9.7B | $62.3M | ||
| Q3 25 | $9.4B | $70.9M | ||
| Q2 25 | $8.8B | $51.7M | ||
| Q1 25 | $13.9B | $100.0M | ||
| Q4 24 | $9.4B | $70.5M | ||
| Q3 24 | $9.3B | $94.0M | ||
| Q2 24 | $8.8B | $67.9M | ||
| Q1 24 | $14.6B | $46.2M |
净利润BBYVRA
| Q4 25 | $140.0M | $-12.4M | ||
| Q3 25 | $186.0M | $-4.7M | ||
| Q2 25 | $202.0M | $-33.5M | ||
| Q1 25 | $117.0M | $-47.0M | ||
| Q4 24 | $273.0M | $-12.8M | ||
| Q3 24 | $291.0M | $5.7M | ||
| Q2 24 | $246.0M | $-8.1M | ||
| Q1 24 | $460.0M | $-1.9M |
毛利率BBYVRA
| Q4 25 | 23.2% | 42.1% | ||
| Q3 25 | 23.2% | 50.1% | ||
| Q2 25 | 23.4% | 44.1% | ||
| Q1 25 | 20.9% | 45.0% | ||
| Q4 24 | 23.5% | 54.5% | ||
| Q3 24 | 23.5% | 49.7% | ||
| Q2 24 | 23.3% | 50.1% | ||
| Q1 24 | 20.5% | 37.2% |
营业利润率BBYVRA
| Q4 25 | 2.0% | -19.6% | ||
| Q3 25 | 2.7% | -6.5% | ||
| Q2 25 | 2.5% | -34.6% | ||
| Q1 25 | 1.6% | -23.3% | ||
| Q4 24 | 3.7% | -11.6% | ||
| Q3 24 | 4.1% | 2.5% | ||
| Q2 24 | 3.5% | -15.6% | ||
| Q1 24 | 3.8% | -3.6% |
净利率BBYVRA
| Q4 25 | 1.4% | -19.9% | ||
| Q3 25 | 2.0% | -6.6% | ||
| Q2 25 | 2.3% | -64.8% | ||
| Q1 25 | 0.8% | -47.0% | ||
| Q4 24 | 2.9% | -18.2% | ||
| Q3 24 | 3.1% | 6.1% | ||
| Q2 24 | 2.8% | -12.0% | ||
| Q1 24 | 3.1% | -4.0% |
每股收益（稀释后）BBYVRA
| Q4 25 | $0.66 | $-0.44 | ||
| Q3 25 | $0.87 | $-0.17 | ||
| Q2 25 | $0.95 | $-1.20 | ||
| Q1 25 | $0.55 | $-1.62 | ||
| Q4 24 | $1.26 | $-0.46 | ||
| Q3 24 | $1.34 | $0.19 | ||
| Q2 24 | $1.13 | $-0.26 | ||
| Q1 24 | $2.11 | $-0.06 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $923.0M | $10.7M |
| 总债务越低越好 | $1.2B | $10.0M |
| 股东权益账面价值 | $2.7B | $128.1M |
| 总资产 | $16.8B | $243.7M |
| 负债/权益比越低杠杆越低 | 0.44× | 0.08× |
8季度趋势，按日历期对齐
现金及短期投资BBYVRA
| Q4 25 | $923.0M | $10.7M | ||
| Q3 25 | $1.5B | $15.2M | ||
| Q2 25 | $1.1B | $11.3M | ||
| Q1 25 | $1.6B | $30.4M | ||
| Q4 24 | $643.0M | $13.7M | ||
| Q3 24 | $1.4B | $44.1M | ||
| Q2 24 | $1.2B | $55.2M | ||
| Q1 24 | $1.4B | $77.3M |
总债务BBYVRA
| Q4 25 | $1.2B | $10.0M | ||
| Q3 25 | $1.2B | $10.0M | ||
| Q2 25 | $1.2B | — | ||
| Q1 25 | $1.2B | $0 | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $1.1B | — | ||
| Q1 24 | $1.2B | — |
股东权益BBYVRA
| Q4 25 | $2.7B | $128.1M | ||
| Q3 25 | $2.7B | $140.5M | ||
| Q2 25 | $2.8B | $146.0M | ||
| Q1 25 | $2.8B | $179.0M | ||
| Q4 24 | $3.1B | $225.2M | ||
| Q3 24 | $3.1B | $242.5M | ||
| Q2 24 | $3.1B | $245.9M | ||
| Q1 24 | $3.1B | $259.9M |
总资产BBYVRA
| Q4 25 | $16.8B | $243.7M | ||
| Q3 25 | $15.3B | $266.2M | ||
| Q2 25 | $14.1B | $267.9M | ||
| Q1 25 | $14.8B | $306.7M | ||
| Q4 24 | $17.0B | $359.0M | ||
| Q3 24 | $15.6B | $379.2M | ||
| Q2 24 | $14.8B | $368.7M | ||
| Q1 24 | $15.0B | $380.8M |
负债/权益比BBYVRA
| Q4 25 | 0.44× | 0.08× | ||
| Q3 25 | 0.43× | 0.07× | ||
| Q2 25 | 0.42× | — | ||
| Q1 25 | 0.41× | 0.00× | ||
| Q4 24 | 0.38× | — | ||
| Q3 24 | 0.38× | — | ||
| Q2 24 | 0.37× | — | ||
| Q1 24 | 0.38× | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $-99.0M | $-4.0M |
| 自由现金流经营现金流 - 资本支出 | $-287.0M | $-4.5M |
| 自由现金流率自由现金流/营收 | -3.0% | -7.2% |
| 资本支出强度资本支出/营收 | 1.9% | 0.7% |
| 现金转化率经营现金流/净利润 | -0.71× | — |
| 过去12个月自由现金流最近4个季度 | $1.5B | $-13.0M |
8季度趋势，按日历期对齐
经营现金流BBYVRA
| Q4 25 | $-99.0M | $-4.0M | ||
| Q3 25 | $749.0M | $-5.4M | ||
| Q2 25 | $34.0M | $-17.9M | ||
| Q1 25 | $1.5B | $21.7M | ||
| Q4 24 | $-256.0M | $-22.6M | ||
| Q3 24 | $661.0M | $1.4M | ||
| Q2 24 | $156.0M | $-14.5M | ||
| Q1 24 | $1.2B | $26.9M |
自由现金流BBYVRA
| Q4 25 | $-287.0M | $-4.5M | ||
| Q3 25 | $574.0M | $-6.1M | ||
| Q2 25 | $-132.0M | $-19.8M | ||
| Q1 25 | $1.4B | $17.3M | ||
| Q4 24 | $-449.0M | $-25.0M | ||
| Q3 24 | $478.0M | $-1.4M | ||
| Q2 24 | $4.0M | $-15.4M | ||
| Q1 24 | $997.0M | $25.7M |
自由现金流率BBYVRA
| Q4 25 | -3.0% | -7.2% | ||
| Q3 25 | 6.1% | -8.7% | ||
| Q2 25 | -1.5% | -38.3% | ||
| Q1 25 | 9.7% | 17.3% | ||
| Q4 24 | -4.8% | -35.5% | ||
| Q3 24 | 5.1% | -1.5% | ||
| Q2 24 | 0.0% | -22.7% | ||
| Q1 24 | 6.8% | 55.7% |
资本支出强度BBYVRA
| Q4 25 | 1.9% | 0.7% | ||
| Q3 25 | 1.9% | 1.0% | ||
| Q2 25 | 1.9% | 3.6% | ||
| Q1 25 | 1.3% | 4.3% | ||
| Q4 24 | 2.0% | 3.4% | ||
| Q3 24 | 2.0% | 3.0% | ||
| Q2 24 | 1.7% | 1.3% | ||
| Q1 24 | 1.2% | 2.6% |
现金转化率BBYVRA
| Q4 25 | -0.71× | — | ||
| Q3 25 | 4.03× | — | ||
| Q2 25 | 0.17× | — | ||
| Q1 25 | 13.14× | — | ||
| Q4 24 | -0.94× | — | ||
| Q3 24 | 2.27× | 0.25× | ||
| Q2 24 | 0.63× | — | ||
| Q1 24 | 2.57× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
BBY
暂无分部数据
VRA
| Bags | $23.9M | 38% |
| Indirect | $12.6M | 20% |
| Transferred At Point In Time | $12.2M | 20% |
| Accessories | $7.2M | 12% |
| Home | $3.5M | 6% |
| Apparel Footwear | $1.8M | 3% |
| Other Products | $1.5M | 2% |
