Jacob Mutchler's questions to XCel Brands (XELB) leadership • Q2 2025
Question
Jacob Mutchler, on for Michael Kupinski, asked for an update on the Halston brand, clarification on which new brands were launching earlier than expected, and which product categories or influencer types the company finds attractive for future growth.
Answer
CEO Robert D'Loren reported a positive meeting with G-III regarding the Halston brand, noting their plans for substantial investment in 2026, though Xcel currently lacks near-term forecasts. D'Loren identified Cesar Millan, Gemma Stafford, and Jenny Martinez as the brands launching ahead of schedule, attributing the acceleration to domestically sourced food products. He also mentioned a strong pipeline of fashion influencers and a search for a home-category influencer for the Longaberger brand.