Earnings summaries and quarterly performance for DTC.
Executive leadership at DTC.
Board of directors at DTC.
Research analysts who have asked questions during DTC earnings calls.
Anna Glaessgen
B. Riley Securities
2 questions for DTC
Also covers: ASO, BC, CLAR +9 more
Madison Callinan
Canaccord Genuity
1 question for DTC
Also covers: CENT, DRVN, HLMN +4 more
Matthew Raab
Craig-Hallum Capital Group
1 question for DTC
Also covers: ABG, SEAT, SWBI +3 more
RS
Ryan Sigdahl
Craig-Hallum Capital Group
1 question for DTC
Also covers: ABG, CDRO, CNTY +19 more
Recent press releases and 8-K filings for DTC.
Solo Brands outlines transformation efforts and Q3 2025 results
DTC
CEO Change
Product Launch
Demand Weakening
- John Larson became CEO in February 2025, initiating a significant transformation focused on cost reduction, marketing effectiveness, pricing strategy alignment with retailers, and product innovation.
- Solo Brands reported LTM revenue of approximately $366 million and EBITDA of around $15 million. The company experienced a Q3 revenue decline to $53 million from $94 million year-over-year, resulting in a Q3 EBITDA loss of $5 million.
- The company refinanced its $250 million debt through June 2028, had its "going concern" disclaimer removed, and was reinstated by the NYSE, changing its ticker symbol to SBDS.
- New product launches include the Steel Fire 30 Griddle, the Summit 24 smokeless fire pit, and the Infinity Flame propane fire pit, with the latter selling out immediately.
Nov 19, 2025, 8:40 PM
Solo Brands (DTC) Details Turnaround Strategy and Q3 2025 Performance
DTC
CEO Change
Debt Issuance
Product Launch
- Solo Brands (DTC) is undergoing a significant transformation under new CEO John Larson, who took the helm in February 2025, focusing on cost reduction, retailer alignment, and product innovation.
- The company experienced a challenging Q3 2025, with revenue declining from $94 million last year to $53 million this year, primarily due to a 50% sales decline in the Solo Stove division as aggressive promotions ceased and retailers worked through excess inventory.
- Key milestones achieved include refinancing $250 million of debt through June 2028, the removal of a going concern disclaimer, and the reinstatement of its common stock on the NYSE.
- Strategic initiatives include significant cost reductions, with SG&A 36% lower year-over-year, and a focus on new product launches such as the Steelfire 30 Griddle, Summit 24 fire pit, and Infinity Flame propane fire pit, which has 1,000 units on back order.
- Solo Brands aims to expand international sales from 10% to 25-30% and has diversified its manufacturing to Southeast Asia and Mexico to reduce reliance on China and mitigate tariff impacts.
Nov 19, 2025, 8:40 PM
Solo Brands Undergoes Significant Transformation and Restructuring
DTC
CEO Change
Debt Issuance
Delisting/Listing Issues
- Solo Brands (SBDS) is undergoing a significant transformation under new CEO John Larson, who assumed the role in February 2025, focusing on right-sizing the company, substantial cost reductions, and product innovation.
- The company reported Q3 2025 revenue of $53 million, a decline from $94 million in the prior year, primarily due to retail inventory issues in the Solo Stove division. Despite this, Solo Brands achieved 36% lower SG&A year-over-year in Q2 and Q3 and successfully refinanced its debt through June 2028.
- Solo Brands resolved its NYSE listing issues, changing its ticker from DTC to SBDS, and is actively launching new products, including the Steel Fire 30 Griddle and Infinity Flame propane fire pit, to reignite core categories and expand its market presence.
Nov 19, 2025, 8:40 PM
Solo Brands Reports Q3 2025 Financial Results
DTC
Earnings
Demand Weakening
Product Launch
- Solo Brands reported net sales of $53 million for Q3 2025, a 43.7% decrease from the prior year, primarily due to softer retail sell-in and continued pressure on consumer demand.
- The company maintained a 60.6% adjusted gross profit margin and significantly reduced selling, general and administrative expenses by 35.4% year-over-year to $39.5 million.
- Despite the revenue decline, Solo Brands generated $11 million in operating cash flow in Q3 2025, marking its second consecutive quarter of positive cash generation, and ended the quarter with $16.3 million in cash and cash equivalents.
- Management is focused on profitability and structural cost reductions, with new product launches like the Summit 24 and Infinity Flame fire pits showing positive initial signs, and retail inventory destocking for Solo Stove nearing completion.
Nov 6, 2025, 2:00 PM
Quarterly earnings call transcripts for DTC.
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