The earnings call reflected a challenging quarter with significant declines in net sales and e-commerce performance, offset by strong point of sale data, successful product launches, and a robust financial position. The company remains confident in its strategy and long-term growth potential.

Company Guidance

During the first quarter of fiscal 2026, American Outdoor Brands, Inc. experienced a 28.7% decline in net sales compared to the previous year, amounting to $29.7 million. This decline was influenced by a $10 million acceleration of order placements by traditional retailers into the prior quarter due to tariff-related price changes. Despite the overall sales decrease, the company noted a 4.2% increase in net sales when combining the last quarter of fiscal 2025 and the first quarter of fiscal 2026. The e-commerce channel underperformed with a 35.2% year-over-year decline, attributed to adjustments in purchasing patterns by a large e-commerce retailer. Gross margin improved by 130 basis points to 46.7%, supported by strategic pricing adjustments and supplier concessions. The company ended the quarter with $17.8 million in cash and no debt, after repurchasing $2.5 million of its common stock. Looking ahead, the company anticipates a 15% year-over-year decline in net sales for the second quarter but remains optimistic about long-term growth through continued innovation and partnerships.

Strong Point of Sale Performance

Despite net sales being lower, point of sale performance was strong compared to peers, supported by consumer demand and feedback from retail partners.

Successful New Product Launches

New products represented nearly 29% of net sales in Q1, indicating successful innovation and consumer interest.

Gross Margin Improvement

Gross margin increased to 46.7%, up 130 basis points compared to Q1 last year.

Expanded Partnership with Major League Fishing

Bubba brand will introduce MLF's tournament format, ScoreTracker Live, to all anglers, expected to enhance subscription revenue and brand reach.

Strong Financial Position

Ended the quarter with $17.8 million in cash, no debt, and $108 million in total available capital.

American Outdoor Brands (AOUT) Earnings, Revenues Date & History

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AOUT Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Dec 04, 2025	2026 (Q2)	0.20 / -	0.37	―	―	―
Sep 04, 2025	2026 (Q1)	-0.25 / -0.26	0.06	-533.33% (-0.32)	―
Jun 27, 2025	2025 (Q4)	-0.11 / 0.13	0	―
Mar 06, 2025	2025 (Q3)	0.09 / 0.21	0.08	162.50% (+0.13)
Dec 05, 2024	2025 (Q2)	0.20 / 0.37	0.25	48.00% (+0.12)
Sep 05, 2024	2025 (Q1)	-0.07 / 0.06	0.01	500.00% (+0.05)
Jun 27, 2024	2024 (Q4)	-0.07 / 0.00	0.06	―
Mar 07, 2024	2024 (Q3)	0.02 / 0.08	0.13	-38.46% (-0.05)
Nov 30, 2023	2024 (Q2)	0.20 / 0.25	0.29	-13.79% (-0.04)
Sep 07, 2023	2024 (Q1)	<0.01 / 0.01	0.01	0.00% (0.00)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

AOUT Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Sep 04, 2025	$10.40	$8.52	-18.08%
Jun 27, 2025	$10.39	$10.45	+0.58%
Mar 06, 2025	$15.09	$13.97	-7.42%
Dec 05, 2024	$10.90	$13.23	+21.38%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.