The earnings call highlighted significant growth in the Topo brand and operational efficiency improvements. However, these positive developments were overshadowed by declining sales, reduced guidance visibility, and a reported net loss, reflecting ongoing macroeconomic challenges and consumer sentiment concerns.

Company Guidance

During the Designer Brands First Quarter 2025 Results Conference Call, the company highlighted several key metrics and strategic focuses. Comparable sales declined by 8% in the first quarter, reflecting weakened consumer sentiment, while U.S. Retail comps were down 7.3% and Canadian comps dropped 9.2%. Despite these challenges, the company achieved a 6% reduction in operating expenses compared to the previous year and anticipates $20 million to $30 million in savings for 2025. The Brand Portfolio segment saw a 23% reduction in operating expenses, contributing to a 30% increase in operating income despite a 7.9% decline in sales. Notably, the Topo brand experienced an 84% year-over-year growth, bolstering its position as a key growth driver. However, due to the volatile macroeconomic environment, Designer Brands withdrew its forward-looking guidance for the year.

Cost Efficiency and Expense Cuts

Implemented a 6% reduction in operating expenses for the quarter versus last year, with expected savings of $20 million to $30 million over the course of 2025.

Topo Brand Growth

The Topo brand showed impressive growth, with sales increasing by 84% year-over-year, driven by strategic distribution expansion and strong sell-through in reorders.

Operational Efficiency in Brand Portfolio

Despite a decline in total sales, the brand portfolio grew operating income by over 30% due to operational efficiencies.

Store Conversion Rate Improvement

Store conversion rates improved by 60 basis points year-over-year, indicating a strong product offering and consumer resonance.

Designer Brands (DBI) Earnings, Revenues Date & History

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DBI Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Sep 09, 2025	2025 (Q2)	0.23 / -	0.29	―	―	―
Jun 10, 2025	2025 (Q1)	-0.06 / -0.26	0.08	-425.00% (-0.34)	―
Mar 20, 2025	2024 (Q4)	-0.49 / -0.44	-0.44	0.00% (0.00)	―
Dec 10, 2024	2024 (Q3)	0.35 / 0.27	0.24	12.50% (+0.03)	―
Sep 11, 2024	2024 (Q2)	0.53 / 0.29	0.59	-50.85% (-0.30)	―
Jun 04, 2024	2024 (Q1)	0.13 / 0.08	0.21	-61.90% (-0.13)	―
Mar 21, 2024	2023 (Q4)	-0.47 / -0.44	0.07	-728.57% (-0.51)	―
Dec 05, 2023	2023 (Q3)	0.46 / 0.24	0.67	-64.18% (-0.43)	―
Sep 07, 2023	2023 (Q2)	0.44 / 0.59	0.62	-4.84% (-0.03)	―
Jun 08, 2023	2023 (Q1)	0.23 / 0.21	0.48	-56.25% (-0.27)

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

DBI Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jun 10, 2025	$3.73	$3.05	-18.23%
Mar 20, 2025	$3.70	$3.93	+6.22%
Dec 10, 2024	$5.64	$5.85	+3.72%
Sep 11, 2024	$5.57	$4.92	-11.67%

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.