Designer Brands Inc (DBI)
NYSE:DBI
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Earnings Data
Report Date
Sep 02, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.26Last Year’s EPS
0.34Same Quarter Last Year
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlighted solid operational progress: revenue growth, a powerful Brand Portfolio performance (+19.4%), significant margin expansion (+240 bps), return to adjusted profitability (adjusted operating income of $19.4M and adjusted EPS $0.07), inventory reduction (-6%) and improved balance sheet metrics. Offsetting items include modest comparable-store sales declines (-1.1% consolidated, -1.2% retail), weather-driven seasonal weakness (sandals down low single digits), category softness in casual/athletic, tariff uncertainty, a high Q1 tax rate (54.5%) and anticipated Q3 expense/headwinds from reinstated incentive compensation. Overall, positives — notably margin improvement, brand momentum and return to profitability — are stronger than the headwinds, though management remains appropriately cautious on macro and tariff risks.Company Guidance
Consolidated Net Sales Growth
First quarter consolidated net sales of $696 million, up 1.4% year-over-year, with quarter-to-date Q2 trends supportive of annual sales guidance (Q2 expected flat to slightly up).
Strong Brand Portfolio Performance
Brand Portfolio segment sales increased 19.4% year-over-year; operating income improved by $13 million versus prior year. Top performing brands: Topo +32%, Jessica Simpson +35%, and Keds +35%; inter-company sales up 24%.
Meaningful Margin Expansion
Consolidated gross margin expanded 240 basis points to 45.3%, driven by stronger initial markups (IMU), fewer markdowns and promotional optimization; consolidated gross profit increased ~$20.8 million versus prior year.
Return to Profitability and EPS Beat
Adjusted operating income of $19.4 million in Q1 (vs. adjusted operating loss of $1.1 million prior year) and adjusted net income of $3.8 million; adjusted diluted EPS of $0.07 versus an adjusted loss per share of $0.27 in the prior year — ahead of expectations.
Improved Operating Expense Discipline
Adjusted operating expenses leveraged 50 basis points year-over-year to 42.9% of sales, reflecting cost reduction actions and organizational changes implemented in 2025.
Inventory and Balance Sheet Improvements
Total inventories down 6% year-over-year with 'clean' inventory composition entering Q2; cash balance of $50 million (vs. $46 million prior year), total liquidity $189 million, and total debt reduced to $475 million from $523 million a year ago.
Category Wins and Assortment Strength
Retail dress business up ~4% and double-digit growth in adjacent categories (led by accessories); U.S. revenue up slightly and DSW held footwear market share in Q1 per Circana data, with improving traffic trends and strong regular-price sales.
Operational Execution and Strategic Momentum
Management highlights structural improvements in pricing, sourcing, inventory management and channel profitability that contributed to margin expansion and a more durable earnings model; guidance updated to expect full-year EPS to trend toward the high end of prior range.
DBI Earnings History
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 09, 2026 | $8.88 | $7.02 | -20.95% |
Mar 26, 2026 | $5.38 | $5.65 | +5.02% |
Dec 09, 2025 | $4.80 | $7.13 | +48.45% |
Sep 09, 2025 | $4.03 | $4.25 | +5.51% |
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.
FAQ
When does Designer Brands Inc (DBI) report earnings?
Designer Brands Inc (DBI) is schdueled to report earning on Sep 02, 2026, Before Open (Confirmed).
What is Designer Brands Inc (DBI) earnings time?
Designer Brands Inc (DBI) earnings time is at Sep 02, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is DBI EPS forecast?
DBI EPS forecast for the fiscal quarter 2026 (Q2) is 0.26.
