The earnings call reflected a company in the midst of a strategic turnaround, with significant improvements in gross margin and cost control efforts. However, challenges remain, including a decline in sales and upcoming tariff impacts. The management is optimistic about continuing their turnaround efforts, with a focus on enhancing profitability and optimizing inventory.

Company Guidance

During the second quarter of fiscal year 2025, Duluth Holdings Inc. focused on several key metrics as part of its turnaround strategy, resulting in a positive trajectory despite a 7% year-over-year decline in net sales to $131.7 million. The company achieved a gross margin expansion of 240 basis points to 54.7% and improved SG&A leverage, contributing to a $1.5 million increase in adjusted EBITDA, reaching $12 million or 9.1% of sales. Duluth reported an adjusted EPS of $0.03, a $0.05 improvement compared to the previous year. The company successfully reduced inventory levels by 12% and achieved $10 million in cost savings for fiscal 2025, primarily through headcount reductions and controllable expenses. As part of their strategic initiatives, Duluth implemented a reduction in promotional depth, leading to an 8% increase in average unit retail, and plans to continue focusing on maintaining price integrity and optimizing inventory management to drive long-term profitable growth.

Gross Margin Improvement

The company delivered a gross margin expansion of 240 basis points to 54.7%, driven by a reduction in promotional depth and an increase in average unit retail.

SG&A Leverage and Cost Reduction

SG&A expenses were reduced by $5.2 million, or 7.1%, resulting in improved leverage. The company is on track to realize $10 million in cost savings for fiscal 2025.

Inventory Reduction

Inventory levels decreased by 12% compared to the prior year, driven by enhanced inventory management processes.

Retail Store Performance

Retail store sales increased by 5.3%, supported by improved traffic trends and optimized inventory allocation.

Successful Product Launches

New product lines like Artisan Hemp and Featherlite Chick Knit shirts were well received, and the Mother's Day print collection was the most successful print launch ever.

Duluth Holdings (DLTH) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

DLTH Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 27, 2025	2025 (Q3)	-0.46 / -	-0.41	―	―	―
Sep 04, 2025	2025 (Q2)	-0.12 / 0.03	-0.02	250.00% (+0.05)
Jun 05, 2025	2025 (Q1)	-0.38 / -0.32	-0.24	-33.33% (-0.08)
Mar 13, 2025	2024 (Q4)	0.11 / -0.04	0.21	-119.05% (-0.25)
Dec 05, 2024	2024 (Q3)	-0.32 / -0.41	-0.32	-28.12% (-0.09)
Aug 29, 2024	2024 (Q2)	-0.12 / -0.02	-0.06	66.67% (+0.04)
May 30, 2024	2024 (Q1)	-0.18 / -0.24	-0.12	-100.00% (-0.12)
Mar 07, 2024	2023 (Q4)	0.27 / 0.21	0.23	-8.70% (-0.02)
Nov 30, 2023	2023 (Q3)	-0.27 / -0.32	-0.19	-68.42% (-0.13)
Aug 31, 2023	2023 (Q2)	>-0.01 / -0.06	0.07	-185.71% (-0.13)

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

DLTH Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Sep 04, 2025	$2.36	$3.59	+52.12%
Jun 05, 2025	$2.24	$1.85	-17.41%
Mar 13, 2025	$2.83	$2.52	-10.95%
Dec 05, 2024	$3.72	$3.41	-8.33%

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 Duluth Holdings (DLTH) report earnings?

Duluth Holdings (DLTH) is schdueled to report earning on Nov 27, 2025, Before Open (Confirmed).

What is Duluth Holdings (DLTH) earnings time?

Duluth Holdings (DLTH) earnings time is at Nov 27, 2025, 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 DLTH EPS forecast?

DLTH EPS forecast for the fiscal quarter 2025 (Q3) is -0.46.

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