The earnings call reflects significant challenges with a notable decline in net sales and increased net loss. However, the company is making progress in cost reduction and cash generation, with promising new product launches and improved inventory management. The company's strategic focus on profitability and efficiency is evident, but the top-line performance remains an area of concern.

Company Guidance

During the Solo Brands Third Quarter 2025 Financial Results Conference Call, the company provided detailed guidance on its financial performance and strategic initiatives. The third quarter saw net sales of $53 million, a 43.7% decline from the previous year, largely due to inventory rebalancing by retail partners, particularly affecting the Solo Stove division. Despite this, the company maintained a stable gross margin of 60.6% and generated $11 million in operating cash flow, marking its second consecutive quarter of positive cash generation. Cost discipline was emphasized with a 35.4% reduction in SG&A expenses year-over-year. The company ended the quarter with $16.3 million in cash, no outstanding borrowings on its $90 million revolving credit facility, and a debt structure including a $240 million term loan. Solo Brands is focusing on profitability, cash generation, and strategic transformation, launching new products like the Summit 24 and Infinity Flame firepits, which have shown promising initial results. The company is optimistic about the upcoming holiday season and continues to align its operations with current demand while preparing for future growth.

Positive Cash Flow

Generated $11 million of operating cash flow in Q3, marking the second consecutive quarter of positive cash generation, driven by stronger cost discipline and better working capital management.

Significant Cost Reduction

Selling, general and administrative expenses were reduced by 35.4% year-over-year in Q3, reflecting lower marketing spend, reduced employee-related costs, and continued structural efficiencies.

Product Innovation and Launches

Launched the all-new Summit 24 firepit and the Propane Infinity Flame firepit, showing positive consumer response and expanding into new markets like California, where 70% of the customers are new.

Inventory Management

Inventories are down 21% year-over-year, indicating improved alignment of supply with demand, particularly within the Solo Stove segment.

Solo Brands (SBDS) 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 >

SBDS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Mar 12, 2026	2025 (Q4)	- / -	1.2	―	―	―
Nov 06, 2025	2025 (Q3)	- / -4.33	0.8	-641.25% (-5.13)	―
Aug 06, 2025	2025 (Q2)	- / 0.02	1.6	-98.75% (-1.58)	―
May 12, 2025	2025 (Q1)	0.19 / -3.20	1.2	-366.67% (-4.40)	―
Mar 12, 2025	2024 (Q4)	5.00 / 1.20	5.2	-76.92% (-4.00)	―
Nov 07, 2024	2024 (Q3)	1.02 / 0.80	11.2	-92.86% (-10.40)	―
Aug 07, 2024	2024 (Q2)	5.15 / 1.60	8.8	-81.82% (-7.20)	―
May 09, 2024	2024 (Q1)	-0.40 / 1.20	6.4	-81.25% (-5.20)	―
Mar 14, 2024	2023 (Q4)	6.77 / 5.20	13.2	-60.61% (-8.00)	―
Nov 07, 2023	2023 (Q3)	4.48 / 11.20	6	86.67% (+5.20)	―

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

SBDS Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Nov 06, 2025	$13.11	$9.00	-31.35%
Aug 06, 2025	$15.00	$12.00	-20.00%
May 12, 2025	$2.93	$4.00	+36.52%
Mar 12, 2025	$26.20	$9.73	-62.86%

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 Solo Brands, Inc. (SBDS) report earnings?

Solo Brands, Inc. (SBDS) is schdueled to report earning on Mar 12, 2026, Before Open (Confirmed).

What is Solo Brands, Inc. (SBDS) earnings time?

Solo Brands, Inc. (SBDS) earnings time is at Mar 12, 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?

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What is SBDS EPS forecast?

Currently, no data Available

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