Solo Brands (SBDS)
OTHER OTC:SBDS
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Earnings Data
Report Date
Aug 12, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
―Last Year’s EPS
0.02Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mixed picture: solid execution on cost reduction, product launches, brand strength and early signs of improving sales momentum (including April YoY growth), and the achievement of positive adjusted EBITDA in a seasonally small quarter. However, material challenges remain, including an 18.6% year-over-year revenue decline in Q1, weaker adjusted EBITDA versus prior year, tariff-related costs (~$2 million) that compressed gross margin, elevated interest expense, and a NYSE delisting notice (now trading on OTCQB). Management has clear remediation steps (cost savings, tariff refunds expected ~$10 million, narrowed sales decline trend, reaffirmed guidance), but near-term results were still impacted by timing and macro variability.Company Guidance
Positive Adjusted EBITDA in Seasonally Small Quarter
Adjusted EBITDA was $1.6 million in Q1 2026 (positive), demonstrating operating leverage despite seasonality and a challenging comparability period.
Cost and Efficiency Actions
Completed a reduction in force and compensation adjustments expected to generate approximately $8 million in annualized payroll savings (≈ $10 million fully burdened); operational changes targeting ~$3.5 million in annual distribution/fulfillment savings; early deployment of AI-enabled tools to improve productivity.
Tariff Refund Opportunity and Cash Receipts
Filed refund claims after favorable Supreme Court ruling; began receiving cash with $1.5 million received to date and management expects approximately $10 million total refunds for the year (refunds reduce COGS/inventory upon receipt).
Product Launch and Demand Momentum
March product launches at Stove (SteelFire 22 griddle and Summit 27 fire pit) are now among the top 5 selling DTC products; DTC average order values improved; April showed year-over-year sales growth for Solo Brands driven by stronger DTC for Solo Stove, Chubby's retail strength, and expanded water-sports assortments at Costco.
Narrowing Sales Decline Trend
Consolidated year-over-year percentage sales decline narrowed by nearly 16 percentage points compared to Q4, indicating accelerating recovery in underlying trends as the company exited Q1.
Brand Strength and Customer Loyalty
Solo Stove has over 200,000 five-star reviews, net promoter scores above 70, and brand communities exceeding 500,000 followers; new products received favorable recognition from major publications (Forbes, Men's Health, Popular Mechanics).
Capital Structure, Liquidity and Covenant Compliance
Quarter-end cash and cash equivalents of $16.5 million; $15 million outstanding on $90 million revolver; in compliance with all financial covenants and no material debt maturities until 2028, providing some financial stability while executing turnaround actions.
Strategic Outlook and Guidance Reaffirmed
Management reaffirmed full-year 2026 outlook, continues to prioritize innovation and margin-accretive growth, and plans $3–4 million of growth capital investments focused on product innovation across divisions.
SBDS 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
SBDS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 14, 2026 | $4.96 | $4.90 | -1.21% |
Mar 19, 2026 | $7.60 | $4.26 | -43.95% |
Nov 06, 2025 | $13.11 | $9.00 | -31.35% |
Aug 06, 2025 | $15.00 | $12.00 | -20.00% |
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 (SBDS) report earnings?
Solo Brands (SBDS) is schdueled to report earning on Aug 12, 2026, Before Open (Confirmed).
What is Solo Brands (SBDS) earnings time?
Solo Brands (SBDS) earnings time is at Aug 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?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is SBDS EPS forecast?
Currently, no data Available
