The earnings call highlighted several strategic improvements and positive trends, particularly in specific product categories and brand partnerships. However, the overall sales decline and the impact of macroeconomic headwinds such as tariffs present ongoing challenges. With significant improvements in targeted areas and strategic initiatives, the sentiment leans towards the positive, though tempered by the broader economic context.

Company Guidance

In the second quarter of fiscal year 2025, Designer Brands Inc. reported a 4.2% decline in net sales year-over-year to $739.8 million, with comparable sales down 5%. This marked a 280 basis point improvement in comparable sales from the first quarter. Adjusted operating expenses decreased by over $14 million, achieving a 350 basis point leverage compared to Q1. Despite a 5% decline in U.S. retail comps, the company noted a 1% increase in store conversion rates, driven by a strategic focus on inventory depth and marketing investments. The women's dress category outperformed with a 5% positive comp, a 900 basis point improvement from the prior quarter. In the Canadian retail segment, sales were flat year-over-year with a positive comp in July. The brand portfolio's external wholesale business grew by 7%, despite a 24% decline in internal sales. The company continued to withhold full-year guidance due to macroeconomic uncertainties, including tariffs and consumer spending caution. However, it remains focused on executing its strategy, with a targeted $20-$30 million reduction in expenses for fiscal 2025.

Improvement in Women's Dress Category

The women's dress category delivered a positive 5% comp, which is a 900 basis point improvement from the first quarter, and represents a significant part of the business at almost 12% of total sales.

Successful New Partnership with DoorDash

Approximately 85% of transactions from the DoorDash marketplace so far represent new customers to DSW.

Top Performing Brands

The top eight brands outperformed the balance of the chain with a positive 1% comp for the quarter, accounting for 45% of total sales.

Social Engagement and Marketing Initiatives

Social engagement continued to climb in Q2, fueled by stronger content strategies and creator partnerships.

Debt Reduction

The company paid down debt to end fiscal August with outstanding debt of $476.1 million.

Expansion in Topo Athletic

Topo Athletic posted a 45% growth in sales year over year.

New Store Format and Brand Repositioning

Unveiled a reimagined DSW store in Framingham, Massachusetts, with immersive, playful elements designed to drive deeper customer engagement.

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
Dec 10, 2025	2025 (Q3)	0.16 / -	0.27	―	―	―
Sep 09, 2025	2025 (Q2)	0.22 / 0.34	0.29	17.24% (+0.05)	―
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)	―

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
Sep 09, 2025	$4.17	$4.40	+5.52%
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%

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.