Solo Brands (SBDS)
NYSE:SBDS
Earnings Data
Report Date
May 07, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
―Last Year’s EPS
-3.2Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call conveyed a mix of meaningful operational progress and persistent near-term challenges. Positives include substantial cost reductions (>30% SG&A), three consecutive quarters of positive operating cash flow, a significant (52%) improvement in Q4 adjusted EBITDA, inventory reductions (~25%), and Chubbies’ 9.1% annual growth plus strong new-product momentum and third‑party recognition. Offsetting these gains are large year‑over‑year sales declines (Q4 down 34.5%), a sizeable Q4 net loss driven by $74.1M of non‑cash impairments and $75.5M of restructuring charges, ongoing Solo Stove unit share pressure, and a leveraged balance sheet (term loan ~$253M) with planned short‑term revolver usage. Overall, the narrative is one of restructuring pain but clear operational leverage and cash‑generation improvements that position the company to recover, making the tone balanced between progress and continued risk.Company Guidance
Sustained Positive Operating Cash Flow
Management reported positive operating cash flow for the third consecutive quarter; beyond the first quarter they aggregated roughly $28.6 million of operating cash flow and noted an early balance-sheet reset that drove ~ $75 million of operational cash flow primarily to settle legacy payables.
Material SG&A and Cost Structure Reductions
Company consolidated run-rate SG&A was cut by more than 30% during the year; fourth-quarter SG&A decreased 38.8% year over year and payroll was down ~27% year over year in Q4, reflecting structural cost reductions and ongoing rightsizing.
Significant Improvement in Adjusted EBITDA
Full-year adjusted EBITDA was roughly $19 million; fourth-quarter adjusted EBITDA was $9.6 million (10.2% of sales), a 52% year-over-year improvement and a sequential reversal from negative EBITDA in Q3.
Stable and Improving Gross Margin
Adjusted gross margin in Q4 was 61%, essentially flat versus a year ago and up ~40 basis points sequentially from Q3, with management expecting further margin stability in 2026 due to disciplined pricing and promotions.
Inventory and Balance Sheet Discipline
Inventory balances were reduced nearly 25% year over year; the company ended the year with $20 million in cash and no outstanding revolver balance, remained in compliance with covenants, and has no significant debt maturities until 2028.
Chubbies Growth and Strong Product Momentum
Chubbies delivered full-year sales of $122.9 million, representing 9.1% year-over-year growth driven by online demand and strategic partnerships; management launched five new products in 2025 and reported that ~25% of Q4 sales were from new products, with recent launches quickly becoming top-selling SKUs.
Market Recognition and Product Innovation
Management highlighted product innovation including the all-new Summit 24 smokeless fire pit being named Forbes’ best choice in the category, multiple new Solo Stove and Chubbies SKUs launched (including the new women’s swim brand Cheeky's), and continued investment in new product pipeline (~$34 million planned growth capital for the year).
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 |
|---|---|---|---|
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% |
May 12, 2025 | $2.93 | $4.00 | +36.52% |
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 May 07, 2026, Before Open (Confirmed).
What is Solo Brands (SBDS) earnings time?
Solo Brands (SBDS) earnings time is at May 07, 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
