XCel Brands (XELB)
NASDAQ:XELB
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Earnings Data
Report Date
Aug 19, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.38Last Year’s EPS
-0.37Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presents a balanced picture. Positives include substantial audience growth via influencer-led brands, early product launches and on-air programming, a realized brand sale generating $2.3M in cash, and newly established financing capacity. Negatives include a meaningful quarter-over-quarter revenue decline (~15%), continued GAAP and adjusted EBITDA losses (~$2.5M GAAP loss; ~$700k adjusted EBITDA loss), supplier-related disruptions that hurt near-term sales, and very low unrestricted cash (~$0.2M) that could pressure near-term liquidity. Management expressed optimism about revenue growth ahead driven by influencer launches and improved supplier execution, but the company remains unprofitable and liquidity-constrained in the near term.Company Guidance
Rapid Influencer-Audience Expansion and Product Rollouts
Influencer-led brands expanded social media following from 5 million to over 46 million with a pipeline targeting 100 million followers; launched 2 influencer brands late in Q1 with wholesale shipments and on-air programming (QVC/HSN) beginning in Q2; expect 2 more launches in fall 2026 and another in spring 2027. Management reports TV/streaming reach of over 100 million households and tens of millions of media impressions per month.
Brand Monetization — Judith Ripka Sale
Closed sale of the Judith Ripka brand in April for $2.3 million in cash plus future earn-out consideration (sold at ~6x gross royalty income), demonstrating ability to realize value from legacy brands.
New Financing Capacity and Debt Activity
Established a committed equity line facility providing up to $15 million of potential funding (unused as of quarter end); executed amendments to term loan and in April issued $3.0 million of senior secured notes at a fixed rate and paid down a portion of variable-rate term loan debt.
Cost Reductions and Operating Efficiency
Direct operating costs decreased to $2.1 million from $2.3 million year-over-year (down ~$0.2M, ~8.7%) driven by payroll and benefit cost reductions; management targeting run-rate operating costs around $7.5 million as influencer revenue scales.
Improved GAAP Net Loss and Non-GAAP Per-Share Improvement
GAAP net loss narrowed to approximately $2.5 million (−$0.42 per share) from $2.8 million (−$1.18 per share) in prior-year quarter (improvement of ~$0.3M, ~10.7%); non-GAAP net loss remained ~ $1.4 million but non-GAAP loss per share improved from −$0.58 to −$0.24 (improvement of $0.34 per share, ~59%).
XELB 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
XELB Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 14, 2026 | $2.15 | $2.11 | -1.86% |
Apr 07, 2026 | $1.46 | $1.53 | +4.79% |
Nov 19, 2025 | $0.80 | $0.75 | -6.25% |
Aug 14, 2025 | $1.11 | $1.06 | -4.50% |
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 XCel Brands (XELB) report earnings?
XCel Brands (XELB) is schdueled to report earning on Aug 19, 2026, After Close (Confirmed).
What is XCel Brands (XELB) earnings time?
XCel Brands (XELB) earnings time is at Aug 19, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is XELB EPS forecast?
XELB EPS forecast for the fiscal quarter 2026 (Q2) is -0.38.