XCel Brands (XELB)
NASDAQ:XELB
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Earnings Data
Report Date
May 25, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
―Last Year’s EPS
-0.58Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mixed picture: clear operational progress (new influencer-led brands, expanded social and broadcast reach, product pipeline, and year-over-year improvements in adjusted EBITDA and operating costs) and meaningful financing moves (PIPE and $15M equity line). However, these positives are tempered by significant revenue declines year-over-year, continuing GAAP net losses, rising interest expense, supplier and tariff-related disruptions, and constrained near-term cash and leverage. Management is optimistic about 2026 product rollouts and longer-term royalty targets, but near-term financial pressures and execution risks remain.Company Guidance
New Influencer-Led Brand Portfolio and Audience Growth
Launched multiple influencer-led brands (Cesar Millan, Gemma Stafford, Jenny Martinez, Coco Rocha, Shannon Doherty). Social media reach expanded from an implied $5M to $46M and TV/streaming distribution exceeds 100M households; management targets 100M social followers across the portfolio.
Product Launch Cadence and Early Retail Wins
Wholesale shipments by licensees expected to begin Q1 2026 with on-air programming on QVC/HSN starting Q2 2026; Cesar, Gemma and Jenny launching in Q2, Amazon store(s) planned and Cesar products showed ~1,000 SKUs at Pet Expo with strong retailer interest and orders expected in-store by August 2026.
Improving EBITDA Trends
Adjusted EBITDA loss improved to approximately $600K in Q4 2025 versus $792K in Q4 2024 (~24% YoY improvement). Full-year EBITDA loss improved to negative $2.3M from negative $3.5M the prior year (~35% improvement).
Cost Reductions and Lower Operating Run Rate
Direct operating costs down 22% in the quarter and 33% for the full year due to business transformation and cost reduction actions; management reports a payroll/operating/overhead run rate of approximately $8M going forward.
Selective Balance Sheet and Financing Actions
Closed a PIPE in Dec 2025 with net proceeds of ~$1.8M and established a committed equity line facility in Jan 2026 providing up to $15M over two years; stockholders' equity approximately $16M as of Dec 31, 2025.
Category Diversification and Strategic Sourcing
Management is pivoting toward categories with more U.S.-based production (food, pet products, supplements) to hedge against tariff/import disruptions and shorten lead times.
Revenue Pockets and Licensing Wins
JTV revenues were up 23% year-over-year; C. Wonder and Christie Brinkley are among the fastest-growing brands on HSN and Halston showed a strong second half of 2025.
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 |
|---|---|---|---|
Apr 20, 2026 | $2.24 | $2.19 | -2.23% |
Nov 19, 2025 | $0.80 | $0.75 | -6.25% |
Aug 14, 2025 | $1.11 | $1.06 | -4.50% |
Jun 04, 2025 | $2.42 | $2.31 | -4.55% |
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 May 25, 2026, After Close (Confirmed).
What is XCel Brands (XELB) earnings time?
XCel Brands (XELB) earnings time is at May 25, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is XELB EPS forecast?
Currently, no data Available