Update shared on 18 Dec 2025
Fair value Decreased 29%Analysts have raised their price target on Duluth Holdings by approximately $5.00, citing slightly improved long term revenue and profit margin expectations, despite a modest uptick in the assumed discount rate and a lower future price to earnings multiple.
What's in the News
- Duluth Holdings opened a new 9,500 square foot retail store at The Shoppes at Arbor Lakes in Maple Grove, Minnesota, expanding its Twin Cities presence to four locations and six statewide (Key Developments).
- The new Maple Grove store features nearly 7,000 square feet of shopping space, showcasing core Duluth Trading products such as men's Fire Hose pants, women's Heirloom Gardening bibs, and Buck Naked underwear in a workshop inspired setting (Key Developments).
- Grand opening festivities on October 4 include an official ribbon cutting ceremony with company leadership and local dignitaries, along with promotional events throughout the day (Key Developments).
- Experiential marketing elements at the opening, including the Big Dam Van pop up and the Timberworks Lumberjack Show, are designed to drive store traffic and customer engagement with multiple scheduled performances (Key Developments).
- A limited time in store promotion offers customers a free Duluth Trading Tower of Nuts gift with purchases of $200 or more at the new Maple Grove location (Key Developments).
Valuation Changes
- Fair Value Estimate increased from $7.00 to $5.00 above the prior price target, reflecting a modest upward revision in intrinsic value assumptions.
- Discount Rate rose slightly from 11.93% to 12.50%, indicating a marginally higher assumed risk profile or cost of capital.
- Revenue Growth improved from an expected decline of approximately 3.20% to a smaller decline of about 2.25%, suggesting a less negative long term sales trajectory.
- Net Profit Margin edged up from roughly 4.81% to about 4.88%, pointing to slightly better long term profitability expectations.
- Future P/E Multiple fell significantly from about 11.95x to roughly 8.47x, signaling more conservative assumptions for the stock's valuation relative to earnings.
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