Designer Brands（DBI）株式概要Designer Brands Inc.は、その子会社とともに、米国、カナダ、および海外でフットウェアおよびアクセサリーのデザイン、製造、小売を行っている。 詳細DBI ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長0/6過去の実績2/6財務の健全性2/6配当金2/6報酬今年は黒字化を達成 リスク分析利払いは収益で十分にカバーされない 過去3か月間に大規模なインサイダー売却が発生 財務結果に影響を与える大きな一時的項目 3.62%の配当は利益で十分にカバーされていない すべてのリスクチェックを見るDBI Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Analyst Price TargetsAN57.7% overvaluedAnalystConsensusTarget•1y agoRevamped Leadership And Brand Focus Will Expand Market Reach2800AN84.0% overvaluedAnalystLowTarget•1y agoWeak Consumer Demand And Margin Strain Will Spur Emerging Value500AN10.4% overvaluedAnalystHighTarget•1y agoDigital, Experiential And Wellness Trends Will Redefine Retail Experiences1300Top Analyst NarrativesAN57.7% overvaluedAnalystConsensusTarget•1y agoRevamped Leadership And Brand Focus Will Expand Market Reach2800AN84.0% overvaluedAnalystLowTarget•1y agoWeak Consumer Demand And Margin Strain Will Spur Emerging Value500AN10.4% overvaluedAnalystHighTarget•1y agoDigital, Experiential And Wellness Trends Will Redefine Retail Experiences1300View all narrativesDesigner Brands Inc. 競合他社ZumiezSymbol: NasdaqGS:ZUMZMarket cap: US$296.1mJ.JillSymbol: NYSE:JILLMarket cap: US$246.5mLands' EndSymbol: NasdaqCM:LEMarket cap: US$334.5mGenescoSymbol: NYSE:GCOMarket cap: US$368.3m価格と性能株価の高値、安値、推移の概要Designer Brands過去の株価現在の株価US$5.5252週高値US$9.1752週安値US$2.55ベータ1.251ヶ月の変化-34.60%3ヶ月変化-5.80%1年変化97.14%3年間の変化-47.88%5年間の変化-66.09%IPOからの変化-78.49%最新ニュースUpcoming Dividend • Jun 18Upcoming dividend of US$0.05 per shareEligible shareholders must have bought the stock before 25 June 2026. Payment date: 08 July 2026. Payout ratio is on the higher end at 94%, however this is supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of American dividend payers (4.3%). Higher than average of industry peers (2.2%).Valuation Update With 7 Day Price Move • Jun 16Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to US$6.91, the stock trades at a trailing P/E ratio of 33.1x. Average forward P/E is 12x in the Specialty Retail industry in the US. Total loss to shareholders of 16% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$5.32 per share.Recent Insider Transactions • Jun 13Insider recently sold US$243k worth of stockOn the 10th of June, Mary Turner sold around 35k shares on-market at roughly US$7.00 per share. This transaction amounted to 98% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$1.8m more than they bought in the last 12 months.お知らせ • Jun 12Designer Brands Inc. Approves Quarterly Cash Dividend, Payable on July 8, 2026On June 10, 2026, the Board of Designer Brands Inc. approved a quarterly cash dividend of $0.05 per share of the Company’s Class A and Class B common shares. The dividend will be paid on July 8, 2026 to shareholders of record as of the close of business on June 25, 2026. As it is customary, details regarding the record and payment dates for any future quarterly dividends will be announced at the time such dividends are declared by the Board.Recent Insider Transactions Derivative • Jun 11Insider notifies of intention to sell stockMary Turner intends to sell 35k shares in the next 90 days after lodging an Intent To Sell Form on the 10th of June. If the sale is conducted around the recent share price of US$7.00, it would amount to US$243k. Since March 2026, Mary has owned 35.31k shares directly. Company insiders have collectively sold US$3.9m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Jun 11+ 1 more updateDesigner Brands Inc. Updates Earnings Guidance for the Full Year 2026Designer Brands Inc. updated earnings guidance for the full year 2026. The company continue to expect sales for the fiscal year in line with original guidance, given the strong results in first quarter, company now expect full year earnings per share to trend towards the high end of annual guidance range.最新情報をもっと見るRecent updatesUpcoming Dividend • Jun 18Upcoming dividend of US$0.05 per shareEligible shareholders must have bought the stock before 25 June 2026. Payment date: 08 July 2026. Payout ratio is on the higher end at 94%, however this is supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of American dividend payers (4.3%). Higher than average of industry peers (2.2%).Valuation Update With 7 Day Price Move • Jun 16Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to US$6.91, the stock trades at a trailing P/E ratio of 33.1x. Average forward P/E is 12x in the Specialty Retail industry in the US. Total loss to shareholders of 16% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$5.32 per share.Recent Insider Transactions • Jun 13Insider recently sold US$243k worth of stockOn the 10th of June, Mary Turner sold around 35k shares on-market at roughly US$7.00 per share. This transaction amounted to 98% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$1.8m more than they bought in the last 12 months.お知らせ • Jun 12Designer Brands Inc. Approves Quarterly Cash Dividend, Payable on July 8, 2026On June 10, 2026, the Board of Designer Brands Inc. approved a quarterly cash dividend of $0.05 per share of the Company’s Class A and Class B common shares. The dividend will be paid on July 8, 2026 to shareholders of record as of the close of business on June 25, 2026. As it is customary, details regarding the record and payment dates for any future quarterly dividends will be announced at the time such dividends are declared by the Board.Recent Insider Transactions Derivative • Jun 11Insider notifies of intention to sell stockMary Turner intends to sell 35k shares in the next 90 days after lodging an Intent To Sell Form on the 10th of June. If the sale is conducted around the recent share price of US$7.00, it would amount to US$243k. Since March 2026, Mary has owned 35.31k shares directly. Company insiders have collectively sold US$3.9m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Jun 11+ 1 more updateDesigner Brands Inc. Updates Earnings Guidance for the Full Year 2026Designer Brands Inc. updated earnings guidance for the full year 2026. The company continue to expect sales for the fiscal year in line with original guidance, given the strong results in first quarter, company now expect full year earnings per share to trend towards the high end of annual guidance range.Reported Earnings • Jun 09First quarter 2027 earnings releasedFirst quarter 2027 results: Net income: (up US$17.4m from 1Q 2026). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 126 percentage points per year, which is a significant difference in performance.New Risk • Jun 09New major risk - Revenue and earnings growthEarnings have declined by 8.1% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.1x net interest cover). Earnings have declined by 8.1% per year over the past 5 years. Minor Risk Paying a dividend despite being loss-making.Seeking Alpha • Jun 06Designer Brands Isn't A Great Fit Right Now (Downgrade)Summary Designer Brands faces deteriorating fundamentals, with revenue and profitability declining and shares underperforming the S&P 500 by a wide margin. Despite low valuation multiples and recent debt reduction, DBI's weak sales trends and mixed management outlook warrant a downgrade from 'buy' to 'hold.' The retail segment struggles with declining comparable sales and customer traffic, while Brand Portfolio segment saw a 21.9% sales plunge despite cost cuts. Upcoming Q1 FY2026 results and potential improvements in adjusted EPS are key catalysts, but concrete progress is needed before turning bullish. Read the full article on Seeking AlphaPrice Target Changed • Jun 01Price target increased by 11% to US$7.50Up from US$6.75, the current price target is an average from 2 analysts. New target price is 8.5% below last closing price of US$8.20. Stock is up 143% over the past year. The company posted a net loss per share of US$0.17 last year.お知らせ • May 19Designer Brands Inc. to Report Q1, 2027 Results on Jun 09, 2026Designer Brands Inc. announced that they will report Q1, 2027 results Pre-Market on Jun 09, 2026Buy Or Sell Opportunity • Apr 01Now 20% overvaluedOver the last 90 days, the stock has fallen 22% to US$5.81. The fair value is estimated to be US$4.83, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 4.1% over the last 3 years. Meanwhile, the company became loss making.Price Target Changed • Mar 29Price target decreased by 10% to US$6.50Down from US$7.25, the current price target is an average from 2 analysts. New target price is 19% above last closing price of US$5.44. Stock is up 52% over the past year. The company posted a net loss per share of US$0.17 last year.Reported Earnings • Mar 27Full year 2026 earnings released: US$0.17 loss per share (vs US$0.20 loss in FY 2025)Full year 2026 results: US$0.17 loss per share (improved from US$0.20 loss in FY 2025). Revenue: US$2.89b (down 3.9% from FY 2025). Net loss: US$8.37m (loss narrowed 21% from FY 2025). Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 107 percentage points per year, which is a significant difference in performance.お知らせ • Mar 27Designer Brands Inc. Provides Earnings Guidance for Fiscal 2026Designer Brands Inc. provided earnings guidance for fiscal 2026. For the period, the company expects Designer Brands Change in Net Sales Down 1% to Up 1%, Diluted Earnings per Share $0.28 - $0.38 and Weighted average diluted shares is 58 million. 2026 guidance reflects meaningful growth in profitability.Recent Insider Transactions Derivative • Mar 26CEO & Director exercised options and sold US$722k worth of stockOn the 23rd of March, Douglas Howe exercised options to acquire 134k shares at no cost and sold these for an average price of US$5.40 per share. This trade did not impact their existing holding. For the year to January 2023, Douglas' total compensation was 25% salary and 75% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Douglas' direct individual holding has increased from 186.52k shares to 365.57k. Company insiders have collectively sold US$4.2m more than they bought, via options and on-market transactions in the last 12 months.Declared Dividend • Mar 19Third quarter dividend of US$0.05 announcedDividend of US$0.05 is the same as last year. Ex-date: 26th March 2026 Payment date: 10th April 2026 Dividend yield will be 3.6%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (10% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.お知らせ • Mar 13Designer Brands Inc. Approves Quarterly Cash Dividend for Class A and B Common Shares, Payable on April 10, 2026On March 12, 2026, the Board of Designer Brands Inc. approved a quarterly cash dividend of $0.05 per share of the Company’s Class A and Class B common shares. The dividend will be paid on April 10, 2026 to shareholders of record as of the close of business on March 26, 2026. As it is customary, details regarding the record and payment dates for any future quarterly dividends will be announced at the time such dividends are declared by the Board.お知らせ • Mar 12Designer Brands Inc. to Report Q4, 2026 Results on Mar 26, 2026Designer Brands Inc. announced that they will report Q4, 2026 results Pre-Market on Mar 26, 2026Recent Insider Transactions Derivative • Mar 06Key Executive exercised options and sold US$140k worth of stockOn the 3rd of March, Andrea O’Donnell exercised options to acquire 19k shares at no cost and sold these for an average price of US$7.20 per share. This trade did not impact their existing holding. Since March 2025, Andrea's direct individual holding has increased from 21.77k shares to 39.04k. Company insiders have collectively sold US$3.4m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Feb 11+ 1 more updateDesigner Brands Inc. Announces Executive ChangesDesigner Brands Inc. announced that Sheamus Toal will join the company as Executive Vice President and Principal Financial Officer, effective February 16, 2026. Mark Haley, who has served as Interim Principal Financial Officer during the transition period, will return full time to his position as Senior Vice President, Controller and Principal Accounting Officer. Sheamus brings deep financial and operational experience shaped by decades of leadership in Chief Financial Officer and Chief Operating Officer roles across large, complex public and private companies. As a proven strategic partner to boards and management teams, he has led omnichannel retailers through critical milestones including acquisitions, capital raises, and reorganizations. Most recently, Sheamus served as Chief Operating Officer and Chief Financial Officer of The Children's Place, overseeing finance and end-to-end operations for a multi-brand public retailer with significant size and scale. In this role, he strengthened liquidity, optimized a digitally-driven business model, and delivered significant cost savings and earnings improvement. Previously, Sheamus served as Executive Vice President, Chief Financial Officer of Saatva.com, where he drove a notable growth in topline revenue, improvement in profitability, led public-company readiness efforts, and executed major financing transactions. Earlier, Sheamus spent more than a decade in senior leadership roles at the multi-brand publicly traded retailer New York & Company, including 12 years as Chief Financial Officer, and then later served as Chief Executive Officer.Recent Insider Transactions Derivative • Feb 04Insider exercised options and sold US$144k worth of stockOn the 30th of January, Andrea O’Donnell exercised options to acquire 23k shares at no cost and sold these for an average price of US$6.34 per share. This trade did not impact their existing holding. Since March 2025, Andrea has owned 21.77k shares directly. Company insiders have collectively sold US$2.8m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Jan 30Designer Brands Inc. Appoints Andrea O'donnell as Chief Operating Officer Effective February 8, 2026Designer Brands Inc. announced that on January 27, 2026, the Board of Directors approved the appointment of Andrea O'Donnell as the Company's Chief Operating Officer, effective as of February 8, 2026. Ms. O'Donnell will also continue to serve as the Company's Executive Vice President and as the President of the brands business. Ms. O'Donnell, age 57, has served as the Company's Executive Vice President and as President of Camuto LLC, our brands business, since January 2024. Before joining the Company, Ms. O'Donnell served as Chief Executive Officer of Everlane Inc., a fashion retailer, from 2021 to 2024. Prior to Everlane, Ms. O'Donnell held the role of President at Deckers Outdoor Corporation from 2016 to 2021, where she oversaw the Ugg and Koolaburra brands. Prior to Deckers, Ms. O'Donnell served as President, Global Merchandising at DFS Group Ltd., a multi-billion-dollar retailer, from 2014 to 2016, and as the Executive Director of Lane Crawford from 2012 to 2014, where she was responsible for merchandising, merchandise planning, marketing, customer relationship management and store planning for the Asia Pacific region across a portfolio of 500 brands. In addition, Ms. O'Donnell has held various positions at retail brands, including John Lewis plc, Hackett Ltd, Jaeger, and Debenhams Brands Limited.分析記事 • Jan 29Some Confidence Is Lacking In Designer Brands Inc.'s (NYSE:DBI) P/SThere wouldn't be many who think Designer Brands Inc.'s ( NYSE:DBI ) price-to-sales (or "P/S") ratio of 0.1x is worth a...分析記事 • Jan 06Designer Brands (NYSE:DBI) Is Experiencing Growth In Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...Recent Insider Transactions • Dec 30Independent Director recently sold US$105k worth of stockOn the 26th of December, Joanna Lau sold around 13k shares on-market at roughly US$8.00 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$1.1m. Insiders have been net sellers, collectively disposing of US$1.6m more than they bought in the last 12 months.Recent Insider Transactions • Dec 14Vice Chairman recently sold US$1.1m worth of stockOn the 11th of December, Deborah Ferree sold around 142k shares on-market at roughly US$8.06 per share. This transaction amounted to 32% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$1.5m more than they bought in the last 12 months.Recent Insider Transactions Derivative • Dec 11Vice Chairman notifies of intention to sell stockDeborah Ferree intends to sell 142k shares in the next 90 days after lodging an Intent To Sell Form on the 10th of December. If the sale is conducted around the recent share price of US$8.32, it would amount to US$1.2m. Since March 2025, Deborah has owned 448.97k shares directly. Company insiders have collectively sold US$1.4m more than they bought, via options and on-market transactions in the last 12 months.Price Target Changed • Dec 10Price target increased by 33% to US$6.00Up from US$4.50, the current price target is an average from 2 analysts. New target price is 29% below last closing price of US$8.47. Stock is up 48% over the past year. The company posted a net loss per share of US$0.20 last year.New Risk • Dec 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 9.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (0.6x net interest cover). Minor Risks Paying a dividend despite being loss-making. Share price has been volatile over the past 3 months (9.4% average weekly change). Significant insider selling over the past 3 months (US$280k sold).Reported Earnings • Dec 09Third quarter 2026 earnings released: EPS: US$0.35 (vs US$0.25 in 3Q 2025)Third quarter 2026 results: EPS: US$0.35 (up from US$0.25 in 3Q 2025). Revenue: US$752.4m (down 3.2% from 3Q 2025). Net income: US$18.2m (up 40% from 3Q 2025). Profit margin: 2.4% (up from 1.7% in 3Q 2025). Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 102 percentage points per year, which is a significant difference in performance.お知らせ • Dec 09Designer Brands Inc. Provides Revenue Guidance for Fiscal 2025Designer Brands Inc. provided revenue guidance for fiscal 2025. For the period, the company expects Designer Brands Net Sales Down 3% to 5%.分析記事 • Nov 30Designer Brands (NYSE:DBI) Has Affirmed Its Dividend Of $0.05Designer Brands Inc. ( NYSE:DBI ) has announced that it will pay a dividend of $0.05 per share on the 19th of December...Declared Dividend • Nov 29Second quarter dividend of US$0.05 announcedDividend of US$0.05 is the same as last year. Ex-date: 5th December 2025 Payment date: 19th December 2025 Dividend yield will be 4.6%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (43% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.分析記事 • Nov 27Should You Think About Buying Designer Brands Inc. (NYSE:DBI) Now?Designer Brands Inc. ( NYSE:DBI ), is not the largest company out there, but it saw a significant share price rise of...お知らせ • Nov 27+ 1 more updateDesigner Brands Inc. Approves Quarterly Cash Dividend on Class A and Class B Common Shares, Payable on December 19, 2025On November 20, 2025, Designer Brands Inc. approved a quarterly cash dividend of $0.05 per share of the Company’s Class A and Class B common shares. The dividend will be paid on December 19, 2025 to shareholders of record as of the close of business on December 5, 2025. As it is customary, details regarding the record and payment dates for any future quarterly dividends will be announced at the time such dividends are declared by the Board.お知らせ • Nov 18Designer Brands Inc. to Report Q3, 2026 Results on Dec 09, 2025Designer Brands Inc. announced that they will report Q3, 2026 results at 9:30 AM, US Eastern Standard Time on Dec 09, 2025分析記事 • Oct 12Is Designer Brands (NYSE:DBI) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...お知らせ • Oct 09+ 1 more updateDesigner Brands Inc. Announces Resignation of Jared Poff as Executive Vice President and Chief Administrative Officer, Effective October 31, 2025Designer Brands Inc. announced that Jared Poff has decided to resign as Executive Vice President, Chief Financial Officer and Chief Administrative Officer to pursue a new professional opportunity, effective October 31, 2025.Declared Dividend • Sep 25Second quarter dividend of US$0.05 announcedDividend of US$0.05 is the same as last year. Ex-date: 3rd October 2025 Payment date: 17th October 2025 Dividend yield will be 5.3%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (43% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.お知らせ • Sep 20Designer Brands Inc. Approves Quarterly Cash Dividend on Class A and Class B Common Shares, Payable on October 17, 2025On September 18, 2025, the Board of Designer Brands Inc. approved a quarterly cash dividend of $0.05 per share of the Company’s Class A and Class B common shares. The dividend will be paid on October 17, 2025 to shareholders of record as of the close of business on October 3, 2025. As it is customary, details regarding the record and payment dates for any future quarterly dividends will be announced at the time such dividends are declared by the Board.Recent Insider Transactions • Sep 14Independent Director recently sold US$226k worth of stockOn the 11th of September, Harvey Sonnenberg sold around 50k shares on-market at roughly US$4.52 per share. This transaction amounted to 66% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$653k more than they bought in the last 12 months.Recent Insider Transactions Derivative • Sep 11Independent Director notifies of intention to sell stockHarvey Sonnenberg intends to sell 72k shares in the next 90 days after lodging an Intent To Sell Form on the 10th of September. If the sale is conducted around the recent share price of US$4.40, it would amount to US$317k. Since September 2024, Harvey's direct individual holding has increased from 3.18k shares to 75.55k. Company insiders have collectively sold US$1.5m more than they bought, via options and on-market transactions in the last 12 months.分析記事 • Sep 11Returns At Designer Brands (NYSE:DBI) Are On The Way UpTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...Reported Earnings • Sep 10Second quarter 2026 earnings released: EPS: US$0.22 (vs US$0.24 in 2Q 2025)Second quarter 2026 results: EPS: US$0.22 (down from US$0.24 in 2Q 2025). Revenue: US$739.8m (down 4.2% from 2Q 2025). Net income: US$10.8m (down 22% from 2Q 2025). Profit margin: 1.5% (down from 1.8% in 2Q 2025). Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 67 percentage points per year, which is a significant difference in performance.お知らせ • Aug 26Designer Brands Inc. to Report Q2, 2026 Results on Sep 09, 2025Designer Brands Inc. announced that they will report Q2, 2026 results Pre-Market on Sep 09, 2025お知らせ • Jun 12Designer Brands Inc. Withdraws Earnings Guidance for the Full Year 2025Designer Brands Inc. withdraws earnings guidance for the full year 2025. Due to macroeconomic uncertainty stemming primarily from global trade policies, the Company is withdrawing its full year 2025 guidance that was provided on March 20, 2025, and is not providing a full year outlook at this time.Major Estimate Revision • Jun 11Consensus EPS estimates have been downgraded.The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from US$3.05b to US$2.87b. Now expected to report a loss of US$1.00 per share instead of US$0.40 per share profit previously forecast. Specialty Retail industry in the US expected to see average net income growth of 12% next year. Consensus price target of US$3.50 unchanged from last update. Share price fell 29% to US$2.57 over the past week.分析記事 • Jun 11At US$3.05, Is It Time To Put Designer Brands Inc. (NYSE:DBI) On Your Watch List?While Designer Brands Inc. ( NYSE:DBI ) might not have the largest market cap around , it led the NYSE gainers with a...New Risk • Jun 10New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 30% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.9x net interest cover). Earnings are forecast to decline by an average of 30% per year for the foreseeable future. Minor Risks Paying a dividend despite being loss-making. Share price has been volatile over the past 3 months (14% average weekly change). Significant insider selling over the past 3 months (US$72k sold).Recent Insider Transactions Derivative • Jun 03CEO & Director exercised options and sold US$480k worth of stockOn the 30th of May, Douglas Howe exercised options to acquire 133k shares at no cost and sold these for an average price of US$3.60 per share. This trade did not impact their existing holding. For the year to January 2023, Douglas' total compensation was 25% salary and 75% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Douglas currently holds less than 1% of total shares outstanding. Company insiders have collectively sold US$1.5m more than they bought, via options and on-market transactions in the last 12 months.分析記事 • May 22Designer Brands (NYSE:DBI) Is Paying Out A Dividend Of $0.05Designer Brands Inc.'s ( NYSE:DBI ) investors are due to receive a payment of $0.05 per share on 18th of June. The...Declared Dividend • May 21Fourth quarter dividend of US$0.05 announcedDividend of US$0.05 is the same as last year. Ex-date: 5th June 2025 Payment date: 18th June 2025 Dividend yield will be 6.2%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (31% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.お知らせ • May 21Designer Brands Inc. to Report Q1, 2026 Results on Jun 10, 2025Designer Brands Inc. announced that they will report Q1, 2026 results on Jun 10, 2025お知らせ • May 16Designer Brands Inc. Approves Quarterly Cash Dividend, Payable on June 18, 2025On May 15, 2025, the Board of Designer Brands Inc. approved a quarterly cash dividend of $0.05 per share of the Company’s Class A and Class B common shares. The dividend will be paid on June 18, 2025 to shareholders of record as of the close of business on June 5, 2025.お知らせ • May 06Designer Brands Inc., Annual General Meeting, Jun 18, 2025Designer Brands Inc., Annual General Meeting, Jun 18, 2025.Recent Insider Transactions • Apr 11Executive Vice President recently sold US$72k worth of stockOn the 8th of April, Mary Turner sold around 25k shares on-market at roughly US$2.94 per share. This trade did not impact their existing holding. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$373k more than they bought in the last 12 months.Price Target Changed • Apr 08Price target decreased by 20% to US$4.00Down from US$5.00, the current price target is an average from 2 analysts. New target price is 51% above last closing price of US$2.65. Stock is down 71% over the past year. The company is forecast to post earnings per share of US$0.40 next year compared to a net loss per share of US$0.20 last year.New Risk • Apr 03New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 12% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (0.9x net interest cover). Minor Risks Paying a dividend despite being loss-making. Share price has been volatile over the past 3 months (12% average weekly change).Recent Insider Transactions Derivative • Mar 27Vice Chairman & Chief Product Officer exercised options and sold US$368k worth of stockOn the 24th of March, Deborah Ferree exercised options to acquire 91k shares at no cost and sold these for an average price of US$4.04 per share. This trade did not impact their existing holding. Since March 2024, Deborah has owned 339.09k shares directly. Company insiders have collectively sold US$1.7m more than they bought, via options and on-market transactions in the last 12 months.Reported Earnings • Mar 20Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: US$0.20 loss per share (down from US$0.47 profit in FY 2024). Revenue: US$3.01b (down 2.1% from FY 2024). Net loss: US$10.5m (down 136% from profit in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 1.8% p.a. on average during the next 2 years, compared to a 5.0% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 36 percentage points per year, which is a significant difference in performance.お知らせ • Mar 20Designer Brands Inc. Provides Earnings Guidance for the Full Year 2025Designer Brands Inc. provided earnings guidance for the full year 2025. For the year, the company expected Designer Brands Net Sales Growth to be in Low-single digits; Diluted EPS to be in the range of $0.30 to $0.50.Seeking Alpha • Mar 20Designer Brands Is Not Attractive After Q4, Pre- Or Post-RallySummary Designer Brands Inc. posted positive comparable sales for the first time in over two years, driven by a stronger athletic assortment but at the cost of margin recovery. Despite moderate business improvement expected for fiscal 2025, DBI's high leverage, razor-thin margins, and questionable capital allocation make its current valuation unjustified. DBI's balance sheet remains highly leveraged with $500 million in debt and $50 million in annual interest expense, raising concerns about financial stability. Given the high debt, poor capital allocation, and uncertain margin trajectory, I maintain a Hold rating on DBI stock. Read the full article on Seeking Alpha分析記事 • Mar 20Investors Could Be Concerned With Designer Brands' (NYSE:DBI) Returns On CapitalIf we're looking to avoid a business that is in decline, what are the trends that can warn us ahead of time? More often...分析記事 • Mar 20Designer Brands (NYSE:DBI) Is Paying Out A Dividend Of $0.05Designer Brands Inc. ( NYSE:DBI ) will pay a dividend of $0.05 on the 11th of April. This makes the dividend yield...Declared Dividend • Mar 19Third quarter dividend of US$0.05 announcedDividend of US$0.05 is the same as last year. Ex-date: 28th March 2025 Payment date: 11th April 2025 Dividend yield will be 5.3%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.お知らせ • Mar 16Designer Brands Inc. Approves Quarterly Cash Dividend for the Class A and Class B Common Shares, Payable on April 11, 2025On March 13, 2025, the Board of Designer Brands Inc. approved a quarterly cash dividend of $0.05 per share of the Company's Class A and Class B common shares. The dividend will be paid on April 11, 2025 to shareholders of record as of the close of business on March 28, 2025.Price Target Changed • Mar 12Price target decreased by 13% to US$5.00Down from US$5.75, the current price target is an average from 2 analysts. New target price is 54% above last closing price of US$3.25. Stock is down 70% over the past year. The company is forecast to post earnings per share of US$0.03 for next year compared to US$0.47 last year.お知らせ • Mar 06Designer Brands Inc. to Report Q4, 2025 Results on Mar 20, 2025Designer Brands Inc. announced that they will report Q4, 2025 results on Mar 20, 2025分析記事 • Feb 25Here's Why Designer Brands (NYSE:DBI) Is Weighed Down By Its Debt LoadWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Seeking Alpha • Feb 20Designer Brands: Cheap, But With Several CaveatsSummary Designer Brands Inc. shares have plummeted over 50% since a disappointing Q1 FY 2024, driven by weak consumer spending and poor boot sales due to warm weather. The company faces significant challenges, including high interest expenses, lack of turnaround visibility, and declining market share in boots, despite some recent beneficial owner buying. The shares do trade for less than nine times FY 2025 EPS are at historical lows based on price to sales ratio, and yield nearly four percent. Buy the dip? An analysis follows in the paragraphs below. Read the full article on Seeking AlphaNew Risk • Feb 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.7x net interest cover). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risk Share price has been volatile over the past 3 months (11% average weekly change).Recent Insider Transactions Derivative • Feb 05Insider exercised options and sold US$80k worth of stockOn the 1st of February, Andrea O’Donnell exercised options to acquire 16k shares at no cost and sold these for an average price of US$5.03 per share. This trade did not impact their existing holding. As of today, Andrea currently holds no shares directly. Company insiders have collectively sold US$3.3m more than they bought, via options and on-market transactions in the last 12 months.分析記事 • Jan 30Is It Time To Consider Buying Designer Brands Inc. (NYSE:DBI)?Designer Brands Inc. ( NYSE:DBI ), might not be a large cap stock, but it saw significant share price movement during...Seeking Alpha • Dec 12Designer Brands Is Buying Back Shares At The Expense Of Even More Leverage RiskSummary Designer Brands' 3Q24 results show topline challenges across all segments, with US retail down 2.8%, Canada down 4.6%, and owned brands down 7.5%. Despite cutting $20 million in SG&A, DBI's financial risk increased due to repurchasing shares with expensive debt, raising concerns about covering interest expenses by Q4. The company's equity remains highly risky; achieving a 3.2% operating margin requires a 10% sales increase, which seems unlikely in current conditions. I maintain a Hold rating on DBI due to deteriorating sales comparables, increased leverage, and uncertain future profitability despite potential for reasonable yield. Read the full article on Seeking AlphaReported Earnings • Dec 11Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: EPS: US$0.24 (up from US$0.17 in 3Q 2024). Revenue: US$777.2m (down 1.2% from 3Q 2024). Net income: US$13.0m (up 28% from 3Q 2024). Profit margin: 1.7% (up from 1.3% in 3Q 2024). Revenue missed analyst estimates by 3.1%. Earnings per share (EPS) also missed analyst estimates by 27%. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 25% per year, which means it has not declined as severely as earnings.お知らせ • Dec 10Designer Brands Inc. Updates Earnings Guidance for the Full Year 2024Designer Brands Inc. updated earnings guidance for the full year 2024. For the period, the company updates designer brands net sales growth to be down low single digits compared to previous guidance of flat to low-single digits.New Risk • Dec 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 10% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.6x net interest cover). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risks Share price has been volatile over the past 3 months (10% average weekly change). Significant insider selling over the past 3 months (US$301k sold).分析記事 • Nov 29Designer Brands (NYSE:DBI) Has Announced A Dividend Of $0.05Designer Brands Inc. ( NYSE:DBI ) will pay a dividend of $0.05 on the 20th of December. This means the annual payment...Declared Dividend • Nov 29Second quarter dividend of US$0.05 announcedDividend of US$0.05 is the same as last year. Ex-date: 6th December 2024 Payment date: 20th December 2024 Dividend yield will be 4.0%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.お知らせ • Nov 28Designer Brands Inc. Approves Quarterly Cash Dividend for the Class A and Class B Common Shares, Payable on December 20, 2024On November 21, 2024, Designer Brands Inc. approved a quarterly cash dividend of $0.05 per share of the Company’s Class A and Class B common shares. The dividend will be paid on December 20, 2024 to shareholders of record as of the close of business on December 6, 2024.分析記事 • Nov 26Designer Brands (NYSE:DBI) Has Some Difficulty Using Its Capital EffectivelyWhen it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...お知らせ • Nov 20Designer Brands Inc. to Report Q3, 2025 Results on Dec 10, 2024Designer Brands Inc. announced that they will report Q3, 2025 results on Dec 10, 2024Recent Insider Transactions • Oct 17Senior VP & Controller recently sold US$156k worth of stockOn the 11th of October, Mark Haley sold around 26k shares on-market at roughly US$6.04 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$796k more than they bought in the last 12 months.分析記事 • Oct 11Is Designer Brands (NYSE:DBI) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Declared Dividend • Sep 25Second quarter dividend of US$0.05 announcedDividend of US$0.05 is the same as last year. Ex-date: 4th October 2024 Payment date: 18th October 2024 Dividend yield will be 2.8%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.新しいナラティブ • Sep 21Athleisure Shift Pressures Margins, Yet Strategic Growth And Analyst Optimism Prevail Shifting focus to athletic sales strains profitability and net margins due to lower mark-ups and gross margin pressure from prioritizing growth in low-margin categories.Recent Insider Transactions • Sep 20Independent Director recently sold US$146k worth of stockOn the 17th of September, Harvey Sonnenberg sold around 22k shares on-market at roughly US$6.62 per share. This transaction amounted to 87% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$2.5m more than they bought in the last 12 months.お知らせ • Sep 20Designer Brands Inc. Approves Quarterly Cash Dividend for the Class A and Class B Common Shares, Payable on October 18, 2024Designer Brands Inc. announced that on September 19, 2024, the Board approved a quarterly cash dividend of $0.05 per share of the Company’s Class A and Class B common shares. The dividend will be paid on October 18, 2024 to shareholders of record as of the close of business on October 4, 2024.Recent Insider Transactions Derivative • Sep 18Independent Director notifies of intention to sell stockHarvey Sonnenberg intends to sell 22k shares in the next 90 days after lodging an Intent To Sell Form on the 16th of September. If the sale is conducted around the recent share price of US$5.99, it would amount to US$132k. Since March 2024, Harvey's direct individual holding has increased from 11.20k shares to 25.18k. Company insiders have collectively sold US$5.1m more than they bought, via options and on-market transactions in the last 12 months.Reported Earnings • Sep 12Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: US$0.24 (down from US$0.57 in 2Q 2024). Revenue: US$771.9m (down 2.6% from 2Q 2024). Net income: US$13.8m (down 63% from 2Q 2024). Profit margin: 1.8% (down from 4.7% in 2Q 2024). Revenue missed analyst estimates by 5.4%. Earnings per share (EPS) also missed analyst estimates by 61%. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.Seeking Alpha • Sep 12Designer Brands: Stumbling On The Earnings RunwaySummary Designer Brands Inc. missed Q2 2024 earnings estimates, with EPS of $0.29 and revenue shortfall of $44.24 million, highlighting profitability and debt issues. Despite positive signs in athleisure and back-to-school sales, the company's high debt load and declining profitability make it a risky investment. DBI's valuation metrics, including a high EV/EBITDA ratio and significant debt, indicate financial instability, overshadowing potential recovery in athletic and casual segments. Given the financial challenges and industry headwinds, I rate DBI as a 'Sell' due to limited upside and fragile financial condition. Read the full article on Seeking Alpha分析記事 • Sep 12Is Designer Brands Inc. (NYSE:DBI) Trading At A 37% Discount?Key Insights The projected fair value for Designer Brands is US$8.21 based on 2 Stage Free Cash Flow to Equity Current...株主還元DBIUS Specialty RetailUS 市場7D-8.5%1.0%1.6%1Y97.1%3.4%18.6%株主還元を見る業界別リターン: DBI過去 1 年間で3.4 % の収益を上げたUS Specialty Retail業界を上回りました。リターン対市場: DBI過去 1 年間で18.6 % の収益を上げたUS市場を上回りました。価格変動Is DBI's price volatile compared to industry and market?DBI volatilityDBI Average Weekly Movement10.6%Specialty Retail Industry Average Movement7.7%Market Average Movement7.3%10% most volatile stocks in US Market16.7%10% least volatile stocks in US Market3.2%安定した株価: DBI 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: DBIの 週次ボラティリティ ( 11% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト199113,000Doug Howewww.designerbrands.comDesigner Brands Inc.は、その子会社とともに、米国、カナダ、および海外でフットウェアおよびアクセサリーのデザイン、製造、小売を行っている。同社は2つのセグメントを通じて事業を行っている：小売部門とブランド・ポートフォリオ部門である。同社はドレス、カジュアル、アスレチックシューズとアクセサリー、レディース、メンズ、キッズのハンドバッグを提供している。ヴィンス・カムート（Vince Camuto）、ケッズ（Keds）、トポ（Topo）、ジェシカ・シンプソン（Jessica Simpson）、ラッキー・ブランド（Lucky Brand）、ル・ティグレ（Le Tigre）、ハッシュ・パピー（Hush Puppies）などのブランドで商品を販売している。また、DSW Designer Shoe Warehouse、The Shoe Co、Rubinoなどのバナーやモバイルアプリケーションを通じて商品を提供している。同社は1991年に設立され、オハイオ州コロンバスに本社を置いている。もっと見るDesigner Brands Inc. 基礎のまとめDesigner Brands の収益と売上を時価総額と比較するとどうか。DBI 基礎統計学時価総額US$280.29m収益（TTM）US$10.60m売上高(TTM)US$2.90b26.4xPER（株価収益率0.1xP/SレシオDBI は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計DBI 損益計算書（TTM）収益US$2.90b売上原価US$1.62b売上総利益US$1.28bその他の費用US$1.27b収益US$10.60m直近の収益報告May 02, 2026次回決算日該当なし一株当たり利益（EPS）0.21グロス・マージン44.15%純利益率0.37%有利子負債／自己資本比率167.1%DBI の長期的なパフォーマンスは？過去の実績と比較を見る配当金3.6%現在の配当利回り94%配当性向DBI 配当は確実ですか？DBI 配当履歴とベンチマークを見るDBI 、いつまでに購入すれば配当金を受け取れますか？Designer Brands 配当日配当落ち日Jun 25 2026配当支払日Jul 08 2026配当落ちまでの日数11 days配当支払日までの日数2 daysDBI 配当は確実ですか？DBI 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/06 05:25終値2026/07/02 00:00収益2026/05/02年間収益2026/01/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Designer Brands Inc. 2 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。17 アナリスト機関Camilo LyonCanaccord GenuityJeff BlackCitigroup IncSteven MarottaCL King & Associates, Inc.14 その他のアナリストを表示
Upcoming Dividend • Jun 18Upcoming dividend of US$0.05 per shareEligible shareholders must have bought the stock before 25 June 2026. Payment date: 08 July 2026. Payout ratio is on the higher end at 94%, however this is supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of American dividend payers (4.3%). Higher than average of industry peers (2.2%).
Valuation Update With 7 Day Price Move • Jun 16Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to US$6.91, the stock trades at a trailing P/E ratio of 33.1x. Average forward P/E is 12x in the Specialty Retail industry in the US. Total loss to shareholders of 16% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$5.32 per share.
Recent Insider Transactions • Jun 13Insider recently sold US$243k worth of stockOn the 10th of June, Mary Turner sold around 35k shares on-market at roughly US$7.00 per share. This transaction amounted to 98% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$1.8m more than they bought in the last 12 months.
お知らせ • Jun 12Designer Brands Inc. Approves Quarterly Cash Dividend, Payable on July 8, 2026On June 10, 2026, the Board of Designer Brands Inc. approved a quarterly cash dividend of $0.05 per share of the Company’s Class A and Class B common shares. The dividend will be paid on July 8, 2026 to shareholders of record as of the close of business on June 25, 2026. As it is customary, details regarding the record and payment dates for any future quarterly dividends will be announced at the time such dividends are declared by the Board.
Recent Insider Transactions Derivative • Jun 11Insider notifies of intention to sell stockMary Turner intends to sell 35k shares in the next 90 days after lodging an Intent To Sell Form on the 10th of June. If the sale is conducted around the recent share price of US$7.00, it would amount to US$243k. Since March 2026, Mary has owned 35.31k shares directly. Company insiders have collectively sold US$3.9m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Jun 11+ 1 more updateDesigner Brands Inc. Updates Earnings Guidance for the Full Year 2026Designer Brands Inc. updated earnings guidance for the full year 2026. The company continue to expect sales for the fiscal year in line with original guidance, given the strong results in first quarter, company now expect full year earnings per share to trend towards the high end of annual guidance range.
Upcoming Dividend • Jun 18Upcoming dividend of US$0.05 per shareEligible shareholders must have bought the stock before 25 June 2026. Payment date: 08 July 2026. Payout ratio is on the higher end at 94%, however this is supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of American dividend payers (4.3%). Higher than average of industry peers (2.2%).
Valuation Update With 7 Day Price Move • Jun 16Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to US$6.91, the stock trades at a trailing P/E ratio of 33.1x. Average forward P/E is 12x in the Specialty Retail industry in the US. Total loss to shareholders of 16% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$5.32 per share.
Recent Insider Transactions • Jun 13Insider recently sold US$243k worth of stockOn the 10th of June, Mary Turner sold around 35k shares on-market at roughly US$7.00 per share. This transaction amounted to 98% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$1.8m more than they bought in the last 12 months.
お知らせ • Jun 12Designer Brands Inc. Approves Quarterly Cash Dividend, Payable on July 8, 2026On June 10, 2026, the Board of Designer Brands Inc. approved a quarterly cash dividend of $0.05 per share of the Company’s Class A and Class B common shares. The dividend will be paid on July 8, 2026 to shareholders of record as of the close of business on June 25, 2026. As it is customary, details regarding the record and payment dates for any future quarterly dividends will be announced at the time such dividends are declared by the Board.
Recent Insider Transactions Derivative • Jun 11Insider notifies of intention to sell stockMary Turner intends to sell 35k shares in the next 90 days after lodging an Intent To Sell Form on the 10th of June. If the sale is conducted around the recent share price of US$7.00, it would amount to US$243k. Since March 2026, Mary has owned 35.31k shares directly. Company insiders have collectively sold US$3.9m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Jun 11+ 1 more updateDesigner Brands Inc. Updates Earnings Guidance for the Full Year 2026Designer Brands Inc. updated earnings guidance for the full year 2026. The company continue to expect sales for the fiscal year in line with original guidance, given the strong results in first quarter, company now expect full year earnings per share to trend towards the high end of annual guidance range.
Reported Earnings • Jun 09First quarter 2027 earnings releasedFirst quarter 2027 results: Net income: (up US$17.4m from 1Q 2026). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 126 percentage points per year, which is a significant difference in performance.
New Risk • Jun 09New major risk - Revenue and earnings growthEarnings have declined by 8.1% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.1x net interest cover). Earnings have declined by 8.1% per year over the past 5 years. Minor Risk Paying a dividend despite being loss-making.
Seeking Alpha • Jun 06Designer Brands Isn't A Great Fit Right Now (Downgrade)Summary Designer Brands faces deteriorating fundamentals, with revenue and profitability declining and shares underperforming the S&P 500 by a wide margin. Despite low valuation multiples and recent debt reduction, DBI's weak sales trends and mixed management outlook warrant a downgrade from 'buy' to 'hold.' The retail segment struggles with declining comparable sales and customer traffic, while Brand Portfolio segment saw a 21.9% sales plunge despite cost cuts. Upcoming Q1 FY2026 results and potential improvements in adjusted EPS are key catalysts, but concrete progress is needed before turning bullish. Read the full article on Seeking Alpha
Price Target Changed • Jun 01Price target increased by 11% to US$7.50Up from US$6.75, the current price target is an average from 2 analysts. New target price is 8.5% below last closing price of US$8.20. Stock is up 143% over the past year. The company posted a net loss per share of US$0.17 last year.
お知らせ • May 19Designer Brands Inc. to Report Q1, 2027 Results on Jun 09, 2026Designer Brands Inc. announced that they will report Q1, 2027 results Pre-Market on Jun 09, 2026
Buy Or Sell Opportunity • Apr 01Now 20% overvaluedOver the last 90 days, the stock has fallen 22% to US$5.81. The fair value is estimated to be US$4.83, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 4.1% over the last 3 years. Meanwhile, the company became loss making.
Price Target Changed • Mar 29Price target decreased by 10% to US$6.50Down from US$7.25, the current price target is an average from 2 analysts. New target price is 19% above last closing price of US$5.44. Stock is up 52% over the past year. The company posted a net loss per share of US$0.17 last year.
Reported Earnings • Mar 27Full year 2026 earnings released: US$0.17 loss per share (vs US$0.20 loss in FY 2025)Full year 2026 results: US$0.17 loss per share (improved from US$0.20 loss in FY 2025). Revenue: US$2.89b (down 3.9% from FY 2025). Net loss: US$8.37m (loss narrowed 21% from FY 2025). Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 107 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 27Designer Brands Inc. Provides Earnings Guidance for Fiscal 2026Designer Brands Inc. provided earnings guidance for fiscal 2026. For the period, the company expects Designer Brands Change in Net Sales Down 1% to Up 1%, Diluted Earnings per Share $0.28 - $0.38 and Weighted average diluted shares is 58 million. 2026 guidance reflects meaningful growth in profitability.
Recent Insider Transactions Derivative • Mar 26CEO & Director exercised options and sold US$722k worth of stockOn the 23rd of March, Douglas Howe exercised options to acquire 134k shares at no cost and sold these for an average price of US$5.40 per share. This trade did not impact their existing holding. For the year to January 2023, Douglas' total compensation was 25% salary and 75% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Douglas' direct individual holding has increased from 186.52k shares to 365.57k. Company insiders have collectively sold US$4.2m more than they bought, via options and on-market transactions in the last 12 months.
Declared Dividend • Mar 19Third quarter dividend of US$0.05 announcedDividend of US$0.05 is the same as last year. Ex-date: 26th March 2026 Payment date: 10th April 2026 Dividend yield will be 3.6%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (10% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.
お知らせ • Mar 13Designer Brands Inc. Approves Quarterly Cash Dividend for Class A and B Common Shares, Payable on April 10, 2026On March 12, 2026, the Board of Designer Brands Inc. approved a quarterly cash dividend of $0.05 per share of the Company’s Class A and Class B common shares. The dividend will be paid on April 10, 2026 to shareholders of record as of the close of business on March 26, 2026. As it is customary, details regarding the record and payment dates for any future quarterly dividends will be announced at the time such dividends are declared by the Board.
お知らせ • Mar 12Designer Brands Inc. to Report Q4, 2026 Results on Mar 26, 2026Designer Brands Inc. announced that they will report Q4, 2026 results Pre-Market on Mar 26, 2026
Recent Insider Transactions Derivative • Mar 06Key Executive exercised options and sold US$140k worth of stockOn the 3rd of March, Andrea O’Donnell exercised options to acquire 19k shares at no cost and sold these for an average price of US$7.20 per share. This trade did not impact their existing holding. Since March 2025, Andrea's direct individual holding has increased from 21.77k shares to 39.04k. Company insiders have collectively sold US$3.4m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Feb 11+ 1 more updateDesigner Brands Inc. Announces Executive ChangesDesigner Brands Inc. announced that Sheamus Toal will join the company as Executive Vice President and Principal Financial Officer, effective February 16, 2026. Mark Haley, who has served as Interim Principal Financial Officer during the transition period, will return full time to his position as Senior Vice President, Controller and Principal Accounting Officer. Sheamus brings deep financial and operational experience shaped by decades of leadership in Chief Financial Officer and Chief Operating Officer roles across large, complex public and private companies. As a proven strategic partner to boards and management teams, he has led omnichannel retailers through critical milestones including acquisitions, capital raises, and reorganizations. Most recently, Sheamus served as Chief Operating Officer and Chief Financial Officer of The Children's Place, overseeing finance and end-to-end operations for a multi-brand public retailer with significant size and scale. In this role, he strengthened liquidity, optimized a digitally-driven business model, and delivered significant cost savings and earnings improvement. Previously, Sheamus served as Executive Vice President, Chief Financial Officer of Saatva.com, where he drove a notable growth in topline revenue, improvement in profitability, led public-company readiness efforts, and executed major financing transactions. Earlier, Sheamus spent more than a decade in senior leadership roles at the multi-brand publicly traded retailer New York & Company, including 12 years as Chief Financial Officer, and then later served as Chief Executive Officer.
Recent Insider Transactions Derivative • Feb 04Insider exercised options and sold US$144k worth of stockOn the 30th of January, Andrea O’Donnell exercised options to acquire 23k shares at no cost and sold these for an average price of US$6.34 per share. This trade did not impact their existing holding. Since March 2025, Andrea has owned 21.77k shares directly. Company insiders have collectively sold US$2.8m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Jan 30Designer Brands Inc. Appoints Andrea O'donnell as Chief Operating Officer Effective February 8, 2026Designer Brands Inc. announced that on January 27, 2026, the Board of Directors approved the appointment of Andrea O'Donnell as the Company's Chief Operating Officer, effective as of February 8, 2026. Ms. O'Donnell will also continue to serve as the Company's Executive Vice President and as the President of the brands business. Ms. O'Donnell, age 57, has served as the Company's Executive Vice President and as President of Camuto LLC, our brands business, since January 2024. Before joining the Company, Ms. O'Donnell served as Chief Executive Officer of Everlane Inc., a fashion retailer, from 2021 to 2024. Prior to Everlane, Ms. O'Donnell held the role of President at Deckers Outdoor Corporation from 2016 to 2021, where she oversaw the Ugg and Koolaburra brands. Prior to Deckers, Ms. O'Donnell served as President, Global Merchandising at DFS Group Ltd., a multi-billion-dollar retailer, from 2014 to 2016, and as the Executive Director of Lane Crawford from 2012 to 2014, where she was responsible for merchandising, merchandise planning, marketing, customer relationship management and store planning for the Asia Pacific region across a portfolio of 500 brands. In addition, Ms. O'Donnell has held various positions at retail brands, including John Lewis plc, Hackett Ltd, Jaeger, and Debenhams Brands Limited.
分析記事 • Jan 29Some Confidence Is Lacking In Designer Brands Inc.'s (NYSE:DBI) P/SThere wouldn't be many who think Designer Brands Inc.'s ( NYSE:DBI ) price-to-sales (or "P/S") ratio of 0.1x is worth a...
分析記事 • Jan 06Designer Brands (NYSE:DBI) Is Experiencing Growth In Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...
Recent Insider Transactions • Dec 30Independent Director recently sold US$105k worth of stockOn the 26th of December, Joanna Lau sold around 13k shares on-market at roughly US$8.00 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$1.1m. Insiders have been net sellers, collectively disposing of US$1.6m more than they bought in the last 12 months.
Recent Insider Transactions • Dec 14Vice Chairman recently sold US$1.1m worth of stockOn the 11th of December, Deborah Ferree sold around 142k shares on-market at roughly US$8.06 per share. This transaction amounted to 32% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$1.5m more than they bought in the last 12 months.
Recent Insider Transactions Derivative • Dec 11Vice Chairman notifies of intention to sell stockDeborah Ferree intends to sell 142k shares in the next 90 days after lodging an Intent To Sell Form on the 10th of December. If the sale is conducted around the recent share price of US$8.32, it would amount to US$1.2m. Since March 2025, Deborah has owned 448.97k shares directly. Company insiders have collectively sold US$1.4m more than they bought, via options and on-market transactions in the last 12 months.
Price Target Changed • Dec 10Price target increased by 33% to US$6.00Up from US$4.50, the current price target is an average from 2 analysts. New target price is 29% below last closing price of US$8.47. Stock is up 48% over the past year. The company posted a net loss per share of US$0.20 last year.
New Risk • Dec 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 9.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (0.6x net interest cover). Minor Risks Paying a dividend despite being loss-making. Share price has been volatile over the past 3 months (9.4% average weekly change). Significant insider selling over the past 3 months (US$280k sold).
Reported Earnings • Dec 09Third quarter 2026 earnings released: EPS: US$0.35 (vs US$0.25 in 3Q 2025)Third quarter 2026 results: EPS: US$0.35 (up from US$0.25 in 3Q 2025). Revenue: US$752.4m (down 3.2% from 3Q 2025). Net income: US$18.2m (up 40% from 3Q 2025). Profit margin: 2.4% (up from 1.7% in 3Q 2025). Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 102 percentage points per year, which is a significant difference in performance.
お知らせ • Dec 09Designer Brands Inc. Provides Revenue Guidance for Fiscal 2025Designer Brands Inc. provided revenue guidance for fiscal 2025. For the period, the company expects Designer Brands Net Sales Down 3% to 5%.
分析記事 • Nov 30Designer Brands (NYSE:DBI) Has Affirmed Its Dividend Of $0.05Designer Brands Inc. ( NYSE:DBI ) has announced that it will pay a dividend of $0.05 per share on the 19th of December...
Declared Dividend • Nov 29Second quarter dividend of US$0.05 announcedDividend of US$0.05 is the same as last year. Ex-date: 5th December 2025 Payment date: 19th December 2025 Dividend yield will be 4.6%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (43% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.
分析記事 • Nov 27Should You Think About Buying Designer Brands Inc. (NYSE:DBI) Now?Designer Brands Inc. ( NYSE:DBI ), is not the largest company out there, but it saw a significant share price rise of...
お知らせ • Nov 27+ 1 more updateDesigner Brands Inc. Approves Quarterly Cash Dividend on Class A and Class B Common Shares, Payable on December 19, 2025On November 20, 2025, Designer Brands Inc. approved a quarterly cash dividend of $0.05 per share of the Company’s Class A and Class B common shares. The dividend will be paid on December 19, 2025 to shareholders of record as of the close of business on December 5, 2025. As it is customary, details regarding the record and payment dates for any future quarterly dividends will be announced at the time such dividends are declared by the Board.
お知らせ • Nov 18Designer Brands Inc. to Report Q3, 2026 Results on Dec 09, 2025Designer Brands Inc. announced that they will report Q3, 2026 results at 9:30 AM, US Eastern Standard Time on Dec 09, 2025
分析記事 • Oct 12Is Designer Brands (NYSE:DBI) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
お知らせ • Oct 09+ 1 more updateDesigner Brands Inc. Announces Resignation of Jared Poff as Executive Vice President and Chief Administrative Officer, Effective October 31, 2025Designer Brands Inc. announced that Jared Poff has decided to resign as Executive Vice President, Chief Financial Officer and Chief Administrative Officer to pursue a new professional opportunity, effective October 31, 2025.
Declared Dividend • Sep 25Second quarter dividend of US$0.05 announcedDividend of US$0.05 is the same as last year. Ex-date: 3rd October 2025 Payment date: 17th October 2025 Dividend yield will be 5.3%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (43% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.
お知らせ • Sep 20Designer Brands Inc. Approves Quarterly Cash Dividend on Class A and Class B Common Shares, Payable on October 17, 2025On September 18, 2025, the Board of Designer Brands Inc. approved a quarterly cash dividend of $0.05 per share of the Company’s Class A and Class B common shares. The dividend will be paid on October 17, 2025 to shareholders of record as of the close of business on October 3, 2025. As it is customary, details regarding the record and payment dates for any future quarterly dividends will be announced at the time such dividends are declared by the Board.
Recent Insider Transactions • Sep 14Independent Director recently sold US$226k worth of stockOn the 11th of September, Harvey Sonnenberg sold around 50k shares on-market at roughly US$4.52 per share. This transaction amounted to 66% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$653k more than they bought in the last 12 months.
Recent Insider Transactions Derivative • Sep 11Independent Director notifies of intention to sell stockHarvey Sonnenberg intends to sell 72k shares in the next 90 days after lodging an Intent To Sell Form on the 10th of September. If the sale is conducted around the recent share price of US$4.40, it would amount to US$317k. Since September 2024, Harvey's direct individual holding has increased from 3.18k shares to 75.55k. Company insiders have collectively sold US$1.5m more than they bought, via options and on-market transactions in the last 12 months.
分析記事 • Sep 11Returns At Designer Brands (NYSE:DBI) Are On The Way UpTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...
Reported Earnings • Sep 10Second quarter 2026 earnings released: EPS: US$0.22 (vs US$0.24 in 2Q 2025)Second quarter 2026 results: EPS: US$0.22 (down from US$0.24 in 2Q 2025). Revenue: US$739.8m (down 4.2% from 2Q 2025). Net income: US$10.8m (down 22% from 2Q 2025). Profit margin: 1.5% (down from 1.8% in 2Q 2025). Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 67 percentage points per year, which is a significant difference in performance.
お知らせ • Aug 26Designer Brands Inc. to Report Q2, 2026 Results on Sep 09, 2025Designer Brands Inc. announced that they will report Q2, 2026 results Pre-Market on Sep 09, 2025
お知らせ • Jun 12Designer Brands Inc. Withdraws Earnings Guidance for the Full Year 2025Designer Brands Inc. withdraws earnings guidance for the full year 2025. Due to macroeconomic uncertainty stemming primarily from global trade policies, the Company is withdrawing its full year 2025 guidance that was provided on March 20, 2025, and is not providing a full year outlook at this time.
Major Estimate Revision • Jun 11Consensus EPS estimates have been downgraded.The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from US$3.05b to US$2.87b. Now expected to report a loss of US$1.00 per share instead of US$0.40 per share profit previously forecast. Specialty Retail industry in the US expected to see average net income growth of 12% next year. Consensus price target of US$3.50 unchanged from last update. Share price fell 29% to US$2.57 over the past week.
分析記事 • Jun 11At US$3.05, Is It Time To Put Designer Brands Inc. (NYSE:DBI) On Your Watch List?While Designer Brands Inc. ( NYSE:DBI ) might not have the largest market cap around , it led the NYSE gainers with a...
New Risk • Jun 10New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 30% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.9x net interest cover). Earnings are forecast to decline by an average of 30% per year for the foreseeable future. Minor Risks Paying a dividend despite being loss-making. Share price has been volatile over the past 3 months (14% average weekly change). Significant insider selling over the past 3 months (US$72k sold).
Recent Insider Transactions Derivative • Jun 03CEO & Director exercised options and sold US$480k worth of stockOn the 30th of May, Douglas Howe exercised options to acquire 133k shares at no cost and sold these for an average price of US$3.60 per share. This trade did not impact their existing holding. For the year to January 2023, Douglas' total compensation was 25% salary and 75% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Douglas currently holds less than 1% of total shares outstanding. Company insiders have collectively sold US$1.5m more than they bought, via options and on-market transactions in the last 12 months.
分析記事 • May 22Designer Brands (NYSE:DBI) Is Paying Out A Dividend Of $0.05Designer Brands Inc.'s ( NYSE:DBI ) investors are due to receive a payment of $0.05 per share on 18th of June. The...
Declared Dividend • May 21Fourth quarter dividend of US$0.05 announcedDividend of US$0.05 is the same as last year. Ex-date: 5th June 2025 Payment date: 18th June 2025 Dividend yield will be 6.2%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (31% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.
お知らせ • May 21Designer Brands Inc. to Report Q1, 2026 Results on Jun 10, 2025Designer Brands Inc. announced that they will report Q1, 2026 results on Jun 10, 2025
お知らせ • May 16Designer Brands Inc. Approves Quarterly Cash Dividend, Payable on June 18, 2025On May 15, 2025, the Board of Designer Brands Inc. approved a quarterly cash dividend of $0.05 per share of the Company’s Class A and Class B common shares. The dividend will be paid on June 18, 2025 to shareholders of record as of the close of business on June 5, 2025.
お知らせ • May 06Designer Brands Inc., Annual General Meeting, Jun 18, 2025Designer Brands Inc., Annual General Meeting, Jun 18, 2025.
Recent Insider Transactions • Apr 11Executive Vice President recently sold US$72k worth of stockOn the 8th of April, Mary Turner sold around 25k shares on-market at roughly US$2.94 per share. This trade did not impact their existing holding. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$373k more than they bought in the last 12 months.
Price Target Changed • Apr 08Price target decreased by 20% to US$4.00Down from US$5.00, the current price target is an average from 2 analysts. New target price is 51% above last closing price of US$2.65. Stock is down 71% over the past year. The company is forecast to post earnings per share of US$0.40 next year compared to a net loss per share of US$0.20 last year.
New Risk • Apr 03New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 12% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (0.9x net interest cover). Minor Risks Paying a dividend despite being loss-making. Share price has been volatile over the past 3 months (12% average weekly change).
Recent Insider Transactions Derivative • Mar 27Vice Chairman & Chief Product Officer exercised options and sold US$368k worth of stockOn the 24th of March, Deborah Ferree exercised options to acquire 91k shares at no cost and sold these for an average price of US$4.04 per share. This trade did not impact their existing holding. Since March 2024, Deborah has owned 339.09k shares directly. Company insiders have collectively sold US$1.7m more than they bought, via options and on-market transactions in the last 12 months.
Reported Earnings • Mar 20Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: US$0.20 loss per share (down from US$0.47 profit in FY 2024). Revenue: US$3.01b (down 2.1% from FY 2024). Net loss: US$10.5m (down 136% from profit in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 1.8% p.a. on average during the next 2 years, compared to a 5.0% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 36 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 20Designer Brands Inc. Provides Earnings Guidance for the Full Year 2025Designer Brands Inc. provided earnings guidance for the full year 2025. For the year, the company expected Designer Brands Net Sales Growth to be in Low-single digits; Diluted EPS to be in the range of $0.30 to $0.50.
Seeking Alpha • Mar 20Designer Brands Is Not Attractive After Q4, Pre- Or Post-RallySummary Designer Brands Inc. posted positive comparable sales for the first time in over two years, driven by a stronger athletic assortment but at the cost of margin recovery. Despite moderate business improvement expected for fiscal 2025, DBI's high leverage, razor-thin margins, and questionable capital allocation make its current valuation unjustified. DBI's balance sheet remains highly leveraged with $500 million in debt and $50 million in annual interest expense, raising concerns about financial stability. Given the high debt, poor capital allocation, and uncertain margin trajectory, I maintain a Hold rating on DBI stock. Read the full article on Seeking Alpha
分析記事 • Mar 20Investors Could Be Concerned With Designer Brands' (NYSE:DBI) Returns On CapitalIf we're looking to avoid a business that is in decline, what are the trends that can warn us ahead of time? More often...
分析記事 • Mar 20Designer Brands (NYSE:DBI) Is Paying Out A Dividend Of $0.05Designer Brands Inc. ( NYSE:DBI ) will pay a dividend of $0.05 on the 11th of April. This makes the dividend yield...
Declared Dividend • Mar 19Third quarter dividend of US$0.05 announcedDividend of US$0.05 is the same as last year. Ex-date: 28th March 2025 Payment date: 11th April 2025 Dividend yield will be 5.3%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.
お知らせ • Mar 16Designer Brands Inc. Approves Quarterly Cash Dividend for the Class A and Class B Common Shares, Payable on April 11, 2025On March 13, 2025, the Board of Designer Brands Inc. approved a quarterly cash dividend of $0.05 per share of the Company's Class A and Class B common shares. The dividend will be paid on April 11, 2025 to shareholders of record as of the close of business on March 28, 2025.
Price Target Changed • Mar 12Price target decreased by 13% to US$5.00Down from US$5.75, the current price target is an average from 2 analysts. New target price is 54% above last closing price of US$3.25. Stock is down 70% over the past year. The company is forecast to post earnings per share of US$0.03 for next year compared to US$0.47 last year.
お知らせ • Mar 06Designer Brands Inc. to Report Q4, 2025 Results on Mar 20, 2025Designer Brands Inc. announced that they will report Q4, 2025 results on Mar 20, 2025
分析記事 • Feb 25Here's Why Designer Brands (NYSE:DBI) Is Weighed Down By Its Debt LoadWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Seeking Alpha • Feb 20Designer Brands: Cheap, But With Several CaveatsSummary Designer Brands Inc. shares have plummeted over 50% since a disappointing Q1 FY 2024, driven by weak consumer spending and poor boot sales due to warm weather. The company faces significant challenges, including high interest expenses, lack of turnaround visibility, and declining market share in boots, despite some recent beneficial owner buying. The shares do trade for less than nine times FY 2025 EPS are at historical lows based on price to sales ratio, and yield nearly four percent. Buy the dip? An analysis follows in the paragraphs below. Read the full article on Seeking Alpha
New Risk • Feb 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.7x net interest cover). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risk Share price has been volatile over the past 3 months (11% average weekly change).
Recent Insider Transactions Derivative • Feb 05Insider exercised options and sold US$80k worth of stockOn the 1st of February, Andrea O’Donnell exercised options to acquire 16k shares at no cost and sold these for an average price of US$5.03 per share. This trade did not impact their existing holding. As of today, Andrea currently holds no shares directly. Company insiders have collectively sold US$3.3m more than they bought, via options and on-market transactions in the last 12 months.
分析記事 • Jan 30Is It Time To Consider Buying Designer Brands Inc. (NYSE:DBI)?Designer Brands Inc. ( NYSE:DBI ), might not be a large cap stock, but it saw significant share price movement during...
Seeking Alpha • Dec 12Designer Brands Is Buying Back Shares At The Expense Of Even More Leverage RiskSummary Designer Brands' 3Q24 results show topline challenges across all segments, with US retail down 2.8%, Canada down 4.6%, and owned brands down 7.5%. Despite cutting $20 million in SG&A, DBI's financial risk increased due to repurchasing shares with expensive debt, raising concerns about covering interest expenses by Q4. The company's equity remains highly risky; achieving a 3.2% operating margin requires a 10% sales increase, which seems unlikely in current conditions. I maintain a Hold rating on DBI due to deteriorating sales comparables, increased leverage, and uncertain future profitability despite potential for reasonable yield. Read the full article on Seeking Alpha
Reported Earnings • Dec 11Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: EPS: US$0.24 (up from US$0.17 in 3Q 2024). Revenue: US$777.2m (down 1.2% from 3Q 2024). Net income: US$13.0m (up 28% from 3Q 2024). Profit margin: 1.7% (up from 1.3% in 3Q 2024). Revenue missed analyst estimates by 3.1%. Earnings per share (EPS) also missed analyst estimates by 27%. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 25% per year, which means it has not declined as severely as earnings.
お知らせ • Dec 10Designer Brands Inc. Updates Earnings Guidance for the Full Year 2024Designer Brands Inc. updated earnings guidance for the full year 2024. For the period, the company updates designer brands net sales growth to be down low single digits compared to previous guidance of flat to low-single digits.
New Risk • Dec 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 10% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.6x net interest cover). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risks Share price has been volatile over the past 3 months (10% average weekly change). Significant insider selling over the past 3 months (US$301k sold).
分析記事 • Nov 29Designer Brands (NYSE:DBI) Has Announced A Dividend Of $0.05Designer Brands Inc. ( NYSE:DBI ) will pay a dividend of $0.05 on the 20th of December. This means the annual payment...
Declared Dividend • Nov 29Second quarter dividend of US$0.05 announcedDividend of US$0.05 is the same as last year. Ex-date: 6th December 2024 Payment date: 20th December 2024 Dividend yield will be 4.0%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.
お知らせ • Nov 28Designer Brands Inc. Approves Quarterly Cash Dividend for the Class A and Class B Common Shares, Payable on December 20, 2024On November 21, 2024, Designer Brands Inc. approved a quarterly cash dividend of $0.05 per share of the Company’s Class A and Class B common shares. The dividend will be paid on December 20, 2024 to shareholders of record as of the close of business on December 6, 2024.
分析記事 • Nov 26Designer Brands (NYSE:DBI) Has Some Difficulty Using Its Capital EffectivelyWhen it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...
お知らせ • Nov 20Designer Brands Inc. to Report Q3, 2025 Results on Dec 10, 2024Designer Brands Inc. announced that they will report Q3, 2025 results on Dec 10, 2024
Recent Insider Transactions • Oct 17Senior VP & Controller recently sold US$156k worth of stockOn the 11th of October, Mark Haley sold around 26k shares on-market at roughly US$6.04 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$796k more than they bought in the last 12 months.
分析記事 • Oct 11Is Designer Brands (NYSE:DBI) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Declared Dividend • Sep 25Second quarter dividend of US$0.05 announcedDividend of US$0.05 is the same as last year. Ex-date: 4th October 2024 Payment date: 18th October 2024 Dividend yield will be 2.8%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.
新しいナラティブ • Sep 21Athleisure Shift Pressures Margins, Yet Strategic Growth And Analyst Optimism Prevail Shifting focus to athletic sales strains profitability and net margins due to lower mark-ups and gross margin pressure from prioritizing growth in low-margin categories.
Recent Insider Transactions • Sep 20Independent Director recently sold US$146k worth of stockOn the 17th of September, Harvey Sonnenberg sold around 22k shares on-market at roughly US$6.62 per share. This transaction amounted to 87% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$2.5m more than they bought in the last 12 months.
お知らせ • Sep 20Designer Brands Inc. Approves Quarterly Cash Dividend for the Class A and Class B Common Shares, Payable on October 18, 2024Designer Brands Inc. announced that on September 19, 2024, the Board approved a quarterly cash dividend of $0.05 per share of the Company’s Class A and Class B common shares. The dividend will be paid on October 18, 2024 to shareholders of record as of the close of business on October 4, 2024.
Recent Insider Transactions Derivative • Sep 18Independent Director notifies of intention to sell stockHarvey Sonnenberg intends to sell 22k shares in the next 90 days after lodging an Intent To Sell Form on the 16th of September. If the sale is conducted around the recent share price of US$5.99, it would amount to US$132k. Since March 2024, Harvey's direct individual holding has increased from 11.20k shares to 25.18k. Company insiders have collectively sold US$5.1m more than they bought, via options and on-market transactions in the last 12 months.
Reported Earnings • Sep 12Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: US$0.24 (down from US$0.57 in 2Q 2024). Revenue: US$771.9m (down 2.6% from 2Q 2024). Net income: US$13.8m (down 63% from 2Q 2024). Profit margin: 1.8% (down from 4.7% in 2Q 2024). Revenue missed analyst estimates by 5.4%. Earnings per share (EPS) also missed analyst estimates by 61%. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.
Seeking Alpha • Sep 12Designer Brands: Stumbling On The Earnings RunwaySummary Designer Brands Inc. missed Q2 2024 earnings estimates, with EPS of $0.29 and revenue shortfall of $44.24 million, highlighting profitability and debt issues. Despite positive signs in athleisure and back-to-school sales, the company's high debt load and declining profitability make it a risky investment. DBI's valuation metrics, including a high EV/EBITDA ratio and significant debt, indicate financial instability, overshadowing potential recovery in athletic and casual segments. Given the financial challenges and industry headwinds, I rate DBI as a 'Sell' due to limited upside and fragile financial condition. Read the full article on Seeking Alpha
分析記事 • Sep 12Is Designer Brands Inc. (NYSE:DBI) Trading At A 37% Discount?Key Insights The projected fair value for Designer Brands is US$8.21 based on 2 Stage Free Cash Flow to Equity Current...
