View Future GrowthDesigner Brands 過去の業績過去 基準チェック /26Designer Brandsの収益は年間平均-9%の割合で減少していますが、 Specialty Retail業界の収益は年間 減少しています。収益は年間3.9% 0.6%割合で 減少しています。 Designer Brandsの自己資本利益率は5.5%であり、純利益率は0.4%です。主要情報-8.98%収益成長率-10.54%EPS成長率Specialty Retail 業界の成長26.64%収益成長率-0.64%株主資本利益率5.47%ネット・マージン0.37%前回の決算情報02 May 2026最近の業績更新Reported Earnings • 5hFirst 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.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, 2026Reported 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 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, 2026Reported 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 • 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すべての更新を表示Recent updatesReported Earnings • 5hFirst 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 • 7hNew 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...お知らせ • Sep 11Designer Brands Inc. Revises Earnings Guidance for the Full Year 2024Designer Brands Inc. revised earnings guidance for the full year 2024. For the period, the company expected designer brands net sales growth to be flat to low-single digits compared to previous guidance of low-single digits.Buy Or Sell Opportunity • Sep 03Now 25% undervalued after recent price dropOver the last 90 days, the stock has fallen 28% to US$6.13. The fair value is estimated to be US$8.15, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.7% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 2.8% in a year. Earnings are forecast to grow by 164% in the next year.Valuation Update With 7 Day Price Move • Aug 30Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to US$6.64, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 11x in the Specialty Retail industry in the US. Total loss to shareholders of 50% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$8.15 per share.お知らせ • Aug 28Designer Brands Inc. to Report Q2, 2025 Results on Sep 11, 2024Designer Brands Inc. announced that they will report Q2, 2025 results at 9:30 AM, US Eastern Standard Time on Sep 11, 2024お知らせ • Aug 08Designer Brands Inc. Appoints John W. Atkinson to Board of DirectorsDesigner Brands Inc. announced the appointment of John W. Atkinson as a member of its Board of Directors, effective August 1, 2024. Mr. Atkinson was also named a member of both the Audit Committee and the Nominating and Corporate Governance Committee. Mr. Atkinson is a retired audit partner from KPMG's Cincinnati Office, a multinational professional services network and one of the Big Four accounting organizations. Mr. Atkinson joined KPMG in 2002 after 16 years at Arthur Andersen, where he became a partner in 1998. Before retiring in 2021 with over 35 years of experience as an audit professional, Mr. Atkinson served as the lead audit partner for a range of public and private businesses, primarily in the consumer food and retail sectors, including multiple fortune 500 companies. Before he retired, Mr. Atkinson was named Retail National Audit Industry Leader and was involved in discussions regarding the impact of the Retail Inventory Method. He also served as KPMG's partner in charge of Audit Risk Management for the Mid-America business unit and was a designated Securities and Exchange Commission ("SEC") reviewing partner. The scope of his responsibilities in these roles spanned client acceptance and retention decisions, partner assignments, fraud investigations and reviewing SEC regulations for a number of publicly traded clients. In retirement, Mr. Atkinson has been serving as a consultant for KPMG, leading the charge of evaluating the Firm's global learning and development execution and resource requirements, resulting in a new strategic five-year plan. Furthermore, Mr. Atkinson, a former Captain in the U.S. Army Reserves and a veteran of the Persian Gulf War (Operation Desert Storm), served in various leadership roles, including platoon leader in charge of a 53-person platoon, executive officer in an Artillery unit and staff officer for an area support group.Price Target Changed • Jul 23Price target decreased by 9.1% to US$10.00Down from US$11.00, the current price target is an average from 2 analysts. New target price is 31% above last closing price of US$7.62. Stock is down 21% over the past year. The company is forecast to post earnings per share of US$0.76 for next year compared to US$0.47 last year.Buy Or Sell Opportunity • Jul 05Now 12% undervalued after recent price dropOver the last 90 days, the stock has fallen 34% to US$6.67. The fair value is estimated to be US$7.58, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.7% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 2.5% in a year. Earnings are forecast to grow by 172% in the next year.収支内訳Designer Brands の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史NYSE:DBI 収益、費用、利益 ( )USD Millions日付収益収益G+A経費研究開発費02 May 262,902111,205031 Jan 262,893-81,208001 Nov 252,893-271,208002 Aug 252,917-321,206003 May 252,950-291,223001 Feb 253,009-111,238002 Nov 243,050-21,521003 Aug 243,059-51,458004 May 243,079181,353003 Feb 243,075291,245028 Oct 233,081104878029 Jul 233,160139872029 Apr 233,227148889028 Jan 233,3151631,268029 Oct 223,378132910030 Jul 223,366167900030 Apr 223,324164895029 Jan 223,197154871030 Oct 212,9836831031 Jul 212,783-115824001 May 212,455-256765030 Jan 212,235-489758031 Oct 202,455-362793001 Aug 202,736-278801002 May 203,102-153850001 Feb 203,49394857002 Nov 193,50156844003 Aug 193,40052841004 May 193,339-14818002 Feb 193,178-20795003 Nov 183,06537942004 Aug 182,9432887005 May 182,83169850003 Feb 182,80667617028 Oct 172,76186820029 Jul 172,746121812029 Apr 172,722117808028 Jan 172,718124816029 Oct 162,709106795030 Jul 162,678106783030 Apr 162,646119767030 Jan 162,620136754031 Oct 152,588155724001 Aug 152,5931657270質の高い収益: DBIには$11.3M } という大きな 一回限りの 損失があり、過去 12 か月の財務実績が2nd May, 2026に影響を及ぼしています。利益率の向上: DBI過去に利益を上げました。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: DBI過去 5 年間で収益を上げており、収益は年間-9%増加しています。成長の加速: DBIは昨年収益を上げたため、収益成長率を 5 年間の平均と比較することは困難です。収益対業界: DBI昨年収益を上げたため、昨年の収益成長をSpecialty Retail業界 ( 2.7% ) と比較することは困難です。株主資本利益率高いROE: DBIの 自己資本利益率 ( 5.5% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YRetail 、過去の業績が好調な企業。View Financial Health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2026/06/09 04:33終値2026/06/09 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本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。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. 1 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
Reported Earnings • 5hFirst 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.
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
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 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
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 • 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
Reported Earnings • 5hFirst 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 • 7hNew 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...
お知らせ • Sep 11Designer Brands Inc. Revises Earnings Guidance for the Full Year 2024Designer Brands Inc. revised earnings guidance for the full year 2024. For the period, the company expected designer brands net sales growth to be flat to low-single digits compared to previous guidance of low-single digits.
Buy Or Sell Opportunity • Sep 03Now 25% undervalued after recent price dropOver the last 90 days, the stock has fallen 28% to US$6.13. The fair value is estimated to be US$8.15, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.7% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 2.8% in a year. Earnings are forecast to grow by 164% in the next year.
Valuation Update With 7 Day Price Move • Aug 30Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to US$6.64, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 11x in the Specialty Retail industry in the US. Total loss to shareholders of 50% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$8.15 per share.
お知らせ • Aug 28Designer Brands Inc. to Report Q2, 2025 Results on Sep 11, 2024Designer Brands Inc. announced that they will report Q2, 2025 results at 9:30 AM, US Eastern Standard Time on Sep 11, 2024
お知らせ • Aug 08Designer Brands Inc. Appoints John W. Atkinson to Board of DirectorsDesigner Brands Inc. announced the appointment of John W. Atkinson as a member of its Board of Directors, effective August 1, 2024. Mr. Atkinson was also named a member of both the Audit Committee and the Nominating and Corporate Governance Committee. Mr. Atkinson is a retired audit partner from KPMG's Cincinnati Office, a multinational professional services network and one of the Big Four accounting organizations. Mr. Atkinson joined KPMG in 2002 after 16 years at Arthur Andersen, where he became a partner in 1998. Before retiring in 2021 with over 35 years of experience as an audit professional, Mr. Atkinson served as the lead audit partner for a range of public and private businesses, primarily in the consumer food and retail sectors, including multiple fortune 500 companies. Before he retired, Mr. Atkinson was named Retail National Audit Industry Leader and was involved in discussions regarding the impact of the Retail Inventory Method. He also served as KPMG's partner in charge of Audit Risk Management for the Mid-America business unit and was a designated Securities and Exchange Commission ("SEC") reviewing partner. The scope of his responsibilities in these roles spanned client acceptance and retention decisions, partner assignments, fraud investigations and reviewing SEC regulations for a number of publicly traded clients. In retirement, Mr. Atkinson has been serving as a consultant for KPMG, leading the charge of evaluating the Firm's global learning and development execution and resource requirements, resulting in a new strategic five-year plan. Furthermore, Mr. Atkinson, a former Captain in the U.S. Army Reserves and a veteran of the Persian Gulf War (Operation Desert Storm), served in various leadership roles, including platoon leader in charge of a 53-person platoon, executive officer in an Artillery unit and staff officer for an area support group.
Price Target Changed • Jul 23Price target decreased by 9.1% to US$10.00Down from US$11.00, the current price target is an average from 2 analysts. New target price is 31% above last closing price of US$7.62. Stock is down 21% over the past year. The company is forecast to post earnings per share of US$0.76 for next year compared to US$0.47 last year.
Buy Or Sell Opportunity • Jul 05Now 12% undervalued after recent price dropOver the last 90 days, the stock has fallen 34% to US$6.67. The fair value is estimated to be US$7.58, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.7% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 2.5% in a year. Earnings are forecast to grow by 172% in the next year.
