Duluth Holdings 향후 성장
Future 기준 점검 0/6
Duluth Holdings 의 수익은 연간 0.8% 감소할 것으로 예상되는 반면, 연간 수익은 34.1% 로 증가할 것으로 예상됩니다. EPS는 연간 35.6% 만큼 성장할 것으로 예상됩니다.
핵심 정보
34.1%
이익 성장률
35.64%
EPS 성장률
| Specialty Retail 이익 성장 | 9.8% |
| 매출 성장률 | -0.8% |
| 향후 자기자본이익률 | n/a |
| 애널리스트 커버리지 | Low |
| 마지막 업데이트 | 20 Mar 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • May 10
DLTH: Discount Rate And Margin Outlook Will Support Future Upside Potential
Analysts have modestly adjusted their valuation framework for Duluth Holdings, nudging the price target slightly as small changes in fair value, discount rate, profit margin assumptions, and future P/E expectations work through their models. What's in the News Duluth Holdings issued earnings guidance for the fiscal year ending January 31, 2027, giving investors a clearer view of expected results.내러티브 업데이트 • Apr 24
DLTH: Higher Margin Outlook And Cautious P/E Assumption Will Support Upside
Analysts have trimmed their price target on Duluth Holdings to reflect a slightly higher discount rate and a modestly higher assumed profit margin, while also using a lower future P/E multiple to frame a more cautious valuation in dollar terms. What's in the News Duluth Holdings issued earnings guidance for the fiscal year ending January 31, 2027, outlining expectations for fiscal 2026 results.내러티브 업데이트 • Apr 10
DLTH: Higher Future P E Assumption Will Support Fair Value Upside
Analysts have adjusted their price target on Duluth Holdings to reflect a slightly revised fair value of $5.00, as they factor in a marginally higher discount rate, a modestly stronger profit margin outlook, and a higher assumed future P/E multiple of 9.25 compared with the prior 7.38. What's in the News Duluth Holdings issued earnings guidance for the fiscal year ending January 31, 2027, giving investors a view on expected performance timing and scale of results (Key Developments).내러티브 업데이트 • Mar 26
DLTH: Extended Guidance Horizon And Lower Risk Assumptions Will Support Upside
Analysts have adjusted their price target on Duluth Holdings to reflect a lower discount rate of 11.30% and a P/E assumption of 7.38x, along with expectations for a smaller revenue decline of 1.13% and a profit margin of 4.62%. What's in the News Duluth Holdings issued earnings guidance for the fiscal year ending January 31, 2027, giving investors a clearer view of its planning horizon.내러티브 업데이트 • Mar 11
DLTH: Steady Fair Value And Updated Sales Outlook Will Support Upside
Analysts have slightly raised their price target on Duluth Holdings, citing largely unchanged fair value at $5.00, a steady discount rate of 12.33%, and only small tweaks to assumptions around revenue contraction, profit margin near 4.97%, and a future P/E of about 10.59x. What's in the News Duluth Holdings updated earnings guidance for the fiscal year ending February 1, 2026, focusing on its outlook for net sales.내러티브 업데이트 • Feb 24
DLTH: Higher Margin Outlook And Revised Guidance Will Support Future Upside
Analysts have trimmed their price target on Duluth Holdings by a small amount, reflecting slightly softer revenue expectations, a modestly higher assumed profit margin, and a marginally lower forward P/E of 10.53x, which together point to a revised fair value estimate of $5.00 per share. What's in the News Duluth Holdings updated earnings guidance for the fiscal year ending February 1, 2026, giving investors a refreshed view of expected performance.내러티브 업데이트 • Feb 09
DLTH: Stable Margins And Lower Sales Outlook Will Support Future Upside
Analysts have nudged their price target on Duluth Holdings slightly higher to reflect a fair value of $5.00, supported by modest tweaks to the discount rate and future P/E assumptions, while keeping revenue growth and profit margin expectations effectively unchanged. What's in the News Duluth Holdings updated earnings guidance for the fiscal year ending February 1, 2026, providing refreshed expectations for investors.분석 기사 • Jan 28
Health Check: How Prudently Does Duluth Holdings (NASDAQ:DLTH) Use Debt?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...내러티브 업데이트 • Jan 25
DLTH: Firmer Margins And Lower Sales Guidance Will Support Future Upside
Analysts have trimmed their price target on Duluth Holdings to reflect a fair value of $5.00 per share, citing slightly firmer profit margin assumptions and a modestly lower future P/E multiple while keeping their discount rate and revenue outlook unchanged. What's in the News Duluth Holdings updated earnings guidance for the fiscal year ending February 1, 2026, providing a new net sales range of $555 million to $565 million.내러티브 업데이트 • Jan 09
DLTH: Higher Future P/E Assumption Will Support Upside Despite Softer Sales Guidance
Analysts have adjusted their price targets for Duluth Holdings, primarily based on a higher future P/E assumption of 10.89, while keeping fair value at $5.00 and the discount rate at 12.5%. This reflects updated views on the company’s earnings multiple more than on its cash flow or growth profile.분석 기사 • Dec 18
Analysts Have Been Trimming Their Duluth Holdings Inc. (NASDAQ:DLTH) Price Target After Its Latest Report
One of the biggest stories of last week was how Duluth Holdings Inc. ( NASDAQ:DLTH ) shares plunged 27% in the week...내러티브 업데이트 • Dec 18
DLTH: New Store Expansion Will Support Modestly Higher Long Term Margins
Analysts have raised their price target on Duluth Holdings by approximately $5.00, citing slightly improved long term revenue and profit margin expectations, despite a modest uptick in the assumed discount rate and a lower future price to earnings multiple. What's in the News Duluth Holdings opened a new 9,500 square foot retail store at The Shoppes at Arbor Lakes in Maple Grove, Minnesota, expanding its Twin Cities presence to four locations and six statewide (Key Developments).Seeking Alpha • Dec 08
Duluth Holdings: Long-Term Decline And Valuation Support A Hold Rating
Summary Duluth Holdings (DLTH) is rated 'Hold' due to declining revenues, EBITDA, and FCF over the past five years. Despite a recent 60% rally, DLTH has broadly underperformed, even with long-term debt being reduced by over 70% since 2020. DLTH shows favorable valuation metrics versus the sector and peers, but lacks clear forward catalysts and faces US market concentration risks. I recommend monitoring for improved financials and awaiting the next earnings release before allocating a position. Read the full article on Seeking Alpha분석 기사 • Dec 04
Duluth Holdings Inc.'s (NASDAQ:DLTH) 26% Price Boost Is Out Of Tune With Revenues
Duluth Holdings Inc. ( NASDAQ:DLTH ) shareholders are no doubt pleased to see that the share price has bounced 26% in...분석 기사 • Oct 04
Is Duluth Holdings (NASDAQ:DLTH) Weighed On By Its Debt Load?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...내러티브 업데이트 • Sep 06
Adairsville And Belleville Centers Will Transform Operational Efficiency Amid Risks
Analysts have significantly raised their price target for Duluth Holdings from $2.00 to $7.00, citing stronger-than-expected Q2 results, improved profitability, and increasing confidence in the company’s turnaround and valuation normalization. Analyst Commentary Stronger than expected Q2 results, attributed to successful reductions in promotional activity and higher average unit retail prices.분석 기사 • Sep 05
Revenues Not Telling The Story For Duluth Holdings Inc. (NASDAQ:DLTH) After Shares Rise 59%
Duluth Holdings Inc. ( NASDAQ:DLTH ) shares have continued their recent momentum with a 59% gain in the last month...분석 기사 • May 09
Health Check: How Prudently Does Duluth Holdings (NASDAQ:DLTH) Use Debt?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Seeking Alpha • Apr 24
Duluth Holdings: Moving On
Summary Q4 results have again underperformed expectations. DLTH has a lot of opportunity to improve their business, particularly their former CEO now back in place, which could produce a high IRR. However, with tariffs now in place, I'm moving to the sidelines given my lack of confidence/ability to properly assess the business. Read the full article on Seeking Alpha
새 내러티브 • Apr 06
Adairsville And Belleville Centers Will Transform Operational Efficiency Amid Risks
Direct-to-factory sourcing and fulfillment center improvements are set to reduce costs and enhance margins through logistics and product innovation.분석 기사 • Mar 19
Duluth Holdings Inc.'s (NASDAQ:DLTH) 29% Dip Still Leaving Some Shareholders Feeling Restless Over Its P/SRatio
To the annoyance of some shareholders, Duluth Holdings Inc. ( NASDAQ:DLTH ) shares are down a considerable 29% in the...Seeking Alpha • Dec 19
Duluth Holdings: Competitive Questions
Summary Duluth Trading posted another poor quarter of sales, prompting questions about their current competitiveness. One reality is that today's declines are temporal and new customer wins eventually turn Duluth to grow, while the alternative reality is that they're a structural share loser. I think the former is more likely and as such, tend to view Duluth at ~$3.4 as a decent investment, although I've been nothing but wrong thus far. Read the full article on Seeking Alpha분석 기사 • Dec 06
Is Duluth Holdings (NASDAQ:DLTH) Weighed On By Its Debt Load?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Seeking Alpha • Dec 05
Duluth Holdings: Q3 Was Bad, And Q4 May Show Challenging Financials
Summary Duluth Holdings Inc. reported a poor Q3 2024 with sales down 8% and inventories up 30% YoY, signaling heavy clearance expected in Q4. The company's financial condition is deteriorating, with increasing debt and payables, and no signs of a successful turnaround. Despite some improvements in gross margins, operational losses widened to $16.4 million from $12.5 million in Q3 2023. I maintain my Hold rating on DLTH stock, warning of potential significant financial deterioration in Q4 due to heavy discounting and poor profitability. Read the full article on Seeking AlphaSeeking Alpha • Sep 15
Duluth Trading: Making Positive Moves
Summary Duluth Trading's Q2 results were well received by the market with a nearly 20% jump in the share price. Fundamentally, there are still some macro and potential market share headwinds, but there are a number of positives like growing DTC sales and structurally improved margins, which should grow further. Today's valuation largely values Duluth as a declining business, so just the slightest bit of proof to the market that Duluth is competitive and can grow, there's hugely material upside. Read the full article on Seeking AlphaSeeking Alpha • Sep 01
Duluth Holdings' Q2 2024 Enticed Market, But Operations Are Not Improving - Still A Hold
Summary Duluth's 2Q24 results were in line, with a 1.8% YoY sales growth, but ongoing issues with inventory and assortment management persist. Despite positive sales growth, the stock remains a hold due to unchanged fundamentals and potential challenges in 3Q24, including high inventory clearance and seasonal cash requirements. SG&A showed some improvement excluding non-recurring expenses, but overall operational leverage remains a concern. Valuation remains consistent with low single-digit growth and gross margin improvement, but merchandising improvements are needed before considering Duluth as an opportunity. Read the full article on Seeking Alpha분석 기사 • Aug 30
Duluth Holdings (NASDAQ:DLTH) Has Debt But No Earnings; Should You Worry?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...분석 기사 • Aug 03
Duluth Holdings Inc.'s (NASDAQ:DLTH) Share Price Could Signal Some Risk
With a median price-to-sales (or "P/S") ratio of close to 0.4x in the Specialty Retail industry in the United States...Seeking Alpha • Jun 13
Duluth Holdings: Continued Share Loss
Summary Duluth Trading experienced further sales declines in Q1, with both DTC and Retail continuing to post negative year-over-year results. Sales continued to be pressured by what I believe is a confluence of both macro pressures and share losses, both of which I contextualize as more temporal. Margins are trending in the right direction, which, coupled with the sales growth opportunities, creates an interesting future for Duluth if they can execute on those. Read the full article on Seeking AlphaSeeking Alpha • Apr 12
Duluth Holdings: A Lot Of Untapped Potential
Summary Duluth Holdings has seen a decline in share price over the past few years driven by worsening fundamental performance and internal initiatives temporarily pressuring cash flow. Presently, Duluth's sales and margin are still being negatively affected by macro pressures, but this will eventually subside, ultimately leading to a natural fundamental improvement. Looking forward, the company continues to introduce new products, expanding their women's line, and improving data and analytics capabilities, all of which I expect to drive increased cash flow. Read the full article on Seeking Alpha분석 기사 • Mar 10
Duluth Holdings Inc. (NASDAQ:DLTH) Just Reported Earnings, And Analysts Cut Their Target Price
Shareholders might have noticed that Duluth Holdings Inc. ( NASDAQ:DLTH ) filed its yearly result this time last week...Seeking Alpha • Mar 07
Duluth Needs To Improve Its Game Before Being A Buy
Summary Duluth Holdings is an American apparel retailer with a predominantly male customer base, facing decreasing revenues and declining margins. The company's execution in aspects such as branding, e-commerce, advertising, merchandising, and capital allocation is not great. Despite its potential for recovery, the stock is not currently seen as an opportunity due to its execution failures and low valuation. Read the full article on Seeking Alpha분석 기사 • Sep 05
Health Check: How Prudently Does Duluth Holdings (NASDAQ:DLTH) Use Debt?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...분석 기사 • Jun 05
Duluth Holdings (NASDAQ:DLTH) Has A Somewhat Strained Balance Sheet
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 1/31/2028 | 558 | -7 | 11 | 21 | 1 |
| 1/31/2027 | 556 | -17 | 14 | 26 | 2 |
| 2/1/2026 | 565 | -16 | 17 | 24 | N/A |
| 11/2/2025 | 591 | -30 | 2 | 10 | N/A |
| 8/3/2025 | 603 | -48 | -33 | -24 | N/A |
| 5/4/2025 | 613 | -51 | -48 | -40 | N/A |
| 2/2/2025 | 627 | -44 | -25 | -17 | N/A |
| 10/27/2024 | 631 | -32 | -3 | 12 | N/A |
| 7/28/2024 | 642 | -14 | 2 | 23 | N/A |
| 4/28/2024 | 640 | -14 | -10 | 19 | N/A |
| 1/28/2024 | 647 | -10 | -10 | 39 | N/A |
| 10/29/2023 | 643 | -9 | -24 | 19 | N/A |
| 7/30/2023 | 652 | -5 | -1 | 38 | N/A |
| 4/30/2023 | 654 | 0 | -28 | 16 | N/A |
| 1/29/2023 | 653 | 2 | -28 | -1 | N/A |
| 10/30/2022 | 682 | 12 | -17 | 8 | N/A |
| 7/31/2022 | 680 | 21 | 0 | 24 | N/A |
| 5/1/2022 | 688 | 28 | 36 | 48 | N/A |
| 1/30/2022 | 699 | 30 | 82 | 92 | N/A |
| 10/31/2021 | 684 | 34 | 102 | 112 | N/A |
| 8/1/2021 | 674 | 32 | 82 | 90 | N/A |
| 5/2/2021 | 662 | 29 | 87 | 97 | N/A |
| 1/31/2021 | 639 | 14 | 38 | 51 | N/A |
| 11/1/2020 | 642 | 16 | 10 | 27 | N/A |
| 8/2/2020 | 627 | 15 | -20 | 4 | N/A |
| 5/3/2020 | 611 | 11 | -37 | -12 | N/A |
| 2/2/2020 | 616 | 19 | -22 | 8 | N/A |
| 11/3/2019 | 607 | 15 | N/A | 7 | N/A |
| 8/4/2019 | 593 | 12 | N/A | 36 | N/A |
| 5/5/2019 | 582 | 16 | N/A | 29 | N/A |
| 2/3/2019 | 568 | 23 | N/A | 31 | N/A |
| 10/28/2018 | 535 | 22 | N/A | 41 | N/A |
| 7/29/2018 | 512 | 24 | N/A | 29 | N/A |
| 4/29/2018 | 488 | 22 | N/A | 22 | N/A |
| 1/28/2018 | 471 | 23 | N/A | 30 | N/A |
| 10/29/2017 | 428 | 18 | N/A | 12 | N/A |
| 7/30/2017 | 412 | 19 | N/A | 7 | N/A |
| 4/30/2017 | 391 | 18 | N/A | 21 | N/A |
| 1/29/2017 | 376 | 21 | N/A | 20 | N/A |
| 10/30/2016 | 342 | 19 | N/A | 5 | N/A |
| 7/31/2016 | 330 | 19 | N/A | 16 | N/A |
| 5/1/2016 | 316 | 19 | N/A | 15 | N/A |
| 1/31/2016 | 304 | 17 | N/A | 14 | N/A |
| 11/1/2015 | 274 | 14 | N/A | 20 | N/A |
| 8/2/2015 | 261 | 15 | N/A | 25 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: DLTH 향후 3년 동안 수익성이 없을 것으로 예상됩니다.
수익 vs 시장: DLTH 향후 3년 동안 수익성이 없을 것으로 예상됩니다.
고성장 수익: DLTH 향후 3년 동안 수익성이 없을 것으로 예상됩니다.
수익 대 시장: DLTH 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -0.8%).
고성장 매출: DLTH 의 수익은 향후 3년 동안 감소할 것으로 예상됩니다(연간 -0.8%).
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: DLTH의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/11 04:16 |
| 종가 | 2026/05/11 00:00 |
| 수익 | 2026/02/01 |
| 연간 수익 | 2026/02/01 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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산업 및 섹터 지표
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분석가 소스
Duluth Holdings Inc.는 6명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Jonathan Komp | Baird |
| John Morris | BMO Capital Markets Equity Research |
| Andrew Burns | D.A. Davidson & Co. |