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Solo Brands
Solo Brands (DTC) investor relations material
Solo Brands 17th Annual Southwest IDEAS Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.17th Annual Southwest IDEAS Conference summary19 Nov, 2025
Business transformation and leadership changes
New CEO appointed after previous leadership resigned; focus shifted to operational turnaround and brand strength.
Company faced challenges from overbuilt cost structure, declining sales, and excess retailer inventory.
Debt was refinanced through June 2028, and the going concern disclaimer was removed, restoring NYSE listing.
Cost structure was aggressively reduced, with SG&A down 36% year-over-year and further cuts ongoing.
AI and efficiency initiatives are being implemented to drive further operational improvements.
Brand portfolio and market positioning
Two main brands, Solo Stove and Chubbies, account for 90% of revenue; water sports brands ISLE and Oru Kayak make up the rest.
Solo Stove boasts an NPS of 73, indicating strong customer loyalty; Chubbies also maintains high brand engagement.
Chubbies saw record sales and EBITDA growth in the first half, while Solo Stove faced significant retail headwinds.
DTC and retail channels are now more closely aligned, with coordinated promotional calendars and MAP strategy.
International sales are about 10% but targeted to grow to 25–30% with new distribution in India, Europe, and the UK.
Financial performance and cost management
LTM revenue is around $366 million with EBITDA of $15 million; Q3 saw a sharp revenue drop from $94M to $53M.
Cost reductions included renegotiating audit and insurance contracts, saving over $2 million.
Marketing spend was cut and refocused, eliminating unproductive sponsorships and shifting to performance-based analytics.
Margins on new products average around 60%, with DTC margins higher than retail; griddle margins are tighter due to tariffs.
Company is not relying on revenue upside for 2026 financial targets, focusing on continued cost discipline.
Evaluate retailer inventory and pricing strategy impact
Path to sustainable debt levels given LTM EBITDA
Assess product innovation's role in future growth
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Latest summaries
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Net income up 11.7% YoY, shareholder returns at 50.2%, CET1 ratio at 13.33%. - RM
Record 2025 net income, originations, and efficiency set up strong 2026 growth outlook. - KPIL
27% YOY revenue growth, strong profit and order book, and improved debt metrics drive outlook. - FSV
Annual revenues rose 5% to $5.50B, led by Residential growth and improved profitability. - HEXT
Revenue up 7.6% YoY, margin expands, and AI and acquisitions drive future growth. - 4188
Net income surged on discontinued operations gains, but outlook cut due to restructuring costs. - 021240
Record-high profits and strong rental growth, with overseas expansion led by Malaysia and Thailand. - 021240Record revenue and profit growth in 2Q'25, led by robust domestic and overseas performance.
- 021240Record-high revenue and net profit in 3Q'24, driven by robust rental growth and overseas expansion.
- 021240Record revenue and profit, with strong growth in rental accounts and overseas markets.
Next Solo Brands earnings date
Q4 202519 Mar, 2026
Solo Brands
Next Solo Brands earnings date
Q4 202519 Mar, 2026
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Frequently asked questions
Solo Brands Inc. is a consumer lifestyle company offering a portfolio of premium, direct-to-consumer (DTC) outdoor and lifestyle products. The company’s flagship brands include Solo Stove, known for its efficient and smokeless fire pits, Oru Kayak, specializing in foldable kayaks, ISLE, offering paddleboards, and Chubbies, focused on casual apparel. Solo Brands is headquartered in Grapevine, Texas, and its shares are listed on the NYSE.
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