Designer Brands Inc. (DBI) Q2 2025 Earnings Call Transcript
Designer Brands Inc. (NYSE:DBI ) Q2 2025 Earnings Call September 9, 2025 8:30 AM EDT Company Participants Douglas Howe - CEO & Director Jared Poff - Executive VP, CFO & Chief Administrative Officer Conference Call Participants Mauricio Serna Vega - UBS Investment Bank, Research Division Dana Telsey - Telsey Advisory Group LLC Presentation Operator Good morning, and welcome to the Designer Brands Second Quarter 2025 Results Conference Call. [Operator Instructions] Please note this event is being recorded.
Designer Brands Enters High Risky Territory By Not Covering Interest
Designer Brands Inc.'s Q1 '25 results show worsening trends in traffic, comps and margins. The company has entered operating loss territory. The company is a very weak situation, entering into a challenging context for US retail, coming from the tariff impact. DBI is leveraged and cannot cover interest with the accrual operating income at this point.
Designer Brands: No Turnaround In Sight (Rating Downgrade)
Designer Brands Inc. faces a systemic demand collapse, with declining sales, eroding margins, and mounting debt signaling a failing retail model. Consumer behavior has fundamentally shifted, with nearly 80% skipping shoe purchases and 60% only buying on sale, destroying DBI's pricing power. Cost-cutting and operational improvements offer minor relief, but are overwhelmed by macro headwinds, tariff pressures, and a deteriorating cash flow profile.
DSW parent is the latest shoemaker to pull its outlook. The stock falls hard despite low expectations.
Shares of Designer Brands Inc. fell sharply on Tuesday, after the company that owns the DSW footwear chain and Keds sneakers became the latest shoe-industry player to withdraw its full-year outlook, citing “persistent instability” and continued pressure on shoppers.
Designer Brands Inc. (DBI) Q1 2025 Earnings Call Transcript
Designer Brands Inc. (NYSE:DBI ) Q1 2025 Earnings Conference Call June 10, 2025 8:30 AM ET Company Participants Douglas M. Howe - CEO & Director Jared A.
Designer Brands (DBI) Reports Q1 Loss, Misses Revenue Estimates
Designer Brands (DBI) came out with a quarterly loss of $0.26 per share versus the Zacks Consensus Estimate of $0.01. This compares to earnings of $0.08 per share a year ago.
Designer Brands Q4 Loss Narrower Than Estimates, Comps Rise Y/Y
DBI's sales decline y/y in the fiscal fourth quarter, whereas earnings stay flat. The company remains focused on strategic initiatives and growth.
Designer Brands Is Not Attractive After Q4, Pre- Or Post-Rally
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.
Designer Brands' Q4 Exceeds EPS Forecast
Designer Brands (DBI 12.90%), known for its footwear chains like DSW, released mixed fourth-quarter 2024 financial results on Thursday, March 20. Its adjusted earnings per share (EPS) loss of $0.44 exceeded expectations of a $0.49 per share loss.
Designer Brands Inc. (DBI) Q4 2024 Earnings Call Transcript
Designer Brands Inc. (NYSE:DBI ) Q4 2024 Earnings Conference Call March 20, 2025 8:30 AM ET Company Participants Dustin Hauenstein - SVP, Finance Doug Howe - CEO Jared Poff - CFO Conference Call Participants Mauricio Serna - UBS Operator Good day, and welcome to the Designer Brands Inc. Fourth Quarter 2024 Earnings Conference Call. [Operator Instructions] Please note, this event is being recorded.
New Strong Sell Stocks for November 17th
SID, DBI and NSIT have been added to the Zacks Rank #5 (Strong Sell) List on November 17, 2024.
Designer Brands Is Buying Back Shares At The Expense Of Even More Leverage Risk
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.
