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SBDS · Solo Brands, Inc.

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$3.60 -0.21 (-5.51%) At close · Aug 17
Market Cap
$9.24M
Shares
2.57M
All earnings calls

Earnings call · FY2026 Q2

Solo Brands, Inc. Q2 FY2026 Earnings Call

Solo Brands, Inc. Q2 FY2026 Earnings Call

Concluded Aug 13, 2026 Audio replay
Aug 13, 2026 2:50 4 turns
Period
FY2026 Q2
Runtime
2:50
Sources
4 artifacts

Executive readout · one minute

What matters this quarter

Solo Brands reported Q2 FY2026 net sales of $88.5 million, down 4.1% year-over-year, but narrowed its net loss to $4.4 million, posted positive adjusted EBITDA of $13.5 million (15.3% margin), reduced operating expenses 25.5%, fully repaid its revolver, and reiterated its 2026 financial guidance while expanding international distribution.

International Expansion 6 Gross Margin and Tariffs 5 Distribution Partnerships 4 Strategic Initiatives 4

Management tone

Positive

Net tone +30 · low hedging

Grounding quotes
  • “division, and are looking to South America in addition to what we've done in India”
  • “we did sign three contracts with those key distributors we've been working on, and so are moving into market fairly aggressively”
  • “the beauty of some of those markets is we don't have the same tariff issues we do have in our U.S. domestic market”
  • “we really view this as upside or blue ocean for us”

Forward guidance

1 guided metrics

Management's latest ranges and targets are included below.

Research coverage

4 live sources

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Revenue $88.46M -4.1% YoY
Diluted EPS -$1.72
Gross margin 59.9% -1.4 pp YoY
Net income -$4.39M

Research materials

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Key takeaways

What improved, and what deserves a closer read.

Constructive signals

  • Narrowed net loss to $4.4 million from $13.5 million year-over-year.
  • Adjusted EBITDA of $13.5 million (15.3% margin) versus $10.5 million (11.4%) in the prior-year quarter.
  • Operating expenses declined 25.5% year-over-year to $49.5 million, reflecting disciplined cost management.
  • Fully repaid its revolver and reduced debt in the quarter.
  • Expanded internationally with new distribution agreements across Europe, the U.K., and parts of APAC, including signing three contracts with key distributors.
  • Reiterated 2026 financial guidance.

Risks & pressure points

  • Net sales declined 4.1% year-over-year to $88.5 million, driven by DTC softness in Solo Stove and Chubbies.
  • Gross profit contracted to 59.9% of net sales from 61.3%, reflecting lower sales, channel/product mix, and an Oru manufacturing-closure inventory write-off.
  • Solo Stove segment sales fell 14.7% to $32.7 million on lower unit volumes.
  • DTC demand softened in June as consumers remained selective on discretionary spending.

Key moments

Jump directly to management's words in the synchronized transcript.

Forward guidance

From the 8-K filed Aug 13, 2026.

Metric Guided
Net sales
2026
$280M – $310M

Quarter detail

How the reported period landed and where the business moved.

Revenue · segments

Chubbies$40.65M -8.6% YoY
Solo Stove Holdings LLC$32.68M -14.7% YoY
Watersports Segment$15.13M +59.2% YoY
Full-screen source Call document