What is the market's earnings forecast for Designer Brands next quarter?

What is Designer Brands's latest dividend and current dividend yield?

What were the key takeaways from Designer Brands’s earnings call?

What were the key takeaways from Designer Brands's earnings call?

Did Designer Brands beat or miss consensus estimates last quarter?

What does Designer Brands do and what are its main business segments?

What is the revenue and EPS growth rate for Designer Brands year over year?

What factors drove the changes in Designer Brands's revenue and profit?

- **Revenue Recovery**: Sequential sales improvement (+260 bps) with Q3 comps down 2.4% vs. -4.9% in Q2. 
- **Margin Expansion**: Gross margin +210 bps YoY to 45.1%, operating income up $3M YoY. 
- **Strategic Wins**: Boots category up 8% YoY, top 8 brands comp +4%, affordable luxury segment nearly doubled. 
- **Debt Reduction**: $47M debt paid down Q3, total debt $469.8M. 
- **Q4 Outlook**: Sales guidance -3% to -5% YoY for FY25, with Q4 range wide due to brand timing shifts. 
- **Gross Margin Resilience**: Q4 markdown rates expected to hold Q3 improvement levels. 


**【CEO Summary Section】**
- **Sequential Improvement**: Q3 comparable sales down 2.4% YoY, a 260 bps sequential improvement from Q2, driven by healthier traffic and in-store execution. 
- **Topline Growth**: Total sales $752.4M (-3.2% YoY), with U.S. Retail comps down 1.5% vs. -5% in Q2. 
- **Gross Margin Expansion**: +210 bps YoY to 45.1%, driven by 140 bps markdown rate improvement and strategic inventory management. 
- **Key Categories Outperforming**: 
  - Top 8 brands comp +4% vs. -1.5% total retail. 
  - Boots sales up 8% YoY, DSW outpacing POS by 6 points. 
  - Affordable luxury segment nearly doubled YoY. 
- **Strategic Initiatives**: 
  - DSW rebrand campaign generated $2B earned media impressions. 
  - 3 new store prototypes launched with tech-enabled experiences. 
  - Inventory choice count reduced 30% YoY, in-stock levels at 80%. 
- **Q4 Momentum**: October sales strongest in 2+ years, with boot category and top brands continuing to outperform. 

**【CFO Financial Commentary】**
- **Profitability**: Adjusted operating income $46.5M (+$3M YoY), adjusted EPS $0.38 (+40.7% YoY). 
- **Cash Flow & Debt**: $47M debt reduction Q3, total debt $469.8M, liquidity $218.3M. 
- **Guidance**: 
  - FY25 net sales -3% to -5% YoY. 
  - Adjusted operating income $50-55M. 
  - Q4 sales range wide (-5% to +4%) due to brand portfolio timing shifts. 
- **Expense Management**: $30M+ annualized expense savings vs. 2024. 

**【Q&A Key Highlights】**
- **Q4 Sales Guidance**: Wide range (-5% to +4%) reflects brand portfolio timing shifts (wholesale shipments delayed from Q3 to Q4). 
- **Gross Margin Outlook**: Q4 markdown rates expected to match Q3 improvement, with focus on avoiding unprofitable digital promotions. 
- **Promotional Environment**: Strong AUR trends in key categories, customers responding well to higher price points. 
- **Inventory Position**: Leaner assortment (30% fewer SKUs) and better in-stock levels support holiday demand capture. 


Designer Brands Inc.(DBI)-20251209-2026 Q3 Earnings call transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

DBI

DBI fundamentals

You can ask Aime