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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 amid operational challenges.
Company shifted focus from aggressive growth to right-sizing for profitability at lower revenue levels.
Implemented surge teams to address org design, marketing, pricing, and product innovation.
Significant cost reductions achieved, including SG&A down 36% year-over-year.
Debt refinanced through June 2028, going concern removed, and NYSE listing reinstated.
Brand and product portfolio
Two main brands, Solo Stove and Chubbies, account for 90% of revenue; water sports brands make up the rest.
Solo Stove has an NPS of 73, indicating strong customer loyalty; Chubbies also scores highly.
Chubbies saw record sales and EBITDA growth in the first half of the year.
Water sports division leverages patented materials and is expanding into new product categories.
Operational and financial performance
Revenue dropped from $94M to $53M year-over-year, mainly due to Solo Stove retail sales decline.
Cost structure reduced from $61M to $39M in two quarters; EBITDA swung from +$6M to -$5M.
Aggressive cost-cutting included renegotiating audit and insurance contracts, saving millions.
Marketing spend was reined in, with a focus on analytics and performance-based investments.
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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Next Solo Brands earnings date
Q4 202513 Mar, 2026
Next Solo Brands earnings date
Q4 202513 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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