Designer Brands, Inc. (DBI)
NYSEConsumer DiscretionaryApparel - Footwear & AccessoriesSnapshot 2026-11-05
$6.65-8.28%
Close 2026-11-05 · 1-day change
NYSEConsumer DiscretionaryApparel - Footwear & AccessoriesSnapshot 2026-11-05
QuarterlyIQ Insights · DBI
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
"Our second quarter results represent significant improvement in profitability year-over-year, highlighted by meaningful gross margin expansion as well as impressive sales growth in our Brand Portfol…
Stated in 2 of 2 supplied quarters. Management reported: “"Our second quarter results represent significant improvement in profitability year-over-year, highlighted by meaningful gross margin expansion as well as impressive sales growth in our Brand Portfolio segment," said Doug Howe, Chief Executive Officer.” “• Reported gross prof it was $365.4 million compared to $322.5 million last year, and gross margin was 50.0% compared to 43.6% last year.” Gross profit was $365.355 million in 2026-Q2.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Consumer Discretionary names rated strong grew net income 62% of the time over the next year (vs 50% for the rest of the cohort, n=5250).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“"Our second quarter results represent significant improvement in profitability year-over-year, highlighted by meaningful gross margin expansion as well as impressive sales growth in our Brand Portfol…”
“"In addition to top-line strength, we delivered meaningful profitability gains, with gross margin expanding 240 basis points, reflecting the structural improvements we have made across inventory mana…”
"Our second quarter results represent significant improvement in profitability year-over-year, highlighted by meaningful gross margin expansion as well as impressive sales growth in our Brand Portfol…
Stated in 2 of 2 supplied quarters. Management reported: “"Our second quarter results represent significant improvement in profitability year-over-year, highlighted by meaningful gross margin expansion as well as impressive sales growth in our Brand Portfolio segment," said Doug Howe, Chief Executive Officer.” “Second Quarter of 2026 Operating Results (Unless otherwise stated, all comparisons are to the second quarter of 2025) • Net sale s decreased 1.2% to $730.6 million.”
“"Our second quarter results represent significant improvement in profitability year-over-year, highlighted by meaningful gross margin expansion as well as impressive sales growth in our Brand Portfol…”
“"Our strong start to the year was underscored by double-digit sales growth in our Brand Portfolio segment and encouraging stabilization in our Retail segment," said Doug Howe, Chief Executive Officer.”
Return to Shareholders A dividend of $0.05 per share for both Class A and Class B common shares will be paid on October 7, 2026 to shareholders of record at the close of business on September 24, 202…
Stated in 2 of 2 supplied quarters. Management reported: “• Debt totaled $423.1 million at the end of the second quarter of 2026 compared to $516.3 million at the end of the same period last year, a reduction of approximately $93.0 million.” “Return to Shareholders A dividend of $0.05 per share for both Class A and Class B common shares will be paid on October 7, 2026 to shareholders of record at the close of business on September 24, 2026.”
“Return to Shareholders A dividend of $0.05 per share for both Class A and Class B common shares will be paid on October 7, 2026 to shareholders of record at the close of business on September 24, 202…”
“Store Count (square footage in thousands) May 2, 2026 May 3, 2025 Number of Stores Square Footage Number of Stores Square Footage DSW stores 518 10,150 520 10,237 The Shoe Co. stores 118 599 121 620…”
Management is focused on improving earnings per share for 2026, raising guidance based on strong operating performance and profitability gains.
Manage store count through openings, closures, and remodels to optimize retail presence and customer experience.
Over the trailing year it converted 3.42x of net income into operating cash flow. Historically, Consumer Discretionary names rated robust grew net income 58% of the time over the next year (vs 45% for the rest of the cohort, n=3629).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to real (inflation-adjusted) rates, long-term interest rates, the US dollar, Fed net liquidity (low R² over the window).
16 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Consumer Discretionary names rated volatile grew net income 55% of the time over the next year (vs 53% for the rest of the cohort, n=4931).
Not investment advice. As of 2026-11-05.