Designer Brands, Inc. (DBI)
NYSEConsumer DiscretionaryApparel - Footwear & AccessoriesSnapshot 2026-11-04
$6.65-8.28%
Close 2026-11-05 · 1-day change
NYSEConsumer DiscretionaryApparel - Footwear & AccessoriesSnapshot 2026-11-04
QuarterlyIQ Insights · DBI
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -51.1% |
| Our one-year growth estimate | diamond | 1.9% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 53.0 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 7 industry peers
DBI — dividend update
Dated 2026-09-10
Other Events. On September 9, 2026, the Board approved a quarterly cash dividend of $0.05 per share of the Company’s Class A and Class B common shares. The dividend will be paid on October 7, 2026 to shareholders of record as of the close of business on September 24, 2026. As it is customary, details regarding the record and payment dates for any future quarterly dividends will be announced at the time such dividends are declared by the Board.
Why it matters: The sector data points to shrinking revenue, while DBI reported a positive start to Q3. DBI sales above zero would stand apart from that sector trend.
Watch forAt the December 8 results, DBI reports net sales growth above 0% year over year.
Also watch forAt the December 8 results, DBI reports year-over-year net sales decline of 1% or more.
Why it matters: Debt fell by $93 million from a year earlier, but DBI still had $423.1 million in debt. A further drop would extend debt paydown.
Supportive ifReported debt falls below $423.1 million in the next quarterly results.
Worry ifReported debt rises above $423.1 million in the next quarterly results.
Why it matters: Q2 adjusted gross margin reached 47.9%, up from 43.6% a year earlier. A further gain would show that margin progress continues.
Supportive ifThe next reported adjusted gross margin is above 47.9%.
Worry ifThe next reported adjusted gross margin is below 43.6%.
Why it matters: Total comparable sales fell 2.4% in Q2, even as profit improved. Positive sales would show that the retail trend is gaining strength.
Supportive ifQ3 total comparable sales are above 0% year over year.
Worry ifQ3 total comparable sales fall by 2.4% or more year over year.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$185 on $10,000 · ±1.9% | How much price usually moves either way. |
| Bad day | $633 loss on $10,000 · 6.3% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $4,347 loss on $10,000 · 43.5% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: DBI has named this segment as a growth focus. Growth above the recent rate would support that plan; a drop below zero would weaken it.
Supportive ifBrand Portfolio net sales grow more than 17.9% year over year in the next reported quarter.
Worry ifBrand Portfolio net sales fall year over year in the next reported quarter.
Why it matters: DBI raised its full-year profit range after a strong quarter. Results above the new range would extend that progress.
Supportive ifFor full-year 2026, adjusted diluted EPS is more than $0.52.
Worry ifFor full-year 2026, adjusted diluted EPS is less than $0.47.