Designer Brands Inc. Class A (DBI)

The past six months have seen fluctuations in DBI's stock price, influenced by earnings reports and market sentiment. As of February 5, 2026, the stock price was $6.74, having fallen by 9.41%. Key events include Q2 2025 earnings, where DBI reported a sequential improvement in comparable sales and positive EPS, but net sales decreased. DSW partnered with Uber Eats for nationwide on-demand delivery. Q3 2025 earnings showed the company reported an EPS of $0.38, significantly beating Wall Street's expectation of $0.18, which led to a 26% surge in the stock price. There has been insider selling activity from September 2025 through February 2026. The next earnings report is scheduled for March 19, 2026.

Demand for Designer Brands, Inc. products exhibits seasonality. Seasonal product remained pressured during the first quarter of fiscal 2026. The second quarter of fiscal 2025 saw a strong start to the back-to-school season. Sales in the Canadian retail segment during Q3 2025 were negatively impacted by unseasonable warm weather, although performance rebounded in Q4 as weather normalized.

Designer Brands, Inc. (DBI) is a North American retailer and producer of footwear and accessories with a multi-channel model. The company designs, produces, and retails footwear and accessories for all ages, including dress, casual, and athletic styles, as well as handbags. Its major retail banners include DSW Designer Shoe Warehouse, The Shoe Company, and Shoe Warehouse. DBI owns and licenses brands such as Vince Camuto, Keds, and Jessica Simpson. The company aims to increase the penetration of its higher-margin owned brands.

Designer Brands, Inc. primarily operates across North America, with a significant presence in the United States and Canada. The company manages over 660 stores in North America, including nearly 500 DSW Designer Shoe Warehouse stores across 45 U.S. states. In Canada, it operates approximately 150 locations under the DSW Designer Shoe Warehouse, The Shoe Company, and Shoe Warehouse banners.

In the past year, Designer Brands' reputation has been influenced by its financial performance and the retail environment. An article from June 11, 2025, downgraded DBI, citing a "systemic demand collapse," declining sales, eroding margins, and mounting debt. The company is working on strategic initiatives to revitalize its assortment, refine marketing strategies, and enhance the omnichannel customer experience. DBI has also focused on sustainability initiatives.

Designer Brands, Inc. has a diverse ownership structure comprising both institutional and individual investors. The largest individual shareholder is Jay L. Schottenstein. Major institutional owners include Stone House Capital Management, LLC, BlackRock, Inc., and The Vanguard Group, Inc. As of late 2025, institutional investors held a significant portion of the company's shares.