Solo Brands, Inc. · OTC:SBDS
Solo Brands — Q2 2026 earnings call
33 slides from Solo Brands's conference presentation, Jun 11, 2026
Slide 1: IDEAS Conference
IDEAS Conference June 11 , 2026
Slide 2: Legal disclaimer
Legal disclaimer This presentation may include, and our officers and representatives may from time to time make, forward-looking statements within the meaning and safe harbor provisions of the Private Securities Litigation Reform Act of 1995. All statements contained in this presentation that do not
Slide 3: Today's Presenters
Today’s Presenters John Larson Laura Coffey Chief Executive Officer Chief Financial Officer 3
Slide 4: Our Vision
Our Vision SOLO BRANDS To grow a leading portfolio of lifestyle brands that our communities love, trust, and rave about 4
Slide 5: Solo Brands Overview
Solo Brands is a portfolio of innovative lifestyle brands that are redefining the outdoor & apparel SOLO BRANDS OVERVIEW industries OTCQB Went public in SBDS 2021 Headquartered in Employees Grapevine, TX ~300 LTM Revenue* LTM Adj. EBITDA* $302M $17M Sales Mix (LTM Q1 ’26) 9% Solo Stove Chubbies 52%
Slide 6: Q1 2026 Financial Results
(A) Q1 2026 Financial Results thsolo brands |
Slide 7: Q1 '26 In Review
SOLO BRANDS Q1 ’26 IN REVIEW Q1 ’26 In Review ● Delivered $63M of revenue and $1.6M of Adj. EBITDA versus $77M and $3.5M last year ● Continued significant structural cost reductions – completed RIF and pay cut in March; completed strategic review of fulfillment process ● Significant strides moving t
Slide 8: Q1 2026 Financials
SOLO BRANDS Q1 2026 FINANCIALS While top-line performance remained challenged, particularly within Solo Stove, the decisive actions we’ve taken over the past year have significantly reduced expenses, and delivered positive Adjusted EBITDA, despite an additional $2M of IEEPA tariff impact Net Sales G
Slide 9: Q1 2026 Adj. EBITDA Bridge vs. PY
SOLO BRANDS Q1 2026 ADJ. EBITDA BRIDGE VS PY Q1 2026 Adj. EBITDA Bridge vs. PY Q1 2026 Adj. EBITDA Bridge vs. PY Adj. EBITDA down $2M compared to PY as volume loss is offset by cost savings in marketing and payroll ~$2M $3.5 $2.6 $1.6 $0.0 $2.6 -$7.1 Q1-25 Adj. EBITDA Volume/Channel Marketing Payrol
Slide 10: Q2 2026 Update
SOLO BRANDS Q2 2026 UPDATE ate Q2 2026 Update ● Delivered positive year-over-year sales growth in April and May combined, supported by our successful launch of four new Solo Stove products in March and the introduction of new Watersports products at Costco ● Tariff refunds have started processing an
Slide 11: 2026 Full Year Operating Initiatives
SOLO BRANDS 2026 FULL YEAR OPERATING INITIATIVES 2026 Full Year Operating Initiatives 2026 Full Year Operating Initiatives ● Structural Reduction/Simplification + Margin Expansion ● Pursuing action to reduce fulfillment footprint and drive significant annual cost savings ● Rationalize SKUs and retai
Slide 12: Positioned for Success
SOLO BRANDS POSITIONED FOR SUCCESS Positioned for Success Positioned for Success ● AI & Technology ● Embedding AI across marketing, finance, product development and operations to drive efficiency, decision-making and expand margins ● Building scalable AI-driven capabilities unlock new revenue stream
Slide 13: Structural Reduction/Simplification
Structural Reduction/Simplification 13
Slide 14: Global Fulfillment Strategy
SOLO BRANDS GLOBAL FULFILLMENT STRATEGY Global Fulfillment Strategy $3M+ 50% 3PL Partners Distribution Center sq ft reduction Lifts performance + reduces complexity annualized savings since 2021 from 2026 footprint actions 14
Slide 15: Focused Innovation in Core + Adjacencies
Focused Innovation in Core + Adjacencies 15
Slide 16: Our Journey to Premium Outdoor Lifestyle Brand
SOLO BRANDS OUR JOURNEY TO PREMIUM OUTDOOR LIFESTYLE BRAND From TO SMOKELESS FIRE PITS PREMIUM OUTDOOR LIFESTYLE BRAND Griddle Summit Bonfire THE ALL-NEW Infinity Flame Smokeless Fire Pit 16
Slide 17: All-New Solo Stove Infinity Flame
ALL- NEW — ALL-NEW SOLO STOVE INFINI l Y A propane fire pit that ™ mimics real wood flames. FLAME No wood, ash, or sparks. Infinity Flame £3 Ideal for groups of: 5-8 People Diameter: 42 in
Slide 18: All-New Summit Series
ALL-NEW SUMMIT SERIES Our most advanced firé pit with taller, brighter flames and 3X faster lighting than traditional kindling. Summit 19.5” (ay) Ideal for groups of: 4-6 people Diameter: 19.5 in Height: 14 in Weight: 23.3 lbs Summit 24” (aj Ideal for groups of: 5-7 people Diameter: 24 in Height: 15
Slide 19: Windchill
Windchill™ 47 Windchill™ 30 Longer cooling runtime and larger Compact, portable cooling ideal capacity designed to anchor for events, sidelines, and branded group spaces. experiences on the move. Dimensions Dimensions L 29.5” X W 18.8” X H 18.4” L 20.1” X W 21.5” XH 18.7” Specs Specs Can Capacity We
Slide 20: Steelfire
: a i Steelfire™ 30 ALL- NEW ‘ ‘4 7 : Commercial-grade griddle built for backyard compact enough for . | any space. — a | < . j Dimensions te el ‘ ~ A 3 L 33.75” X W 27.5” X H 12.62” ‘ : 1 — = : Stainless Griddi = * Materials Weight Weight Stainless Steel 59 Ibs Stainless Steel 38 Ibs The first comm
Slide 21: Product Approach
SOLO BRANDS PRODUCT APPROACH SUMMER II INTRO TO DENIM LICENSING - NFL POST PROMO F ULL PRICE HEIGHT O F FALL LAUNCH OF NEW POTENTIAL SHIFT IN STRATEGY TO QUARTERLY SUMMER COLLECTION MERCHANDISED BOTTOMS FRANCH ISE PLATFORM – DROPS TO REFRESH STORY & REDUCE FOR OUTF ITTING INCUBATE IN SEASON 1 RELIAN
Slide 22: Product Innovation
SOLO BRANDS PRODUCT INNOVATION Marlin Paddleboard Water Hammock Waterproof Bags 22
Slide 23: Disciplined International Focus/Expansion
Disciplined International Focus/Expansion 23
Slide 24: International Expansion
SOLO BRANDS INT'L EXPANSION International Expansion ‒ Europe/Canada/Asia Expansion ‒ APAC/South America Expansion ‒ Asia Expansion 24
Slide 25: Build Scalable Infrastructure / AI Centric
Build Scalable Infrastructure / AI Centric 25
Slide 26: AI as a Competitive Advantage
AI AS A COMPETITIVE ADVANTAGE SOLO BRANDS SCALABLE INFRASTRUCTURE AI Is Not a Future Discussion. It Is Happening Now. Where We're Going Next Already In Motion at Solo Stove Marketing Creative gen, media optimization, trend analysis, content velocity ✓ AI MMM model for media optimization Product Conc
Slide 27: Media Coverage / Partnerships / Accolades
Media Coverage / Partnerships / Accolades 27
Slide 28: Cheftimonials Brand Media
US Brand, Media & People Partnerships with Halo Impact Cheftimonials Brand Media Chef Steve Nookie Postal Chef Leah Cohen Chef Miguel Raya 28
Slide 29: Accolades & Reviews
Accolades & Reviews “Nothing screams ‘summer’ quite like a backyard griddle party.” “Solo Stove is making the leap from smokeless wood fire pits to propane-fired griddles — and it’s coming out of the gate strong.” GearJunkie 29
Slide 30: Wrap up and Summary
(A) Wrap up and Summary thsolo brands |
Slide 31: Summary
SOLO BRANDS WRAP UP & SUMMARY Summary ‒ 2025 stabilized the business: refinanced debt and structurally reduced SG&A ‒ 2026 will deliver a full-year benefit from cost actions and the marketing reset ‒ New product platforms driving disciplined growth: Cheekies women’s line, Chubbies new styles/fabrics
Slide 32: Appendix
Appendix thsolo brands |
Slide 33: Reconciliation of Non-GAAP Financial Information to GAAP
Reconciliation of Non-GAAP Financial Information to GAAP Three Months Ended March 31, (dollars in thousands) 2026 2025 Net income (loss) $ (5,466) $ (18,577) Interest expense 7,493 5,570 Income tax (benefit) expense (6,616) 2,944 Depreciation and amortization expense 5,234 7,136 EBITDA $ 645 $ (2,92