Xcel Brands, Inc · NASDAQ:XELB
Xcel Brands — Q1 2026 Earnings Presentation
10 slides from Xcel Brands's earnings presentation, May 19, 2026
Slide 1: An Investor Overview of Creator-Led Brand Building at Scale
XCEL BRANDS | STRATEGIC OVERVIEW | 2026 XCEL BRANDS NASDAQ: XELB An Investor Overview of Creator-Led Brand Building at Scale FOR INSTITUTIONAL & ACCREDITED INVESTORS April 2026 NASDAQ: XELB | Page 1
Slide 2: Authority + Audience = The New Brand Equation
XCEL BRANDS | STRATEGIC OVERVIEW | 2026 THE THESIS Authority + Audience = The New Brand Equation “Cesar is the biggest voice in the pet world. There is a lot of interest in him with 20 million followers and syndicated TV shows in 80 countries.” Robert W. D’Loren, Chairman and CEO, XCEL Brands | Q3 2
Slide 3: A $205 Billion Tailwind
XCEL BRANDS | STRATEGIC OVERVIEW | 2026 THE MARKET A $205 Billion Tailwind The creator economy has matured from speculative experiment into institutional asset class. The proof points have become difficult to dismiss. MARKET SCALE • $205B global creator economy as of 2024-2026, with credible analyst
Slide 4: Why XELB. Why Now.
XCEL BRANDS | STRATEGIC OVERVIEW | 2026 THE INVESTMENT CASE Why XELB. Why Now. The market has now confirmed what XCEL has been building toward since inception. Creator- led brands command premium economics, and the platform that systematically builds them captures durable equity value. Investment Th
Slide 5: Where the Equity Value Comes From
XCEL BRANDS | STRATEGIC OVERVIEW | 2026 THE VALUE CREATION FRAMEWORK Where the Equity Value Comes From XCEL’s value creation should be evaluated on two dimensions, not one. Royalty income captures the recurring cash-generation profile of the licensing model. Enterprise value captures the platform it
Slide 6: On track to return to profitability
XCEL BRANDS | STRATEGIC OVERVIEW | 2026 “the Company is on track to return to profitability, and we expect to achieve our goal of total brand portfolio reach of 100 million social media followers across our brands.” Robert W. D’Loren, Chairman and CEO, XCEL Brands | Q4 2025 Earnings Call, April 2026
Slide 7: Four Verticals. Seven Definitive Voices.
XCEL BRANDS | STRATEGIC OVERVIEW | 2026 THE PORTFOLIO Four Verticals. Seven Definitive Voices. XCEL builds across four strategic verticals: Fashion, Home Furnishings, Food & Beverage, and Pet. Each brand is anchored by a founder who is the recognized authority in their category, supported by an audi
Slide 8: How the Platform Builds
XCEL BRANDS | STRATEGIC OVERVIEW | 2026 THE OPERATING MODEL How the Platform Builds XCEL is not an investor placing bets on individual creators. It is an operating platform purpose- built to commercialize creator authority across every modern retail channel. The platform standardizes five capabiliti
Slide 9: Risks and Mitigants
XCEL BRANDS | STRATEGIC OVERVIEW | 2026 KEY CONSIDERATIONS Risks and Mitigants Sophisticated investors evaluate any thesis against the risks that could impair it. XCEL’s management team views the following considerations as material to the investment case, alongside the structural mitigants the plat
Slide 10: Continuing the Conversation
XCEL BRANDS | STRATEGIC OVERVIEW | 2026 INVESTOR RELATIONS Continuing the Conversation XCEL Brands welcomes engagement from institutional investors, accredited individual investors, and analysts covering the consumer products and creator economy sectors. INVESTOR RELATIONS CONTACT For SEC filings, e