Solo Brands, Inc. · OTC:SBDS
Solo Brands — Q1 2026 earnings call
24 slides from Solo Brands's conference presentation, March 2026
Slide 1: 38th Annual Roth Conference
38th Annual Roth Conference March 2026 1
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: Solo Brands Overview
Solo Brands is a portfolio of innovative lifestyle brands that are redefining the outdoor & apparel SOLO BRANDS OVERVIEW industries NYSE Went public in SBDS 2021 Headquartered in Employees* Grapevine, TX ~325 LTM Revenue* LTM Adj. EBITDA* $317M $19M Sales Mix (FY ’25) 9% Solo Stove Chubbies 32% 59%
Slide 5: We Have Strong Enthusiast Brands
SOLO BRANDS We Have Strong Enthusiast Brands ‒ Passionate communities of loyal, high-value customers ‒ Solo Stove has ~235,000 5 Star Customer Reviews! ‒ Our two largest brands have strong customer advocacy 73 77 (1) (2) Net Promoter Score (NPS) Net Promoter Score (NPS) #1 in Outdoor Goods Market, 9
Slide 6: 2025 Key Outcomes
SOLO BRANDS KEY OUTCOMES 2025 Key Outcomes ‒ Delivered critical milestones positioning Solo Brands for long-term success (debt refinanced, removal of going concern disclaimer, reinstatement of the trading of our Class A common stock on NYSE) ‒ Advanced our transformation to a disciplined, structural
Slide 7: Financial Results
(A) 2025 Financial Results thsolo brands |
Slide 8: 2025 Financials
SOLO BRANDS 2025 FINANCIALS We anticipated near-term revenue pressure as we shifted away from a heavy promotional model and worked through excess inventory at retailers, which necessitated meaningful reductions in SG&A Net Sales Adjusted Gross Profit (1) ($ millions) $455 $280 $317 $189 ($ millions)
Slide 9: Q4 2025 Financials
SOLO BRANDS Q4 2025 FINANCIALS Q4 was a culmination of 2025’s cost control measures, leading to an over 50% increase in Adjusted EBITDA for the quarter Net Sales Adjusted Gross Profit (1) ($ millions) $144 $88 $94 ($ millions) % Margin $57 61.0% 61.0% Q4 FY '24 Q4 FY '25 Q4 FY '24 Q4 FY '25 SG&A (2)
Slide 10: Focus: 2026 Plans
(A) Focus: 2026 Plans thsolo brands |
Slide 11: 2026 Plan
SOLO BRANDS 2026 PLAN ‒ Focus for 2026: Advance our transformation toward a structurally leaner, profit- driven business while investing where there are profitable growth opportunities Organizational Design Profit Optimization Product Innovation/Brand Expansion 11
Slide 12: Organizational Design
SOLO BRANDS 2026 PLAN Organizational Design ‒ Project Management Office continues to actively oversee and track profit-focused initiatives ‒ Further reduce SG&A in FY26: Reorganize teams into Centers of Expertise across the portfolio to establish synergies, drive efficiencies and standardize best
Slide 13: Profit Optimization
SOLO BRANDS 2026 PLAN Profit Optimization ‒ Structural reduction in overhead and operating expense to expand EBITDA and free cash flow ‒ Revenue opportunities evaluated on contribution margin by channel, product, and geography ‒ Omnichannel marketing reengineered around contribution level economics
Slide 14: New Product Introductions
New Product Introductions 14
Slide 15: Product Innovation: Solo Stove New Launches
SOLO BRANDS PRODUCT INNOVATION Summit Fire Pit in 3 Sizes Steelfire 22" Griddle Windchill 30" Cooler (19", 24" and 27") New Product Launches in March '26 Designed to Strengthen Solo Stove’s Innovation Pipeline 15
Slide 16: Product Innovation: Chubbies
SOLO BRANDS PRODUCT INNOVATION REINVENTED BREEZETECH TEXTURED LICENSED ORIGINALS EVERYWEAR POLO NFL OUR ICONIC ORIGINALS SHORT WE'VE ELEVATED AND EXPANDED TEXTURE IS INTRODUCED TO OUR THE COLOR BLITZ COLLECTION HAS BEEN REINVENTED TO THE EVERYWEAR FRANCHISE WITH MOST DOMINANT STYLE OF COLLIDES NFL F
Slide 17: Product Innovation: Watersports
SOLO BRANDS PRODUCT INNOVATION Marlin Paddleboard Water Hammock Waterproof Bags 17
Slide 18: Brand Expansion
(A) Brand Expansion thsolo brands |
Slide 19: Brand Expansion
SOLO BRANDS BRAND EXPANSION 19
Slide 20: International / Licensing
SOLO BRANDS INT'L EXPANSION/LICENSING International / Licensing ‒ European / Southeast Asia Expansion ‒ Southeast Asia Expansion ‒ Southeast Asia Expansion 20
Slide 21: Super Bowl Event
(A) Super Bowl Event thsolo brands |
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Slide 23: Wrap up and Summary
(A) Wrap up and Summary thsolo brands |
Slide 24: Summary
SOLO BRANDS WRAP UP & SUMMARY Summary ‒ 2025 stabilized the business: refinanced debt, removed going concern risk, 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