Leisure Products

Solo Brands

Disney

Conference Minutes

01913

SBDS

CVAC

The following are the minutes of the 4Q25FY earnings call for $Disney(DIS.US) compiled by Dolphin Research. For a review of the earnings report, please refer to the article &#34;Disney: Short-term Pressure but Guidance Unchanged, Can Iger Turn the Tide Before Leaving?&#34;1. Review of Core Financial Information1. DTC Net User Growth Rebounds Beyond Expectations: Streaming user growth continued to rebound in the fourth quarter, with Disney+ adding 4 million net new users (bundled packages) and Hulu adding 8.6 million (driven by the resumption of the Charter partnership and global brand expansion), both exceeding market expectations. The growth was mainly driven by high-quality content...

PRADA

Dayforce

Ashland

Citigroup

CureVac BV

Dominion Energy

NextDecade

Ameriprise Financial

PAR Tech

Disney (Minutes): Committed to double-digit percentage growth in earnings next year

Solo Brands released FY2026 Q1 earnings on May 14 Pre-Market EST, actual revenue USD 62.88 M (forecast USD 85 M), actual EPS USD -2.1802

Solo Brands to Release FY2026 Q1 Earnings on May 14 Pre-Market EST, Forecast Revenue USD 85 M

Solo Brands released FY2025 earnings on March 19 Pre-Market EST, actual revenue USD 316.58 M (forecast USD 443.7 M), actual EPS USD -64.0866 (forecast USD -6.8)

Solo Brands released FY2025 Q4 earnings on March 19 Pre-Market (EST), actual revenue USD 94.03 M (forecast USD 143 M), actual EPS USD -35.03 (forecast USD -2.8)

Solo Brands to Release FY2025 Q4 Earnings on March 19, 2026 Pre-Market EST, Forecast Revenue USD 143 M, EPS USD -2.8

Solo Brands released FY2025 9 Months earnings on November 6, Pre-Market EST, with actual revenue of USD 222.55 M and actual EPS of USD -26.4169

Solo Brands released FY2025 Q3 earnings on November 6 Pre-Market EST, actual revenue USD 53.04 M (forecast USD 94 M), actual EPS USD -9.224 (forecast USD -4.8)

Solo Brands to release FY2025 Q3 earnings on November 6, Pre-Market EST, forecast revenue USD 94 M, EPS USD -4.8

Solo Brands released FY2025 Q2 earnings on August 6 Pre-Market EST, actual revenue USD 92.26 M (forecast USD 129 M), actual EPS USD -8.93 (forecast USD -2)

Solo Brands released FY2025 Semi-Annual earnings on August 6 Pre-Market (EST), with actual revenue of USD 169.51 M and EPS of USD -17.0611

Solo Brands to Release FY2025 Q2 Earnings on August 6, Pre-Market EST; Forecast Revenue USD 129M, EPS USD -2

Solo Brands released FY2025 Q1 earnings on May 12 (EST), actual revenue USD 77.25 M (forecast USD 84 M), actual EPS USD -8.2677 (forecast USD -4.8)

Solo Brands released FY2024 Q1 earnings on May 12 (EST), actual revenue USD 85.32 M (forecast USD 78 M), actual EPS USD -2.3434 (forecast USD -4.1333)

Solo Brands released FY2024 Q4 earnings on March 12 (EST), actual revenue USD 143.54 M (forecast USD 161.6 M), actual EPS USD -25.2231 (forecast USD 4.4)

Solo Brands released FY2023 Q4 earnings on March 12 (EST), actual revenue USD 165.32 M (forecast USD 166.15 M), actual EPS USD -85.5692 (forecast USD 0.8)

Solo Brands released FY2023 Annual Earnings on March 12 (EST), actual revenue USD 494.78 M (forecast USD 495.49 M), actual EPS USD -73.6166 (forecast USD 9.0666)

Solo Brands released FY2024 earnings on March 12 (EST), actual revenue USD 454.55 M (forecast USD 474.07 M), actual EPS USD -77.657 (forecast USD -48)

Solo Brands released FY2023 Q3 earnings on November 7 (EST), actual revenue USD 110.32M (forecast USD 103.62M), actual EPS USD 2.8 (forecast USD 0.1333)

Solo Brands released FY2024 9 Months Earnings on November 7 Pre-Market EST, actual revenue USD 311.01 M, actual EPS USD -52.1999

Solo Brands released FY2024 Q3 earnings on November 7 Pre-Market EST, actual revenue USD 94.14 M (forecast USD 92.61 M), actual EPS USD -47.7213 (forecast USD -2.5333)

InMed Pharmaceuticals

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

Amesite

CN Energy

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

NextNRG

Meiwu Tech

Generation Income Properties

MetaVia

OceanPal

Solo Brands, Inc. reported a revenue of $62.88M for Q1 2026, an 18.6% decline from $77.25M a year prior. The company posted a net loss of $5.47M, an improvement from a loss of $12.19M in Q1 2025, with diluted EPS at ($2.18) compared to ($8.27) last year. The decline in revenue was attributed to lower demand in direct-to-consumer and retail channels, prompting cost-reduction measures. The company also streamlined its structure through a merger effective January 1, 2026.

TradingView

Solo Brands, Inc.

SOLO BRANDS INC

Solo Brands, Inc. 1Q 2026: Revenue $62.88M, EPS ($2.18) — 10-Q Summary

Earnings Watch

Solo Brands | 10-Q: FY2026 Q1 Revenue: USD 62.88 M

Solo Brands reported Q1 2026 revenue of $62.9 million, down 18.6% from the previous year, with an adjusted EBITDA of $1.6 million. The net loss narrowed to $5.5 million. The company reaffirmed its full-year guidance of $280–310 million in net sales and $24–30 million in adjusted EBITDA. Key highlights include a 29.3% reduction in operating expenses and the launch of new products. Cash and equivalents stood at $16.5 million, with total borrowings of $258.9 million as of March 31, 2026.

Solo Brands reports Q1 2026 revenue of $62.9M, adjusted EBITDA $1.6M; reaffirms 2026 guidance

Solo Brands | 8-K: FY2026 Q1 Revenue: USD 62.88 M

FFIE

FCHL

LOBO

In Tuesday's intraday session, several consumer discretionary stocks experienced significant movements. Notable gainers included Faraday Future (FFAI), which rose 68.1% to $0.48, and Solo Brands (SBDS), up 31.57% to $4.75. Other gainers were Fitness Champs (FCHL) at 29.75%, Lobo Technologies (LOBO) at 23.48%, and VinFast Auto (VFS) at 12.98%. Conversely, Cheetah Net Supply Chain (CTNT) saw a decline of 32.5% to $0.04, followed by Amesite (AMST) down 22.16% to $1.37. Other losers included GMEX Robotics, Allied Gaming, Greenlane Holdings, and Allbirds, all experiencing notable drops in their stock prices.

- Faraday Future's stock surged 68.1% to $0.48, bringing its market cap to $48.5 million, while Solo Brands Inc. and Fitness Champs Hldgs also saw significant gains of 31.57% and 29.75%, respectively.  
- Conversely, Cheetah Net Supply Chain experienced a major decline, plummeting 32.5% to $0.04, with a market value of $2.0 million, followed by notable drops from Amesite and GMEX Robotics.  
- Overall, the trading session highlighted substantial volatility, with both substantial gainers and losers in the market.

benzinga_article

Faraday Future Intelligent Electric

Fitness Champs

Lobo Tech

VinFast Auto

Groupon

Cheetah Net Supply Chain

GMEX Robotics

Allied Gaming & ENT

Greenlane

Allbirds

Faraday Future Intelligent Electric - CW27

Vinfast Auto - CW28

12 Consumer Discretionary Stocks Moving In Tuesday's Intraday Session

LVLU

CTNT

QVCGA

QVCAQ

In Monday's trading session, several consumer discretionary stocks saw significant movements. Lulus Fashion Lounge (NASDAQ:LVLU) surged 29.9% to $11.69, while Solo Brands Inc (NYSE:SBDS) rose 29.08% to $4.66. Vince Holding (NASDAQ:VNCE) increased by 27.94% to $4.35. Conversely, Fitness Champs Hldgs (NASDAQ:FCHL) plummeted 33.1% to $0.24, and QVC Group (NASDAQ:QVCGA) fell 19.89% to $0.51. Other notable losers included Cheetah Net Supply Chain (NASDAQ:CTNT) and MOGU (NYSE:MOGU), which dropped 14.7% and 12.33%, respectively.

Lulus Fashion Lounge

Vince

MOGU

SPDR FD Consumer Discretionary

SPDR S&P Retail ETF

VanEck Retail ETF

Invesco Leisure & ENT ETF

Amplify Online Retail ETF

ProShares Online Retail

QVC GROUP INC

1-800 Flowers.com

Cango

Topbuild

Rent the Runway

K-Tech Solutions

QVC Pref Share QVCC 6.25 11/26/68

Qurate Retail Pref Share QRTEP 8 03/15/31

QVC Inc Pref Share QVCD 6.375 09/13/67

Qurate Retail

12 Consumer Discretionary Stocks Moving In Monday's Intraday Session

MAMO

PMNT

ZSPC

In Thursday's trading session, Solo Brands Inc (NYSE:SBDS) saw a significant gain of 73.1%, reaching $6.25. Other notable gainers included Massimo (NASDAQ:MAMO) up 32.77%, ZSPACE (NASDAQ:ZSPC) up 29.63%, and Perfect Moment (AMEX:PMNT) up 18.06%. Conversely, QVC Group (NASDAQ:QVCGA) experienced a sharp decline of 67.0% to $0.84 following its Q4 earnings release. Allbirds (NASDAQ:BIRD) fell 29.97%, while Vision Marine Techs (NASDAQ:VMAR) and Super X AI Technology (NASDAQ:SUPX) also saw declines of 18.4% and 11.61%, respectively.

Massimo

Perfect Moment

Zspace

Polaris

Traeger

Vision Marine Tech

SuperX AI Tech

Hooker Furnishings

Lifetime Brands

12 Consumer Discretionary Stocks Moving In Thursday's Intraday Session

AGAE

In Wednesday's pre-market session, VisionSys AI (NASDAQ:VSA) saw a significant gain of 146.7%, reaching $1.48. Other notable gainers included Allied Gaming (NASDAQ:AGAE) up 94.05% to $0.64, and Neo-Concept International (NASDAQ:NCI) up 28.27% to $0.65. Conversely, Cheetah Net Supply Chain (NASDAQ:CTNT) experienced a decline of 24.4% to $1.27, while BRP (NASDAQ:DOO) fell 23.52% to $60.0. Overall, several stocks in the consumer discretionary sector showed notable movements in both directions during the session.

Solo Brands(SBDS.US)