Release – Vince Announces Reporting Date for Second Quarter 2025 Financial Results

Research News and Market Data on VNCE

Aug 29, 2025

NEW YORK–(BUSINESS WIRE)–Vince Holding Corp., (NYSE: VNCE) (“VNCE” or the “Company”), a global contemporary retailer, today announced that it plans to report its second quarter 2025 financial results post-market on Wednesday, September 10, 2025. The Company also plans to hold a conference call to discuss its financial results on the same day at 4:30 p.m. ET. During the conference call, the Company may answer questions concerning business and financial developments, trends and other business or financial matters. The Company’s responses to these questions, as well as other matters discussed during the conference call, may contain or constitute information that has not been previously disclosed.

Those who wish to participate in the call may do so by dialing 833-470-1428, conference ID 030527. Any interested party will also have the opportunity to access the call via the Internet at http://investors.vince.com/. To listen to the live call, please go to the website at least 15 minutes early to register and download any necessary audio software. For those who cannot listen to the live broadcast, a recording will be available for 12 months after the date of the event. Recordings may be accessed at http://investors.vince.com/.

ABOUT VINCE HOLDING CORP.
Vince Holding Corp. is a global retail company that operates the Vince brand women’s and men’s ready to wear business. Vince, established in 2002, is a leading global luxury apparel and accessories brand best known for creating elevated yet understated pieces for every day effortless style. Vince Holding Corp. operates 44 full-price retail stores, 14 outlet stores, and its e-commerce site, vince.com, as well as through premium wholesale channels globally. Please visit www.vince.com for more information.

This press release is also available on the Vince Holding Corp. website (http://investors.vince.com/).

Contacts

Investor Relations:
ICR, Inc.
Caitlin Churchill, 646-277-1274
Caitlin.Churchill@icrinc.com

Keurig Dr Pepper to Acquire JDE Peet’s, Creating Two Distinct Beverage Giants

Keurig Dr Pepper announced plans to acquire European coffee powerhouse JDE Peet’s in a landmark $18 billion all-cash deal, signaling a major reshaping of the company’s portfolio. Once finalized, the transaction will split the business into two separate entities: a coffee-focused company combining Keurig’s single-serve pods with JDE Peet’s global coffee brands, and a soft drink company housing iconic beverages such as Dr Pepper, Snapple, and 7UP.

The deal is being framed as a strategic response to shifting consumer trends and mounting pressures in the coffee market. While the beverage segment has remained strong, Keurig Dr Pepper’s coffee business has faced challenges in recent years due to rising coffee bean prices, supply disruptions, and competition from store brands. By separating the two businesses, the company aims to allow each entity to pursue tailored growth strategies suited to their respective markets.

The new coffee company, projected to generate around $16 billion in annual sales, will be headquartered in Burlington, Massachusetts, with international operations managed from Amsterdam. Meanwhile, the beverage business, with roughly $11 billion in annual sales, will operate out of Frisco, Texas. This structural shift allows both companies to focus on specialized operational efficiencies and innovation. Keurig Dr Pepper executives expect that the coffee-focused entity will be better equipped to navigate global commodity pressures, including droughts in major coffee-exporting regions like Brazil and Vietnam, as well as newly imposed U.S. tariffs on Brazilian coffee imports.

JDE Peet’s brings nearly 50 coffee and tea brands from around the world, including France’s L’Or, Germany’s Jacobs coffee, and New Zealand’s Ti Ora tea. The company has demonstrated strong pricing power, with first-half sales rising nearly 20% to just under $6 billion, driven primarily by strategic price increases. Keurig Dr Pepper anticipates leveraging JDE Peet’s international reach and brand diversity to accelerate innovation and expand global market share.

In contrast, Keurig Dr Pepper’s soft drink division has outperformed in recent quarters, with sales rising 10.5% year-over-year to $2.7 billion, fueled by strong demand for flavored beverages. By keeping this segment distinct, management aims to maintain focus on profitable core brands while continuing to pursue growth in emerging beverage trends.

Industry analysts view the transaction as part of a broader trend among major food and beverage companies to realign portfolios. Similar moves in recent years include Kellogg’s spin-off of its snack brands and the acquisition activity by Mars and Ferrero, highlighting the increasing importance of market specialization in maintaining competitiveness.

The deal is expected to close in the first half of 2026, pending shareholder and regulatory approvals. Management changes are also slated: Timothy Cofer, CEO of Keurig Dr Pepper, will lead the beverage business, while CFO Sudhanshu Priyadarshi will oversee the newly formed coffee company. Executives emphasize that the separation will create two highly focused, growth-oriented companies, each with the agility to respond to consumer demand and evolving market conditions.

As consumer habits continue to evolve and commodity prices fluctuate, the split positions Keurig Dr Pepper to optimize value across both the coffee and soft drink markets, potentially unlocking growth and operational efficiencies that were harder to achieve under a unified structure.

Xcel Brands (XELB) – Influencer Brands Set To Launch


Friday, August 15, 2025

Michael Kupinski, Director of Research, Equity Research Analyst, Digital, Media & Technology , Noble Capital Markets, Inc.

Jacob Mutchler, Research Associate, Noble Capital Markets, Inc.

Refer to the full report for the price target, fundamental analysis, and rating.

Q2 Results. The company reported Q2 revenue of $1.3 million and an adj. EBITDA loss of $0.3 million, as illustrated in Figure #1 Q2 results. Importantly, while revenue was 22.3% lower than our estimate of $1.7 million, the adj. EBITDA loss of $0.3 million was largely in line with our expectations of a loss of $0.35 million. Furthermore, the on target adj. EBITDA figure was driven by the company’s strategic cost reduction and business transformation efforts, as well as the Lori Goldstein divestiture.

Favorable outlook. While the company is approaching the back half of the year with caution, largely driven by potential tariff impacts, we believe it stands to benefit from a number of favorable developments. Notably, the company is launching its Longaberger brand in Q3 on QVC and announced an accelerated timeline for its new influencer brands. Additionally, the company stands to benefit from its Halston brand as royalties kick in.


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*Analyst certification and important disclosures included in the full report. NOTE: investment decisions should not be based upon the content of this research summary. Proper due diligence is required before making any investment decision. 

SKYX Platforms (SKYX) – Revised Forecasts Reflect Phased Rollout, Long-Term Outlook Intact


Thursday, August 14, 2025

Patrick McCann, CFA, Research Analyst, Noble Capital Markets, Inc.

Michael Kupinski, Director of Research, Equity Research Analyst, Digital, Media & Technology , Noble Capital Markets, Inc.

Refer to the full report for the price target, fundamental analysis, and rating.

Q2 results. SKYX reported Q2 revenue of $23.1 million, up 7.5% year over year and 14.7% sequentially. Gross margin expanded 190bps to 30.3%, supported by a favorable mix shift toward proprietary tech-embedded products. The adj. EBITDA loss of $2.6 million was slightly wider than our forecast of a $2.3 million loss but reflects underlying operating leverage as revenue scales.

Smart City partnership reinforces revenue growth trajectory. The company’s partnership with the $3 billion Smart City development in Miami’s Little River District positions it for sustained long-term growth. We expect the rollout to drive meaningful topline and branding impact over time, with strategic visibility among large-scale developers likely to reinforce future adoption of SKYX’s technology in both residential and commercial verticals.


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Equity Research is available at no cost to Registered users of Channelchek. Not a Member? Click ‘Join’ to join the Channelchek Community. There is no cost to register, and we never collect credit card information.

This Company Sponsored Research is provided by Noble Capital Markets, Inc., a FINRA and S.E.C. registered broker-dealer (B/D).

*Analyst certification and important disclosures included in the full report. NOTE: investment decisions should not be based upon the content of this research summary. Proper due diligence is required before making any investment decision. 

Apple to Boost U.S. Manufacturing with $100 Billion Expansion

Apple Inc. (AAPL) is ramping up its domestic investment strategy with a newly announced $100 billion commitment to U.S. manufacturing and infrastructure, expanding its total U.S. investment to $600 billion over the next four years. The announcement comes just hours ahead of a scheduled White House event where Apple CEO Tim Cook will join President Donald Trump in the Oval Office.

The announcement is viewed as both a response to and a strategic buffer against mounting trade tensions. The Trump administration has signaled its intent to impose a 25% tariff on iPhones imported from India, where Apple now manufactures the majority of U.S.-bound iPhones after shifting production away from China.

These escalating tariff threats are already hitting the bottom line. In its most recent quarterly earnings report, Apple disclosed an $800 million tariff-related impact and forecasted another $1.1 billion in related costs this quarter. The company’s shift toward increased U.S. investment appears aimed at minimizing long-term exposure to geopolitical trade risks while addressing growing political pressure to manufacture more within the United States.

The centerpiece of this new initiative is the American Manufacturing Program, which will involve expanded partnerships with U.S.-based suppliers, additional AI-focused data centers, and a potential new semiconductor facility. These moves reflect a broader trend in tech: companies are reassessing global supply chains not just for efficiency, but for resiliency.

Apple’s share price responded sharply to the news, jumping more than 5% in midday trading. The stock move reflects both investor confidence in Apple’s ability to navigate regulatory challenges and the perceived benefits of deeper integration into the U.S. industrial base.

For Apple, this could be a turning point. The tech giant has long relied on overseas manufacturing for its scale, efficiency, and cost advantages. But the dual pressures of tariffs and supply chain vulnerabilities exposed during the COVID-19 pandemic have reshaped that calculus. Bringing more production stateside not only helps Apple hedge against future tariffs—it may also give the company greater control over component access and intellectual property protections.

Still, scaling U.S.-based iPhone production remains a complex challenge. Industry experts warn that building out sufficient infrastructure, skilled labor pools, and logistical networks could take years. Apple’s long-term strategy may involve a hybrid model, combining strategic U.S. investments with continued production in global hubs like India and Vietnam.

With the 2026 presidential election already on the horizon, companies like Apple are likely to face increased scrutiny over domestic job creation and industrial policy alignment. This latest move positions Apple as both a responsive corporate citizen and a resilient global operator—prepared for whatever comes next in an increasingly fragmented trade landscape.

Superior Group of Companies (SGC) – Operating Momentum Improves


Wednesday, August 06, 2025

Michael Kupinski, Director of Research, Equity Research Analyst, Digital, Media & Technology , Noble Capital Markets, Inc.

Jacob Mutchler, Research Associate, Noble Capital Markets, Inc.

Refer to the full report for the price target, fundamental analysis, and rating.

Solid Q2 results. The company reported solid revenue and adj. EBITDA of $144.0 million and $7.4 million, respectively, both of which were better than our estimates of $131.8 million and $6.1 million, respectively. Notably, the strong operating results were largely driven by a 14% increase in Branded Products sales over the prior year period.

Mitigating tariff impact. Notably, management highlighted that its Branded Products segment is well-positioned to navigate the current tariff environment. Importantly, the company started diversifying manufacturing away from China during the first Trump administration and now sources the majority of its Branded Products outside of China. Furthermore, the company’s Healthcare Apparel segment produces all of its finished products outside of China.


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This Company Sponsored Research is provided by Noble Capital Markets, Inc., a FINRA and S.E.C. registered broker-dealer (B/D).

*Analyst certification and important disclosures included in the full report. NOTE: investment decisions should not be based upon the content of this research summary. Proper due diligence is required before making any investment decision. 

HNI Corporation to Acquire Steelcase in $2.2 Billion Deal, Creating Industry Powerhouse

HNI Corporation has announced a definitive agreement to acquire Steelcase Inc. in a cash-and-stock deal valued at approximately $2.2 billion. The strategic acquisition unites two iconic names in workplace furniture and design, combining their strengths in innovation, manufacturing, and dealer networks to form a dominant force in the commercial interiors market.

Under the terms of the deal, Steelcase shareholders will receive $7.20 in cash and 0.2192 shares of HNI common stock for each Steelcase share they own. Based on HNI’s stock price as of August 1, 2025, the total purchase price comes to about $18.30 per share. Once finalized, HNI shareholders will own roughly 64% of the combined entity, while Steelcase shareholders will hold the remaining 36%.

HNI Chairman and CEO Jeffrey Lorenger emphasized the complementary nature of the merger, stating, “This acquisition brings together two respected companies with strong brands and decades of leadership in the industry.” Lorenger will continue to lead the combined company, which will retain HNI’s headquarters in Muscatine, Iowa, and keep Steelcase’s base in Grand Rapids, Michigan.

The new entity will have a pro forma annual revenue of $5.8 billion and adjusted EBITDA of approximately $745 million, with anticipated annual cost synergies of $120 million. Financially, the acquisition positions the company for long-term earnings growth, with projections for accretive non-GAAP EPS by 2027 and a return to pre-acquisition leverage within 18 to 24 months.

The companies’ combined strengths span across corporate, healthcare, education, hospitality, and small-to-midsize business markets. With their complementary product portfolios and broad dealer networks, the merger enhances their ability to serve a wider range of customers with innovative solutions for modern workspaces. Both firms bring decades of product design expertise and a shared commitment to purpose-driven leadership and environmental stewardship.

Steelcase CEO Sara Armbruster called the merger a “bold step” that ushers in a new era for the company, employees, and customers. “Together, we will redefine what’s possible in the world of work, workers, and workplaces,” she said.

The transaction has received strong early support from key stakeholders. Some Steelcase shareholders have already agreed to vote in favor of the deal, and committed financing is in place from JPMorgan Chase and Wells Fargo. The merger is expected to close by the end of 2025, pending shareholder and regulatory approvals.

Advisors for the deal include J.P. Morgan Securities for HNI, and Goldman Sachs and BofA Securities for Steelcase. Legal counsel is being provided by Davis Polk & Wardwell for HNI and Skadden, Arps, Slate, Meagher & Flom for Steelcase.

The deal signals a major consolidation in the commercial furniture sector and positions the combined company to lead the evolution of the workplace at a time when hybrid work, digital transformation, and sustainable design continue to reshape business environments.

Travelzoo (TZOO) – Steps On The Customer Acquisition Accelerator


Thursday, July 24, 2025

Travelzoo® provides its 30 million members with exclusive offers and one-of-a-kind experiences personally reviewed by our deal experts around the globe. We have our finger on the pulse of outstanding travel, entertainment, and lifestyle experiences. We work in partnership with more than 5,000 top travel suppliers—our long-standing relationships give Travelzoo members access to irresistible deals.

Michael Kupinski, Director of Research, Equity Research Analyst, Digital, Media & Technology , Noble Capital Markets, Inc.

Jacob Mutchler, Research Associate, Noble Capital Markets, Inc.

Refer to the full report for the price target, fundamental analysis, and rating.

Mixed second quarter results. Revenues significantly increased 13.1% to $23.9 million, a sequential quarterly increase from 5.3% in Q1, reflecting its strategic shift toward a subscription based model. Adj. EBITDA fell short of our expectations, however, due to a step up in customer acquisition spend and the purchase of “distressed” vouchers. 

Favorable customer acquisition dynamics. Customer acquisition costs went up in Q2 to $38 from $28 in Q1, but still remains positive. Total return is $58, $40 from the annual subscription fee and $18 from transactions. Management anticipates to continue to aggressively spend on customer acquisition in light of the favorable Return on Investment. These moves support a longer term attractive revenue outlook, but have a near term adverse impact on adj. EBITDA.


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*Analyst certification and important disclosures included in the full report. NOTE: investment decisions should not be based upon the content of this research summary. Proper due diligence is required before making any investment decision. 

Amazon’s Latest AI Acquisition Signals Big Bet on Voice, Wearables, and the Future of Personalized Tech

Amazon is stepping back into the wearables game — but this time, it’s not about fitness tracking. The tech giant is acquiring Bee, an AI-powered bracelet startup whose smart device transcribes user conversations, makes them searchable, and turns those interactions into actionable content like to-do lists and reminders.

The acquisition was announced by Bee CEO Maria de Lourdes Zollo on LinkedIn Tuesday, with confirmation from Amazon shortly after. While financial details remain undisclosed and the deal hasn’t yet officially closed, the implications are clear: Amazon wants to push deeper into personal AI, and Bee’s technology may become a key building block.

Bee’s wearable device is always listening — but only stores text transcriptions, not audio. This subtle but important difference positions Bee as a tool for assistive intelligence, rather than surveillance. According to the company, its goal has always been to create an AI companion that “learns with you,” enhancing day-to-day life in a way that feels less intrusive and more useful.

This fits neatly into Amazon’s broader AI strategy. After shuttering its Halo wearables line in 2023, Amazon has refocused on AI-powered services, most recently launching a generative AI-powered upgrade to Alexa, known as Alexa+. Integrating Bee’s capabilities could push Alexa into more context-aware, proactive territory — automatically logging conversations, suggesting follow-ups, or building task lists without users lifting a finger.

The potential is enormous. Real-time conversation capture and transcription can provide a wealth of data, helping to train and refine personalized AI agents. For Amazon, this also represents a possible edge in the race against Google, Meta, Samsung, and others investing heavily in AI-powered smart wearables like earbuds, glasses, and compact assistants.

For investors, this is more than just another big-tech M&A deal — it’s a signal of the next wave in consumer AI. Devices like Bee’s bracelet represent a shift toward always-on, passively intelligent tools that blend into everyday life. And with Amazon in the mix, the scale of adoption could be swift.

There’s also a commercial layer to this: AI wearables could transform e-commerce, advertising, and user engagement. With access to rich, real-world behavioral data, companies could refine product recommendations, automate shopping lists, and deliver marketing that feels like a natural extension of a user’s day — not an interruption.

While privacy concerns will continue to hover over these developments, Amazon says its current user controls will apply to Bee’s device as well. That means opt-in settings, transparency reports, and more granular data handling tools — all of which will be under scrutiny as the tech rolls out.

Ultimately, Amazon’s acquisition of Bee isn’t just about a bracelet — it’s about redefining how AI fits into our daily lives, and who gets to lead the way.

Could Capital Gains Tax Cuts on Home Sales Spark a Real Estate Revival for Small-Cap Investors?

Key Points:
– Trump says his administration is exploring the removal of capital gains taxes on home sales.
– The move could unlock capital, boost housing turnover, and benefit housing-related sectors.
– Middle-market and small-cap real estate and home improvement firms could see upside from rising transaction activity.

In a surprising policy hint that could reshape the U.S. housing market, President Donald Trump said Tuesday his administration is “thinking about no tax on capital gains on houses.” The statement, delivered from the Oval Office, comes as part of a broader economic playbook aimed at fueling consumer momentum ahead of the 2026 election cycle.

Currently, profits from home sales are subject to capital gains taxes, though homeowners selling their primary residences can deduct up to $250,000 (single) or $500,000 (married) under existing law. Trump’s proposal — which aligns with a new bill introduced by Rep. Marjorie Taylor Greene — would eliminate capital gains tax altogether on home sales, potentially removing one of the biggest friction points in residential real estate.

For investors — particularly in the middle market and small-cap sectors — the implications could be significant.

Removing capital gains tax on homes could encourage long-time homeowners to sell, freeing up inventory in tight markets and fueling demand for adjacent sectors: real estate brokerages, mortgage services, homebuilders, renovation companies, and material suppliers. Small-cap firms in these industries, which have lagged amid high interest rates and a sluggish housing turnover rate, may find themselves back in favor.

The policy could also revive investor sentiment in the residential property space. With more liquidity available and tax incentives restored, buyers may re-enter the market more aggressively, especially if paired with a future Fed rate cut — something Trump alluded to when he said, “If the Fed would lower the rates, we wouldn’t even have to do that.”

From a strategic standpoint, eliminating taxes on home sales would shift housing from being just a lifestyle decision to a more liquid investment vehicle — benefiting not only homeowners but potentially boosting real estate stocks, REITs, and companies supporting the housing ecosystem.

Critics argue such a move could overheat the housing market or primarily benefit wealthier Americans. However, for investors with an eye on undervalued small-cap plays, this policy could be the catalyst that reopens stalled growth pipelines in sectors tied to home transactions — particularly construction, hardware, lending tech, and residential services.

It also ties into a broader trend: a return to asset-based investing over speculative tech — with hard assets like homes, precious metals, and infrastructure increasingly seen as reliable anchors during fiscal uncertainty.

While the proposal is far from finalized, the conversation alone signals that real estate is back on the national economic agenda — and may offer renewed upside for investors willing to look beyond the large caps.

Xcel Brands (XELB) – Seeking Fuel For Growth


Tuesday, July 08, 2025

Xcel Brands, Inc. 1333 Broadway 10th Floor New York, NY 10018 United States https:/Sector(s): Consumer Cyclical Industry: Apparel Manufacturing Full Time Employees: 84 Key Executives Name Title Pay Exercised Year Born Mr. Robert W. D’Loren Chairman, Pres & CEO 1.27M N/A 1958 Mr. James F. Haran CFO, Principal Financial & Accou

Michael Kupinski, Director of Research, Equity Research Analyst, Digital, Media & Technology , Noble Capital Markets, Inc.

Refer to the full report for the price target, fundamental analysis, and rating.

Files S1. The company plans to sell 1.381 million shares on a “best efforts” basis and pre-funded warrants. Pre-funded warrants are exercisable at any time after the date of issuance and may be exercised at any time. Notably, management has indicated its interest in participating in the offering for up to 10% of the shares. Following the prospective sale, total shares outstanding would increase to 3.819 million shares. 

Use of proceeds. Based on the current stock price and assuming all shares are sold, management expects to generate roughly $1.9 million in net proceeds from the offering. The company plans to use the proceeds for working capital and general corporate purposes and toward a $50,000 principal loan payment to a company controlled by Robert D’Loren, the company’s Chairman and CEO. 


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*Analyst certification and important disclosures included in the full report. NOTE: investment decisions should not be based upon the content of this research summary. Proper due diligence is required before making any investment decision. 

Home Depot’s SRS Distribution to Acquire GMS Inc. in $5.5 Billion Deal

GMS Inc. (NYSE: GMS), a major distributor of specialty building products across North America, has entered into a definitive agreement to be acquired by SRS Distribution, a subsidiary of The Home Depot. The transaction, valued at approximately $5.5 billion including net debt, marks a significant step in expanding The Home Depot’s distribution capabilities through its fast-growing specialty trade arm.

Under the agreement, SRS will launch a tender offer to purchase all outstanding shares of GMS for $110.00 per share in cash—representing a 36% premium over GMS’s closing stock price on June 18, 2025. The acquisition is expected to close by the end of The Home Depot’s current fiscal year, pending regulatory approvals and a majority tender of GMS shares.

Founded in 1971, GMS has built a strong presence in the building materials sector, offering a wide range of products including wallboard, ceilings, steel framing, and complementary items through its network of over 320 distribution centers and nearly 100 tool sales and rental locations. The company’s consistent growth has been guided by a strategy focused on expanding its core product sales, growing complementary offerings, extending its platform, and driving productivity and profitability.

Following the acquisition, GMS will continue to operate under its current leadership. CEO John C. Turner Jr. and the existing senior management team will remain at the helm, overseeing day-to-day operations as part of the SRS organization.

The merger aims to significantly enhance service and fulfillment options for both residential and commercial contractors. By combining GMS’s industry leadership and product breadth with SRS’s expansive footprint—already spanning more than 800 locations—the unified business will operate over 1,200 branches and manage a delivery fleet of more than 8,000 trucks.

SRS Distribution CEO Dan Tinker emphasized the value of the partnership, stating that the integration of GMS into the SRS platform will result in a powerful distribution network capable of servicing tens of thousands of job sites daily.

This acquisition also builds on The Home Depot’s strategic use of SRS as a platform for growth. Since acquiring SRS, Home Depot has leveraged synergies including shared service offerings, cross-selling opportunities, and integration of trade credit solutions, contributing to its broader strategy of supporting professional contractors more comprehensively.

Once finalized, the deal is expected to increase The Home Depot’s capacity to serve the growing demands of the pro customer segment, strengthening its position across both residential and commercial construction markets.

Vince Holding Corp. (VNCE) – Mitigates Tariff Risks Much Faster Than Expected


Wednesday, June 18, 2025

500 5th Avenue 20th Floor New York, NY 10110 United States Sector(s): Consumer Cyclical Industry: Apparel Manufacturing Full Time Employees: 599 Key Executives Name Title Pay Exercised Year Born Mr. Jonathan CEO & Director 825.62k N/A 1958 Ms. Marie Fogel Senior VP and Chief Merchandising & Manufacturing Officer 633.19k N/A 1961 Mr. John Chief Financial Officer

Michael Kupinski, Director of Research, Equity Research Analyst, Digital, Media & Technology , Noble Capital Markets, Inc.

Jacob Mutchler, Research Associate, Noble Capital Markets, Inc.

Refer to the full report for the price target, fundamental analysis, and rating.

Solid Q1 results. the company reported Q1 revenue of $57.9 million and an adj. EBITDA loss of $3.0 million, both of which were better than our estimates of $56.0 million and a loss of $5.5 million, respectively. Notably, while revenue and adj. EBITDA are both modestly lower than the prior year period; we view the Q1 results favorably, given the company’s ability to manage the uncertain tariff outlook.

Tariff mitigation. The company highlighted that it has been taking steps to reduce its exposure to China, currently roughly 60% of its cost of goods sold. Notably, the company is sourcing from other countries and expects that China will be roughly 25% of its cost of goods by the end of 2025. The company has leadership located in the sourcing countries to ensure product quality. 


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Equity Research is available at no cost to Registered users of Channelchek. Not a Member? Click ‘Join’ to join the Channelchek Community. There is no cost to register, and we never collect credit card information.

This Company Sponsored Research is provided by Noble Capital Markets, Inc., a FINRA and S.E.C. registered broker-dealer (B/D).

*Analyst certification and important disclosures included in the full report. NOTE: investment decisions should not be based upon the content of this research summary. Proper due diligence is required before making any investment decision.