Solo Brands, Inc. (NYSE: SBDS) Issues Fiscal Year 2026 Financial Guidance – Key Details for Investors

Date of Report: March 23, 2026

Location: Grapevine, Texas

Key Points from the Report

• Solo Brands, Inc. (NYSE: SBDS), a leading portfolio of lifestyle brands including Solo Stove, Chubbies, Isle, and Oru, has issued its financial guidance for fiscal year 2026.
• The company is positioning itself as a leaner business with improved cost structure, following recent restructuring and cost reductions.
• The guidance was released ahead of an upcoming investor conference, reflecting a proactive approach to investor communications.

2026 Financial Guidance – What Investors Need to Know

*Adjusted EBITDA is a non-GAAP measure. See below for further explanation.

Management Commentary

John Larson, President and CEO, commented:
“Today, ahead of an upcoming investor conference, we are providing annual guidance. We entered 2026 as a much leaner business with a significantly improved cost structure and greater visibility into our forward trajectory. Despite an anticipated year-over-year decline in net sales and adjusted EBITDA performance in the first quarter of 2026, due in part to some retail re-timing from late Q1 into early Q2 and marketing investment in new product launches, we are encouraged by early signs of improving demand and retail sell-ins heading into the second quarter. As we anticipate sales rates to stabilize, driven by our new product launches, we expect to deliver meaningful improvements in bottom line profitability for 2026.”

Key Assumptions Behind the 2026 Guidance

• Continued uneven demand environment.
• Estimated tariff impacts reflecting recent judicial decisions, including receipt of anticipated refunds and rate reductions.
• Positive impact from existing and incremental payroll reductions and restructuring actions announced on March 19, 2026, earnings call.

Caution: The Company notes that full year 2026 guidance is based on numerous assumptions, many outside of its control. Actual results may vary and there is no assurance the Company will achieve these results.

Important Shareholder and Price Sensitive Information

• Anticipated Q1 2026 Weakness: Management expects a year-over-year decline in net sales and adjusted EBITDA for Q1 2026, attributed to retail order timing and increased marketing for new product launches. This may cause share price volatility in the near term.
• Expected Profitability Improvement: Despite near-term softness, the company expects stabilization in sales and a significant improvement in bottom-line profitability for the full year, driven by new product launches and cost reductions. This could positively impact share valuation if targets are met.
• Tariff Refunds and Rate Reductions: Guidance includes assumptions around favorable tariff refunds and rate cuts, which could materially affect financial performance if realized or, conversely, create risk if not.
• Restructuring and Payroll Reductions: The company is executing cost-saving initiatives, which could improve margins but may carry execution risk.
• Adjusted EBITDA Guidance: The 2026 Adjusted EBITDA target (\$24–\$30 million) is a significant improvement over 2025’s \$18.5 million, despite lower revenue outlook. Such margin expansion, if realized, would be a positive re-rating catalyst for the stock.

Non-GAAP Financial Measures

Adjusted EBITDA is defined as net income (loss) before interest expense, income taxes, depreciation and amortization, restructuring, contract termination and impairment charges, equity-based compensation, and other costs deemed non-operating or non-core. The company provides a reconciliation for investors but cautions that non-GAAP measures have limitations and should be considered supplemental to GAAP results.

Other Investor Information

• Solo Brands, Inc. continues to emphasize communication through SEC filings, press releases, conference calls, webcasts, and its investor website. The company also uses social media for information dissemination, and encourages investors to monitor their channels for updates.
• Key contacts for investor relations are provided, including Mark Anderson (Senior Director of Treasury & Investor Relations) and representatives at Three Part Advisors, LLC.

Forward-Looking Statements

The report contains numerous forward-looking statements regarding financial results, operational improvements, liquidity, tariffs, product launches, and other strategic initiatives. The company highlights that actual results may differ materially due to risks such as ability to execute restructuring, demand volatility, supply chain issues, tariff outcomes, liquidity constraints, compliance with NYSE listing standards, and other risks detailed in previous SEC filings.

Conclusion

The 2026 guidance includes both caution (Q1 softness, ongoing demand uncertainty) and optimism (cost reductions, new product launches, expected margin improvement). Investors should monitor execution of the company’s restructuring and cost initiatives, realization of tariff refunds, and signs of improving demand as key catalysts for future share price movement.

Disclaimer: This article is for informational purposes only and does not constitute investment advice. Forward-looking statements are subject to risks and uncertainties. Investors should review the company’s official filings and consult with their financial advisors before making investment decisions.

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