Designer Brands
Runs DSW-led shoe retail and owned footwear brands across North America.
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Profile
Retail carries DSW, The Shoe Co. and Rubino stores and websites, while Brand Portfolio sells Vince Camuto, Keds and Topo through wholesale, internal retail and direct channels. Operations are centered in the U.S. and Canada, with sourcing and distribution ties beyond North America.
The Retail segment runs DSW Designer Shoe Warehouse, The Shoe Co. and Rubino stores and e-commerce, selling brand-name and designer footwear and accessories. Brand Portfolio designs, sources and sells owned and licensed labels including Vince Camuto, Keds and Topo through wholesale, internal retail and brand websites.
The footprint is concentrated in the United States and Canada, while Brand Portfolio also reaches international distributors and uses sourcing and design capabilities added with Camuto. Execution rests on footwear merchandising, store and digital traffic, and turning owned-brand design into both retail shelf space and wholesale demand.
The business depends on consumer discretionary shoe spending, third-party brand access, leased retail locations and supplier/distribution networks.
Company facts
Key statistics
Year to date −23.1% · Average volume (30d) 403.5K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Jun 1, 2026 | UBS | Reiterate | Neutral | $6.50 | $8 |
| Mar 11, 2026 | UBS | Reiterate | Neutral | $7.50 | $6.50 |
| Jan 8, 2026 | UBS | Reiterate | Neutral | $7 | $7.50 |
| Dec 10, 2025 | UBS | Reiterate | Neutral | $4.50 | $7 |
| Dec 10, 2025 | Telsey Advisory | Target | $5 | $7 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jun 9, 2026Q1 FY26 | $0.02 | $0.07 | +250.0% | $696.8M | $696.4M | −0.1% | −0.28% |
| Mar 26, 2026Q4 FY25 | −$0.48 | −$0.31 | +35.4% | $718.9M | $713.6M | −0.7% | −3.72% |
| Dec 9, 2025Q3 FY25 | $0.18 | $0.38 | +111.1% | $718.9M | $752.4M | +4.7% | +17.64% |
| Sep 9, 2025Q2 FY25 | $0.22 | $0.34 | +54.5% | $757.0M | $739.8M | −2.3% | +6.82% |
Financial highlights
| 12 quarters | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $713.6M | $686.9M | $739.8M | $752.4M | $713.6M | $696.4M | |
| Gross profit | $540.5M | $295.1M | $322.9M | $339.6M | $302.7M | $315.3M | |
| Operating income | −$25.9M | −$7.3M | $26.6M | $42.7M | −$14.0M | $16.1M | |
| Net income | −$38.2M | −$17.4M | $10.8M | $18.2M | −$20.0M | $1.2M | |
| Diluted EPS | −$0.71 | −$0.36 | $0.22 | $0.35 | −$0.40 | $0.02 | |
| Gross margin | 75.7% | 43.0% | 43.7% | 45.1% | 42.4% | 45.3% | |
| Operating margin | -3.6% | -1.1% | 3.6% | 5.7% | -2.0% | 2.3% |
Fiscal years (4-quarter sums)FY21 $3.20B · FY22 $3.32B · FY23 $3.07B · FY24 $3.01B · FY25 $2.89B
Revenue by product · Q1 FY26
Revenue by geography · FY25
Balance sheet, May 2, 2026Cash & short-term investments $50.1M · Total debt $1.23B · Total assets $2.00B · Shareholders' equity $280.9M
Dividends
Raised for 3 straight years. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jun 25, 2026 | Jun 25 | Jul 8 | $0.05 | |
| Mar 26, 2026 | Mar 26 | Apr 10 | $0.05 | |
| Dec 5, 2025 | Dec 5 | Dec 19 | $0.05 | |
| Oct 3, 2025 | Oct 3 | Oct 17 | $0.05 | |
| Jun 5, 2025 | Jun 5 | Jun 18 | $0.05 | |
| Mar 28, 2025 | Mar 28 | Apr 11 | $0.05 | |
| Dec 6, 2024 | Dec 6 | Dec 20 | $0.05 | |
| Oct 4, 2024 | Oct 4 | Oct 18 | $0.05 |
Ownership
Shares outstanding 50.78M · Float 28.77M · 56.7% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Stone House Capital Management, LLC | 5.50M | 10.83% | 13F | Aug 14, 2026 |
| BlackRock, Inc. | 3.31M | 6.51% | 13F | Aug 7, 2026 |
| Mark Cohen | 3.00M | 6.30% | 13G | Sep 17, 2024 |
| Dimensional Fund Advisors LP | 2.18M | 5.10% | 13G | Jul 14, 2026 |
| American Century Companies Inc | 1.79M | 3.53% | 13F | Aug 12, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 10, 2026 | Mary Turner | officer: EVP;Pres DesignerBrands Canada | −34,708 | $7.00 |
| Dec 26, 2025 | Joanna T. Lau | director | −13,105 | $8.00 |
| Dec 11, 2025 | Deborah L. Ferree | director, officer: V. Chair; Ch Product Off | −142,277 | $8.06 |
| Sep 11, 2025 | Harvey L. Sonnenberg | director | −50,000 | $4.52 |
| Sep 10, 2025 | Mark Haley | officer: SVP, Controller and PAO | −11,218 | $4.80 |
Peers
- Caleres
Closest dual-model peer in family footwear retail and owned brands
- Shoe Station Group
Family footwear chain overlap across stores and e-commerce
- Genesco
Youth, fashion, and branded footwear retail overlap
- Amazon
Online footwear marketplace and Zappos pressure
- DICK'S Sporting Goods
Athletic and sneaker retail overlap through DICK'S and Foot Locker
- Burlington Stores
Off-price branded footwear and value retail overlap
- Steve Madden
Fashion footwear wholesale and DTC brand peer
- Deckers Brands
HOKA and UGG challenge performance and lifestyle footwear
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Designer Brands | $5.42 | −1.28% | $278.8M | 28.8 | 12.9 | 0.1 | +1.4% |
| Caleres | $12.48 | −0.08% | $419.2M | 1,248.0 | 7.0 | 0.1 | +8.5% |
| Shoe Station Group | $15.61 | +0.45% | $423.8M | 11.6 | 11.1 | 0.4 | −2.5% |
| Genesco | $33.32 | +0.02% | $370.0M | 19.3 | 12.4 | 0.2 | +2.8% |
| Amazon | $266.10 | −0.11% | $2.87T | 21.4 | 28.5 | 3.7 | +19.6% |
| DICK'S Sporting Goods | $135.10 | +0.01% | $11.54B | 14.5 | 10.3 | 0.5 | +53.2% |
| Burlington Stores | $273.28 | +0.08% | $17.18B | 24.5 | 22.0 | 1.4 | +10.9% |
| Steve Madden | $44.24 | −0.02% | $3.23B | 22.1 | 18.3 | 1.2 | +18.6% |
| Deckers Brands | $88.07 | +0.36% | $11.95B | 12.5 | 11.5 | 2.2 | +5.7% |
| Median | 20.3 | 11.9 | 0.9 | +9.7% |