Duluth Holdings (6DU) AI Stock Analysis

Duluth Holdings

(Frankfurt:6DU)

Rating:―N/A

Action:N/A

Date:―

No summary available

Positive Factors

Cash generation and liquidityStrong current cash generation gives Duluth greater flexibility to fund operations, reduce borrowings, and invest selectively in stores, ecommerce, and wholesale. The improved liquidity position also provides a stronger buffer while the company works through declining sales and ongoing cost pressures.

Negative Factors

Declining salesPersistent sales contraction remains the central fundamental weakness because lower volume limits operating leverage and makes fixed expenses a larger burden. Management expects only a -2% to +2% second-half sales range, so a durable demand recovery is not yet established.

Duluth Holdings (6DU) vs. iShares MSCI Germany ETF (EWG)

Market Cap: EUR 166.84M
Dividend Yield: ―
Average Volume (3M): 281
Price to Earnings (P/E): 27.4
Beta (1Y): -0.74
Revenue Growth: -14.81%
EPS Growth: ―
Country: Germany
Employees: 2,057
Sector: Consumer Cyclical
Sector Strength: 61
Industry: Apparel - Retail

Duluth Holdings Business Overview & Revenue Model

Company Description

Duluth Holdings Inc., originally known as GEMPLER'S, Inc. and founded in 1989, is based in Mount Horeb, Wisconsin. This enterprise is a retailer specializing in durable casual apparel, workwear, and complementary accessories designed for both men and...

Duluth Holdings Earnings Call Summary

Earnings Call Date:Sep 02, 2026(Q2-2026)|% Change Since:22.37%|Next Earnings Date:Nov 25, 2026

Earnings Call SentimentPositive

The call was predominantly positive. Management highlighted five consecutive quarters of improving margins and free cash flow, substantial clearance and inventory reductions, stronger liquidity, supply chain savings, improved customer engagement metrics, positive early Amazon results, and raised adjusted EBITDA guidance. These gains were offset by declining sales, lower conversion, a contracted customer base, category-specific sales declines, transportation cost pressures, and a near-term Q3 top-line headwind from lapping prior-year clearance activity.

Positive Updates

Five Consecutive Quarters of Profitability and Cash Flow Improvement

Management reported five straight quarters of year-over-year gains in both net income margin and free cash flow, supported by operational consistency, disciplined inventory and cash management, and improved execution.

Negative Updates

Second-Quarter Net Sales Decline

Net sales declined 7.8% to $121.4 million, or 5.4% excluding wholesale. First-half net sales declined 6.2%, reflecting the promotional reset and annualized price increases.

Company Guidance

Management reaffirmed full year net sales guidance of $540 million to $560 million and raised full year adjusted EBITDA guidance to between $38 million and $42 million from $28 million to $32 million, including the $16.3 million gain from tariff refunds. First half net sales were -6.2%, at the high end of the -6% to -10% range, while overall second half sales performance is projected to be between -2% to +2%, with Q3 better than Q2 and Q4 better than Q3; Q3 is expected to moderate as the company laps prior year clearance events. The tariff rate for the second half is assumed at approximately 15% to 16%, reflecting 12.5% for Q3 and back to the higher rates in Q4, and full year capital expenditure guidance remains approximately $12 million.

Duluth Holdings Risk Analysis

Duluth Holdings disclosed 84 risk factors in its most recent earnings report. Duluth Holdings reported the most risks in the "Production" category.

Production - Risks related to the company’s ability to manufacture goods and services

Latest Risks Added

0 New Risks

Duluth Holdings Peers Comparison

Overall Rating

UnderperformOutperform

Sector (61)

Financial Indicators

DE:6DU against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
JILL	67Neutral	$356.12M	13.16	21.10%	1.46%	-2.25%	-24.65%
Sector *	61Neutral	$18.38B	12.79	-2.54%	3.03%	1.52%	-15.83%
DBI	57Neutral	$344.57M	20.42	5.83%	2.97%	-0.84%	―
TLYS	52Neutral	$128.77M	59.30	2.37%	―	6.07%	―
CURV	42Neutral	$243.32M	-26.99	4.27%	―	-11.16%	-384.28%
CATO	39Underperform	$46.00M	-7.70	-3.39%	―	-1.10%	70.99%

* Consumer Cyclical Sector Average

Performance Comparison

DE:6DU and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
DE:6DU	Duluth Holdings Inc.	3.72	1.40	60.34%
CATO	Cato Corporation	2.31	-1.64	-41.52%
DBI	Designer Brands	6.74	3.14	87.33%
TLYS	Tilly's	4.21	2.72	182.55%
JILL	J.Jill, Inc.	23.96	9.01	60.26%
CURV	Torrid Holdings, Inc.	2.44	1.22	100.00%

Glossary

BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.

Duluth Holdings AI Stock Analysis