DLTH Earnings

DLTH reported its FY2026Q3 earnings on 2025-12-16, showcasing a revenue of 115.00M against an estimate of 119.00M, resulting in a -3.06% surprise. The EPS was -0.23, surpassing the expected -0.56 by 58.93% . The stock experienced a -29.39% price change on the earnings day and a -29.39% change over the next five days, reflecting market reactions to the results.

Following DLTH's FY2026Q3 earnings announcement on 2025-12-16, the stock price moved by -29.39% on the day of the release. Over the subsequent five days, it saw a -29.39% change. Historically, DLTH's stock price tends to shift by an average of +4.70% in the 10 days leading up to earnings and -1.48% in the 10 days following, providing insight into potential market.

For 2026/Q4, analysts estimate DLTH’s annual revenue to reach 211.00M, while the EPS is projected at 0.00. These estimates reflect recent revisions, with revenue estimates revised Revenue Revise Downward by -0.7% and EPS estimates Revise Downward by -0.92% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between DLTH's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2026 were Revise Downward by -0.7%, while EPS estimates moved Revise Downward by -0.92% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, DLTH's stock price typically moves by +4.70% in the 10 days before its earnings and -1.48% in the 10 days after. For the upcoming 2026/Q4 earnings, analysts expect an EPS of 0.00 and revenue of 211.00M.

The earnings call reveals mixed signals: while there's improvement in gross margins, reduced SG&A expenses, and better inventory management, the decline in net sales and economic uncertainties pose concerns. The Q&A section highlights operational improvements and debt reduction, but management's vague responses on sales decline stabilization create uncertainty. The strong liquidity position and cost-saving measures are positives, but the lack of clear guidance tempers enthusiasm. Overall, these factors suggest a neutral stock price movement, balancing positive operational improvements against the backdrop of sales decline and economic headwinds.