Designer Brands, Inc. (DBI)
NYSEConsumer DiscretionaryApparel - Footwear & AccessoriesSnapshot 2026-09-15
NYSEConsumer DiscretionaryApparel - Footwear & AccessoriesSnapshot 2026-09-15
Research Workspace
Put DBI beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Consumer Discretionary is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar broken — Improve cash from operations from negative $22 million in Q1 2026: FY26 operating cash flow +$110M vs target >$0.
View ThesisManagement screens strong on earnings delivery, margins.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is highly volatile — it swings about 3% on a typical day and fell roughly 43% in its worst 12-month stretch.
View RiskDBI's growth relies on improving profitability and gross margin, which must continue to justify the price. Revenue growth has been modest, with a recent earnings beat showing adjusted EPS of $0.34, exceeding estimates by 36%. It trades at 14× P/E versus a peer median of 15×, indicating the price reflects less growth than anticipated. The primary risk is the need to improve cash from operations, which was negative $22 million in Q1 2026. Peer multiples imply a price about 49% above where it trades. The thesis has broken due to the primary pillar being cash flow issues.
Trailing returns as of 2026-09-15. DBI is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 2 analysts currently covering DBI (as of Sep 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
Continue this research
Compare DBI with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
Free account required to save the handoff. No credit card.
| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| DBI Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 9 valuation methods, at three horizons. As of 2026-09-15. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Footwear — fair value, gap to price, and forward P/E.
Compare the value case
Put DBI next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Improve profitability and gross margin
Margin growth supports profitability and gross margin objectives.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-15. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Bottom 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.

Advances: Improve profitability and gross margin
Earnings call confirms positive outlook and profitability improvements.

Advances: Grow Brand Portfolio segment sales and profitability
New concept may enhance brand portfolio sales.

Threatens: Improve profitability and gross margin
Short selling indicates market skepticism about profitability.

Advances: Improve profitability and gross margin
Earnings summary shows strong profit performance.

Advances: Raise full year 2026 EPS guidance
Outlook lift indicates potential EPS guidance increase.

Advances: Raise full year 2026 EPS guidance
Earnings beat suggests strong performance and guidance.

Advances: Raise full year 2026 EPS guidance
Positive start to 3Q supports EPS guidance increase.