Added to YB: 2026-09-22
Pitch date: 2026-09-18
DBI [bullish]
Designer Brands Inc.
+1.63%
current return
Author Info
No bio for this author
Company Info
Designer Brands Inc., together with its subsidiaries, engages in the design, production, and retailing of footwear and accessories in the United States, Canada, and internationally.
Market Cap
$307.8M
Pitch Price
$6.12
Price Target
11.00 (+83%)
Dividend
3.32%
EV/EBITDA
3.57
P/E
17.71
EV/Sales
0.51
Sector
Specialty Retail
Category
value
This Week in Special Situations: Designer Brands Inc.
DBI (update): Designer Brands trades near $6 versus Stone House’s $11-$19 sum-of-parts range, based on the view that its 79% Topo Athletic stake is unpriced. Stone House values the core at 5.5x-7.5x EBITDA and Topo at $250M-$450M of EV using its own assumptions. Management expects Topo revenue above $100M in 2027, but Jay Schottenstein’s 65% voting control constrains Stone House.
Read full article (1 min)