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Designer Brands Inc. (DBI) Stock Fundamental Analysis & AI Rating 2026

DBI NYSE Retail-Shoe Stores OH CIK: 0001319947
Updated This Month • Analysis: Mar 23, 2026 • SEC Data: 2025-11-01
Combined AI Rating
SELL
78% Confidence
STRONG AGREEMENT
SELL
75% Conf
SELL
80% Conf

📊 DBI Key Takeaways

Revenue: $2.2B
Net Margin: 0.5%
Free Cash Flow: $41.8M
Current Ratio: 1.27x
Debt/Equity: 1.55x
EPS: $0.23
AI Rating: SELL with 75% confidence
Designer Brands Inc. (DBI) receives a SELL rating with 78% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $2.2B, net profit margin of 0.5%, and return on equity (ROE) of 3.9%, Designer Brands Inc. demonstrates mixed fundamentals in the Consumer sector. Below is our complete DBI stock analysis for 2026.

Is Designer Brands Inc. (DBI) a Good Investment?

Claude

Designer Brands demonstrates severely deteriorated profitability with a net margin of only 0.5% and operating margin compressed to 2.8%, indicating structural challenges in the retail footwear sector. The company's weak balance sheet with 1.55x debt-to-equity ratio, minimal cash reserves of $51.4M against $463.1M long-term debt, and distressed interest coverage of 1.9x signal financial distress and limited financial flexibility. Despite maintaining adequate gross margins at 43.9%, the company's inability to convert revenue to profits, combined with marginal free cash flow generation, suggests deteriorating business fundamentals.

ChatGPT

Designer Brands shows a healthy gross margin, but that profitability is not translating into durable earnings power, with operating margin at 2.8% and net margin at just 0.5%. Leverage is meaningful relative to a small equity base, interest coverage is thin, and free cash flow is positive but modest, leaving limited room for operating missteps.

Why Buy Designer Brands Inc. Stock? DBI Key Strengths

Claude
  • + Stable gross margin at 43.9% indicates maintained pricing power and cost management at the product level
  • + Positive free cash flow of $41.8M provides some liquidity cushion despite profitability pressures
  • + Operating cash flow of $67.6M exceeds net income, suggesting non-cash charges but reasonable operational cash generation
ChatGPT
  • + Gross margin of 43.9% indicates the core merchandise model still has pricing power and solid product economics
  • + Operating cash flow of $67.61M and free cash flow of $41.82M remain positive, supporting baseline financial flexibility
  • + Current ratio of 1.27x suggests near-term obligations are manageable despite a tight balance sheet

DBI Stock Risks: Designer Brands Inc. Investment Risks

Claude
  • ! Net margin collapsed to 0.5% with net income declining 5.8% YoY, indicating severe profitability deterioration and negative momentum
  • ! Highly leveraged balance sheet with debt-to-equity of 1.55x and weak interest coverage of 1.9x creates refinancing risk and limited debt servicing capacity
  • ! Quick ratio of only 0.25x combined with $51.4M cash against $1.8B liabilities signals acute liquidity constraints and potential solvency concerns
  • ! Operating margin of just 2.8% leaves minimal buffer for adverse business conditions or increased operational expenses
ChatGPT
  • ! Very low operating and net margins leave earnings highly vulnerable to cost inflation, markdowns, or softer demand
  • ! Debt-to-equity of 1.55x and interest coverage of 1.9x indicate elevated balance sheet risk and limited cushion
  • ! Quick ratio of 0.25x shows heavy reliance on inventory conversion, which is risky in a fashion-oriented retail business

Key Metrics to Watch

Claude
  • * Net profit margin trend and return to profitability sustainability
  • * Debt refinancing capacity and credit rating status given leverage levels
  • * Quarterly free cash flow generation and working capital trends
  • * Same-store sales and inventory turnover metrics indicating retail demand health
ChatGPT
  • * Operating margin and interest coverage
  • * Free cash flow and inventory-driven liquidity

Designer Brands Inc. (DBI) Financial Metrics & Key Ratios

Revenue
$2.2B
Net Income
$11.6M
EPS (Diluted)
$0.23
Free Cash Flow
$41.8M
Total Assets
$2.1B
Cash Position
$51.4M

💡 AI Analyst Insight

The relatively thin 1.9% FCF margin may limit capital allocation flexibility.

DBI Profit Margin, ROE & Profitability Analysis

Gross Margin 43.9%
Operating Margin 2.8%
Net Margin 0.5%
ROE 3.9%
ROA 0.6%
FCF Margin 1.9%

DBI vs Consumer Sector: How Designer Brands Inc. Compares

How Designer Brands Inc. compares to Consumer sector averages

Net Margin
DBI 0.5%
vs
Sector Avg 8.0%
DBI Sector
ROE
DBI 3.9%
vs
Sector Avg 18.0%
DBI Sector
Current Ratio
DBI 1.3x
vs
Sector Avg 1.5x
DBI Sector
Debt/Equity
DBI 1.6x
vs
Sector Avg 0.8x
DBI Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Designer Brands Inc. Stock Overvalued? DBI Valuation Analysis 2026

Based on fundamental analysis, Designer Brands Inc. shows some fundamental concerns relative to the Consumer sector in 2026.

Return on Equity
3.9%
Sector avg: 18%
Net Profit Margin
0.5%
Sector avg: 8%
Revenue Growth
N/A
Year-over-year
Debt/Equity
1.55x
Sector avg: 0.8x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Designer Brands Inc. Balance Sheet: DBI Debt, Cash & Liquidity

Current Ratio
1.27x
Quick Ratio
0.25x
Debt/Equity
1.55x
Debt/Assets
85.2%
Interest Coverage
1.88x
Long-term Debt
$463.1M

DBI Revenue & Earnings Growth: 5-Year Financial Trend

DBI 5-year financial data: Year 2021: Revenue $3.5B, Net Income N/A, EPS $1.27. Year 2022: Revenue $3.3B, Net Income -$488.7M, EPS $-6.77. Year 2023: Revenue $3.3B, Net Income $154.5M, EPS $2.00. Year 2024: Revenue $3.3B, Net Income $162.7M, EPS $2.26. Year 2025: Revenue $3.1B, Net Income $29.1M, EPS $0.46.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Designer Brands Inc.'s revenue has declined by 12% over the 5-year period, indicating business contraction. The most recent EPS of $0.46 reflects profitable operations.

DBI Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
1.9%
Free cash flow / Revenue

DBI Quarterly Earnings & Performance

Quarterly financial performance data for Designer Brands Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $752.4M $11.6M $0.23
Q2 2025 $739.8M -$6.6M $-0.14
Q1 2025 $686.9M $783.0K $0.01
Q3 2024 $777.2M $10.1M $0.17
Q2 2024 $771.9M $13.8M $0.24
Q1 2024 $742.1M $783.0K $0.01
Q3 2023 $786.3M $10.1M $0.17
Q2 2023 $792.2M $37.2M $0.56

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Designer Brands Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$67.6M
Cash generated from operations
Capital Expenditures
$25.8M
Investment in assets
Dividends Paid
$7.2M
Returned to shareholders

DBI SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Designer Brands Inc. (CIK: 0001319947)

📋 Recent SEC Filings

Date Form Document Action
Apr 14, 2026 4 xslF345X06/doc4.xml View →
Apr 14, 2026 4 xslF345X06/doc4.xml View →
Apr 14, 2026 4 xslF345X06/doc4.xml View →
Apr 14, 2026 4 xslF345X06/doc4.xml View →
Apr 14, 2026 4 xslF345X06/doc4.xml View →

Frequently Asked Questions about DBI

What is the AI rating for DBI?

Designer Brands Inc. (DBI) has a Combined AI Rating of SELL from Claude (SELL) and ChatGPT (SELL) with 78% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are DBI's key strengths?

Claude: Stable gross margin at 43.9% indicates maintained pricing power and cost management at the product level. Positive free cash flow of $41.8M provides some liquidity cushion despite profitability pressures. ChatGPT: Gross margin of 43.9% indicates the core merchandise model still has pricing power and solid product economics. Operating cash flow of $67.61M and free cash flow of $41.82M remain positive, supporting baseline financial flexibility.

What are the risks of investing in DBI?

Claude: Net margin collapsed to 0.5% with net income declining 5.8% YoY, indicating severe profitability deterioration and negative momentum. Highly leveraged balance sheet with debt-to-equity of 1.55x and weak interest coverage of 1.9x creates refinancing risk and limited debt servicing capacity. ChatGPT: Very low operating and net margins leave earnings highly vulnerable to cost inflation, markdowns, or softer demand. Debt-to-equity of 1.55x and interest coverage of 1.9x indicate elevated balance sheet risk and limited cushion.

What is DBI's revenue and growth?

Designer Brands Inc. reported revenue of $2.2B.

Does DBI pay dividends?

Designer Brands Inc. pays dividends, with $7.2M distributed to shareholders in the trailing twelve months.

Where can I find DBI SEC filings?

Official SEC filings for Designer Brands Inc. (CIK: 0001319947) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is DBI's EPS?

Designer Brands Inc. has a diluted EPS of $0.23.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is DBI a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Designer Brands Inc. has a SELL rating with 78% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is DBI stock overvalued or undervalued?

Valuation metrics for DBI: ROE of 3.9% (sector avg: 18%), net margin of 0.5% (sector avg: 8%). Compare these metrics with sector averages to assess valuation.

Should I buy DBI stock in 2026?

Our dual AI analysis gives Designer Brands Inc. a combined SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is DBI's free cash flow?

Designer Brands Inc.'s operating cash flow is $67.6M, with capital expenditures of $25.8M. FCF margin is 1.9%.

How does DBI compare to other Consumer stocks?

Vs Consumer sector averages: Net margin 0.5% (avg: 8%), ROE 3.9% (avg: 18%), current ratio 1.27 (avg: 1.5).

Is Designer Brands Inc. carrying too much debt?

DBI has a debt-to-equity ratio of 1.55x, which is above the Consumer sector average of 0.8x. However, the current ratio of 1.27 suggests adequate short-term liquidity.

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 23, 2026 | Data as of: 2025-11-01 | Powered by Claude AI