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Brand House Collective, Inc.. (TBHC) Stock Fundamental Analysis & AI Rating 2026

TBHC Nasdaq Retail-Retail Stores, NEC CIK: 0001056285
Recently Updated • Analysis: Apr 17, 2026 • SEC Data: 2025-11-01
STRONG SELL
92% Conf
Pending
Analysis scheduled

📊 TBHC Key Takeaways

Revenue: $260.8M
Net Margin: -13.7%
Free Cash Flow: $-37.9M
Current Ratio: 0.93x
Debt/Equity: N/A
EPS: $-1.60
AI Rating: STRONG SELL with 92% confidence
Brand House Collective, Inc.. (TBHC) receives a STRONG SELL rating with 92% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $260.8M, net profit margin of -13.7%, Brand House Collective, Inc.. demonstrates mixed fundamentals in the Consumer sector. Below is our complete TBHC stock analysis for 2026.

Is Brand House Collective, Inc.. (TBHC) a Good Investment?

Claude

Brand House Collective faces critical financial distress with negative stockholders equity of -$44M, indicating technical insolvency. The company is burning cash at an alarming rate (-$37.9M FCF annually), cannot service debt from operations, and shows declining revenue alongside persistent unprofitability. Without immediate operational improvement or capital restructuring, the company faces elevated bankruptcy risk.

Why Buy Brand House Collective, Inc.. Stock? TBHC Key Strengths

Claude
  • + Gross margin of 20.6% suggests reasonable unit economics on COGS
  • + EPS loss improved 18.1% YoY, indicating some cost control progress
  • + Still generating $260.8M in annual revenue base for potential stabilization

TBHC Stock Risks: Brand House Collective, Inc.. Investment Risks

Claude
  • ! Negative stockholders equity of -$44M represents technical insolvency
  • ! Severe liquidity crisis: current ratio 0.93x and quick ratio 0.15x indicate inability to meet short-term obligations
  • ! Operating cash flow of -$36M and free cash flow of -$37.9M demonstrate unsustainable cash burn
  • ! Interest coverage ratio of -5.3x shows inability to service $64M long-term debt from operations
  • ! Declining revenue (-5.8% YoY) coupled with -12% operating margin indicates deteriorating business performance
  • ! Only $6.5M cash balance with $273.3M total liabilities suggests imminent refinancing pressure

Key Metrics to Watch

Claude
  • * Operating cash flow stabilization and path to positive
  • * Revenue growth and market stabilization
  • * Progress toward operating profitability
  • * Quarterly cash burn rate and remaining runway
  • * Debt refinancing and covenant compliance

Brand House Collective, Inc.. (TBHC) Financial Metrics & Key Ratios

Revenue
$260.8M
Net Income
$-35.7M
EPS (Diluted)
$-1.60
Free Cash Flow
$-37.9M
Total Assets
$229.2M
Cash Position
$6.5M

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

TBHC Profit Margin, ROE & Profitability Analysis

Gross Margin 20.6%
Operating Margin -12.0%
Net Margin -13.7%
ROE N/A
ROA -15.6%
FCF Margin -14.5%

TBHC vs Consumer Sector: How Brand House Collective, Inc.. Compares

How Brand House Collective, Inc.. compares to Consumer sector averages

Net Margin
TBHC -13.7%
vs
Sector Avg 8.0%
TBHC Sector
ROE
TBHC 0.0%
vs
Sector Avg 18.0%
TBHC Sector
Current Ratio
TBHC 0.9x
vs
Sector Avg 1.5x
TBHC Sector
Debt/Equity
TBHC 0.0x
vs
Sector Avg 0.8x
TBHC Sector

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

Is Brand House Collective, Inc.. Stock Overvalued? TBHC Valuation Analysis 2026

Based on fundamental analysis, Brand House Collective, Inc.. has mixed fundamental signals relative to the Consumer sector in 2026.

Return on Equity
N/A
Sector avg: 18%
Net Profit Margin
-13.7%
Sector avg: 8%
Revenue Growth
N/A
Year-over-year
Debt/Equity
N/A
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.

Brand House Collective, Inc.. Balance Sheet: TBHC Debt, Cash & Liquidity

Current Ratio
0.93x
Quick Ratio
0.15x
Debt/Equity
N/A
Debt/Assets
119.2%
Interest Coverage
-5.25x
Long-term Debt
$64.0M

TBHC Revenue & Earnings Growth: 5-Year Financial Trend

TBHC 5-year financial data: Year 2019: Revenue $647.1M, Net Income $5.3M, EPS $0.33. Year 2020: Revenue $647.1M, Net Income $3.8M, EPS $0.24. Year 2021: Revenue $603.9M, Net Income -$53.3M, EPS $-3.79. Year 2023: Revenue $558.2M, Net Income $16.6M, EPS $1.12. Year 2025: Revenue $498.8M, Net Income -$44.7M, EPS $-3.52.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Brand House Collective, Inc..'s revenue has declined by 23% over the 5-year period, indicating business contraction. The most recent EPS of $-3.52 indicates the company is currently unprofitable.

TBHC 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
-14.5%
Free cash flow / Revenue

TBHC Quarterly Earnings & Performance

Quarterly financial performance data for Brand House Collective, Inc.. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2024 $114.4M -$6.4M $-0.50
Q2 2024 $86.3M -$8.8M $-1.11
Q1 2024 $91.8M -$8.8M $-0.68
Q3 2023 $116.4M -$6.4M $-0.50
Q2 2023 $89.5M -$7.9M $-1.51
Q1 2023 $96.9M -$7.9M $-0.63
Q3 2022 $131.0M $626.0K $0.51
Q2 2022 $102.1M $626.0K $0.04

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

Brand House Collective, Inc.. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$36.0M
Cash generated from operations
Capital Expenditures
$1.9M
Investment in assets
Dividends
None
No dividend program

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

Access official SEC EDGAR filings for Brand House Collective, Inc.. (CIK: 0001056285)

📋 Recent SEC Filings

Date Form Document Action
Apr 3, 2026 4 xslF345X06/rdgdoc.xml View →
Apr 3, 2026 4 xslF345X06/rdgdoc.xml View →
Apr 3, 2026 4 xslF345X06/rdgdoc.xml View →
Apr 3, 2026 4 xslF345X06/rdgdoc.xml View →
Apr 3, 2026 4 xslF345X06/rdgdoc.xml View →

Frequently Asked Questions about TBHC

What is the AI rating for TBHC?

Brand House Collective, Inc.. (TBHC) has an AI rating of STRONG SELL with 92% confidence, based on fundamental analysis of SEC EDGAR filings.

What are TBHC's key strengths?

Claude: Gross margin of 20.6% suggests reasonable unit economics on COGS. EPS loss improved 18.1% YoY, indicating some cost control progress.

What are the risks of investing in TBHC?

Claude: Negative stockholders equity of -$44M represents technical insolvency. Severe liquidity crisis: current ratio 0.93x and quick ratio 0.15x indicate inability to meet short-term obligations.

What is TBHC's revenue and growth?

Brand House Collective, Inc.. reported revenue of $260.8M.

Does TBHC pay dividends?

Brand House Collective, Inc.. does not currently pay dividends.

Where can I find TBHC SEC filings?

Official SEC filings for Brand House Collective, Inc.. (CIK: 0001056285) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is TBHC's EPS?

Brand House Collective, Inc.. has a diluted EPS of $-1.60.

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 TBHC a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Brand House Collective, Inc.. has a STRONG SELL rating with 92% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is TBHC stock overvalued or undervalued?

Valuation metrics for TBHC: ROE of N/A (sector avg: 18%), net margin of -13.7% (sector avg: 8%). Compare these metrics with sector averages to assess valuation.

Should I buy TBHC stock in 2026?

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

What is TBHC's free cash flow?

Brand House Collective, Inc..'s operating cash flow is $-36.0M, with capital expenditures of $1.9M. FCF margin is -14.5%.

How does TBHC compare to other Consumer stocks?

Vs Consumer sector averages: Net margin -13.7% (avg: 8%), ROE N/A (avg: 18%), current ratio 0.93 (avg: 1.5).

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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: Apr 17, 2026 | Data as of: 2025-11-01 | Powered by Claude AI