Every 8-K that Duluth Holdings Inc. (DLTH) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow DLTH and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full DLTH filings page.
Duluth Holdings Inc. (DLTH) reported fiscal second-quarter 2026 results showing a sharp profitability improvement despite lower sales. Net sales were $121.4 million versus $131.7 million a year earlier, but net income rose to $18.4 million from $1.3 million, including $16.3 million in tariff refunds.
Gross margin expanded to 72.8% from 54.7%, or 59.6% excluding tariff refunds, driven by higher average unit prices and better product costs. Adjusted EBITDA increased to $27.0 million from $12.0 million, and inventory declined 15.5%. The company ended the quarter with $26.8 million in cash, approximately $96 million of net liquidity and no borrowings on its Asset Based Lending facility.
For fiscal 2026, Duluth Holdings affirmed its net sales outlook of $540–$560 million and raised its Adjusted EBITDA guidance to $38–$42 million from $28–$32 million, while maintaining planned capital expenditures of about $12 million.
Duluth Holdings Inc. reported the results of its annual shareholder meeting held on June 3, 2026. Shareholders elected eight directors, with Class A shares casting 33,642,000 votes for each nominee and no withhold votes. Class B support for nominees ranged from 21,325,684 to 23,236,107 votes for, with relatively small withhold totals and broker non-votes recorded.
Shareholders also held an advisory vote on executive compensation. Class A shares cast 33,642,000 votes for the pay program and none against, while Class B shares cast 22,646,088 votes for, 829,732 against, and 29,028 abstentions, with 6,089,200 broker non-votes. The appointment of KPMG LLP as independent registered public accounting firm for the fiscal year ending January 31, 2027 received 33,642,000 Class A votes for and, for Class B shares, 29,562,705 votes for, 26,205 against, and 5,138 abstentions.
Duluth Holdings Inc. used an Investor & Analyst Day to outline its turnaround progress and new multi-year plan. For fiscal 2025, the company generated net sales of $565 million, a gross margin of 53.4% and Adjusted EBITDA of $24.9 million, with free cash flow swinging to a positive $16.6 million from a prior-year deficit.
Management highlighted inventory reductions of 21% year over year, higher full-price selling and store comps, and a shift toward core, problem-solution products. In Q1 2026, revenue was $98 million, gross margin improved to 57.4%, and Adjusted EBITDA turned positive at $2.6 million with sharply better cash flow.
The company’s 2025–2028 targets call for net sales growing 1–3% annually, gross margin expansion of 200–300 basis points, SG&A leverage of 200–300 basis points, and capital spending held near 2–3% of sales. By 2028, Duluth aims for an Adjusted EBITDA margin of 8–10% (about $50–$60 million) and free cash flow of roughly $30–$40 million, funded without new equity.
Duluth Holdings reported fiscal first quarter 2026 results showing a smaller loss and stronger profitability metrics despite slightly lower sales. Net sales were $98.6 million versus $102.7 million a year ago, but net loss improved to $10.0 million from $15.3 million, with EPS narrowing to ($0.29) from ($0.45).
Gross margin expanded 540 basis points to 57.4% of net sales, helped by higher average unit prices, reduced promotions and better product costs. Adjusted EBITDA swung to a positive $2.6 million from a loss of $3.8 million, while adjusted EPS improved to ($0.20) from ($0.44) after restructuring and impairment adjustments.
Inventory fell $43.7 million, or 24.8%, versus last year, and the company ended the quarter with $6.1 million of cash, $62.3 million of net working capital and net liquidity of $99.5 million, including $6.0 million drawn on a $100.0 million asset-based facility. For fiscal 2026, Duluth reaffirmed net sales guidance of $540 million to $560 million, raised its Adjusted EBITDA outlook to $28 million to $32 million, and maintained planned capital expenditures of about $12 million.
Duluth Holdings Inc. reported improved profitability for the fiscal year ended February 1, 2026, despite lower sales. Net sales were $565.2 million, down 9.8% from the prior year, but the net loss narrowed to $16.2 million from $43.6 million.
In the fourth quarter, net sales were $215.9 million, down 10.5%, while net income reached $7.8 million versus a prior-year loss. Gross margin rose to 53.0%, an 890 basis point improvement, helped by higher prices and lower product costs.
Adjusted EBITDA for the year increased to $24.9 million from $14.6 million, and Free Cash Flow turned positive at $16.6 million compared with a $25.2 million outflow. The company ended the year with $16.3 million in cash, no borrowings on its asset-based facility, and total shareholders’ equity of $166.1 million.
For fiscal 2026, Duluth guides net sales of $540–$560 million and forecasted Adjusted EBITDA of $26–$30 million, with planned capital expenditures of $12 million.
Duluth Holdings Inc. updated employment agreements for its top leaders. The company and President and CEO Stephanie L. Pugliese agreed that for fiscal 2026 she will receive a single equity grant that vests in three equal parts on the first, second, and third anniversaries of the grant date, subject to continued employment. The aggregate minimum grant date fair value for this 2026 award matches the minimum total grant value previously outlined for 2026 in her original agreement.
The company also amended the employment agreement of Stephen L. Schlecht, Chairman of the Board and Senior Advisor. His employment term is extended through the 2028 annual shareholder meeting, while his annual base salary is reduced from $275,000 to $100,000. His bonus opportunity remains at a 50% target and 75% maximum of base salary for fiscal years 2026 through 2028, with a prorated bonus in 2028.
Duluth Holdings Inc. furnished an earnings press release discussing its financial results for the fiscal third quarter ended November 2, 2025, along with an investor presentation, both dated December 16, 2025. These materials are provided as Exhibits 99.1 and 99.2 and are treated as “furnished,” not “filed,” under securities laws and are not automatically incorporated into other securities filings.
The company also included extensive cautionary language about forward-looking statements, noting that actual results may differ materially due to factors such as inflation, changes in consumer spending, supply chain and distribution disruptions, inventory management, competition, labor and transportation costs, data privacy and cybersecurity concerns, compliance with debt covenants, and evolving tax and regulatory requirements.
Duluth Holdings Inc. filed an 8-K reporting an Amendment No. 2 to its Credit Agreement dated October 1, 2025. The amendment is among Duluth Holdings Inc., certain financial institutions serving as lenders, and BMO Bank N.A. as Administrative Agent. The filing shows the document was dated October 3, 2025 and includes an Inline XBRL cover page reference.
The filing text provided does not disclose the amended financial terms, covenants, maturity dates, collateral, or any lender consents. No revenue, debt balances, or cash-flow impacts are stated in the excerpt.
Duluth Holdings, Inc. furnished a Form 8-K that attaches an earnings press release and an investor presentation as exhibits and states that those exhibits are not incorporated by reference into other filings unless expressly noted. The filing reiterates the company’s previously disclosed risk factors, drawn from its annual report, which cover a broad range of operational, supply-chain, market, regulatory, and information-security risks that could affect results. The document is primarily a docketing disclosure attaching the press release and presentation and reaffirming existing risk disclosures rather than providing new financial metrics or transaction details.