Welcome to our dedicated page for Solo Brands SEC filings (Ticker: SBDS), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Solo Brands, Inc. (NYSE: SBDS) SEC filings page on Stock Titan provides access to the company’s public filings as reported to the U.S. Securities and Exchange Commission. Solo Brands is an omnichannel lifestyle brand company with outdoor and apparel brands such as Solo Stove, TerraFlame, Chubbies, ISLE, and Oru Kayak, and its regulatory documents offer detailed insight into its financial condition, capital structure, and governance.
Investors can review current reports on Form 8‑K that Solo Brands files to describe material events. Recent 8‑K filings have covered topics such as quarterly financial results, investor presentations, executive compensation arrangements, and a merger agreement related to the company’s corporate simplification. One 8‑K describes an Agreement and Plan of Merger involving Solo Stove Holdings, LLC and a merger subsidiary, outlining steps to eliminate the company’s Up‑C structure and move to a single class of common stock. Another 8‑K discusses an amendment to the employment agreement of the company’s President and Chief Executive Officer, including a restricted stock unit grant.
In addition to 8‑Ks, Solo Brands references its Annual Report on Form 10‑K and Quarterly Reports on Form 10‑Q in its press releases, directing readers to risk factors, non‑GAAP reconciliations, and further detail on items such as its 2025 refinancing amendment, term loan, and revolving credit facility. These periodic reports typically include segment information for Solo Stove and Chubbies, discussions of liquidity, indebtedness, and commentary on going concern assessments.
On Stock Titan, Solo Brands filings are supplemented with AI-powered summaries that explain the key points of lengthy documents in plain language. Users can quickly see what each 10‑K, 10‑Q, or 8‑K covers, how new credit agreements or structural changes affect the business, and where management highlights risks and opportunities. Real-time updates from the EDGAR system help ensure that new Solo Brands filings, including any future Forms 4 related to insider equity awards or transactions, appear promptly with concise explanations.
Solo Brands, Inc. reported lower sales but significantly improved profitability and cash generation for the quarter and six months ended June 30, 2026. Net sales were $88.5 million for the quarter and $151.3 million year‑to‑date, down 4.1% and 10.7% from 2025, driven by declines in Solo Stove and Chubbies, especially in direct‑to‑consumer, partially offset by strong Watersports retail growth.
Despite lower revenue, income from operations improved to $3.5 million from a $9.8 million loss in the prior‑year quarter, and the year‑to‑date operating loss narrowed to $1.2 million from $20.5 million. This reflected sharp reductions in restructuring and consulting costs, lower SG&A, and benefits from tariff refunds. The company received $9.9 million of IEEPA tariff refunds, reducing cost of goods sold and boosting margins.
Net loss attributable to Solo Brands was $4.4 million for the quarter and $9.9 million year‑to‑date, compared with larger losses in 2025. Operating cash flow swung to a $20.0 million inflow from a $64.3 million outflow a year earlier, aided by inventory reductions and non‑cash charges. Cash rose to $35.4 million, while total debt (term loan and revolver) stood at $249.2 million gross. Management discloses risks around future covenant compliance under the 2025 Credit Agreement and notes those risks raise substantial doubt about the ability to continue as a going concern, but concludes its cost‑saving plans and tariff refunds alleviate that substantial doubt for at least 12 months after issuance.
Solo Brands, Inc. reported fiscal 2026 second-quarter net sales of $88.5 million, down 4.1% from 2025, as softer direct-to-consumer demand in Solo Stove and Chubbies offset growth in Watersports retail and international channels. Despite lower revenue, profitability improved: net loss attributable to Solo Brands narrowed to $4.4 million from $13.5 million, and adjusted EBITDA rose to $13.5 million, or 15.3% of net sales, up from 11.4%. Operating expenses fell 25.5% to $49.5 million, aided by payroll reductions and lower marketing, seller fees and shipping costs.
For the first half of 2026, net sales declined 10.7% to $151.3 million, but net loss attributable to Solo Brands improved to $9.9 million from $25.7 million, and adjusted EBITDA increased to $15.1 million (10.0% margin). Cash and cash equivalents increased to $35.4 million while inventory declined to $59.6 million, reflecting supply-chain optimization and tariff refunds. Term-loan borrowings were $258.3 million, and the company fully repaid its revolver, leaving $57.2 million of availability. Solo Brands reaffirmed full-year 2026 guidance for net sales of $280–$310 million and adjusted EBITDA of $24–$30 million.
Solo Brands, Inc. notifies the removal of its Class A Common Stock from listing and registration on the New York Stock Exchange LLC. The filing states the Exchange has complied with 17 CFR 240.12d2-2 procedures to strike the class and the issuer has complied with voluntary withdrawal requirements.
Solo Brands, Inc. General Counsel Christopher Blevins reported the vesting and exercise of 12 Restricted Stock Units into 12 shares of Class A Common Stock on July 1, 2026, at $0.00 per share.
In a related transaction, 5 shares at $3.46 per share were withheld to cover tax obligations. He now directly holds 831 shares of Class A Common Stock. Footnotes note a 6‑share correction to prior beneficial ownership and that remaining unvested RSUs are scheduled to vest on October 1, 2026.
Solo Brands, Inc. President and CEO John P. Larson reported routine equity compensation activity involving restricted stock units (RSUs). On June 23, 2026, 11,201 RSUs vested, each converting into one share of Class A Common Stock. In connection with this vesting, 3,221 shares were withheld to satisfy tax withholding obligations at a reference price of $3.81 per share.
After these transactions, Larson directly holds 95,155 shares of Class A Common Stock. The filing also notes that 89,610 RSUs remain unvested and are scheduled to vest in substantially equal quarterly installments until the third anniversary of June 23, 2025, subject to his continued service.
Solo Brands, Inc. held its 2026 Annual Meeting of Stockholders on May 22, 2026, where stockholders approved an Amended and Restated 2021 Incentive Award Plan that increases the number of shares of Class A common stock authorized for issuance under the plan. A total of 2,005,034 shares of Class A common stock outstanding as of March 24, 2026 were present in person or by proxy, representing a quorum. Stockholders elected Class II directors Paul Furer and Peter Laurinaitis to terms ending at the 2029 annual meeting, ratified the appointment of BDO USA, P.C. as independent registered public accounting firm for the year ending December 31, 2026, and approved an adjournment proposal that ultimately was not used because the incentive plan proposal passed.
Solo Brands, Inc. reported weaker results for the three months ended March 31, 2026, with net sales of $62.9 million versus $77.3 million a year earlier, an 18.6% decline driven by softer demand in both direct-to-consumer and retail channels for Solo Stove and Chubbies.
Gross profit fell to $32.9 million and gross margin slipped to 52.3% from 55.2%, reflecting tariff impacts and a higher mix of lower-margin retail sales. The net loss narrowed to $5.5 million from $18.6 million as the company cut marketing, payroll and other operating costs, sharply reducing restructuring and consulting expenses.
Cash and cash equivalents were $16.5 million at March 31, 2026, with net cash used in operating activities of $16.1 million. Total debt principal was $273.9 million under the 2025 Credit Agreement, carrying interest rates above 7%–9% and allowing payment-in-kind interest through at least March 31, 2026, which increases the debt balance.
Management highlights a going concern risk tied to covenant compliance beginning with the quarter ending September 30, 2026, but believes planned cost reductions, operational initiatives and potential refunds of roughly $10 million of challenged tariffs, if realized, alleviate substantial doubt for the next twelve months.
Solo Brands, Inc. reported first quarter 2026 results showing weaker sales but a smaller loss and continued progress on its restructuring. Net sales were $62.9 million, down 18.6% from $77.3 million a year ago, as Solo Stove and Chubbies both saw lower direct-to-consumer and retail revenue. Gross profit was $32.9 million, or 52.3% of net sales, compared with 55.2% in the prior year, reflecting tariff impacts and sales mix.
Operating expenses fell sharply to $37.6 million from $53.2 million, driven by lower compensation, marketing and restructuring charges. Net loss attributable to Solo Brands narrowed to $5.5 million, or $2.18 per diluted share, versus a $12.2 million loss, while adjusted EBITDA was $1.6 million, or 2.5% of net sales, down from $3.5 million. Cash and cash equivalents were $16.5 million and inventory was $82.9 million as of March 31, 2026, with $258.9 million outstanding on the 2025 Term Loan and $15.0 million drawn on the revolving credit facility.
The company said new Solo Stove and watersports product launches contributed to improving sales trends exiting the quarter and reaffirmed its full-year 2026 outlook for net sales of $280 million to $310 million and adjusted EBITDA of $24 million to $30 million.
Solo Brands, Inc. executive Paul Seeds, the Chief Accounting Officer, reported his initial equity position. He directly holds 726 shares of Class A Common Stock and 1,033 restricted stock units. The remaining unvested RSUs are scheduled to vest on February 28, 2027, with each RSU delivering one share upon vesting.
Arbour Lane Capital Management and affiliated entities report beneficial ownership of Class A common stock of Solo Brands, Inc. The filing shows Arbour Lane (and related vehicles) collectively hold 121,999 shares, representing 4.8% of the Class A shares based on 2,558,647 shares outstanding as of March 24, 2026. The disclosure breaks down direct holdings: ALCOF III NUBT, L.P. holds 105,163 shares (4.1%), and two affiliated limited partnerships each hold 8,418 shares (0.3% each). Reporting persons include Arbour Lane, Arbour Lane - TX, Arbour Lane - Hiwassee, ALCOF III, and individuals Robert Franz, Kenneth Hoffman, and Dan Galanter.