Designer Brands Inc.
DBI · Retail-Shoe Stores · 63.4M shares · -4%/yr ↓ buyback · EDGAR filings ↗
Net buyback after stock comp: $73M (gross $102M, SBC $29M)
Reference price $7.00 · est. market cap ~$443M — last insider sale, 2026-06-10 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
C54Footwear retailer (DSW) near breakeven with declining sales and very weak quick liquidity.
Strengths
- Positive free cash flow — FCF $78M (69th)
- Decent gross margin — 44%
Risks
- Near-zero net result — net margin -0%, net income -21%
- Very weak quick liquidity — quick ratio 0.2 (6th)
- Declining revenue — -4%
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
- Net lossNet loss (net margin -0.3%)
- Fund exitedNotable fund(s) exited this quarter: VANGUARD GROUP INC
- Buying back stockNet buyback — share count -4%/yr over 4y
- Notable holderHeld by 5 notable fund(s): STATE STREET CORP, GOLDMAN SACHS GROUP INC, RENAISSANCE TECHNOLOGIES LLC +2 more (as of 2026-03-31)
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
43.6%
Operating margin
1.7%
Net margin
-0.3%
Return on assets
-0.4%
Revenue growth (QoQ)
-7.5%
Net debt / EBITDA
3.5×
Current ratio
1.2×
Free cash flow
$78M
EBITDA
$107M
Cash & investments
$51M
Stock comp / revenue
0.7%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-17 | Paul Richard A. | Grant | 27K | — |
| 2026-06-17 | SONNENBERG HARVEY L | Grant | 27K | — |
| 2026-06-17 | Schottenstein Joseph A. | Grant | 27K | — |
| 2026-06-10 | Turner Mary | Sell | 35K | $7.00 |
| 2026-05-01 | Schottenstein Joseph A. | Grant | 3.0K | — |
| 2026-03-23 | Turner Mary | Option exercise | 17K | — |
| 2026-03-23 | Turner Mary | Tax withheld | 9.2K | $5.40 |
| 2026-03-23 | SCHOTTENSTEIN JAY L | Option exercise | 197K | — |
| 2026-03-23 | SCHOTTENSTEIN JAY L | Tax withheld | 59K | $5.40 |
| 2026-03-23 | HOWE DOUGLAS M. | Option exercise | 295K | — |
| 2026-03-23 | HOWE DOUGLAS M. | Tax withheld | 134K | $5.40 |
| 2026-03-23 | Haley Mark | Option exercise | 29K | — |
| 2026-03-23 | Haley Mark | Tax withheld | 9.3K | $5.40 |
| 2026-03-23 | Ferree Deborah L | Option exercise | 183K | — |
| 2026-03-23 | Ferree Deborah L | Tax withheld | 82K | $5.40 |
| 2026-03-03 | Turner Mary | Option exercise | 25K | — |
| 2026-03-03 | Turner Mary | Tax withheld | 13K | $7.20 |
| 2026-03-03 | SCHOTTENSTEIN JAY L | Option exercise | 42K | — |
| 2026-03-03 | SCHOTTENSTEIN JAY L | Tax withheld | 10K | $7.20 |
| 2026-03-03 | O'Donnell Andrea | Option exercise | 35K | — |
| 2026-03-03 | O'Donnell Andrea | Tax withheld | 19K | $7.20 |
| 2026-03-03 | HOWE DOUGLAS M. | Option exercise | 42K | — |
| 2026-03-03 | HOWE DOUGLAS M. | Tax withheld | 19K | $7.20 |
| 2026-03-03 | Ferree Deborah L | Option exercise | 35K | — |
| 2026-03-03 | Ferree Deborah L | Tax withheld | 16K | $7.20 |
| 2026-03-03 | Davis Laura | Option exercise | 35K | — |
| 2026-03-03 | Davis Laura | Tax withheld | 15K | $7.20 |
| 2026-01-30 | O'Donnell Andrea | Option exercise | 40K | — |
| 2026-01-30 | O'Donnell Andrea | Tax withheld | 23K | $6.34 |
| 2026-01-30 | Schottenstein Joseph A. | Grant | 3.5K | — |
| 2025-12-26 | LAU JOANNA T | Sell | 13K | $8.00 |
| 2025-12-11 | Ferree Deborah L | Sell | 142K | $8.06 |
| 2025-10-31 | Schottenstein Joseph A. | Grant | 6.1K | — |
| 2025-09-11 | SONNENBERG HARVEY L | Sell | 50K | $4.52 |
| 2025-09-10 | Haley Mark | Sell | 11K | $4.80 |
| 2025-08-01 | Schottenstein Joseph A. | Grant | 8.8K | — |
| 2025-06-18 | SONNENBERG HARVEY L | Grant | 72K | — |
| 2025-06-18 | Poff Jared A. | Other | 0 | — |
| 2025-06-18 | Schottenstein Joseph A. | Grant | 72K | — |
| 2025-06-18 | Paul Richard A. | Grant | 72K | — |
| 2025-05-30 | HOWE DOUGLAS M. | Option exercise | 289K | — |
| 2025-05-30 | HOWE DOUGLAS M. | Tax withheld | 133K | $3.60 |
| 2025-05-02 | Schottenstein Joseph A. | Grant | 7.4K | — |
| 2025-04-08 | Turner Mary | Sell | 25K | $2.94 |
| 2025-03-24 | Turner Mary | Tax withheld | 9.8K | $4.04 |
| 2025-03-24 | Turner Mary | Option exercise | 18K | — |
| 2025-03-24 | SCHOTTENSTEIN JAY L | Option exercise | 180K | — |
| 2025-03-24 | Poff Jared A. | Option exercise | 55K | — |
| 2025-03-24 | Poff Jared A. | Tax withheld | 25K | $4.04 |
| 2025-03-24 | Haley Mark | Option exercise | 17K | — |
| 2025-03-24 | Haley Mark | Tax withheld | 6.1K | $4.04 |
| 2025-03-24 | Ferree Deborah L | Option exercise | 201K | — |
| 2025-03-24 | Ferree Deborah L | Tax withheld | 91K | $4.04 |
| 2025-02-01 | O'Donnell Andrea | Option exercise | 38K | — |
| 2025-02-01 | O'Donnell Andrea | Tax withheld | 16K | $5.03 |
| 2025-01-31 | Schottenstein Joseph A. | Grant | 4.5K | — |
| 2025-01-28 | Fund 1 Investments, LLC | Sell | 220K | $5.38 |
| 2025-01-28 | Fund 1 Investments, LLC | Sell | 30K | $5.47 |
| 2025-01-13 | Stone House Capital Management, LLC | Buy | 11K | $5.28 |
| 2025-01-10 | Stone House Capital Management, LLC | Buy | 489K | $5.65 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-18 | 5.03Shareholder voteExhibits | filing ↗ |
| 2026-06-11 | Other | filing ↗ |
| 2026-06-09 | ResultsExhibits | filing ↗ |
| 2026-03-26 | ResultsExhibits | filing ↗ |
| 2026-03-13 | Other | filing ↗ |
| 2026-03-04 | Material agreementDebt obligationExhibits | filing ↗ |
| 2026-02-11 | Exec/director changeReg FDExhibits | filing ↗ |
| 2026-02-09 | Other | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-18 | 2026-06-17 | 0001319947-26-000045 ↗ |
| 8-K | 2026-06-11 | 2026-06-10 | 0001319947-26-000043 ↗ |
| 8-K | 2026-06-09 | 2026-06-09 | 0001319947-26-000038 ↗ |
| 10-Q | 2026-06-09 | 2026-05-02 | 0001319947-26-000041 ↗ |
| 10-K | 2026-03-30 | 2026-01-31 | 0001319947-26-000022 ↗ |
| 8-K | 2026-03-26 | 2026-03-26 | 0001319947-26-000017 ↗ |
| 8-K | 2026-03-13 | 2026-03-12 | 0001319947-26-000014 ↗ |
| 8-K | 2026-03-04 | 2026-02-27 | 0001319947-26-000012 ↗ |
| 8-K | 2026-02-11 | 2026-02-06 | 0001319947-26-000009 ↗ |
| 8-K | 2026-02-09 | 2026-02-09 | 0001319947-26-000007 ↗ |
| 8-K | 2026-01-30 | 2026-01-27 | 0001319947-26-000004 ↗ |
| 8-K | 2026-01-29 | 2026-01-27 | 0001319947-26-000002 ↗ |