Solo Brands forecasts lower 2026 revenue despite improved margins

Solo Brands Inc. (NYSE: SBDS) issued financial guidance for fiscal year 2026, projecting net sales between $280 million and $310 million compared to actual 2025 sales of $316.8 million.

The outdoor lifestyle brand company anticipates adjusted EBITDA of $24 million to $30 million for 2026, representing an improvement from $18.5 million in 2025. The company operates brands including Solo Stove, Chubbies, Isle and Oru Kayak.

Chief Executive Officer John Larson said the company expects a year-over-year decline in net sales and adjusted EBITDA performance in the first quarter of 2026, attributed partly to retail timing shifts from late first quarter into early second quarter and marketing investments in new product launches.

The guidance assumes continued uneven demand conditions, estimated tariff impacts considering recent judicial decisions including anticipated refunds and rate reductions, and positive effects from existing and incremental payroll reductions and restructuring discussed in a March 19 earnings conference call.

Solo Brands reported a net loss of $145.4 million for 2025, which included $93.5 million in restructuring, contract termination, impairment and related charges. The company has implemented cost-reduction measures and operational improvements as part of its restructuring efforts.

The Grapevine, Texas-based company sells its products through e-commerce, strategic retail partnerships and physical retail stores. The guidance reflects management's expectations based on assumptions that are subject to change and many factors outside the company's control.

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