Duluth Holdings Inc. (DLTH) AI Stock Analysis

Duluth Holdings Inc. specializes in the retail of casual wear, workwear, and accessories tailored for men and women under the Duluth Trading brand across the United States. Its product portfolio includes shirts, pants, outerwear, underwear, footwear, and hard goods designed for active lifestyles and workplace requirements. The company markets trademarked apparel solutions including Alaskan Hardgear, Armachillo, Ballroom, Crouch Gusset, Fire Hose, Longtail T, and Buck Naked. Customers access products via its website, catalogs, and retail network, which comprised 62 retail locations and three outlet stores as of January 30, 2022.

Duluth Holdings reported a 5-year revenue CAGR of -2.4% from FY2021 to FY2026. Annual revenue declined from $698.6M in FY2022 to $565.2M in FY2026, falling 9.8% in FY2026 alone. Net income dropped from $29.7M in FY2022 to -$16.4M in FY2026, though gross margin recovered to 53.4% from 49.2% in FY2025. In the latest quarter ended July 31, 2026, quarterly revenue fell 7.8% year-over-year, while quarterly earnings grew 1265.9%. Trailing twelve months revenue stands at $550.7M with EPS of $0.18.

As of July 31, 2026, Duluth Holdings held $26.8M in cash and short-term investments against total debt of $141.1M, resulting in net debt of $114.3M. The company's debt-to-equity ratio is 0.79, and its current ratio stands at 1.88. Operating cash flow improved to $24.2M in FY2026, supporting free cash flow of $16.6M after capital expenditures of $7.6M. The company's share count increased 7.7% over five years, while total assets were $394.0M and shareholders' equity was $177.9M.

DLTH shares closed at $4.00 on October 16, 2026, representing a market capitalization of $152.0M and an enterprise value of $268.8M. The stock trades at a trailing P/E of 22.2x and forward P/E of 10.5x, compared to medians of 18.0x and 14.1x, respectively, for the median of its US-listed Consumer Cyclical peers. Its price-to-sales of 0.3x is below the peer median of 0.7x, while EV to EBITDA is 7.9x versus 11.1x for peers. Over the past year, DLTH returned 27.0% compared to 16.8% for the S&P 500 (SPY).

Consensus ratings from 2 analysts stand at Hold, with 0 Buy and 0 Sell recommendations. The mean price target is $5.00, representing a 25.0% upside versus the last close of $4.00. For the fiscal year ending January 31, 2027, analysts project an EPS of -$0.12 on revenue of $546.8M. For the following fiscal year, 2 analysts estimate EPS of -$0.03 and revenue of $563.9M, reflecting 3.1% revenue growth. Duluth Holdings beat EPS estimates in all of the last 4 quarters.

This page is an AI-written research summary of Duluth Holdings Inc. (DLTH). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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