Q4 2025 Xcel Brands Inc Earnings Call Transcript
Key Points
- Xcel Brands Inc (XELB) has significantly expanded its social media reach from 5 million to 46 million followers, driven by new influencer-led brands.
- The company is on track to launch new influencer-led brands on QVC and HSN in the second quarter of 2026, with further distribution planned for later in the year.
- Xcel Brands Inc (XELB) has identified key category license opportunities for its new influencer-led brands, which are expected to generate substantial royalty income by 2029.
- The company has reduced its payroll, operating, and overhead costs to a run rate of approximately $8 million, reflecting successful cost-reduction actions.
- Xcel Brands Inc (XELB) has secured a committed equity-line facility, providing up to $15 million of funding over the next two years for working capital and potential acquisitions.
- Xcel Brands Inc (XELB) reported a decline in revenue for both the fourth quarter and full year of 2025, primarily due to the transition to a new supplier and the divestiture of the Lori Goldstein brand.
- The company experienced an adjusted EBITDA loss of approximately $600,000 in Q4 and a $2.3 million loss for the full year 2025.
- Interest and finance expenses increased significantly year-over-year, reflecting higher interest rates and average debt balances.
- The macroeconomic outlook for 2026 remains uncertain, with challenges such as lingering inflation, trade tariffs, and geopolitical tensions impacting consumer spending.
- Xcel Brands Inc (XELB) continues to face challenges in its Halston business, which did not perform as expected for the full year 2025.
Hello and welcome to the Xcel Brands Q4 2025 earnings call.
(Operator Instructions) After the speaker's remarks, there will be a question-and-answer session. (Operator Instructions)
Thank you. Now, I would like to turn the call over to Seth Burroughs. Seth, you may begin.
Good afternoon, everyone. Thank you for joining us. Welcome to the Xcel Brands fourth quarter of 2025 earnings call. We greatly appreciate your participation and interest.
With us today on the call are Chairman and Chief Executive Officer, Robert D'Loren; and Chief Financial Officer, Jim Haran.
By now, everyone should have had access to the earnings release for the quarter and fiscal year ended December 31, 2025. In addition, we plan to file our annual report on Form 10-K with the Securities and Exchange Commission later this week. The release and the annual report will be available on the company's website at
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