Solo Brands disclosed that DTC channel net sales in its Solo Stove segment fell sharply in Q2 2025, driving a 45.8% decline in Solo Stove segment revenue to $38.3 million. The company attributed the drop to excessive retailer inventory, a shift away from heavy promotional activity and a deliberate focus on pricing integrity with key retail partners. While retail channel performance remained stable, the DTC slowdown weighed heavily on consolidated net sales, which fell 29.9% year-over-year to $92.3 million. Despite these challenges, Solo Brands achieved $10.5 million of Adjusted EBITDA (11.4% margin) and generated nearly $11 million in operating cash flow, underscoring management’s emphasis on cash generation and operational discipline during the DTC recovery phase. ODDITY reported 25% year-over-year growth in Q2 sales driven in part by strength in its DTC channel. Management highlighted that direct engagement with consumers via the company’s proprietary e-commerce platform contributed materially to overall revenue gains, complementing ongoing global expansion and the introduction of two new brands. The DTC growth trajectory has led the company to raise its full-year sales guidance, cementing the strategic importance of direct digital relationships and first-party data collection in its go-to-market model. Zero Candida Technologies announced that its common shares have become eligible for Depository Trust Company (DTC) electronic clearing and settlement services, enabling U.S. broker-dealers to effect book-entry transfers of the stock. This development removes a key friction point for U.S. investors and enhances market liquidity by allowing for same-day electronic settlement. The company noted that DTC eligibility is expected to broaden its investor base, streamline share transfers and reduce transaction costs, supporting future capital-raising and secondary market activity.
Solo Brands disclosed that DTC channel net sales in its Solo Stove segment fell sharply in Q2 2025, driving a 45.8% decline in Solo Stove segment revenue to $38.3 million. The company attributed the drop to excessive retailer inventory, a shift away from heavy promotional activity and a deliberate focus on pricing integrity with key retail partners. While retail channel performance remained stable, the DTC slowdown weighed heavily on consolidated net sales, which fell 29.9% year-over-year to $92.3 million. Despite these challenges, Solo Brands achieved $10.5 million of Adjusted EBITDA (11.4% margin) and generated nearly $11 million in operating cash flow, underscoring management’s emphasis on cash generation and operational discipline during the DTC recovery phase. ODDITY reported 25% year-over-year growth in Q2 sales driven in part by strength in its DTC channel. Management highlighted that direct engagement with consumers via the company’s proprietary e-commerce platform contributed materially to overall revenue gains, complementing ongoing global expansion and the introduction of two new brands. The DTC growth trajectory has led the company to raise its full-year sales guidance, cementing the strategic importance of direct digital relationships and first-party data collection in its go-to-market model. Zero Candida Technologies announced that its common shares have become eligible for Depository Trust Company (DTC) electronic clearing and settlement services, enabling U.S. broker-dealers to effect book-entry transfers of the stock. This development removes a key friction point for U.S. investors and enhances market liquidity by allowing for same-day electronic settlement. The company noted that DTC eligibility is expected to broaden its investor base, streamline share transfers and reduce transaction costs, supporting future capital-raising and secondary market activity.