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Upturn AI SWOT - About
Solo Brands Inc (DTC)
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Upturn Advisory Summary
04/01/2025: DTC (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit -60.74% | Avg. Invested days 26 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 11.41M USD | Price to earnings Ratio - | 1Y Target Price 0.76 |
Price to earnings Ratio - | 1Y Target Price 0.76 | ||
Volume (30-day avg) 1290104 | Beta 2.49 | 52 Weeks Range 0.15 - 2.57 | Updated Date 04/1/2025 |
52 Weeks Range 0.15 - 2.57 | Updated Date 04/1/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -1.69 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Geography
Earnings Date
Report Date 2025-03-12 | When - | Estimate 0.1347 | Actual 0.03 |
Profitability
Profit Margin -24.94% | Operating Margin (TTM) 12.74% |
Management Effectiveness
Return on Assets (TTM) -1.71% | Return on Equity (TTM) -63.72% |
Valuation
Trailing PE - | Forward PE 1.53 | Enterprise Value 180779498 | Price to Sales(TTM) 0.03 |
Enterprise Value 180779498 | Price to Sales(TTM) 0.03 | ||
Enterprise Value to Revenue 0.4 | Enterprise Value to EBITDA 11.13 | Shares Outstanding 59186500 | Shares Floating 27956753 |
Shares Outstanding 59186500 | Shares Floating 27956753 | ||
Percent Insiders 2.09 | Percent Institutions 107.4 |
Analyst Ratings
Rating 3.14 | Target Price 2.01 | Buy - | Strong Buy 1 |
Buy - | Strong Buy 1 | ||
Hold 5 | Sell 1 | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Solo Brands Inc
Company Overview
History and Background
Solo Brands Inc. was founded in 2011 as Solo Stove, initially focusing on portable stoves. Over time, it expanded its product line and acquired other outdoor lifestyle brands, evolving into Solo Brands Inc. in 2021.
Core Business Areas
- Solo Stove: Offers smokeless fire pits, camp stoves, and accessories.
- Oru Kayak: Designs and sells foldable kayaks.
- Isle Paddle Boards: Specializes in inflatable and hard paddle boards and accessories.
- TerraFlame: Produces gel fuel fireplaces and accessories.
- Chubbies: Online retailer focused on shorts, swim trunks, and other apparel designed for weekend fun.
Leadership and Structure
The leadership team includes John Merris (CEO). The organizational structure involves various departments overseeing product development, marketing, sales, and operations.
Top Products and Market Share
Key Offerings
- Solo Stove Fire Pits: Smokeless fire pits known for their design and portability. Market share is estimated to be around 20-25% within the smokeless fire pit category. Competitors include Breeo, Blue Sky Outdoor Living and Tiki Brand.
- Oru Kayak Foldable Kayaks: Foldable kayaks catering to urban dwellers and those with limited storage space. No publicly available exact market share. Competitors include Tucktec Kayak, MyCanoe.
- Isle Paddle Boards: Inflatable and hard paddle boards suitable for various water activities. No publicly available exact market share. Competitors include iRocker, Body Glove.
- Chubbies Apparel: Shorts and apparel focused on weekend wear. The number of users or revenue from this product is not specified by the company. Competitors include Birddogs, Rhone.
Market Dynamics
Industry Overview
The outdoor lifestyle market is experiencing growth, driven by increased interest in outdoor recreation and experiences.
Positioning
Solo Brands Inc. positions itself as a premium brand offering innovative and high-quality outdoor products. Its competitive advantage lies in its direct-to-consumer (DTC) model and strong brand recognition.
Total Addressable Market (TAM)
The TAM for outdoor recreation products is estimated to be in the billions of dollars. Solo Brands Inc. is positioned to capture a portion of this market through its diverse product portfolio.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Direct-to-consumer (DTC) model
- Innovative product design
- Diverse product portfolio
Weaknesses
- Dependence on marketing spend
- Supply chain vulnerabilities
- Seasonality of sales
- High customer acquisition costs
Opportunities
- Expansion into new product categories
- Increased international sales
- Strategic partnerships
- Growing outdoor recreation market
Threats
- Increased competition
- Economic downturns
- Changes in consumer preferences
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- YETI (YETI)
- Academy Sports and Outdoors (ASO)
- Vista Outdoor Inc. (VSTO)
Competitive Landscape
Solo Brands Inc. competes with established outdoor brands and smaller niche players. Its advantages include its strong brand and DTC model, while its disadvantages include its smaller scale and reliance on marketing spend.
Major Acquisitions
Oru Kayak
- Year: 2021
- Acquisition Price (USD millions): 17.9
- Strategic Rationale: Expanded Solo Brands' product portfolio into the water sports category.
Isle Paddle Boards
- Year: 2021
- Acquisition Price (USD millions): 26.4
- Strategic Rationale: Further expanded Solo Brands' product portfolio into the water sports category.
TerraFlame
- Year: 2021
- Acquisition Price (USD millions): 24
- Strategic Rationale: Expanded Solo Brands' product portfolio into the gel fuel fireplaces and accessories.
Chubbies
- Year: 2021
- Acquisition Price (USD millions): 115
- Strategic Rationale: Expanded Solo Brands' product portfolio into the apparel and shorts for men.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been driven by product innovation, acquisitions, and effective marketing. The company has experienced rapid growth in recent years.
Future Projections: Future growth projections depend on various factors, including market conditions and the company's ability to execute its strategy. Analyst estimates vary.
Recent Initiatives: Recent initiatives include expansion into new product categories and increased investment in marketing and brand building.
Summary
Solo Brands is a growing company with a strong brand and direct-to-consumer model. Its diverse product portfolio and acquisition strategy contribute to its growth. However, the company faces challenges related to competition, supply chain vulnerabilities, and high marketing costs. They must carefully manage inventory and adapt to changing consumer preferences to maintain its trajectory. Solo Brands should focus on increasing brand loyalty and operational efficiency to mitigate potential risks.
Similar Companies
- YETI
- ASO
- VSTO
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- Third-Party Market Research Reports
- Analyst Reports
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market share data is estimated and may not be precise. Financial data is based on publicly available information. Consider consulting a financial professional before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Solo Brands Inc
Exchange NYSE | Headquaters Grapevine, TX, United States | ||
IPO Launch date 2021-10-28 | Interim President, Interim CEO & Director Mr. John P. Larson | ||
Sector Consumer Cyclical | Industry Internet Retail | Full time employees 526 | Website https://www.solobrands.com |
Full time employees 526 | Website https://www.solobrands.com | ||
Solo Brands, Inc. operates a direct-to-consumer platform that offers outdoor and lifestyle branded products in the United States. The company provides camp stoves under the Solo Stove Lite brand name; fire pits under the Solo Stove brand name; kayaks under the Oru brand name; paddle boards under the ISLE brand name; and storage solutions for fire pits, firewood, and other accessories. It offers swim trunks, casual shorts, sport products, polos, shirts, and lounge products under the Chubbies brand name; consumables, such as color packs, starters, natural charcoal, fuel, pellets, and firewood products; and accessories under the Solo Stove, Oru, and ISLE brands. Solo Brands, Inc. was founded in 2011 and is headquartered in Grapevine, Texas.
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