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Upturn AI SWOT - About
Xcel Brands Inc (XELB)
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Upturn Advisory Summary
03/10/2025: XELB (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 -41.84% | Avg. Invested days 31 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/10/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 7.24M USD | Price to earnings Ratio - | 1Y Target Price 18.75 |
Price to earnings Ratio - | 1Y Target Price 18.75 | ||
Volume (30-day avg) 57149 | Beta 1.38 | 52 Weeks Range 2.50 - 8.90 | Updated Date 04/1/2025 |
52 Weeks Range 2.50 - 8.90 | Updated Date 04/1/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -10.3 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -236.79% | Operating Margin (TTM) -116.68% |
Management Effectiveness
Return on Assets (TTM) -12% | Return on Equity (TTM) -50.07% |
Valuation
Trailing PE - | Forward PE 7.16 | Enterprise Value 18571485 | Price to Sales(TTM) 0.78 |
Enterprise Value 18571485 | Price to Sales(TTM) 0.78 | ||
Enterprise Value to Revenue 1.99 | Enterprise Value to EBITDA 3.56 | Shares Outstanding 2372770 | Shares Floating 1347809 |
Shares Outstanding 2372770 | Shares Floating 1347809 | ||
Percent Insiders 38.89 | Percent Institutions 25.19 |
Analyst Ratings
Rating 5 | Target Price 1.88 | Buy - | Strong Buy 1 |
Buy - | Strong Buy 1 | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Xcel Brands Inc
Company Overview
History and Background
Xcel Brands, Inc. (XELB) was founded in 2011. It focuses on acquiring, designing, licensing, and marketing consumer brands across apparel, jewelry, home goods, and other categories. The company aims to create and manage a portfolio of brands for multi-channel distribution.
Core Business Areas
- Brand Management: Acquiring, managing, and licensing consumer brands, focusing on apparel and home goods.
- Multi-Channel Distribution: Distributing products through various channels including brick-and-mortar retailers, e-commerce, and television shopping networks.
- Design and Marketing: Designing and marketing licensed products to enhance brand value and appeal.
Leadership and Structure
Robert W. D'Loren is the Chairman and CEO. The organizational structure includes teams for brand management, design, marketing, sales, and operations.
Top Products and Market Share
Key Offerings
- Judith Ripka: Jewelry brand known for its distinctive designs and distribution through television shopping networks and online. Competitors include major jewelry retailers and other designer jewelry brands. Specific market share data unavailable.
- Halston: Apparel brand offering classic American designs. Sold through department stores and online. Competitors include Ralph Lauren, Calvin Klein, and other established fashion brands. Specific market share data unavailable.
- Isaac Mizrahi: Apparel brand offering accessible fashion designs. Sold through department stores and online. Competitors include Ralph Lauren, Calvin Klein, and other established fashion brands. Specific market share data unavailable.
Market Dynamics
Industry Overview
The apparel and home goods industry is highly competitive and influenced by consumer trends, economic conditions, and technological advancements in e-commerce and distribution.
Positioning
Xcel Brands positions itself as a brand management company focused on acquiring and revitalizing established brands for multi-channel distribution. Its competitive advantage lies in its ability to leverage its platform and expertise to grow brands.
Total Addressable Market (TAM)
The total addressable market for apparel and home goods is substantial, estimated to be in the hundreds of billions of dollars globally. Xcel Brands focuses on specific segments within this market and aims to increase its market share through strategic acquisitions and brand management.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Portfolio of established brands
- Multi-channel distribution network
- Proven track record of brand revitalization
Weaknesses
- Reliance on licensing agreements
- Small Market Capitalization
- Dependence on key retail partners
- Limited pricing power
Opportunities
- Acquiring additional brands
- Expanding into new markets
- Growing e-commerce sales
- Leveraging social media for brand building
Threats
- Changing consumer preferences
- Economic downturns
- Increased competition
- Disruptions in the retail industry
Competitors and Market Share
Key Competitors
- PVH
- GIII
- VFC
Competitive Landscape
Xcel Brands faces intense competition from larger, more established companies with greater resources. Its competitive advantage lies in its ability to acquire and revitalize brands effectively.
Major Acquisitions
Longaberger
- Year: 2015
- Acquisition Price (USD millions): 45
- Strategic Rationale: Expand Xcel Brands' home goods portfolio and leverage Longaberger's established brand recognition.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been driven by brand acquisitions and expansion of distribution channels. Financial performance has been inconsistent due to factors such as economic conditions and competition.
Future Projections: Future growth is projected to be driven by additional brand acquisitions, expansion into new markets, and increased e-commerce sales. Analyst estimates vary depending on market conditions and company performance.
Recent Initiatives: Recent initiatives include acquiring new brands, expanding into new product categories, and focusing on digital marketing.
Summary
Xcel Brands operates as a brand management company in a competitive landscape. While they possess expertise in revitalizing brands and possess a multi-channel distribution network, they face challenges such as reliance on licensing agreements and intense competition. Future growth depends on successful brand acquisitions and market expansion. Investors should be aware of its volatile financial history and changing market trends.
Similar Companies
GIII
G-III Apparel Group Ltd
GIII
G-III Apparel Group Ltd
PVH
PVH Corp
PVH
PVH Corp
RL
Ralph Lauren Corp Class A
RL
Ralph Lauren Corp Class A
VFC
VF Corporation
VFC
VF Corporation
Sources and Disclaimers
Data Sources:
- Company Filings
- Market Research Reports
- Financial News Outlets
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market data is subject to change.
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 Xcel Brands Inc
Exchange NASDAQ | Headquaters New York, NY, United States | ||
IPO Launch date 2001-05-07 | Chairman, President & CEO Mr. Robert W. D'Loren CPA | ||
Sector Consumer Cyclical | Industry Apparel Manufacturing | Full time employees 34 | Website https://www.xcelbrands.com |
Full time employees 34 | Website https://www.xcelbrands.com | ||
Xcel Brands, Inc., together with its subsidiaries, operates as a media and consumer products company in the United States. The company designs, produces, markets, wholesales, and sells branded apparel, footwear, accessories, jewelry, home goods, and other consumer products; and acquires consumer lifestyle brands, including the Isaac Mizrahi, the LOGO by Lori Goldstein, the Judith Ripka, the Halston brand, the C Wonder, the TowerHill by Christie Brinkley brand (the CB brand), and other brands, as well as manages the Longaberger brand. It licenses its brands to third parties; and designs, produces, markets, and distributes through an omni-channel retail sales strategy, which include distribution through interactive television, digital live-stream shopping, brick-and-mortar retail, and e-commerce channels. The company also offers live streaming, social media and other marketing, and public relations support for its brands. In addition, it markets its brands through www.isaacmizrahi.com; www.halston.com; www.judithripka.com; www.cwonder.com; www.lorigoldstein.com; and www.longaberger.com. Xcel Brands, Inc. was founded in 2011 and is headquartered in New York, New York.
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