Xcel Brands (NasdaqCM:XELB) Q3 2025 Earnings Call November 19, 2025 05:00 PM ET Company ParticipantsMichael Kupinski - Director of Research and Managing Director for Media and EntertainmentJim Haran - CFOSeth Burroughs - Executive Vice President of Business Development and Treasury and DirectorHoward Brous - Vice President & Wealth AdvisorWalter Schenker - Principal and FounderRobert D'Loren - Founder, Chairman, and CEOConference Call ParticipantsThomas Forte - Managing Director and Senior Consumer Internet ...

Our management uses these non-GAAP metrics as measures of operating performance to assist in comparing performance from period to period on a consistent basis and to identify business trends related to the company's results of operations. Our management believes these financial performance measurements are also useful because these measures adjust for certain costs and other events that management believes are not representative of our core business operating results. Thus, they provide supplemental informa ...

Core Insights - Xcel Brands, Inc. reported a total revenue of $1.1 million for Q3 2025, a decrease of approximately $0.8 million (42%) compared to Q3 2024, primarily due to a decline in net licensing revenue and cautious consumer spending [3][7] - The company is focused on returning to profitability and aims to achieve 100 million social media followers across its brand portfolio [2] Financial Performance - Total revenue for the nine-month period ended September 30, 2025, was $3.8 million, representing a decrease of approximately $3.3 million (47%) from the prior year's nine-month period [7] - Direct operating costs and expenses decreased by approximately $3.6 million (36%) to $6.3 million for the current nine months, reflecting cost reduction measures [8] - The net loss attributable to Xcel Brands stockholders for Q3 2025 was approximately $7.9 million, or $(2.02) per share, compared to a net loss of $9.2 million, or $(3.92) per share, for the prior year quarter [5][24] - Non-GAAP net loss for Q3 2025 was approximately $1.3 million, or $(0.34) per share, showing an improvement from a net loss of approximately $1.3 million, or $(0.57) per share, for the prior year quarter [6][11] Cost Management - Direct operating costs and expenses for Q3 2025 were $2.2 million, a decrease of approximately $0.7 million (23%) from the prior year quarter [4] - The company has reduced its direct operating expenses to an expected run rate of approximately $9 million per annum [4][9] Impairment and Debt - During Q3 2025, the company recognized a $5.5 million non-cash impairment charge related to its investment in the Isaac Mizrahi brand [4][9] - The balance sheet at September 30, 2025, reflected stockholders' equity of approximately $16.6 million and $12.5 million of term loan debt [12][26] Future Outlook - Management anticipates that upcoming launches of new brands will drive revenue growth in Q4 2025 and beyond [3][7] - The company aims to leverage its expertise in livestream shopping and social commerce to enhance its market position [14]

Accessibility StatementSkip Navigation RESEARCH TRIANGLE PARK, N.C., Nov. 17, 2025 /PRNewswire/ -- Charles & Colvard, Ltd. (OTC: CTHR) (the "Company"), a globally recognized fine jewelry company that specializes in moissanite and lab-grown diamonds, today announced a strategic partnership with VideoShops, a next-generation social commerce network built to change how commerce flows throughsocial with over 50,000 sellers transforming how people shop, share, and engage with today's consumers. "We believe this ...

NEW YORK, Nov. 14, 2025 (GLOBE NEWSWIRE) -- Xcel Brands, Inc. (NASDAQ: XELB) (“Xcel” or the “Company”), today announced that it will report its third quarter 2025 financial results on November 19, 2025. The Company will hold a conference call with the investment community on November 19, 2025, at 5:00 p.m. ET. A webcast of the conference call will be available live on the Investor Relations section of Xcel’s website at https://xcelbrands.co/pages/events-and-presentations or directly at https://edge.media-se ...

Core Insights - Social media is becoming a primary platform for shopping, customer care, and product discovery during the peak retail season, particularly for holiday gifts [1][4] - The Q4 2025 Pulse Survey indicates that 80% of shoppers will utilize social media as much or more than the previous year for holiday gift searches [2][4] Consumer Behavior - Among Gen Z and Millennials, social media is the top source for holiday gift inspiration, surpassing all other channels except in-store shopping [2][4] - 45% of respondents look to social media for product ideas, outpacing friends and family (35%) and other sources [2] Market Dynamics - The social commerce market is valued at $1.5 trillion, positioning social media as a central hub for discovery and customer care [3] - 73% of shoppers intend to contact brands via social media this holiday season, with expectations for quick and personalized responses [3] AI and Customer Care - A significant majority of consumers (69%) and 78% of Gen Z and Millennials are comfortable with brands using AI for faster and personalized customer care on social media [3][4] - The strategic use of AI chatbots is deemed critical for scaling customer care efforts during the holiday season [3] Brand Strategy - Authentic, human-driven content is essential for brands to engage effectively with consumers, as nearly 90% of consumers believe brands listen well on social media, but 55% feel they do not act on insights sufficiently [4] - Data privacy and ad control are key concerns for users as they approach 2026, with Facebook, Instagram, YouTube, and TikTok being the preferred platforms for engagement [4]

Core Insights - E.l.f. Cosmetics is enhancing its advertising strategy on Twitch with a new in-stream shoppable integration powered by Amazon Ads, aimed at improving performance and targeting for campaigns [3][4] - The initiative coincides with TwitchCon San Diego 2025 and the upcoming holiday season, which is crucial for retail sales [3][4] - E.l.f. aims to achieve measurable business outcomes through this innovative ad format while maintaining viewer engagement [4][6] Company Strategy - E.l.f. Cosmetics launched on Twitch in 2020 to connect with gaming subcultures and support women creators, accumulating over 43.3 million cumulative minutes watched and nearly 24,000 followers on its channel E.l.f.YOU! [4][6] - The new ad format allows Twitch users to purchase E.l.f. products directly during livestreams, marking E.l.f. as the first brand to test this integration on Twitch [6] Industry Context - Amazon has been experimenting with livestreaming and commerce integration, although past efforts have faced challenges in profitability and revenue generation on Twitch [5] - The partnership with E.l.f. represents a strategic move to leverage social commerce, which has seen slower adoption in the U.S. compared to international markets [6]

Core Insights - THG has reported a significant improvement in trading momentum, with organic growth reaching its highest rate since COVID, and overall revenue growth of 6.3% in Q3 2025 [1] THG Beauty - THG Beauty has returned to growth, driven by a successful advent calendar launch and strong performance in U.K. retail, including double-digit revenue growth for Lookfantastic [2] - The U.S. market showed improved performance with increased customer loyalty through subscriptions and growth in categories outside of core prestige skincare [2] THG Nutrition - Myprotein, a segment of THG Nutrition, achieved a revenue growth of 10%, with positive results in both online and offline channels [2] - Social commerce and marketplace channels are performing particularly well, with exclusive product launches on platforms like TikTok, including the new Myprotein and Jimmy's Iced Coffee Impact whey protein [2][3]

Core Insights - eBay is acquiring Tise, a social marketplace focused on second-hand fashion and interior design items, with undisclosed financial terms [1] - The acquisition aims to attract Gen Z and millennial customers, enhancing eBay's consumer-to-consumer experience through Tise's community features [2][3] - eBay's strategy includes modernizing its platform, expanding social commerce tools, and strengthening its presence in the sustainable retail market [3] Company Overview - Tise, founded in 2014, has raised $45 million in funding and emphasizes making resale fun and inspiring for sustainability [4] - The deal is expected to close by the end of Q4 2025, subject to customary conditions [4] Strategic Implications - The acquisition is seen as a natural progression in eBay's investment in Tise, aimed at accelerating Tise's strategy and fostering innovation [3] - Tise's community-driven model aligns with eBay's vision to enhance its offerings and connect with younger consumers [4]

Core Insights - Xcel Brands, Inc. has appointed Olin C. Lancaster as Chief Revenue Officer, bringing over 30 years of experience in global consumer brands and a strong record in revenue growth and operational excellence [2][3] Company Overview - Xcel Brands, Inc. is a media and consumer products company focused on the design, licensing, marketing, live streaming, and social commerce sales of various branded products, including apparel, footwear, and home goods [6] - The company was founded in 2011 with a vision to innovate shopping, entertainment, and social media through social commerce [6] - Xcel owns several brands, including Halston and Judith Ripka, and has partnerships with various creators and brands [6] Leadership Background - Olin C. Lancaster has held senior leadership positions at notable companies such as Kenneth Cole, DKNY, and Ralph Lauren, where he significantly grew the North American wholesale business [3] - At Meridian Brands, he successfully led a rebranding and restructuring effort that improved profitability and operational performance [3] Strategic Vision - Lancaster emphasizes the importance of activating and monetizing brands in a challenging market, highlighting Xcel's dual role as a media and brand management company [4] - The company aims to leverage its extensive experience in live streaming and social commerce to enhance brand value and attract partners [4] Market Impact - Xcel Brands has generated over $5 billion in retail sales through live streaming and digital channels, showcasing its effective sales strategy [6] - The company's brand portfolio has a significant social media presence, reaching over 43 million followers and broadcasting to 200 million households [6]