Fossil Group vs Duluth Trading

This page compares Fossil Group and Duluth Holdings Inc., examining their business models, financial performance, and market context in a clear, neutral way. It explores how each company creates value and adapts to industry trends, presented accessibly for readers seeking understanding rather than investment advice. Educational content, not financial advice.

This page compares Fossil Group and Duluth Holdings Inc., examining their business models, financial performance, and market context in a clear, neutral way. It explores how each company creates value...

Comparison Snapshot

Key Financial Metrics

FOSL

Metric

DLTH

$203.26M

Market Cap

$80.43M

34.77%

Potential Profit

41.57%

Buy

Analyst Rating

Buy

Investment Analysis

Fossil Group

FOSL

Pros

Fossil Group's turnaround plan in 2025 focusing on core product refocus, cost restructuring, and balance sheet strengthening shows early positive operating income and margin expansion.
The company has achieved gross margin expansion to 57.5% and positive operating income of $8 million in Q2 2025.
Fossil Group trades at a significantly lower valuation compared to industry peers, suggesting potential upside if the turnaround succeeds.

Considerations

Fossil Group reported a net loss of $59.46 million trailing twelve months with a negative earnings per share of -1.11, indicating ongoing profitability challenges.
The company has a high debt-to-equity ratio above 1.2, reflecting financial leverage risks amid turnaround efforts.
Fossil faces macroeconomic exposure and competitive pressures, including sales weakness in key markets like Europe and China and risk from tariff and supply chain disruptions.

Duluth Trading

DLTH

Pros

Duluth Trading has a stable market presence with a focus on workwear and casual apparel which appeals to a niche but loyal customer base.
The company has demonstrated consistent revenue growth over recent years, supported by omni-channel retail strategies.
Duluth maintains a solid balance sheet with manageable debt levels, allowing room for ongoing investment and expansion.

Considerations

Duluth Trading’s revenue growth may be vulnerable to economic cycles affecting discretionary consumer spending on apparel.
The company faces competitive risks from larger retailers and growing e-commerce platforms that could pressure market share and margins.
Supply chain disruptions and inflationary pressures could impact costs and inventory management, potentially compressing profitability.

About The Companies

Fossil Group (FOSL)

Fossil Group, Inc. (FOSL) is a US-based designer, marketer and distributor of watches, wearable technology, handbags and jewellery. The company operates its owned brands and licenced partnerships with global fashion labels, selling through wholesale, retail and e-commerce channels. Fossil has been shifting toward smartwatches and connected wearables while managing inventory and cost pressures faced by fashion retail. With a market capitalisation of roughly $134 million, it is a relatively small-cap company, which can mean higher volatility and liquidity considerations. Key things for investors to note are brand relevance, licensing agreements, supply-chain dynamics and the competitive wearable-tech landscape. This summary is for educational purposes only and is not personalised financial advice. Past performance is not a guide to the future; values can fall as well as rise. If uncertain, consider seeking guidance from a regulated financial adviser to assess whether the stock suits your circumstances.

Duluth Trading (DLTH)

Duluth Holdings Inc. is a lifestyle brand focused on durable and functional apparel for men and women. The company offers a wide range of products, including workwear, casual clothing, outerwear, and accessories, sold primarily through its own 'omnichannel' platform. This means customers can shop online, via mobile, or at one of its many physical retail and outlet stores across the US. Duluth has cultivated a distinct brand identity with memorable product names like its Longtail T® shirts and Buck Naked™ underwear, designed to appeal to customers seeking quality and practicality for both work and everyday life. Operating in the competitive apparel market, the company’s model of controlling its brand from design to sale is a key part of its strategy. As with any investment, its value can fall as well as rise.

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Comparison Snapshot