Duluth Holdings (DLTH)

• Market cap: $71.7M
• 1 day: 7.10%
• 5 days: 10.73%
• 1 month: 6.52%
• 3 months: -26.87%
• 6 months: -47.73%
• Year to date: -32.88%
• 1 year: -56.44%
• 5 years: -56.15%
• 10 years: -85.64%
• Sector: Consumer Discretionary
• Industry: Apparel Retail

About: Duluth Holdings Inc is an apparel brand in the United States. The company offers shirts, pants, and casual wear for men and women under brands like Alaskan Hardgear, Armachillo, Ballroom, Cab Commander, Crouch Gusset, Dry on the Fly, Duluth Trading Co, Duluthflex, Fire Hose, Longtail T, No Polo Shirt, No Yank, Wild Boar, and others. The Company's revenue consists of the sale of apparel, footwear, and hard goods. The company operates in a single operating segment.

Employees: 2,248

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

3.65% less ownership

Funds ownership: 21.27% [Q4 2024] → 17.62% (-3.65%) [Q1 2025]

12% less funds holding

Funds holding: 60 [Q4 2024] → 53 (-7) [Q1 2025]

46% less call options, than puts

Call options by funds: $13K | Put options by funds: $24K

53% less capital invested

Capital invested by funds: $20.9M [Q4 2024] → $9.81M (-$11.1M) [Q1 2025]

63% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 8

71% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 24

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

• Low target: $2.75 40% upside
• Avg. target: $2.75 40% upside
• High target: $2.75 40% upside

1 analyst rating

• positive: 0 0%
• neutral: 1 100%
• negative: 0 0%

Baird Jonathan Komp

40% upside $2.75

Neutral Maintained

14 Mar 2025