Analysis: DTC DKS COST

In this episode of the Action Alerts PLUS podcast, portfolio manager Chris Versace chats with John Merris, CEO of Solo Brands (DTC) .

This lifestyle product company leverages direct-to-consumer channels while also expanding its partnerships with Dick's Sporting Goods (DKS) , Costco (COST) , and others. Solo's brands include Solo Stove, Oru Kayak, Isle, Chubbies, and recently acquired TerraFlame. While the company's so many product lines may seem disjointed, Merris explains the rationale behind each one's position in the larger picture.

Merris also explains that Solo isn't a company of complacency. Merris points to the number of new products that will target its combined customer base across its portfolio of businesses. Versace and Merris also touch on what Solo is seeing for customer demand, inflation pressures, and how the company plans to deliver margin improvement in the coming quarters. Also, Versace asks, Is it time for ticker change?

If you want to know more about Solo Brands, you can find its investor relations website here.

AAP is long COST.