DBI Designer Brands Inc. Insider Trading

V. Chair Ferree sells 142,277 shares of DBI at $8.06; reduces holdings by -31.7% as stock recovers from 52-week lows.

Ferree Deborah L, Vice Chair and Chief Product Officer, sold 142,277 shares at $8.06 on 2025-12-11 for $1,146,752.62, reducing her holdings from 448,967 to 306,690 shares (a -31.7% reduction of her position). The timing follows a sharp price recovery: the stock is now at $8.29, near its 52-week high of $8.47, and has gained 105.2% over 30 days and 82.6% over 90 days. Her same-ticker history at DBI shows mixed outcomes—one of three prior sells was well-timed at the 90-day mark, while two underperformed. Notably, Designer Brands reported negative full-year net income despite generating $752.4M in revenue, and annual revenue contracted by 2.1% year-over-year, suggesting fundamentals remain challenged even as the stock price has rebounded sharply.

Fund 1 Investments sells 250,000 DBI shares at $5.39 blended average (Jan 28), reducing stake from 2.10M to 1.85M (-11.9%)

Fund 1 Investments, a 10% owner of Designer Brands, executed 2 separate sales totaling 250,000 shares for $1,348,586.00 on January 28, 2025, reducing its post-transaction holdings to 1,853,405 shares. The blended average sale price of $5.39 is above the current price of $5.13 but significantly below the 52-week high of $11.52 (which the stock has retreated -55.5% from). The transaction reduces the fund's stake by 11.9% relative to pre-transaction holdings. Designer Brands faces headwinds: annual revenue growth is -7.2%, though the company currently trades at a low P/E of 10.91 with a market cap of $466,619,670.00. The fund's cross-ticker track record shows 20 prior buys with no documented sales, indicating a historically net-accumulative posture across its portfolio; this sale represents a departure from that historical pattern at this particular name.

Stone House Capital bought 500,000 DBI shares in 2 tranches at $5.65–$5.28, raising stake to 5.50M shares amid -54.2% decline from 52-week high.

Stone House Capital executed 2 separate purchases totaling 500,000 shares ($2,820,985.13) at a blended average price of $5.64, expanding its position by 10.0% from 5.00M to 5.50M shares. The purchases occurred as Designer Brands stock trades at $5.27, down 54.2% from its 52-week high of $11.52 and declining 11.7% over the prior 30 days. The insider's cross-ticker track record shows strong historical performance (2 prior buys averaging +22.5% 30-day return and +37.8% 90-day return with 100% win rate), though at this specific ticker the insider's prior December purchase showed a 30-day return of -2.8%, suggesting the earlier thesis has not yet stabilized. Fundamentals show modest profitability ($13.0M net income on $777.2M revenue) with contracting annual growth (-7.2% year-over-year), a low P/E of 11.21, and a market cap of $479.4M.

Stone House Capital Management bought 250,000 shares of Designer Brands at $5.63 for $1.4M, raising stake to 5.00M shares post-transaction.

Stone House Capital Management purchased 250,000 shares at $5.63 on 2024-12-10, a substantial position addition that increased holdings by 5.3% to 5.00M shares. The transaction occurred when DBI trades at $5.45, down 52.7% from its 52-week high of $11.52, while the 30-day trend shows +6.2% price momentum offsetting a negative 90-day trend of -6.2%. The insider's cross-ticker open-market history shows 1 prior buy with an average 90-day return of +37.8% (100% win rate), suggesting a pattern of successful entry timing across holdings. At a P/E of 11.60 and market cap of $495.7M, DBI faces fundamental headwinds with annual revenue declining 7.2% year-over-year, though the latest quarter generated $777.2M in revenue and $13.0M in net income. The combination of significant capital deployment into a discounted equity position by an insider with a proven execution track record, despite near-term revenue contraction, is noteworthy for monitoring.