American Outdoor Brands: Why I Believe The Risk/Reward Is Tilting Positive

American Outdoor Brands, Inc. saw Q2 net sales decline 5% year-over-year, driven by softer demand in meat-processing and gun-cleaning products. Traditional retail channel sales rose 2.3%, offsetting a 15.9% e-commerce decline as retailers tightened inventories amid shifting consumer spending patterns. Gross margin remained robust at 45.6% but is expected to contract to 42–43% due to tariff-related costs and inventory clearance.

Seeking Alpha • Dec 11, 2025

American Outdoor POS To Sales Gap Widens, Potentially Signaling A Bullwhip Ahead

American Outdoor Brands, Inc. reported continued sales declines, with e-commerce particularly weak and retailers tightly managing inventory amid uncertain consumer demand. AOUT's operating leverage is significant, causing margins to halve versus last year; adjusted EBITDA margin guidance is 4–4.5%, down from 8%. Despite positive POS trends and adequate liquidity, AOUT is not expected to be GAAP profitable and faces dilution risk due to stock-based compensation.

Seeking Alpha • Dec 11, 2025

American Outdoor Brands, Inc. (AOUT) Q2 2026 Earnings Call Transcript

American Outdoor Brands, Inc. (AOUT) Q2 2026 Earnings Call Transcript

Seeking Alpha • Dec 10, 2025

American Outdoor Brands, Inc. Reports Second Quarter Fiscal 2026 Financial Results

COLUMBIA, Mo. , Dec. 9, 2025 /PRNewswire/ -- American Outdoor Brands, Inc. (NASDAQ Global Select: AOUT), an innovation company that provides product solutions for outdoor enthusiasts, today announced financial results for the second quarter fiscal 2026 ended October 31, 2025.

PRNewsWire • Dec 9, 2025

American Outdoor Brands, Inc. (AOUT) Q2 Earnings and Revenues Top Estimates

American Outdoor Brands, Inc. (AOUT) came out with quarterly earnings of $0.29 per share, beating the Zacks Consensus Estimate of $0.17 per share. This compares to earnings of $0.37 per share a year ago.

Zacks Investment Research • Dec 9, 2025

American Outdoor Brands Second Quarter Fiscal 2026 Financial Release and Conference Call Alert

COLUMBIA, Mo. , Nov. 24, 2025 /PRNewswire/ -- American Outdoor Brands, Inc. (NASDAQ Global Select: AOUT), an innovation company that provides product solutions for outdoor enthusiasts, today announced that it plans to release its second quarter fiscal 2026 financial results on Tuesday, December 9, 2025, after the close of the market.

PRNewsWire • Nov 24, 2025

American Outdoor Brands Board of Directors Approves $10 Million Share Repurchase Program

COLUMBIA, Mo. , Oct. 2, 2025 /PRNewswire/ -- American Outdoor Brands, Inc. (NASDAQ Global Select: AOUT), an innovation company that provides product solutions for outdoor enthusiasts, today announced that its Board of Directors has approved the repurchase of up to $10 million of the Company's outstanding common stock ("shares") commencing on October 1, 2025, and ending on September 30, 2026.

PRNewsWire • Oct 2, 2025

3 Solid Consumer Brands Offering Stability in Volatile Markets

Recession fears, the persistent threat of inflation, and shifting geopolitical tensions are all forces pushing investors toward safer assets. Portfolios focused on stable names that are resilient in the face of market turbulence may be better able to withstand trying times.

MarketBeat • Oct 1, 2025

Kirk Assassination Makes Gun Stocks Volatile: 8 Names To Watch, Including One Backed By Trump's Son

Shares of gun and ammunition manufacturers are moving higher following the assassination of conservative political activist Charlie Kirk in Utah, as well as a school shooting in Colorado.

Benzinga • Sep 11, 2025

American Outdoor Is Back To More Reasonable Valuations, But Remains Unattractive

American Outdoor Brands, Inc.'s latest quarter looks weak optically, but prior quarter pull-forward distorts the YoY decline; stacked sales are up 4%. Margins show inflexibility: gross margin improved despite sales drop, but both gross margin and SG&A are largely fixed regardless of volume. Underlying growth is decelerating, with guidance for further sales declines; macro headwinds and discretionary categories add risk.

Seeking Alpha • Sep 8, 2025