UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended April 29, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number: 01-34219 DESTINATION XL GROUP, INC. (Exact Name of Registrant as Specified in its Charter) Delaware 04-2623104 (State or other jurisdiction of (I.R.S. Employer incorpo ...

财务数据和关键指标变化 - 2022年第四季度销售额为1.439亿美元,同比增长7.7% [57] - 2022年全年销售额为5.458亿美元,创历史新高 [15] - 2022年第四季度毛利率为47.7%,同比下降210个基点 [60][61] - 2022年全年毛利率为49.9%,同比下降40个基点 [63] - 2022年第四季度调整后EBITDA为1.42亿美元,占销售额9.9% [65] - 2022年全年调整后EBITDA为7.38亿美元,占销售额13.5% [65] - 2022年全年净利润为8910万美元,包括3160万美元的递延税资产抵免 [65] 各条业务线数据和关键指标变化 - 2022年第四季度,服装类别占销售额16%,同比增加3个百分点 [33] - 运动服装类别中,波罗拉夫·劳伦、Nautica和Reebok等品牌销售保持较高增长 [34] - 2023年春季,Life is Good和Original Penguin Golf品牌加入公司独家品牌组合 [35] - 公司正在引进HeyDude鞋履品牌,并将于秋季推出两个新的独家男装品牌 [36][37] 各个市场数据和关键指标变化 - 从地区来看,东南部和中南部地区表现最佳 [59] - 实体店业务继续优于电商业务,第四季度实体店销售增长13.2%,电商增长6.2% [57][59] 公司战略和发展方向及行业竞争 - 公司致力于为大码男性提供自由选择服装风格的自由,这是公司的核心定位 [43][44][45][46][47][48] - 公司认为大码男装市场规模超过230亿美元,目前公司占有较大份额,但仍有很大增长空间 [18][19][20] - 公司计划未来3-5年内开设50家新店,转换30家休闲邮购店为DXL品牌,并重新装修50家DXL门店 [52][53] - 公司正在开发新的忠诚度计划和引进更多独家品牌,以增强差异化优势 [16][23] 管理层对经营环境和未来前景的评论 - 2023年前6周销售增长呈现较大波动,预计全年首半年增长将在较低端,下半年将在较高端 [30][31][32] - 管理层对消费者需求的恢复持谨慎态度,受到宏观经济环境的影响 [31][67][68] - 公司相信自身的差异化优势和品牌定位将使其继续获得市场份额增长 [42][43][44][45][46][47][48] 问答环节重要的提问和回答 问题1 **Jeremy Hamblin 提问** 实体店业务和电商业务的表现趋势如何,未来一两年实体店是否将继续成为公司的主要增长动力? [81][82][83] **Harvey Kanter 回答** 公司认为实体店仍将是重要的销售渠道,未来3-5年内电商业务增速将超过实体店,但实体店的重要性不会下降,因为大码男性更倾向于亲身体验产品 [83][84][85] 问题2 **Michael Baker 提问** 公司是否考虑进一步拓展覆盖不同价位段的大码男装市场,如何看待亚马逊业务的发展? [95][96][97][98][99] **Harvey Kanter 回答** 公司目前主要聚焦中高端大码男装市场,未来也会考虑拓展入门级价位的大码产品,如公司的BTE(Big & Tall Essentials)系列,并在亚马逊等第三方平台销售 [97][98][99] 问题3 **Michael Baker 提问** 为什么公司目前没有更积极地回购股票? [105][106][107][108] **Harvey Kanter 回答** 公司当前的优先事项是投资业务增长,包括品牌推广、门店拓展等,保留充足现金以支持这些投资是当前的首要考虑。公司会根据具体情况评估股票回购的时机和规模,以确保资本配置的最优化 [106][107][108]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended January 28, 2023 (Fiscal 2022) OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO Commission File Number 01-34219 DESTINATION XL GROUP, INC. (Exact name of registrant as specified in its charter) Delaware 04-2623104 (State or oth ...

Destination XL Group, Inc. (NASDAQ:DXLG) Q3 2022 Results Conference Call November 17, 2022 9:00 AM ET Company Participants Shelly Mokas - VP, SEC and Financial Reporting Harvey Kanter - President and CEO Peter Stratton - CFO Conference Call Participants Mike Baker - D.A. Davidson Jeremy Hamblin - Craig Hallum Operator Good day, ladies and gentlemen, and welcome to the Destination XL Group Incorporated, Third Quarter Fiscal 2022 Financial Results Conference Call. Today's call is being recorded. At this time, ...

Destination XL Group, Inc. (NASDAQ:DXLG) Q2 2022 Earnings Conference Call August 25, 2022 9:00 AM ET Company Participants Shelly Mokas - VP, SEC and Financial Reporting Harvey Kanter - President and CEO Peter Stratton - CFO Conference Call Participants Michael Baker - D.A. Davidson Operator Good day, and thank you for standing by. Welcome to the Second Quarter 2022 Destination XL Group Earnings Call. [Operator Instructions] Please be advised that today's conference is being recorded. I would now like to han ...

Destination XL Group, Inc. (NASDAQ:DXLG) Q1 2022 Earnings Conference Call May 26, 2022 9:00 AM ET Company Participants Shelly Mokas - Vice President, SEC and Financial Reporting Harvey Kanter - President and CEO Peter Stratton - Chief Financial Officer Conference Call Participants Jeremy Hamblin - Craig-Hallum Raphi Savitz - RYS Advisors Operator Good day and thank you for standing by. Welcome to the Q1 2022 Destination XL Group Incorporated Earnings Call. At this time all participants are in a listen-only ...

Destination XL Group, Inc. (NASDAQ:DXLG) Q4 2021 Earnings Conference Call March 17, 2022 9:00 AM ET Company Participants Shelly Mokas - Director of Financial Reporting, SEC Compliance Harvey Kanter - CEO and President Peter Stratton - CFO Conference Call Participants Michael Baker - D.A. Davidson Jeremy Hamblin - Craig-Hallum Capital Group Operator Good day, and thank you for standing by. Welcome to the Destination XL Group Fourth Quarter 2021 Earnings Conference Call. At this time all participants are in a ...

Destination XL Group, Inc. (NASDAQ:DXLG) Q3 2021 Earnings Conference Call November 19, 2021 9:00 AM ET Company Participants Shelly Mokas - Director of Financial Reporting, SEC Compliance Harvey Kanter - Chief Executive Officer and President Peter Stratton - Chief Financial Officer Conference Call Participants Michael Baker - D.A. Davidson Jeremy Hamblin - Craig-Hallum Capital Group Operator Good day, and thank you for standing by. Welcome to the Destination XL Group Third Quarter 2021 Earnings Call. All pa ...

Destination XL Group, Inc. (NASDAQ:DXLG) Q2 2021 Earnings Conference Call August 31, 2021 9:00 AM ET CorporateParticipants Shelly Mokas - Director of Financial Reporting, SEC Compliance Harvey Kanter - Chief Executive Officer and President Peter Stratton - Chief Financial Officer ConferenceCall Participants Jeremy Hamblin - Craig-Hallum Capital Eric Beder - SCC Research Mike Baker - D.A. Davidson William Zolezzi - Divisadero Street Capital Operator Ladies and gentlemen, thank you for standing by and welcome ...

Destination XL Group, Inc. (NASDAQ:DXLG) Q1 2021 Earnings Conference Call May 27, 2021 9:00 AM ET Company Participants Shelly Mokas - Director of Financial Reporting, SEC Compliance Harvey Kanter - President, Chief Executive Officer and Director Peter Stratton - Executive Vice President, Chief Financial Officer and Treasurer Conference Call Participants Eric Beder - SCC Research Alex Silverman - AWM Investments Michael Baker - D.A. Davidson Raphi Savitz - RYS Advisors Operator Ladies and gentlemen, thank yo ...