Xcel Brands (XELB) Q2 FY26 earnings call

Xcel Brands is strategically pivoting towards influencer-led brands, leveraging AI's impact on marketing funnels to drive future growth. The company reported a decline in Q2 FY26 revenue, primarily due to a brand divestiture, but saw improved net loss and adjusted EBITDA (excluding non-recurring items). Management is focused on scaling its capital-light, royalty-based model, with new influencer brands expected to launch throughout the year.