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重大事件 即時報告 8-K 2026-06-23

XCEL Brands提交8-K公告 展示視頻社交商務領導地位及50億美元零售銷售亮點

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XCEL BRANDS 📢 提交 8-K 公告,附上投資者簡報(Exhibit 99.1),重點介紹公司於視頻及社交商務領域的領導地位與增長策略。 📌 **公司定位**:Xcel Brands(納斯達克:XELB)為行業先驅,擁有逾 14 年視頻與社交商務經驗,累計零售銷售達 **50 億美元**,製作超過 **20,000 小時** 直播內容,社交媒體粉絲總數超過 **4,600 萬**。 📌 **商業模式**:採用輕資產授權模式,與網紅及名人合作開發聯乘品牌,共享退出收益。過去 14 年累計產生特許權使用費收入 **超過 2.8 億美元**。 📌 **品牌組合**:涵蓋服裝、鞋類、配飾、高級珠寶、寵物用品及家居等多個類別,代表品牌包括 Cesar Millan、Gemma Stafford、Jenny Martinez、Coco Rocha、Christie Brinkley、Longaberger、C Wonder 及 Halston(Halston 由 G-III Apparel Group 持有主授權)。 📌 **管理層展望**:強調具備經驗豐富的管理團隊(累計投資超過 20 億美元、完成 30 多項收購),並持續投資於專利短視頻及社交商務技術,看好與新晉網紅及全國性品牌的增長管道。 📌 **對投資者的潛在意義**:公司展示其收入及經調整 EBITDA 的增長趨勢,但同時提醒投資者注意前瞻性陳述中的風險,包括依賴主要授權商(如 QVC)、宏觀經濟波動及供應鏈變化等因素。建議投資者參閱完整風險因素章節。
展開英文正文
EX-99.1
2
tm2618608d1_ex99-1.htm
EXHIBIT 99.1

Exhibit 99.1
 

LEADERS IN VIDEO
AND SOCIAL COMMERCE
NASDAQ:XELB
(NASDAQ: XELB)

DISCLAIMERS
Certain statements in this presentation, as well as certain oral statements made by management during the presentation, constitute “forward-looking statements”
within the meaning of the United States Private Securities Litigation Reform Act of 1995. These statements include, without limitation, statements expressed or implied
regarding our plans and milestones, plans to fund our current activities, statements concerning our strategic relationships and activities, strategy, future operations and
expansion, future financial position, future sales and revenues, projected costs, and market penetration. In some cases, forward-looking statements can be identified
by terminology such as “may, “will”, “should”, “expects”, “seeks”, “plans”, “goals”, “anticipates”, “believes”, “estimates”, “predicts”, “potential”, “projects”, “continue”,
 “intends”, “could”, “opportunity”, or negative of such terms or other comparable terminology. These forward looking statements include, but are not limited to
statements regarding estimates and forecasts of financial and other performance metrics and market opportunities. These statements are based on the current
expectations and forecasts of Xcel Brands, Inc’s management and are not predictions or guarantees of future performance. You should not place undue reliance on
our forward-looking statements, which are subject to a multitude of known and unknown risks and uncertainties that could cause actual results, future circumstance or
events to differ materially from those stated in or implied by the forward-looking statements. These risks and uncertainties include, but are not limited to, the ability of
our licensees to produce, market and sell quality products bearing our brand names, continued market acceptance of our brands and any future brands we acquire,
our ability to service our significant debt obligations, our ability to raise capital for any future acquisitions, concentration of a substantial portion of our licensing
revenue from a limited number licensees, our dependence on QVC, restrictions in our agreements with QVC and other licensees on our ability to sell products with
certain retailers, our dependence on promotional services of our spokesperson, limitations on our ownership of the H Halston brands, our ability to manage expected
future growth, our ability to identify and acquire additional trademarks, competition for licensees, competition in our licensee’s markets, our ability to protect our
intellectual property, our dependence on our CEO and other key executive officers, the success of our e- commerce strategy, supply chain disruptions, operating in a
high inflation environment and potential recession, macroeconomic and international trade conditions, changes in US and foreign government and administrative
policies including the potential for increases in tariffs, and other risks and uncertainties detailed from time to time in our public disclosure documents or other filings
with the Securities and Exchange Commission. Additional risks and uncertainties relating to us, and our business can be found in the “Risk Factors” section of our
registration statement on Form S-1 (333-288495) filed with the Securities and Exchange Commission on July 14, 2025, as well as in our other periodic filings with the
Securities and Exchange Commission. The forward- looking statements are made as of the date hereof, and we disclaim any intention and have no obligation or
responsibility, except as required by law, to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise.
This Presentation contains projected financial information and goals with respect to Xcel Brands, Inc. Such projected financial information and goals constitute
forward-looking information and is for illustrative purposes only and should not be relied upon as necessarily being indicative of future results. The assumptions and
estimates underlying such financial forecast information are inherently uncertain and are subject to a wide variety of significant business, economic, competitive,
and other risks and uncertainties that could cause actual results to differ materially from those contained in the prospective financial information. See
 “Forward-Looking Statements” above. Actual results may differ materially from the results contemplated by the financial forecast information contained in this
Presentation, and the inclusion of such information in this Presentation should not be regarded as a representation by any person that the results reflected in such
forecasts will be achieved. This presentation shall not constitute an offer to sell, or the solicitation of an offer to buy, nor will there be any sale of these securities in
any state or other jurisdiction in which such offer, solicitation or sale would be unlawful prior to the registration or qualification under the securities laws of such state
or jurisdiction. This presentation highlights basic information about us and the proposed offering. Because it is a summary, it does not contain all of the information
that you should consider before investing.
NON-GAAP FINANCIAL MEASURES. In addition to financial measures prepared in accordance with U.S. generally accepted accounting principles (GAAP),
we use certain non-GAAP financial measures in this presentation. Adjusted EBITDA is a non-GAAP unaudited measure, which we define as net income (loss)
attributable to Xcel Brands, Inc. stockholders before depreciation and amortization, proportional share of trademark amortization of equity method investee, interest
and finance expenses (including loss on extinguishment of debt, if any), income taxes, other state and local franchise taxes, stock-based compensation and costs
in connection with potential acquisitions certain adjustments to allowances for doubtful accounts, for account debtors that have filed for bankruptcy, property and
equipment impairment, gain on sale of assets, loss on wholesale apparel, jewelry and Longaberger operations and gain on the reduction of contingent obligation.
We use Adjusted EBITDA as a measure of operating performance to assist in comparing performance from period to period on a consistent basis and to identify
business trends relating to Xcel’s results of operations. We believe Adjusted EBITDA is also useful because it provides supplemental information to assist investors
in evaluating Xcel’s financial results. Adjusted EBITDA should not be considered in isolation or as an alternative to net income or any other measure of financial
performance calculated and presented in accordance with GAAP. Given that Adjusted EBITDA is a financial measure not deemed to be in accordance with GAAP
and is susceptible to varying calculations, our Adjusted EBITDA may not be comparable to similarly titled measures of other companies, including companies in our
industry, because other companies may calculate Adjusted EBITDA in a different manner than we calculate this measure. In evaluating Adjusted EBITDA, you
should be aware that in the future we may or may not incur expenses similar to some of the adjustments in this report. Our presentation of Adjusted EBITDA does
not imply that our future results will be unaffected by these expenses or any unusual or non-recurring items. When evaluating our performance, you should consider
Adjusted EBITDA alongside other financial performance measures, including our net income (loss) and other GAAP results, and not rely on any single financial
measure.
INDUSTRY AND MARKET DATA. No representations or warranties, express, implied or statutory are given in, or in respect of, this Presentation, and no
person may rely on the information contained in this Presentation. To the fullest extent permitted by law, in no circumstances will the Company or its subsidiaries,
stockholders, affiliates, representatives, partners, directors, officers, employees, advisers or agents be responsible or liable for any direct, indirect or consequential
loss or loss of profit arising from the use of this Presentation, its contents, its omissions, reliance on the information contained within it or on opinions communicated
in relation thereto or otherwise arising in connection therewith. This Presentation discusses trends and markets that the Company’s leadership team believes will
impact the development and success of the Company based on its current understanding of the marketplace. Industry and market data used in this Presentation
have been obtained from third-party industry publications and sources as well as from research reports prepared for other purposes. The Company has not
independently verified the data obtained from these sources and cannot assure you of the reasonableness of any assumptions used by these sources or the data’s
accuracy or completeness. Any data on past performance or modeling contained herein is not an indication as to future performance. This data is subject to change
Recipients of this Presentation are not to construe its contents, or any prior or subsequent communications from or with the Company or its representatives as
investment, legal or tax advice. You should seek independent third party legal, regulatory, accounting and/or tax advice regarding this Presentation. In addition, this
Presentation does not purport to be all-inclusive or to contain all of the information that may be required to make a full analysis of the Company. Recipients of this
Presentation should each make their own evaluation of the Company and of the relevance and adequacy of the information and should make such other
investigations as they deem necessary.
TRADEMARKS. The Company owns or has rights to various trademarks, service marks and trade names that it uses in connection with the operation of its
business. This Presentation also contains trademarks, service marks, trade names and copyrights of third parties, which are the property of their respective owners.
The use or display of third parties’ trademarks, service marks, trade names or products in this Presentation is not intended to, and does not imply, a relationship
with the Company, an endorsement or sponsorship by or of the Company, or a guarantee that the Company will work or will continue to work with such third parties.
Solely for convenience, the trademarks, service marks, trade names and copyrights referred to in this Presentation may appear without the TM, SM, ® or ©
symbols, but such references are not intended to indicate, in any way, that the Company or any third-party will not assert, to the fullest extent under applicable law,
their rights or the right of the applicable licensor to these trademarks, service marks, trade names and copyrights.
NASDAQ: XELB
NASDAQ: XELB
CONFIDENTIAL 06.2026 | Page 3 of 3

XCEL BRANDS INC. CONFIDENTIAL OVERVIEW
NASDAQ: XELB
CONFIDENTIAL 06.2026 | Page 1 of 3
 ​ Seasoned Leadership – 40+ years in consumer products, 30+ acquisitions, $2B+ invested, founders of major brand management firms
 ​ Strong Track Record - over $280MM of royalty revenues generated over the past 14 years
 ​ Industry Pioneer – 14+ years leading social and video commerce, livestream shopping, and branded content
 ​ End-to-End Influencer Platform – Brand management, design & merchandising, licensing, content creation, talent management,
marketing & PR
 ​ Proven Scale – $5B+ retail sales via livestream, 20,000+ hours of commerce-driven content
 ​ Diversified Portfolio – 8 brands across apparel, footwear, accessories, fine jewelry, pet, and home reaching over 46MM followers on social
media
 ​ Growth Pipeline – Access to new national brands and influencers
 ​ Asset-Light Model – Supported by a best-in-class global network of licensees and retail partners (no inventory risk)
 ​ Proprietary Technology - Investments in proprietary shortform video and social commerce technology
Industry leader in video and social commerce. Xcel combines celebrity influence and social
media engagement into powerful consumer brands
Influencer Brand Development Model
14+ Years
Leader in video and
social commerce
$5BB
Cumulative sales
at retail
20K+
Hours of livestream
content production
8
Current brands in
portfolio
46MM+
Followers on social
media
 ● Connecting Influencers with Existing Brands
 ● Collaborative Product Development
 ● Shared Upside in Exit based on
Performance
BUILDING AUTHENTIC BRANDS DRIVEN BY SOCIAL COMMERCE
 Spokesperson Model
 ● Xcel Builds New Co-Brand with Influencers
 ● Collaborative Product Development and
Strategy
 ● Licensed use of Name; Xcel owns co-Brand
with equal exit participation by both parties.
$280MM+
Cumulative
Royalty Revenues
GROWTH IN REVENUE AND ADJ. EBITDA

NASDAQ: XELB
NASDAQ: XELB
CONFIDENTIAL 06.2026 | Page 2 of 3
 REPRESENTATIVE BRAND PORTFOLIO
Cesar Millan
 ​ 21MM+ total social media reach
 ​ 325MM+ total views worldwide
 ​ Multiple best-selling books
Gemma Stafford
 ​ 5.8MM+ fans on social media
 ​ 500MM+ views on viral recipes
and baking tutorials
 ​ 80MM+ household viewers
Jenny Martinez
 ​ 4.8MM+ total social media reach
 ​ Writer of a national bestselling
cookbook
 ​ 120 million likes
Coco Rocha
 ​ 6.3MM+ total social media reach
 ​ 50 million likes
 ​ Featured in global fashion
campaigns
 ​ Star of Project Runway Canada
Christie Brinkley
 ​ 1.7MM+ total social media reach
 ​ 90MM+ households on TV weekly
 ​ 500 magazine covers
Longaberger: Shannon Doherty
 ​ 3MM+ Social Media Followers
 ​ $2BB+ Lifetime Sales
 ​ Reaches over 100MM households
C Wonder
 ​ 250K+ total social media reach
 ​ 90MM+ Households on TV weekly
 ​ Estimated growth of over 50% in
core categories in 2025
Halston
 ​ 471K+ total social media reach
 ​ Master License with G-III Apparel
Group