AAP Podcast # 40: Sitting by the Fire with Solo Brands CEO John Merris

In this episode of the AAP Podcast, portfolio manager Chris Versace chats with John Morris, CEO of Solo Brands (DTC), a lifestyle product company that leverages direct-to-consumer (DTC) channels but is also expanded its partnerships with Dick’s Sporting Goods (DKS), Costco (COST), and others. Solo’s brands include Solo Stove, Oru Kayak, Isle, Chubbies, and recently acquired TerraFlame, and while they may seem disjointed Morris explains the rationale behind each one’s position in the larger company. Morris also explains Solo isn’t a company poised to rest on its laurels given the number of new product introductions coming, ones that target its combined customer base across its portfolio of businesses. We also touch on what Solo is seeing in terms of customer demand, inflation pressures, and how the company plans to deliver margin improvement in the coming quarters.

If you want to know more about Solo Brands, you can find its investor relations website here.