Destination XL (DXLG) Q3 2025 Earnings Transcript

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• The combined entity represents the first true scaled, profitable omnichannel platform treating sizing inclusivity as a category, not a niche

  80% confidence

• Moderate-value customer segment is being squeezed economically with discretionary spending caution

  80% confidence

• Combined entity will achieve $25M in annual cost synergies by 2027 with significant portion captured within first 12 months post-close

  80% confidence

• October 2025 was the best comparable sales month year-to-date at -5.8%

  80% confidence

• Tariff impact on DXL fiscal 2025 is approximately $2M, with Q3 2025 margin pressure of ~60 basis points

  80% confidence

• This is not a merger to simply get bigger but to become a category-defining leader, and for DXL shareholders means owning a larger, more diversified company with higher EBITDA and stronger value creation prospects than DXL stand-alone

  80% confidence

• The merger creates a scaled category-defining retailer for inclusive apparel with unmatched know-how, manufacturing facilities, and proven capabilities

  80% confidence

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