Aug. 14 at 11:22 AM
$AXIL
Pre-Earnings 8/18
Deep dive heading into FY26 earnings:
• Retail: <1,800 → ~6,000 stores
• X30i: 3,700+ Walmarts
• MX products: ~1,250 Walmarts
• FY25 rev:
$26.3M
• FY26 guide:
$30.2–32.2M
• GM: ~68–70%
I’m focused less on EPS and more on sell-through + reorders.
My model has ~
$40M FY27 revenue as the key hurdle.
$45M+ gets very interesting. Not assuming
$50M.
Watching:
1. Walmart sell-through/reorders
2. FY27 guidance
3. Inventory
4. Retail margins
5. Operating leverage
Holiday 2026 could be the real test with ~3x the retail footprint.
Anyone checking Axil sell-through at their local Walmart?