Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
LZB
STRONG BUYREMOVELa-Z-Boy Incorporated · Consumer Cyclical · United States · $1.6B · Avg Vol: $25M/d
Residential furniture manufacturer. Highly cyclical business model dependent on the housing market, lacking a structural moat or alignment with our 18-month macro themes.
COMPANY DESCRIPTION
La-Z-Boy Incorporated designs, manufactures, imports, and retails a wide range of upholstered and casegoods furniture, famously known for its iconic reclining chairs. The company's competitive moat is built on a highly recognized brand synonymous with comfort and quality, supported by a vertically integrated business model spanning manufacturing to a network of branded retail stores. This control over the entire value chain ensures product consistency and efficient distribution within the competitive home furnishings market.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | 2026 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | 2.4B | 2.3B | 2.0B | 2.1B | 2.1B | -2.5% |
| EPS | 3.41 | 3.49 | 2.86 | 2.39 | 2.49 | -7.6% |
| Shares | 43.1M | 43.3M | 42.4M | 41.2M | 40.3M | -6.4% |
| Debt | 430.1M | 445.9M | 481.8M | 490.9M | 564.3M | 7.0% |
| Equity | 810.7M | 941.8M | 1.0B | 1.0B | 1.0B | 6.7% |
| Op CF | 79.0M | 205.2M | 158.1M | 187.3M | 204.1M | 26.8% |
| Inv CF | -78.4M | -70.1M | -81.6M | -98.4M | -138.6M | — |
| Fin CF | -144.6M | -37.1M | -81.2M | -102.6M | -91.1M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of LZB are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| LZB | La-Z-Boy Incorporated(you) | $1.6B | 92 | STRONG BUY |
| LEG | Leggett & Platt, Incorporated | $1.5B | 89 | STRONG BUY |
| TILE | Interface, Inc. | $1.9B | 91 | STRONG BUY |
| MLKN | MillerKnoll, Inc. | $1.1B | 66 | BUY |
| HBB | Hamilton Beach Brands Holding Company | $279M | 93 | STRONG BUY |
| MHK | Mohawk Industries, Inc. | $6.8B | 80 | STRONG BUY |
| FLXS | Flexsteel Industries, Inc. | $262M | 98 | STRONG BUY |
| HOFT | Hooker Furnishings Corporation | $183M | 89 | STRONG BUY |
| ETD | Ethan Allen Interiors Inc. | $541M | 65 | BUY |
| LCUT | Lifetime Brands, Inc. | $190M | 74 | BUY |
Peer medians: ROE 10.2% · P/E 22.7x · Gross margin 37.5%