Floor & Decor Holdings, Inc. (FND)
Floor & Decor: Attractive Opportunity Against Challenging Macro Backdrop
Floor and Decor (FND) is navigating a cyclical trough, with FY2025 marking an inflection point for EPS growth and moderating same-store sales declines. FND's balance sheet strength, superior liquidity ratios, and improved inventory turnover position it well for continued store expansion and margin normalization. Base-case projections assume 2% comp sales growth and 20 new stores annually, supporting a 2030 price target of $110 and 11.5–14.1% CAGR.
Floor & Decor: Weak Near-Term Earnings Growth Outlook
Floor & Decor is rated Hold due to ongoing macro headwinds and sluggish housing market conditions impacting near-term growth. FND's new store performance and cost-saving initiatives offer long-term optimism, but current comparable store sales and unit growth remain weak. FND faces headwinds from negative sales trends, trade-down behavior, and exposure to struggling housing markets in Florida and Texas.
Floor & Decor Holdings, Inc. (FND) Q3 2025 Earnings Call Transcript
Floor & Decor Holdings, Inc. ( FND ) Q3 2025 Earnings Call October 30, 2025 5:00 PM EDT Company Participants Wayne Hood - Senior Vice President of Investor Relations Thomas Taylor - CEO & Director Bradley Paulsen - President Bryan Langley - Executive VP, CFO & Principal Accounting Officer Conference Call Participants Christopher Horvers - JPMorgan Chase & Co, Research Division Uriel Zachary Abraham - Morgan Stanley, Research Division Michael Lasser - UBS Investment Bank, Research Division Seth Sigman - Barclays Bank PLC, Research Division Steven Forbes - Guggenheim Securities, LLC, Research Division Zachary Fadem - Wells Fargo Securities, LLC, Research Division Charles Grom - Gordon Haskett Research Advisors David Bellinger - Mizuho Securities USA LLC, Research Division Peter Keith - Piper Sandler & Co., Research Division Jonathan Matuszewski - Jefferies LLC, Research Division Steven Zaccone - Citigroup Inc., Research Division Presentation Operator Greetings, and welcome to the Floor & Decor Holdings, Inc. Third Quarter 2025 Conference Call. [Operator Instructions] As a reminder, this conference is being recorded.
Floor & Dcor (FND) Reports Q3 Earnings: What Key Metrics Have to Say
The headline numbers for Floor & Dcor (FND) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Floor & Dcor (FND) Q3 Earnings Beat Estimates
Floor & Dcor (FND) came out with quarterly earnings of $0.53 per share, beating the Zacks Consensus Estimate of $0.47 per share. This compares to earnings of $0.48 per share a year ago.
Floor & Decor Holdings, Inc. (FND) Q2 2025 Earnings Call Transcript
Floor & Decor Holdings, Inc. (NYSE:FND ) Q2 2025 Earnings Conference Call July 31, 2025 5:00 PM ET Company Participants Bradley S. Paulsen - President Bryan H.
Compared to Estimates, Floor & Dcor (FND) Q2 Earnings: A Look at Key Metrics
The headline numbers for Floor & Dcor (FND) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Floor & Dcor (FND) Q2 Earnings and Revenues Surpass Estimates
Floor & Dcor (FND) came out with quarterly earnings of $0.58 per share, beating the Zacks Consensus Estimate of $0.57 per share. This compares to earnings of $0.52 per share a year ago.
Will Q2 Results Move Floor & Decor Stock Up?
Floor & Decor Holdings' stock (NYSE: FND), a specialized retailer of hard surface flooring, is set to announce its fiscal second-quarter earnings on Thursday, July 31, 2025, with analysts predicting earnings of 56 cents per share alongside $1.2 billion in revenue. This would indicate a 6% increase in earnings year-over-year, and a 7% rise in sales compared to the previous year's figures of 53 cents per share and $1.13 billion in revenue.
Floor & Decor: Building Tomorrow's Strength In Today's Downturn
Floor & Decor's Q1 2025 showed solid revenue and margin growth, but declining comparable store sales and reduced guidance signal near-term headwinds. Management's swift supply chain optimization and reduced China dependence highlight FND's execution strength versus slower-moving competitors. FND consistently maintains superior gross margins compared to Home Depot and Lowe's, even amidst macroeconomic pressures.
Home Depot Vs Floor & Decor: Which Retail Stock Stands Taller?
HD leverages scale and tech while FND grows with focus and agility, two distinct strategies vying for a share in the $1-trillion home improvement retail market.
Floor & Decor Holdings, Inc. (FND) Q1 2025 Earnings Call Transcript
Floor & Decor Holdings, Inc. (NYSE:FND ) Q1 2025 Earnings Conference Call May 1, 2025 5:00 PM ET Company Participants Wayne Hood - Senior Vice President, Investor Relations Tom Taylor - Chief Executive Officer Brad Paulsen - President Bryan Langley - Executive Vice President & Chief Financial Officer Ersan Sayman - Executive Vice President, Merchandising Conference Call Participants Seth Sigman - Barclays Michael Lasser - UBS Simeon Gutman - Morgan Stanley Christopher Horvers - JPMorgan Steven Forbes - Guggenheim Securities Steven Zaccone - Citi Oliver Wintermantel - Evercore ISI Robbie Holmes - Bank of America David Bellinger - Mizuho Securities Max Rakhlenko - TD Cowen Chuck Grom - Gordon Haskett Operator Greetings, and welcome to the Floor & Decor Holdings First Quarter 2025 Conference Call. At this time, all participants are in a listen-only mode.
