La-Z-Boy Holdings: A Tariff Arbitrage Breakout With Double-Digit Upside Ahead
La-Z-Boy (LZB) stands out in the home furnishings sector due to minimal tariff exposure and a consensus price target of $41, implying 35% upside. LZB's U.S. and Mexico-centric supply chain shields margins, while Wall Street favors its retail shift and SG&A cost contraction for future EPS growth. Valuation models and peer comparisons show LZB trading at a discount, with normalized SG&A and housing market recovery offering further upside potential.
La-Z-Boy Incorporated (LZB) Q2 2026 Earnings Call Transcript
La-Z-Boy Incorporated ( LZB ) Q2 2026 Earnings Call November 19, 2025 8:30 AM EST Company Participants Mark Becks - Director of Investor Relations & Corporate Development Melinda Whittington - President, CEO & Board Chair Taylor Luebke - Senior VP & CFO Conference Call Participants Anthony Lebiedzinski - Sidoti & Company, LLC Robert Griffin - Raymond James & Associates, Inc., Research Division Taylor Zick - KeyBanc Capital Markets Inc., Research Division Presentation Operator Greetings. Welcome to the La-Z-Boy Fiscal 2026 Second Quarter Conference Call.
La-Z-Boy shares surge on strong quarterly report
La-Z-Boy (NYSE:LZB) shares jumped 20% after the Michigan-based furniture maker's fiscal second quarter earnings topped Wall Street expectations. It reported revenue of $522.5 million for the quarter ended October 25, slightly above analyst estimates of $516.5 million and essentially flat year-over-year.
La-Z-Boy (LZB) Q2 Earnings and Revenues Top Estimates
La-Z-Boy (LZB) came out with quarterly earnings of $0.71 per share, beating the Zacks Consensus Estimate of $0.52 per share. This compares to earnings of $0.71 per share a year ago.
La-Z-Boy Second-Quarter Sales Rise on Retail, Wholesale Growth
La-Z-Boy Chief Executive Melinda Whittington said the company is gaining momentum in what remains a choppy landscape.
La-Z-Boy: My Q2 Expectations And Why I Have A Hold Recommendation
La-Z-Boy Incorporated has softened and may remain that way for the remainder of the year as inflation intensifies, affects demand, and raises cost pressures. Despite this, LZB remains well positioned with its strategic business model and supply chain and robust Balance Sheet. Valuation is already reasonable, but it's still fully valued, so LZB stock upside may still be limited.
La-Z-Boy Incorporated (LZB) Presents At Goldman Sachs 32nd Annual Global Retailing Conference 2025 (Transcript)
La-Z-Boy Incorporated (NYSE:LZB ) Goldman Sachs 32nd Annual Global Retailing Conference 2025 September 4, 2025 1:10 PM EDT Company Participants Melinda Whittington - President, CEO & Board Chair Taylor Luebke - Senior VP & CFO Conference Call Participants Emily Kech - Goldman Sachs Group, Inc., Research Division Presentation Emily Kech Research Analyst Good afternoon, everyone. Thank you for joining us at the Goldman Sachs 32nd Annual Global Retailing Conference.
Bear Of The Day: LAZBoy (LZB)
This furniture stock missed the mark on its more recent report and shares reclined as a result.
La-Z-Boy: Too Strong Macroeconomic Headwinds
LZB faces significant macroeconomic headwinds, with low consumer confidence and a weak housing market likely to suppress demand for its products this year. Recent sales declines and shrinking inventories signal a contracting business, making the planned expansion of new stores an unwise use of capital in this environment. While new tariffs may offer a competitive edge, due to LZB's U.S.-based manufacturing, overall fundamentals remain unattractive for investment.
La-Z-Boy Sees Stock Down Then Up As Tarrif Threats Boost Prospects
What a difference a few days make, even for that most horizontal of retailers, La-Z-Boy Inc.
La-Z-Boy: This Plunge Puts The Stock On Sale, But Lower Prices Could Be Forthcoming
La-Z-Boy Incorporated's Q1 results disappointed on earnings, with profitability metrics declining despite revenue slightly beating expectations; near-term headwinds remain significant. The company's strong net cash position of $318.5 million provides a cushion to weather economic downturns and ongoing industry challenges. Management continues to pursue growth, acquiring new stores and investing in expansion, aiming for long-term gains despite short-term pain.
La-Z-Boy Blames ‘Challenged Consumer' as Shares Take a Tumble
The stock is trading at its lowest price in more than a year, but there may be hope for a longer-term turnaround.
