La-Z-Boy Incorporated

NYSE:LZB 株式レポート

時価総額:US$1.6b

La-Z-Boy マネジメント

マネジメント 基準チェック /34

La-Z-Boyの CEO はMelinda Whittingtonで、 Apr2021年に任命され、 の在任期間は 5.25年です。 の年間総報酬は$ 7.30Mで、 14.6%給与と85.4%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.98%を直接所有しており、その価値は$ 15.81M 。経営陣と取締役会の平均在任期間はそれぞれ5.3年と5.3年です。

主要情報

Melinda Whittington

最高経営責任者

US$7.3m

報酬総額

CEO給与比率14.57%
CEO在任期間5.3yrs
CEOの所有権1.0%
経営陣の平均在職期間5.3yrs
取締役会の平均在任期間5.3yrs

経営陣の近況

分析記事 Aug 20

We Think The Compensation For La-Z-Boy Incorporated's (NYSE:LZB) CEO Looks About Right

NYSE:LZB 1 Year Share Price vs Fair Value Explore La-Z-Boy's Fair Values from the Community and select yours Key...

Recent updates

ナラティブ更新 Jun 22

LZB: Q4 Earnings Beat And Buyback Program May Support Further Upside

Analysts have raised the La-Z-Boy price target from $44.50 to $46.00, citing updated assumptions that include a revised discount rate of 9.224789780935607%, revenue growth of 2.0276757521020095%, a profit margin of 6.197602413942275%, and a future P/E of 15.415348088726788. Analyst Commentary Analysts reviewing La-Z-Boy are using the updated assumptions, including the 9.224789780935607% discount rate, 2.0276757521020095% revenue growth, 6.197602413942275% profit margin, and 15.415348088726788 P/E, to frame both upside potential and key execution risks for the stock.
Seeking Alpha Jun 17

La-Z-Boy: A Solid Business In An Uncomfortable Industry

Summary La-Z-Boy Incorporated remains a "Buy" despite recent profitability declines and industry headwinds. LZB’s fortress balance sheet—$303.2 million cash, zero debt—provides significant flexibility and downside protection. Revenue growth is driven by increased store count, offsetting negative same-store sales and industry softness. Valuation is compelling, with LZB trading at objectively low multiples and the lowest EV/EBITDA among peers. Read the full article on Seeking Alpha
ナラティブ更新 Jun 04

LZB: Portfolio Refocus On Upholstery And Century Vision Will Shape Returns

Analysts have maintained their La-Z-Boy price target at $43.00, citing updated assumptions for revenue growth, profit margins, the discount rate, and future P/E that they consider better aligned with the latest information. Analyst Commentary Recent commentary around La-Z-Boy’s valuation framework highlights a more cautious tone, even as the headline price target remains at US$43.00.
ナラティブ更新 May 05

LZB: Maintained Fair Value And Q4 2026 Guidance Could Support Upside

Analysts have maintained the La-Z-Boy fair value estimate at $44.50. The updated price target narrative reflects only minor adjustments to revenue growth, profit margin assumptions, and the future P/E outlook.
ナラティブ更新 Apr 20

LZB: Steady Fair Value And Q4 2026 Guidance May Support Upside

Analysts left their La Z Boy fair value estimate unchanged at $44.50, with only small tweaks to the discount rate and future P/E assumptions reflecting fine tuned views on risk and long term earnings power rather than a shift in the headline target. Analyst Commentary Analysts covering La Z Boy are keeping valuation work largely intact, focusing more on how the company can execute within its existing earnings framework than on resetting price targets.
ナラティブ更新 Apr 06

LZB: Higher Margin Potential And Buybacks Will Shape Future Returns

Analysts lifted their fair value estimate for La-Z-Boy to $43.00 from $39.00, citing expectations for higher profit margins and a slightly richer future P/E multiple, even as modeled revenue growth and a modestly higher discount rate temper the overall upside. Analyst Commentary Analysts highlighting La-Z-Boy's revised fair value estimate are broadly constructive on margin potential but still flag a set of risks that could limit how much investors are willing to pay for the stock.
ナラティブ更新 Mar 23

LZB: Steady Fair Value And Q4 2026 Outlook May Support Upside

Analysts kept La Z Boy's fair value estimate steady at $44.50 while nudging the assumed discount rate slightly higher and the forward P/E input from about 14.9x to 15.7x. This reflects updated views on risk and valuation in line with recent sector wide reassessments seen across other research coverage.
ナラティブ更新 Mar 08

LZB: Higher Margin Outlook And Q4 2026 Guidance May Support Upside

Analysts maintained their La-Z-Boy fair value estimate at $44.50 and adjusted assumptions on discount rate, revenue growth, profit margin, and future P/E to reflect updated views on risk, earnings quality, and valuation in light of recent sector-wide price target resets seen in other names. Analyst Commentary Recent sector wide resets in software and internet names, including the series of LegalZoom target cuts, are influencing how analysts think about risk, required returns, and valuation multiples for La Z Boy.
ナラティブ更新 Feb 21

LZB: Higher Margin Outlook And Q4 2026 Guidance Support Upside Potential

The analyst fair value estimate for La-Z-Boy has moved from $41.00 to $44.50, with analysts pointing to a revised mix of slightly lower revenue growth, a higher projected profit margin, a modestly higher discount rate, and a small adjustment to future P/E assumptions. Analyst Commentary Recent Street research around service based and subscription oriented business models provides some useful context for thinking about La Z Boy, even though the research itself is focused on a different company.
ナラティブ更新 Feb 07

LZB: Dividend Growth And Buybacks Will Shape Returns At Current Pricing

Analysts have raised their price target on La-Z-Boy to $39 from $36, reflecting updated assumptions on discount rate, revenue growth, profit margin and future P/E that support a slightly higher fair value outlook. Analyst Commentary While the updated fair value work points to a US$39 price target, analysts still flag several watchpoints that could limit upside if they play out poorly.
ナラティブ更新 Jan 22

LZB: Buyback Pace And Margin Assumptions Will Shape Forward Return Potential

Narrative Update Analysts have lifted their 12 month price target on La-Z-Boy to $39, a $3 increase, citing an upgrade to Buy supported by updated assumptions for revenue growth, profit margin, and future P/E. Analyst Commentary The latest research points to a more constructive view on La-Z-Boy, with a Buy rating and a revised 12 month price target of $39, up from $36.
分析記事 Jan 10

Investors Met With Slowing Returns on Capital At La-Z-Boy (NYSE:LZB)

There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...
ナラティブ更新 Jan 08

LZB: Dividend Policy And Margin Assumptions Will Guide Forward Return Potential

Narrative Update Analysts have nudged their La Z Boy price target to $39. This reflects small adjustments to discount rate, revenue growth, profit margin and forward P/E expectations following a recent upgrade to Buy with a higher target from $36 to $39.
分析記事 Dec 23

La-Z-Boy Incorporated (NYSE:LZB) Shares Could Be 34% Below Their Intrinsic Value Estimate

Key Insights Using the 2 Stage Free Cash Flow to Equity, La-Z-Boy fair value estimate is US$57.73 La-Z-Boy's US$38.08...
ナラティブ更新 Dec 14

LZB: Margin Outlook And Dividend Increases Will Shape Future Returns

Analysts have raised their La Z Boy price target to $39 from $36, citing improved margin expectations and a slightly higher future earnings multiple, despite moderating revenue growth assumptions. Analyst Commentary While the latest upgrade and higher price target underscore improving confidence in La Z Boy s earnings power, not all market participants are fully convinced that the current trajectory can be sustained.
分析記事 Dec 02

Market Might Still Lack Some Conviction On La-Z-Boy Incorporated (NYSE:LZB) Even After 26% Share Price Boost

La-Z-Boy Incorporated ( NYSE:LZB ) shares have had a really impressive month, gaining 26% after a shaky period...
ナラティブ更新 Aug 21

Retail Expansion And Centralized Distribution Will Drive Future Success

Despite a modest improvement in revenue growth forecasts, the consensus analyst price target for La-Z-Boy has been reduced from $46.00 to $41.00, primarily reflecting a lower future P/E multiple. What's in the News La-Z-Boy expects Q2 2025 sales between $510 million and $530 million.
分析記事 Aug 20

We Think The Compensation For La-Z-Boy Incorporated's (NYSE:LZB) CEO Looks About Right

NYSE:LZB 1 Year Share Price vs Fair Value Explore La-Z-Boy's Fair Values from the Community and select yours Key...
分析記事 Aug 04

What Does La-Z-Boy Incorporated's (NYSE:LZB) Share Price Indicate?

While La-Z-Boy Incorporated ( NYSE:LZB ) might not have the largest market cap around , it received a lot of attention...
分析記事 Jul 17

La-Z-Boy Incorporated (NYSE:LZB) Might Not Be As Mispriced As It Looks

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...
分析記事 Jun 29

There May Be Reason For Hope In La-Z-Boy's (NYSE:LZB) Disappointing Earnings

The market for La-Z-Boy Incorporated's ( NYSE:LZB ) shares didn't move much after it posted weak earnings recently. We...
分析記事 Jun 21

La-Z-Boy Incorporated Just Missed Earnings - But Analysts Have Updated Their Models

Last week saw the newest yearly earnings release from La-Z-Boy Incorporated ( NYSE:LZB ), an important milestone in the...
Seeking Alpha Apr 20

La-Z-Boy: Navigating The Economic Jungle In A Surprisingly Comfortable Chair

Summary La-Z-Boy's fiscal 3Q25 showed strong sales growth, especially in its Joybird D2C segment, despite broader industry challenges. Management's Century Vision strategy is driving expansion and digital innovation, with plans for 400+ stores and enhanced online capabilities. Economic uncertainties like commodity inflation and tariffs could impact margins, but LZB's solid financial base and management's track record justify a Buy rating. Despite potential headwinds, LZB's strategic initiatives and financial resilience position it well for long-term growth, reaffirming my confidence in their performance. Read the full article on Seeking Alpha
分析記事 Apr 14

La-Z-Boy (NYSE:LZB) Has Some Way To Go To Become A Multi-Bagger

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...
分析記事 Mar 10

Is There An Opportunity With La-Z-Boy Incorporated's (NYSE:LZB) 23% Undervaluation?

Key Insights The projected fair value for La-Z-Boy is US$53.82 based on 2 Stage Free Cash Flow to Equity La-Z-Boy's...
Seeking Alpha Feb 20

La-Z-Boy Is Still A Comfortable Fit For Value Investors

Summary La-Z-Boy's Q3 2025 results exceeded analyst expectations, with revenue up 4.3% to $521.8 million, driven by strong Retail segment performance. Despite recent gains, La-Z-Boy remains attractively priced, boasting robust cash flows and a net cash position of $314.6 million. Management plans to expand company-owned stores to 400 by 2027, targeting 50% revenue from Retail and 10% from Joybird. Continued growth initiatives and margin improvements suggest further upside, justifying a soft ‘buy’ rating on LZB stock. Read the full article on Seeking Alpha
分析記事 Feb 09

Is Now An Opportune Moment To Examine La-Z-Boy Incorporated (NYSE:LZB)?

While La-Z-Boy Incorporated ( NYSE:LZB ) might not have the largest market cap around , it saw a double-digit share...
分析記事 Dec 19

Market Cool On La-Z-Boy Incorporated's (NYSE:LZB) Earnings

La-Z-Boy Incorporated's ( NYSE:LZB ) price-to-earnings (or "P/E") ratio of 14.5x might make it look like a buy right...
Seeking Alpha Dec 17

La-Z-Boy Refuses To Recline In Tough Times

Summary La-Z-Boy's strong Q2 results and Century Vision strategy execution support a Buy rating despite industry challenges and macroeconomic pressures. Management's optimism about future Fed rate cuts and housing market recovery positions La-Z-Boy for potential growth. Key earnings drivers include strong holiday sales, retail segment growth, and effective cost control, despite higher SG&A expenses. Strategic initiatives like expanding the retail network and optimizing North American distribution enhance La-Z-Boy's competitive edge and future outlook. Read the full article on Seeking Alpha
分析記事 Nov 23

La-Z-Boy (NYSE:LZB) Is Increasing Its Dividend To $0.22

The board of La-Z-Boy Incorporated ( NYSE:LZB ) has announced that the dividend on 16th of December will be increased...
Seeking Alpha Nov 17

La-Z-Boy: Still Comfortable With A Bullish View

Summary La-Z-Boy's stock is attractively priced despite mixed performance, with revenue growth and strong cash flows, warranting a soft 'buy' recommendation. The company faced revenue and profitability declines in 2023 due to supply chain issues and increased competition but remains financially robust with no debt. Management's focus on direct-to-consumer sales and strategic acquisitions aims to drive future growth, supported by significant cash reserves and investment in infrastructure. Despite recent challenges, La-Z-Boy's solid cash position and strategic initiatives make it a promising investment with potential for long-term growth. Read the full article on Seeking Alpha
分析記事 Nov 11

La-Z-Boy Incorporated (NYSE:LZB) Shares Could Be 33% Below Their Intrinsic Value Estimate

Key Insights The projected fair value for La-Z-Boy is US$61.55 based on 2 Stage Free Cash Flow to Equity La-Z-Boy's...
分析記事 Oct 24

Here's What To Make Of La-Z-Boy's (NYSE:LZB) Decelerating Rates Of Return

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...
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新しいナラティブ Sep 13

Expanding Retail And Manufacturing Footprint Fuels Optimism In Furniture Industry Growth

La-Z-Boy's emphasis on expanding company-owned stores and the Furniture Galleries network aims to boost direct customer interactions and profitability through integrated operations.

CEO報酬分析

La-Z-Boy の収益と比較して、Melinda Whittington の報酬はどのように変化したか?
日付総報酬給与会社業績
Apr 25 2026US$7mUS$1m

US$102m

Jan 24 2026n/an/a

US$84m

Oct 25 2025n/an/a

US$90m

Jul 26 2025n/an/a

US$92m

Apr 26 2025US$7mUS$1m

US$100m

Jan 25 2025n/an/a

US$124m

Oct 26 2024n/an/a

US$124m

Jul 27 2024n/an/a

US$121m

Apr 27 2024US$6mUS$982k

US$123m

Jan 27 2024n/an/a

US$118m

Oct 28 2023n/an/a

US$121m

Jul 29 2023n/an/a

US$140m

Apr 29 2023US$6mUS$942k

US$151m

Jan 28 2023n/an/a

US$174m

Oct 29 2022n/an/a

US$170m

Jul 30 2022n/an/a

US$164m

Apr 30 2022US$6mUS$913k

US$150m

Jan 22 2022n/an/a

US$130m

Oct 23 2021n/an/a

US$131m

Jul 24 2021n/an/a

US$126m

Apr 24 2021US$2mUS$487k

US$106m

Jan 23 2021n/an/a

US$71m

Oct 24 2020n/an/a

US$76m

Jul 25 2020n/an/a

US$64m

Apr 25 2020US$2mUS$528k

US$77m

報酬と市場: Melindaの 総報酬 ($USD 7.30M ) は、 US市場 ($USD 5.15M ) の同規模の企業の平均を上回っています。

報酬と収益: Melindaの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Melinda Whittington (58 yo)

5.3yrs
在職期間
US$7,295,975
報酬

Ms. Melinda D. Whittington, C.P.A., serves as President, Chief Executive Officer and Director of La-Z-Boy Incorporated since April 25, 2021 and has been its Board Chair and served as its Chairman of the Bo...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Melinda Whittington
President5.3yrsUS$7.30m0.98%
$ 15.8m
Taylor Luebke
Senior VP & CFO1.5yrsUS$1.70m0.093%
$ 1.5m
Terrence Linz
President of Wholesale Brands7.3yrsUS$1.54m0.16%
$ 2.6m
Robert Sundy
President of Retail5.5yrsUS$1.60m0.16%
$ 2.6m
Michael Leggett
Senior VP & Chief Supply Chain Officer4.6yrsUS$1.47m0.12%
$ 1.8m
Jennifer McCurry
VP, Corporate Controller & Chief Accounting Officer5.3yrsデータなし0.041%
$ 652.7k
Carol Lee
VP & Chief Information Officer4.1yrsデータなし0.092%
$ 1.5m
Mark Becks
Director of Investor Relations & Corporate Developmentno dataデータなしデータなし
Raphael Richmond
VP, Chief Compliance Officer7.3yrsUS$1.01m0.13%
$ 2.1m
Katherine Vanderjagt
VP & Chief Human Resources Officer7.9yrsデータなし0.14%
$ 2.3m
Uzma Ahmad
VP, Deputy General Counsel & Corporate Secretary5.3yrsデータなしデータなし
5.3yrs
平均在職期間
53yo
平均年齢

経験豊富な経営陣: LZBの経営陣は経験豊富で経験豊富です(平均在職期間は5.3年)。


取締役

名称ポジション在職期間報酬所有権
Melinda Whittington
President5.3yrsUS$7.30m0.98%
$ 15.8m
James Hackett
Independent Director5.4yrsUS$34.64k0.024%
$ 388.6k
Lauren Peters
Independent Director9.9yrsUS$280.68k0.030%
$ 475.3k
William Boor
Independent Directorless than a yearUS$138.72kデータなし
Janet Kerr
Independent Director17.4yrsUS$316.29k0%
$ 0
Michael Lawton
Independent Director12.9yrsUS$291.91k0.030%
$ 475.3k
Sarah Gallagher
Independent Director9.9yrsUS$37.78k0.021%
$ 339.9k
Mark LaVigne
Independent Lead Director3.4yrsUS$255.21k0.023%
$ 365.8k
Rebecca O'Grady
Independent Director6.9yrsUS$267.09k0.030%
$ 475.3k
Raza Haider
Independent Director3.1yrsUS$243.39k0.020%
$ 320.5k
Matthew Baer
Director1.5yrsUS$244.78k0.0051%
$ 81.4k
Erika Alexander
Independent Director4.8yrsUS$245.64k0.030%
$ 475.3k
5.3yrs
平均在職期間
59yo
平均年齢

経験豊富なボード: LZBの 取締役会経験豊富 であると考えられます ( 5.3年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/07/31 12:19
終値2026/07/31 00:00
収益2026/04/25
年間収益2026/04/25

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

La-Z-Boy Incorporated 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。6

アナリスト機関
Kristine KoerberBarrington Research Associates, Inc.
Bradley ThomasKeyBanc Capital Markets Inc.
Mark RupeLongbow Research LLC