Narrative Update • Aug 25

Over the last 7 days, the Home Furnishings industry has dropped 2.4%, driven by Mohawk Industries declining 4.6%. Overall the industry is down 16% in 12 months. As for the next few years, earnings are expected to grow by 15% per annum.
Has the U.S. Home Furnishings Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 29 Aug 2026 | US$24.4b | US$24.0b | US$1.2b | 18.1x | 20.8x | 1x |
| Mon, 27 Jul 2026 | US$27.2b | US$28.2b | US$1.3b | 15.6x | 21x | 1x |
| Wed, 24 Jun 2026 | US$27.1b | US$28.2b | US$1.3b | 15.8x | 20.9x | 1x |
| Fri, 22 May 2026 | US$24.6b | US$28.2b | US$1.3b | 15.1x | 19.3x | 0.9x |
| Sun, 19 Apr 2026 | US$29.5b | US$27.9b | US$1.1b | 17.5x | 26.2x | 1.1x |
| Tue, 17 Mar 2026 | US$26.9b | US$28.0b | US$1.1b | 16.5x | 24.1x | 1x |
| Thu, 12 Feb 2026 | US$34.1b | US$27.4b | US$1.1b | 17.1x | 31.1x | 1.2x |
| Sat, 10 Jan 2026 | US$31.3b | US$27.4b | US$1.1b | 17.4x | 28.4x | 1.1x |
| Mon, 08 Dec 2025 | US$30.8b | US$27.4b | US$1.1b | 16.3x | 28.2x | 1.1x |
| Wed, 05 Nov 2025 | US$27.6b | US$26.5b | US$1.0b | 15.4x | 26.3x | 1x |
| Fri, 03 Oct 2025 | US$29.8b | US$26.6b | US$1.0b | 16.9x | 29.4x | 1.1x |
| Sun, 31 Aug 2025 | US$30.3b | US$26.6b | US$1.0b | 17.4x | 29.8x | 1.1x |
| Tue, 29 Jul 2025 | US$27.7b | US$26.0b | US$370.2m | 15.8x | 74.9x | 1.1x |
| Thu, 26 Jun 2025 | US$24.9b | US$26.0b | US$374.7m | 14.3x | 66.3x | 1x |
| Sat, 24 May 2025 | US$24.2b | US$26.0b | US$396.4m | 13.5x | 61.1x | 0.9x |
| Mon, 21 Apr 2025 | US$23.0b | US$26.3b | US$421.8m | 12.6x | 54.5x | 0.9x |
| Wed, 19 Mar 2025 | US$23.2b | US$26.3b | US$433.8m | 13.2x | 53.4x | 0.9x |
| Fri, 14 Feb 2025 | US$26.2b | US$26.3b | US$118.9m | 15x | 220.2x | 1x |
| Sun, 12 Jan 2025 | US$21.9b | US$26.3b | US$153.4m | 16.3x | 143.1x | 0.8x |
| Tue, 10 Dec 2024 | US$23.4b | US$26.3b | US$176.0m | 18.8x | 133.1x | 0.9x |
| Thu, 07 Nov 2024 | US$22.8b | US$26.3b | US$167.3m | 22.4x | 136.1x | 0.9x |
| Sat, 05 Oct 2024 | US$24.6b | US$26.5b | -US$741,872,803.42 | 23.1x | -33.2x | 0.9x |
| Mon, 02 Sep 2024 | US$24.2b | US$26.5b | -US$734,110,379.31 | 22.3x | -33x | 0.9x |
| Wed, 31 Jul 2024 | US$24.9b | US$26.6b | -US$116,496,162.16 | 20.1x | -213.6x | 0.9x |
| Fri, 28 Jun 2024 | US$19.5b | US$26.7b | -US$163,261,803.08 | 17.3x | -119.7x | 0.7x |
| Sun, 26 May 2024 | US$21.0b | US$26.8b | -US$155,768,089.18 | 15.1x | -134.6x | 0.8x |
| Tue, 23 Apr 2024 | US$21.3b | US$27.0b | -US$117,664,636.57 | 13x | -180.6x | 0.8x |
| Thu, 21 Mar 2024 | US$23.0b | US$27.1b | -US$136,655,933.09 | 13.3x | -168.5x | 0.8x |
| Sat, 17 Feb 2024 | US$22.6b | US$27.2b | -US$204,380,884.03 | 13.3x | -110.3x | 0.8x |
| Mon, 15 Jan 2024 | US$13.3b | US$22.4b | -US$305,894,003.00 | 12.8x | -43.5x | 0.6x |
| Wed, 13 Dec 2023 | US$12.7b | US$22.4b | -US$301,772,512.00 | 14.5x | -42.1x | 0.6x |
| Fri, 10 Nov 2023 | US$11.3b | US$22.5b | -US$244,568,600.00 | 11.7x | -46.1x | 0.5x |
| Sun, 08 Oct 2023 | US$11.6b | US$22.8b | US$21.3m | 10.6x | 542.4x | 0.5x |
| Tue, 05 Sep 2023 | US$13.7b | US$23.0b | US$35.7m | 9x | 384.9x | 0.6x |
384.9x
How does U.S. Home Furnishings compare with similar industries?
| US Market | 0.25% | |
| Consumer Discretionary | -0.33% | |
| Consumer Durables | -0.62% | |
| Home Furnishings | -1.97% | |
| Household Appliances | 4.96% | |
| Housewares and Specialties | 1.07% | |
| Homebuilding | -0.55% | |
| Consumer Electronics | -3.28% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| XMAX XMax | US$8.93 | 3.7% +US$20.6m | 403.1% | PE19.3x | |
| ETD Ethan Allen Interiors | US$23.47 | 0.3% +US$2.0m | -20.5% | PE15x | |
| FLXS Flexsteel Industries | US$81.80 | 0.5% +US$1.7m | 76.4% | PE10.1x |