Narrative Update • May 23

Over the last 7 days, the Home Furnishings industry has risen 6.7%, driven by gains from Somnigroup International of 7.5%. Meanwhile, Natuzzi actually underperformed within the industry, shrinking 6.3% in the last week. This means that the industry has gained 4.3% over the past year. Looking forward, earnings are forecast to grow by 17% annually.
Has the U.S. Home Furnishings Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 26 May 2026 | US$25.1b | US$28.2b | US$1.3b | 15.1x | 19.7x | 0.9x |
| Thu, 23 Apr 2026 | US$28.8b | US$27.9b | US$1.1b | 17.6x | 25.4x | 1x |
| Sat, 21 Mar 2026 | US$25.9b | US$28.0b | US$1.1b | 15.4x | 23.2x | 0.9x |
| Mon, 16 Feb 2026 | US$33.3b | US$27.3b | US$1.1b | 17.5x | 31.6x | 1.2x |
| Wed, 14 Jan 2026 | US$31.7b | US$27.4b | US$1.1b | 17.6x | 28.8x | 1.2x |
| Fri, 12 Dec 2025 | US$31.1b | US$27.4b | US$1.1b | 16.5x | 28.2x | 1.1x |
| Sun, 09 Nov 2025 | US$29.9b | US$27.4b | US$1.1b | 15.2x | 27.2x | 1.1x |
| Tue, 07 Oct 2025 | US$30.1b | US$26.6b | US$1.0b | 16.5x | 29.6x | 1.1x |
| Thu, 04 Sep 2025 | US$30.1b | US$26.6b | US$1.0b | 17.1x | 29.6x | 1.1x |
| Sat, 02 Aug 2025 | US$26.5b | US$25.9b | US$1.0b | 15x | 26x | 1x |
| Mon, 30 Jun 2025 | US$25.0b | US$26.0b | US$374.6m | 14.6x | 66.7x | 1x |
| Wed, 28 May 2025 | US$24.0b | US$26.0b | US$396.4m | 13.9x | 60.6x | 0.9x |
| Fri, 25 Apr 2025 | US$23.7b | US$26.3b | US$416.1m | 13x | 56.9x | 0.9x |
| Sun, 23 Mar 2025 | US$23.0b | US$26.3b | US$434.1m | 13.2x | 52.9x | 0.9x |
| Tue, 18 Feb 2025 | US$27.1b | US$26.3b | US$430.3m | 15x | 63x | 1x |
| Thu, 16 Jan 2025 | US$22.8b | US$26.3b | US$153.3m | 17.1x | 148.9x | 0.9x |
| Sat, 14 Dec 2024 | US$23.5b | US$26.3b | US$168.2m | 19.5x | 139.5x | 0.9x |
| Mon, 11 Nov 2024 | US$24.0b | US$26.3b | US$184.1m | 22.5x | 130.6x | 0.9x |
| Wed, 09 Oct 2024 | US$24.2b | US$26.5b | -US$741,874,546.65 | 22.6x | -32.6x | 0.9x |
| Fri, 06 Sep 2024 | US$23.4b | US$26.5b | -US$736,928,740.14 | 21.6x | -31.8x | 0.9x |
| Sun, 04 Aug 2024 | US$23.5b | US$26.4b | -US$779,936,679.91 | 19.1x | -30.2x | 0.9x |
| Tue, 02 Jul 2024 | US$20.3b | US$26.7b | -US$163,313,347.04 | 17.7x | -124.5x | 0.8x |
| Thu, 30 May 2024 | US$20.8b | US$26.8b | -US$155,707,770.14 | 15.3x | -133.9x | 0.8x |
| Sat, 27 Apr 2024 | US$21.8b | US$26.9b | -US$102,339,192.39 | 13.4x | -212.5x | 0.8x |
| Mon, 25 Mar 2024 | US$23.6b | US$27.1b | -US$136,514,362.77 | 13.3x | -173.1x | 0.9x |
| Wed, 21 Feb 2024 | US$22.4b | US$27.2b | -US$205,091,082.43 | 13.4x | -109.3x | 0.8x |
| Fri, 19 Jan 2024 | US$12.8b | US$22.4b | -US$305,789,106.00 | 12.3x | -41.9x | 0.6x |
| Sun, 17 Dec 2023 | US$13.8b | US$22.4b | -US$301,902,158.00 | 14.6x | -45.6x | 0.6x |
| Tue, 14 Nov 2023 | US$10.9b | US$22.5b | -US$287,225,563.00 | 11.6x | -37.9x | 0.5x |
| Thu, 12 Oct 2023 | US$11.9b | US$22.8b | US$21.3m | 10.9x | 556.5x | 0.5x |
| Sat, 09 Sep 2023 | US$13.0b | US$23.0b | US$35.7m | 8.6x | 362.8x | 0.6x |
| Mon, 07 Aug 2023 | US$14.5b | US$23.1b | US$62.6m | 11.5x | 231.9x | 0.6x |
| Wed, 05 Jul 2023 | US$13.8b | US$23.5b | US$286.6m | 10.8x | 48.3x | 0.6x |
| Fri, 02 Jun 2023 | US$12.9b | US$23.7b | US$327.8m | 9.1x | 39.3x | 0.5x |
39.3x
How does U.S. Home Furnishings compare with similar industries?
| US Market | 1.11% | |
| Consumer Discretionary | 2.10% | |
| Consumer Durables | 5.44% | |
| Home Furnishings | 6.68% | |
| Consumer Electronics | 6.05% | |
| Household Appliances | 5.83% | |
| Homebuilding | 5.08% | |
| Housewares and Specialties | 1.02% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SGI Somnigroup International | US$66.89 | 7.5% +US$976.0m | 4.8% | PE27x | |
| MHK Mohawk Industries | US$102.40 | 5.7% +US$337.1m | 1.3% | PE15.1x | |
| LEG Leggett & Platt | US$9.99 | 7.1% +US$90.0m | 14.7% | PE6.1x | |
| LZB La-Z-Boy | US$36.65 | 6.1% +US$85.9m | -12.7% | PE17.9x | |
| XMAX XMax | US$8.39 | 6.2% +US$31.2m | 466.9% | PS33.6x |