Narrative Update • May 23

The Home Furnishings industry is up 6.7% in the last week, with Somnigroup International up 7.5%. In the same time, Natuzzi was down 8.0%. This takes the industry's 12 month performance to a gain of 4.3%. As for the next few years, earnings are expected to grow by 17% 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 |
|---|---|---|---|---|---|---|
| Mon, 25 May 2026 | US$25.1b | US$28.2b | US$1.3b | 15.1x | 19.7x | 0.9x |
| Wed, 22 Apr 2026 | US$29.4b | US$27.9b | US$1.1b | 17.8x | 25.9x | 1.1x |
| Fri, 20 Mar 2026 | US$26.4b | US$28.0b | US$1.1b | 15.9x | 23.7x | 0.9x |
| Sun, 15 Feb 2026 | US$33.3b | US$27.3b | US$1.1b | 17.5x | 31.6x | 1.2x |
| Tue, 13 Jan 2026 | US$32.0b | US$27.4b | US$1.1b | 17.5x | 29x | 1.2x |
| Thu, 11 Dec 2025 | US$31.0b | US$27.4b | US$1.1b | 16.4x | 28.4x | 1.1x |
| Sat, 08 Nov 2025 | US$29.3b | US$27.4b | US$1.1b | 15.2x | 26.7x | 1.1x |
| Mon, 06 Oct 2025 | US$30.1b | US$26.6b | US$1.0b | 16.9x | 29.6x | 1.1x |
| Wed, 03 Sep 2025 | US$30.3b | US$26.6b | US$1.0b | 17.1x | 29.8x | 1.1x |
| Fri, 01 Aug 2025 | US$26.8b | US$26.0b | US$364.2m | 15x | 73.7x | 1x |
| Sun, 29 Jun 2025 | US$25.0b | US$26.0b | US$374.6m | 14.6x | 66.7x | 1x |
| Tue, 27 May 2025 | US$24.0b | US$26.0b | US$396.4m | 13.5x | 60.6x | 0.9x |
| Thu, 24 Apr 2025 | US$23.4b | US$26.3b | US$416.2m | 12.8x | 56.1x | 0.9x |
| Sat, 22 Mar 2025 | US$23.5b | US$26.3b | US$434.1m | 13.2x | 54.1x | 0.9x |
| Mon, 17 Feb 2025 | US$27.1b | US$26.3b | US$430.3m | 15x | 63x | 1x |
| Wed, 15 Jan 2025 | US$22.8b | US$26.3b | US$153.3m | 16.5x | 148.9x | 0.9x |
| Fri, 13 Dec 2024 | US$23.5b | US$26.3b | US$173.6m | 19.1x | 135.5x | 0.9x |
| Sun, 10 Nov 2024 | US$24.0b | US$26.3b | US$184.1m | 22.5x | 130.6x | 0.9x |
| Tue, 08 Oct 2024 | US$24.4b | US$26.5b | -US$741,865,834.34 | 22.7x | -32.9x | 0.9x |
| Thu, 05 Sep 2024 | US$23.7b | US$26.5b | -US$734,152,909.57 | 21.5x | -32.3x | 0.9x |
| Sat, 03 Aug 2024 | US$24.2b | US$26.4b | -US$779,940,127.28 | 19.1x | -31x | 0.9x |
| Mon, 01 Jul 2024 | US$20.3b | US$26.7b | -US$163,276,732.19 | 17.8x | -124.5x | 0.8x |
| Wed, 29 May 2024 | US$21.0b | US$26.8b | -US$155,787,024.87 | 15.5x | -134.5x | 0.8x |
| Fri, 26 Apr 2024 | US$21.4b | US$27.0b | -US$127,176,119.78 | 13.5x | -168.5x | 0.8x |
| Sun, 24 Mar 2024 | US$23.6b | US$27.1b | -US$136,514,362.77 | 13.3x | -173.1x | 0.9x |
| Tue, 20 Feb 2024 | US$22.5b | US$27.2b | -US$204,375,202.50 | 13.3x | -110x | 0.8x |
| Thu, 18 Jan 2024 | US$12.8b | US$22.4b | -US$305,806,475.00 | 12.2x | -41.9x | 0.6x |
| Sat, 16 Dec 2023 | US$13.8b | US$22.4b | -US$301,902,158.00 | 14.6x | -45.6x | 0.6x |
| Mon, 13 Nov 2023 | US$11.1b | US$22.5b | -US$287,225,563.00 | 11.8x | -38.5x | 0.5x |
| Wed, 11 Oct 2023 | US$11.7b | US$22.8b | US$21.3m | 10.9x | 549.8x | 0.5x |
| Fri, 08 Sep 2023 | US$13.0b | US$23.0b | US$35.7m | 8.6x | 362.8x | 0.6x |
| Sun, 06 Aug 2023 | US$14.5b | US$23.1b | US$62.6m | 11.5x | 231.9x | 0.6x |
| Tue, 04 Jul 2023 | US$13.8b | US$23.5b | US$286.6m | 10.8x | 48.3x | 0.6x |
| Thu, 01 Jun 2023 | US$13.0b | US$23.7b | US$327.8m | 9x | 39.6x | 0.5x |
39.6x
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 |