Narrative Update • Aug 25

Over the last 7 days, the Home Furnishings industry has dropped 2.0%, driven by a pullback from Mohawk Industries of 4.6%. Overall the industry is down 14% in 12 months. Earnings are forecast to grow by 15% annually.
Has the U.S. Home Furnishings Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 31 Aug 2026 | US$24.8b | US$24.0b | US$1.2b | 18.1x | 21.2x | 1x |
| Wed, 29 Jul 2026 | US$27.7b | US$28.2b | US$1.3b | 16.2x | 21.4x | 1x |
| Fri, 26 Jun 2026 | US$28.7b | US$28.2b | US$1.3b | 16x | 22.2x | 1x |
| Sun, 24 May 2026 | US$25.1b | US$28.2b | US$1.3b | 15.1x | 19.7x | 0.9x |
| Tue, 21 Apr 2026 | US$29.4b | US$27.9b | US$1.1b | 17.7x | 26.2x | 1.1x |
| Thu, 19 Mar 2026 | US$27.1b | US$28.0b | US$1.1b | 15.9x | 24.3x | 1x |
| Sat, 14 Feb 2026 | US$32.5b | US$27.3b | US$1.1b | 17.5x | 30.8x | 1.2x |
| Mon, 12 Jan 2026 | US$32.0b | US$27.4b | US$1.1b | 17.4x | 29x | 1.2x |
| Wed, 10 Dec 2025 | US$30.2b | US$27.4b | US$1.1b | 15.8x | 27.6x | 1.1x |
| Fri, 07 Nov 2025 | US$27.6b | US$27.4b | US$1.1b | 14.9x | 25.2x | 1x |
| Sun, 05 Oct 2025 | US$30.1b | US$26.6b | US$1.0b | 16.9x | 29.6x | 1.1x |
| Tue, 02 Sep 2025 | US$30.3b | US$26.6b | US$1.0b | 17.4x | 29.8x | 1.1x |
| Thu, 31 Jul 2025 | US$27.3b | US$26.0b | US$370.5m | 15.4x | 73.7x | 1x |
| Sat, 28 Jun 2025 | US$24.7b | US$26.0b | US$374.6m | 14.6x | 65.8x | 0.9x |
| Mon, 26 May 2025 | US$24.0b | US$26.0b | US$396.4m | 13.5x | 60.6x | 0.9x |
| Wed, 23 Apr 2025 | US$22.4b | US$26.3b | US$416.0m | 13x | 54x | 0.9x |
| Fri, 21 Mar 2025 | US$23.2b | US$26.3b | US$434.0m | 13.4x | 53.5x | 0.9x |
| Sun, 16 Feb 2025 | US$27.1b | US$26.3b | US$430.3m | 15x | 63x | 1x |
| Tue, 14 Jan 2025 | US$21.9b | US$26.3b | US$153.5m | 16.6x | 143x | 0.8x |
| Thu, 12 Dec 2024 | US$23.5b | US$26.3b | US$176.1m | 19x | 133.5x | 0.9x |
| Sat, 09 Nov 2024 | US$23.9b | US$26.3b | US$184.1m | 22.5x | 129.8x | 0.9x |
| Mon, 07 Oct 2024 | US$24.4b | US$26.5b | -US$741,872,803.42 | 23.1x | -32.9x | 0.9x |
| Wed, 04 Sep 2024 | US$24.2b | US$26.5b | -US$734,094,488.57 | 21.6x | -33x | 0.9x |
| Fri, 02 Aug 2024 | US$24.8b | US$26.5b | -US$123,359,467.14 | 19.7x | -201.3x | 0.9x |
| Sun, 30 Jun 2024 | US$20.3b | US$26.7b | -US$163,276,732.19 | 17.8x | -124.5x | 0.8x |
| Tue, 28 May 2024 | US$21.0b | US$26.8b | -US$155,783,234.44 | 15.1x | -134.5x | 0.8x |
| Thu, 25 Apr 2024 | US$21.9b | US$27.0b | -US$117,743,565.22 | 13.8x | -186.3x | 0.8x |
| Sat, 23 Mar 2024 | US$23.6b | US$27.1b | -US$136,514,362.77 | 13.3x | -173.1x | 0.9x |
| Mon, 19 Feb 2024 | US$22.5b | US$27.2b | -US$204,380,884.03 | 13.3x | -110x | 0.8x |
| Wed, 17 Jan 2024 | US$13.3b | US$22.4b | -US$305,793,444.00 | 12.3x | -43.5x | 0.6x |
| Fri, 15 Dec 2023 | US$13.3b | US$22.4b | -US$302,010,678.00 | 15x | -44x | 0.6x |
| Sun, 12 Nov 2023 | US$11.1b | US$22.5b | -US$287,225,563.00 | 11.8x | -38.5x | 0.5x |
| Tue, 10 Oct 2023 | US$11.6b | US$22.8b | US$21.3m | 10.5x | 542.2x | 0.5x |
| Thu, 07 Sep 2023 | US$13.1b | US$23.0b | US$35.7m | 8.7x | 366.9x | 0.6x |
366.9x
How does U.S. Home Furnishings compare with similar industries?
| US Market | 0.67% | |
| Consumer Discretionary | -0.098% | |
| Consumer Durables | -0.74% | |
| Home Furnishings | -2.01% | |
| Household Appliances | 3.92% | |
| Housewares and Specialties | 1.13% | |
| Homebuilding | -1.00% | |
| Consumer Electronics | -2.12% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| LZB La-Z-Boy | US$32.57 | 1.4% +US$18.0m | -11.9% | PE16x | |
| SGI Somnigroup International | US$64.37 | 0.09% +US$12.6m | -23.3% | PE25.4x | |
| FLXS Flexsteel Industries | US$81.80 | 1.5% +US$4.9m | 76.4% | PE10.1x | |
| ETD Ethan Allen Interiors | US$23.47 | 0.8% +US$4.8m | -20.5% | PE15x | |
| LOVE Lovesac | US$15.99 | 0.9% +US$2.0m | -16.4% | PE61.4x |