Narrative Update • Aug 25

Over the last 7 days, the Home Furnishings industry has dropped 2.4%, driven by Somnigroup International declining 2.8%. In contrast, XMax has gained 5.8%. Overall the industry is down 16% 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 |
|---|---|---|---|---|---|---|
| Fri, 28 Aug 2026 | US$24.6b | US$24.0b | US$1.2b | 18.2x | 21x | 1x |
| Sun, 26 Jul 2026 | US$27.2b | US$28.2b | US$1.3b | 15.6x | 21x | 1x |
| Tue, 23 Jun 2026 | US$27.7b | US$28.2b | US$1.3b | 15.6x | 21.4x | 1x |
| Thu, 21 May 2026 | US$23.2b | US$28.2b | US$1.3b | 14.8x | 18.2x | 0.8x |
| Sat, 18 Apr 2026 | US$27.6b | US$28.0b | US$1.1b | 17.5x | 24.7x | 1x |
| Mon, 16 Mar 2026 | US$26.9b | US$28.0b | US$1.1b | 16.5x | 24.1x | 1x |
| Wed, 11 Feb 2026 | US$33.6b | US$27.4b | US$1.1b | 17.5x | 30.7x | 1.2x |
| Fri, 09 Jan 2026 | US$30.1b | US$27.4b | US$1.1b | 16.8x | 27.3x | 1.1x |
| Sun, 07 Dec 2025 | US$30.8b | US$27.4b | US$1.1b | 16.3x | 28.2x | 1.1x |
| Tue, 04 Nov 2025 | US$27.8b | US$26.5b | US$1.0b | 15.8x | 26.5x | 1x |
| Thu, 02 Oct 2025 | US$30.1b | US$26.6b | US$1.0b | 16.9x | 29.6x | 1.1x |
| Sat, 30 Aug 2025 | US$30.4b | US$26.6b | US$1.0b | 17.4x | 29.9x | 1.1x |
| Mon, 28 Jul 2025 | US$27.7b | US$26.0b | US$369.9m | 15.9x | 74.9x | 1.1x |
| Wed, 25 Jun 2025 | US$24.9b | US$26.0b | US$374.8m | 14.7x | 66.3x | 1x |
| Fri, 23 May 2025 | US$24.3b | US$26.0b | US$396.5m | 13.6x | 61.3x | 0.9x |
| Sun, 20 Apr 2025 | US$23.0b | US$26.3b | US$421.8m | 12.6x | 54.5x | 0.9x |
| Tue, 18 Mar 2025 | US$22.9b | US$26.3b | US$433.9m | 13.3x | 52.9x | 0.9x |
| Thu, 13 Feb 2025 | US$26.4b | US$26.3b | US$119.1m | 14.6x | 222.1x | 1x |
| Sat, 11 Jan 2025 | US$22.0b | US$26.3b | US$153.4m | 16.3x | 143.1x | 0.8x |
| Mon, 09 Dec 2024 | US$23.4b | US$26.3b | US$175.9m | 18.7x | 133.2x | 0.9x |
| Wed, 06 Nov 2024 | US$22.3b | US$26.3b | US$167.0m | 22.5x | 133.3x | 0.8x |
| Fri, 04 Oct 2024 | US$24.9b | US$26.5b | -US$741,949,869.20 | 23x | -33.6x | 0.9x |
| Sun, 01 Sep 2024 | US$24.2b | US$26.5b | -US$734,110,379.31 | 22.3x | -33x | 0.9x |
| Tue, 30 Jul 2024 | US$24.8b | US$26.6b | -US$116,508,008.44 | 20.1x | -212.9x | 0.9x |
| Thu, 27 Jun 2024 | US$19.7b | US$26.7b | -US$163,230,380.33 | 17.5x | -120.7x | 0.7x |
| Sat, 25 May 2024 | US$20.8b | US$26.8b | -US$155,768,089.18 | 15.1x | -133.7x | 0.8x |
| Mon, 22 Apr 2024 | US$21.3b | US$27.0b | -US$117,664,636.57 | 13x | -180.6x | 0.8x |
| Wed, 20 Mar 2024 | US$23.0b | US$27.1b | -US$136,586,215.84 | 13.1x | -168.6x | 0.8x |
| Fri, 16 Feb 2024 | US$22.5b | US$27.2b | -US$204,375,202.50 | 12.6x | -110.1x | 0.8x |
| Sun, 14 Jan 2024 | US$13.3b | US$22.4b | -US$305,894,003.00 | 12.8x | -43.5x | 0.6x |
| Tue, 12 Dec 2023 | US$12.8b | US$22.4b | -US$301,734,107.00 | 14.6x | -42.5x | 0.6x |
| Thu, 09 Nov 2023 | US$11.3b | US$22.5b | -US$244,587,511.00 | 11.9x | -46.3x | 0.5x |
| Sat, 07 Oct 2023 | US$11.6b | US$22.8b | US$21.3m | 10.6x | 542.4x | 0.5x |
| Mon, 04 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 | 1.16% | |
| Consumer Discretionary | -1.02% | |
| Consumer Durables | -0.12% | |
| Home Furnishings | -2.37% | |
| Household Appliances | 5.95% | |
| Homebuilding | -0.48% | |
| Consumer Electronics | -1.22% | |
| Housewares and Specialties | -3.36% | |
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 |