Narrative Update • May 17

The Home Furnishings industry is up 6.5% in the last week, with Somnigroup International up 6.7%. Meanwhile, Natuzzi actually underperformed within the industry, shrinking 8.0% in the last week. This takes the industry's 12 month performance to a gain of 4.4%. 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 |
|---|---|---|---|---|---|---|
| Sat, 23 May 2026 | US$25.2b | US$28.2b | US$1.3b | 15.1x | 19.8x | 0.9x |
| Mon, 20 Apr 2026 | US$29.5b | US$27.9b | US$1.1b | 17.5x | 26.2x | 1.1x |
| Wed, 18 Mar 2026 | US$27.0b | US$28.0b | US$1.1b | 16.2x | 24.2x | 1x |
| Fri, 13 Feb 2026 | US$33.7b | US$27.3b | US$1.1b | 17.1x | 30.5x | 1.2x |
| Sun, 11 Jan 2026 | US$32.0b | US$27.4b | US$1.1b | 17.4x | 29x | 1.2x |
| Tue, 09 Dec 2025 | US$30.7b | US$27.4b | US$1.1b | 16x | 28.1x | 1.1x |
| Thu, 06 Nov 2025 | US$27.7b | US$26.5b | US$1.0b | 15.3x | 26.4x | 1x |
| Sat, 04 Oct 2025 | US$30.0b | US$26.6b | US$1.0b | 16.9x | 29.5x | 1.1x |
| Mon, 01 Sep 2025 | US$30.3b | US$26.6b | US$1.0b | 17.4x | 29.8x | 1.1x |
| Wed, 30 Jul 2025 | US$27.6b | US$26.0b | US$370.2m | 15.9x | 74.7x | 1.1x |
| Fri, 27 Jun 2025 | US$24.4b | US$26.0b | US$374.6m | 14.4x | 65.1x | 0.9x |
| Sun, 25 May 2025 | US$24.0b | US$26.0b | US$396.4m | 13.5x | 60.6x | 0.9x |
| Tue, 22 Apr 2025 | US$23.0b | US$26.3b | US$421.3m | 12.3x | 54.5x | 0.9x |
| Thu, 20 Mar 2025 | US$22.9b | US$26.3b | US$433.9m | 13.4x | 52.7x | 0.9x |
| Sat, 15 Feb 2025 | US$26.9b | US$26.3b | US$430.3m | 15x | 62.5x | 1x |
| Mon, 13 Jan 2025 | US$21.9b | US$26.3b | US$153.4m | 16.3x | 143.1x | 0.8x |
| Wed, 11 Dec 2024 | US$23.7b | US$26.3b | US$176.1m | 18.7x | 134.6x | 0.9x |
| Fri, 08 Nov 2024 | US$23.3b | US$26.3b | US$167.2m | 22.3x | 139.5x | 0.9x |
| Sun, 06 Oct 2024 | US$24.4b | US$26.5b | -US$741,872,803.42 | 23.1x | -32.9x | 0.9x |
| Tue, 03 Sep 2024 | US$24.2b | US$26.5b | -US$734,133,388.49 | 22.3x | -33x | 0.9x |
| Thu, 01 Aug 2024 | US$24.8b | US$26.6b | -US$116,511,396.39 | 20.2x | -213.1x | 0.9x |
| Sat, 29 Jun 2024 | US$19.6b | US$26.7b | -US$163,276,732.19 | 17.8x | -119.8x | 0.7x |
| Mon, 27 May 2024 | US$21.0b | US$26.8b | -US$155,768,089.18 | 15.1x | -134.6x | 0.8x |
| Wed, 24 Apr 2024 | US$21.9b | US$27.0b | -US$117,747,254.00 | 13.6x | -186.3x | 0.8x |
| Fri, 22 Mar 2024 | US$23.4b | US$27.1b | -US$136,576,109.45 | 13.5x | -171.6x | 0.9x |
| Sun, 18 Feb 2024 | US$22.5b | US$27.2b | -US$204,380,884.03 | 13.3x | -110x | 0.8x |
| Tue, 16 Jan 2024 | US$13.3b | US$22.4b | -US$305,888,132.00 | 12.8x | -43.5x | 0.6x |
| Thu, 14 Dec 2023 | US$12.7b | US$22.4b | -US$301,874,577.00 | 14.8x | -42.1x | 0.6x |
| Sat, 11 Nov 2023 | US$11.0b | US$22.5b | -US$287,225,563.00 | 11.8x | -38.2x | 0.5x |
| Mon, 09 Oct 2023 | US$11.6b | US$22.8b | US$21.3m | 10.6x | 542.4x | 0.5x |
| Wed, 06 Sep 2023 | US$13.2b | US$23.0b | US$35.7m | 8.6x | 368.7x | 0.6x |
| Fri, 04 Aug 2023 | US$14.4b | US$23.1b | US$60.2m | 12x | 239.4x | 0.6x |
| Sun, 02 Jul 2023 | US$13.8b | US$23.5b | US$286.6m | 10.8x | 48.1x | 0.6x |
| Tue, 30 May 2023 | US$13.3b | US$23.7b | US$327.8m | 9.1x | 40.7x | 0.6x |
40.7x
How does U.S. Home Furnishings compare with similar industries?
| US Market | 1.01% | |
| Consumer Discretionary | 1.66% | |
| Consumer Durables | 6.40% | |
| Home Furnishings | 6.45% | |
| Consumer Electronics | 6.54% | |
| Homebuilding | 6.49% | |
| Household Appliances | 6.15% | |
| Housewares and Specialties | -2.79% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SGI Somnigroup International | US$66.89 | 6.7% +US$885.5m | 4.8% | PE27x | |
| MHK Mohawk Industries | US$102.40 | 6.0% +US$356.0m | 1.3% | PE15.1x | |
| LEG Leggett & Platt | US$9.99 | 8.9% +US$111.9m | 14.7% | PE6.1x | |
| LZB La-Z-Boy | US$36.65 | 6.9% +US$96.2m | -12.7% | PE17.9x | |
| ETD Ethan Allen Interiors | US$19.74 | 4.8% +US$22.9m | -24.3% | PE12.4x |