Page 3 - U.S. Growth Consumer Durables Stocks

Company	Last Price	7D Return	1Y Return	Market Cap	Analysts Target	Valuation	Growth	Div Yield
LSEA Landsea Homes	US$11.09	1.0%	72.7%	US$401.0m	US$15.67	PE13.7x	E23.1%	n/a
LOVE Lovesac	US$21.85	7.4%	-19.1%	US$338.4m	US$36.00	PE14.2x	E20.1%	n/a
MBUU Malibu Boats	US$33.82	-1.0%	-39.0%	US$691.0m	US$49.43	PE10.7x	E19.8%	n/a
CPRI Capri Holdings	US$34.81	-8.0%	-15.9%	US$4.1b	US$53.92	PE19.4x	E19.2%	n/a
LGIH LGI Homes	US$94.88	1.6%	-17.5%	US$2.2b	US$115.88	PE11.2x	E17.0%	n/a
FIGS FIGS	US$4.81	1.9%	-30.0%	US$818.4m	US$6.25	PE36.2x	E16.7%	n/a
MOV Movado Group	US$26.30	6.0%	2.7%	US$581.9m	US$41.00	PE12.5x	E16.4%	5.3%
MAT Mattel	US$18.47	1.7%	2.6%	US$6.4b	US$23.59	PE21.7x	E16.0%	0%
ZGN Ermenegildo Zegna	US$11.84	1.6%	-8.9%	US$3.0b	US$14.68	PE22.7x	E14.4%	1.1%
IBP Installed Building Products	US$235.22	4.7%	92.9%	US$6.7b	US$251.45	PE27.4x	E14.2%	1.3%
BC Brunswick	US$80.00	-2.5%	-6.1%	US$5.4b	US$95.93	PE14x	E13.6%	2.1%
TPX Tempur Sealy International	US$49.89	0.7%	36.6%	US$8.7b	US$63.88	PE23.5x	E13.1%	1.0%
SKX Skechers U.S.A	US$58.82	3.4%	17.9%	US$9.2b	US$69.92	PE16.8x	E13.1%	n/a
PII Polaris	US$83.28	-3.8%	-23.4%	US$4.7b	US$100.81	PE12x	E12.2%	3.2%
HELE Helen of Troy	US$90.85	-7.7%	-7.0%	US$2.2b	US$140.30	PE12.8x	E12.2%	n/a
CCS Century Communities	US$78.32	-0.6%	18.1%	US$2.5b	US$94.40	PE8.6x	E12.1%	1.3%
DFH Dream Finders Homes	US$35.34	3.4%	137.3%	US$3.3b	US$34.50	PE11.7x	E12.1%	n/a
TPH Tri Pointe Homes	US$36.82	6.4%	37.1%	US$3.5b	US$40.02	PE9.6x	E11.8%	n/a
SHOO Steven Madden	US$39.72	3.0%	12.8%	US$2.9b	US$45.00	PE17x	E11.8%	2.1%
LULU Lululemon Athletica	US$360.00	3.6%	-4.8%	US$45.4b	US$465.93	PE29.3x	E10.4%	n/a
CVCO Cavco Industries	US$366.41	5.0%	26.6%	US$3.1b	US$388.80	PE17.9x	E9.9%	n/a
MODG Topgolf Callaway Brands	US$15.72	2.0%	-29.5%	US$2.9b	US$19.66	PE30.4x	E9.5%	0%
FLXS Flexsteel Industries	US$38.63	3.2%	128.4%	US$199.0m	US$43.00	PE12.9x	E9.4%	1.6%
GRBK Green Brick Partners	US$54.46	4.8%	47.8%	US$2.4b	US$54.00	PE8.7x	E9.3%	n/a