How Dolby’s First In-Store Home Experience with NFM Could Shape Dolby Laboratories’ (DLB) Retail Strategy

• In early December 2025, Dolby Laboratories and Nebraska Furniture Mart launched the first-ever Dolby Home Experience at NFM’s The Colony store, giving shoppers an immersive, try-before-you-buy way to experience Dolby Vision and Dolby Atmos across TVs, soundbars, and other home entertainment devices.
• This concept space highlights how Dolby is moving closer to the point of consumer purchase, using experience-led retail to help households understand and appreciate premium audio-visual technology in a familiar, living room-like setting.
• Next, we’ll examine how this experience-led retail push, centered on showcasing Dolby Vision and Atmos at purchase, may influence Dolby’s investment narrative.

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Dolby Laboratories Investment Narrative Recap

To own Dolby, you need to believe its premium audio and visual standards can stay embedded in the devices and content people already love, even as some hardware categories commoditize. The new Dolby Home Experience with Nebraska Furniture Mart feels directionally positive for near term adoption of Atmos and Vision, but it does not fundamentally change the key risk that device makers may increasingly prioritize cheaper or royalty free alternatives.

Among recent announcements, the November 2025 dividend increase to US$0.36 per share stands out alongside this retail push, because it underlines Dolby’s preference to return cash to shareholders while it leans on Atmos and Vision to offset softness in more cyclical, foundational segments.

Yet while Dolby is moving closer to the living room, investors still need to consider how rising competition from alternative codecs could...

Read the full narrative on Dolby Laboratories (it's free!)

Dolby Laboratories' narrative projects $1.5 billion revenue and $334.6 million earnings by 2028. This requires 4.0% yearly revenue growth and about a $70 million earnings increase from $264.3 million.

Uncover how Dolby Laboratories' forecasts yield a $90.50 fair value, a 34% upside to its current price.

Exploring Other Perspectives

Five fair value estimates from the Simply Wall St Community span roughly US$47 to US$233 per share, underlining just how far apart individual views can be. As you weigh those opinions, remember that Dolby’s dependence on third party device makers and the threat of royalty free alternatives can directly affect how durable its royalty streams may prove over time, so it is worth exploring several viewpoints before deciding where you stand.

Explore 5 other fair value estimates on Dolby Laboratories - why the stock might be worth 30% less than the current price!

Build Your Own Dolby Laboratories Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Dolby Laboratories research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Dolby Laboratories research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Dolby Laboratories' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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