La-Z-Boy Stock (LZB): Navigating Earnings and Consumer Trends

By Patricia Miller

Jun 23, 2025

2 min read

La-Z-Boy's recent earnings showed stable revenue but missed EPS estimates. Watch out for market signals influencing demand and stock performance.

#La-Z-Boy Latest

La-Z-Boy Incorporated (NYSE:LZB) released its fiscal fourth-quarter and full-year results last week, reporting full-year revenue of approximately $2.1 billion, which matched analysts' expectations and Q4 revenue of $571 million. However, the annualized earnings per share fell slightly to around $2.35 from $2.83 the previous year. The company hopes that a stabilization in consumer home spending and improved logistics may enhance earnings momentum. The company also generated $187 million in operating cash flow for the year, up 18%, and returned $113 million to shareholders through dividends and share repurchases.

With plans to expand its store network and direct-to-consumer channels, there’s potential for margin growth. Nonetheless, ongoing inflation, rising interest rates, and global shipping challenges could suppress demand or increase costs. Investors should monitor upcoming U.S. housing and retail data, as these could introduce volatility into the market. For Q1 fiscal 2026, La-Z-Boy projects revenue between $490 million and $510 million, with adjusted operating margins expected between 5.5% and 7.0%.

#What Investors Need to Know About La-Z-Boy

  • Revenue for the fiscal year matched estimates at $2.11 billion.

  • Earnings per share slightly declined to $2.35 from $2.83 a year prior.

  • The company aims to expand its store footprint and direct-to-consumer channels.

  • Persistent inflation and rising rates may impact consumer demand and costs.

  • Key market indicators like housing and retail data are essential to watch for future volatility.

#La-Z-Boy At A Glance

La-Z-Boy is a well-known brand in the furniture industry, specializing in comfortable and stylish furniture products, focusing primarily on reclining sofas and chairs. The firm’s commitment to innovation and quality has established its brand as a leader in the sector.

#Competitive Landscape

In the furniture market, La-Z-Boy competes with companies like Ashley Furniture, Ethan Allen, and Rooms To Go. These competitors also offer a range of furniture products and varying price points, making the industry quite competitive.

#Near-Term Catalysts and Risks

As La-Z-Boy explores opportunities for growth through store expansions and improving its direct-to-consumer sales model, it faces challenges from ongoing inflation and supply chain disruptions. A potential stabilization in home spending could drive growth, but it's crucial to keep an eye on overall economic conditions that could impact consumer confidence and spending behavior.

#Trading La-Z-Boy Stock

For retail investors considering La-Z-Boy, it's important to approach the stock with a balanced view of the risks and potential rewards. The current price point may offer a fair entry level if you believe in the company's long-term growth strategy and market positioning. Keep an eye on economic indicators that could affect housing and retail activity as they may influence stock performance.

#FAQ

What are the key factors that influence La-Z-Boy's stock price?

Factors include revenue growth, earnings performance, consumer trends in home spending, inflation rates, and competitive actions in the furniture market.

How does La-Z-Boy handle supply chain issues?

La-Z-Boy is actively working to address supply chain disruptions by diversifying its logistics partners and improving inventory management to better respond to market demands.

Important Notice And Disclaimer

This article does not provide any financial advice and is not a recommendation to deal in any securities or product. Investments may fall in value and an investor may lose some or all of their investment. Past performance is not an indicator of future performance.