UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Address of principal executive offices) (Zip Code) (State or other jurisdiction of incorporation or organization) (I.R.S. Employer Identification No.) (404) 443-2900 (Registrant's telephone number, including area code) Securities registered pursuant to Section 12(b) of the Securities Exchange Act of 1934 (Mark One) Maryland 58-0281900 Commission file number: 1-14445 780 Johnson Ferry Road, Suite 800 HAVERTY FURNITURE COMPANIE ...

Financial Data and Key Metrics Changes - The company reported record sales of $260.4 million for Q3 2021, a 19.7% increase compared to the prior year [4][25] - Net income for Q3 2021 was $24.2 million, or $1.31 per diluted share, compared to $18.3 million, or $0.97 per share in the same quarter last year [30] - Gross profit margin increased by 60 basis points to 56.8% due to better merchandise pricing and less promotional activity [26] - Selling, general and administrative expenses rose by $16.1 million, or 16%, to $116.2 million, but as a percentage of sales, these costs declined to 44.6% from 46% [27] Business Line Data and Key Metrics Changes - Comparable store sales increased by 17.7% over the prior year period [25] - The company added over 500 online exclusive products, which received a positive response [7] - Warehouse inventory levels rose over 8% during Q3 2021, indicating improved supply chain management [16] Market Data and Key Metrics Changes - The company expects to end 2021 with 121 stores, one more than last year, and plans to open five new stores in 2022 [9] - Customer deposits increased to $120.1 million, up $34 million from December 31, 2020 [31] Company Strategy and Development Direction - The company is focused on reducing backlogs and improving customer service by bringing in sole merchandise [6] - Investments in IT and marketing are aimed at upgrading the website to enhance customer experience [12] - The expansion of the Virginia distribution center is a key investment to improve logistics and reduce costs [11] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism for Q4 2021 despite challenges in supply chain and staffing [23][21] - The company anticipates a slowdown in imports from Vietnam but expects improved shipping times from domestic suppliers [23] - Management believes the importance of home furnishings will continue to grow due to changing consumer behaviors post-COVID [38] Other Important Information - The company incurred significant demurrage costs of approximately $2.3 million due to port congestion [28] - Capital expenditures for the first nine months of 2021 were $28.1 million, with plans to maintain a similar range for 2022 [32] Q&A Session Summary Question: What is the size of the backlog and its potential impact on sales? - The backlog is up over 40% from last year, indicating a healthy backlog going into Q4 [43] Question: What factors are affecting written sales? - Out-of-stocks have impacted sales, particularly for best-selling items, leading to delays in customer orders [46][49] Question: How is the company managing special orders? - Special order lead times have stabilized, but delays still affect customer purchasing behavior [48]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ___ to ___ Commission file number: 1-14445 HAVERTY FURNITURE COMPANIES, INC. (Exact name of registrant as specified in its charter) (State or other jurisdictio ...

Haverty Furniture Companies, Inc. (NYSE:HVT) Q2 2021 Earnings Conference Call July 28, 2021 10:00 AM ET Company Participants Richard Hare - EVP and CFO Clarence Smith - Chairman and CEO Steven Burdette - President Conference Call Participants Anthony Lebiedzinski - Sidoti Andrew Efimoff - KeyBanc Capital Markets Operator Good day and welcome to the HVT's Second Quarter 2021 Financial Results Conference Call. Today's conference is being recorded. At this time, I would like to turn the conference over to Rich ...

Financial Data and Key Metrics Changes - In Q1 2021, delivered sales were $236.5 million, a 31.8% increase compared to the prior year quarter [20] - Total written sales for Q1 2021 were up 54.5% over the prior year period [20] - Comparable store sales increased by 11.5% over the prior year period [20] - Gross profit margin increased by 160 basis points from 55.5% to 57.1% [21] - Selling, general and administrative expenses increased by $12.2 million or 12.5% to $109.8 million, but as a percentage of sales, these costs declined to 46.4% from 54.4% [22] - Net income for Q1 2021 was $19.4 million or $1.04 per diluted share, compared to $1.8 million or $0.09 per share in the comparable quarter of last year [24] Business Line Data and Key Metrics Changes - Case goods saw the strongest sales increases, with their percentage of sales rising from 34.6% to 37.6% [35][36] - Upholstery remains a key driver, but case goods are showing significant growth [35] Market Data and Key Metrics Changes - The company reported a significant increase in customer deposits, which were $104.7 million, up $18.5 million from the previous quarter and up $78.6 million from Q1 2020 [25] - The undelivered backlog is up almost four times compared to last year, indicating strong demand [7] Company Strategy and Development Direction - The company plans to increase inventories and invest in additional warehouse capacities to manage the backlog [9] - A new multimedia marketing campaign is set to launch in May to differentiate the company from competitors [11] - The company is actively pursuing new store opportunities, with plans to open additional locations in Myrtle Beach, Central Florida, and Northeast Austin [10] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the sustained importance of home furnishings due to the strong housing market and government cash subsidies [8] - Supply chain challenges were acknowledged, including shipping delays and increased freight costs, but management is working to stabilize these issues [13][14] - Staffing remains a concern due to extended unemployment benefits affecting talent acquisition [17] Other Important Information - The company ended Q1 2021 with $210 million in cash and cash equivalents and no funded debt [25] - Planned capital expenditures for 2021 remain at $23 million, with significant investments in store remodels and distribution network improvements [29] Q&A Session Summary Question: Revenue impact from the winter storm - Management indicated that while there was some impact from the winter storm, the overall strong business performance may have mitigated its effect on total quarterly revenue [33] Question: Sales increases by product segment - The strongest sales increases were seen in case goods, with management noting that the availability of product contributed to this growth [35] Question: Supply chain constraints - Management highlighted that staffing issues and container capacity remain significant challenges, but they are optimistic about resolving these by the end of the year [38][39] Question: Sales modeling and future guidance - Management refrained from providing specific revenue guidance but noted that the strong backlog and customer deposits position the company well for future quarters [44][47] Question: Consumer spending trends - Management observed strong growth in key markets like Florida and Texas, with confidence in the sustainability of demand for home furnishings [48]

FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ___ to ___ UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Commission file number: 1-14445 HAVERTY FURNITURE COMPANIES, INC. (Exact name of registrant as specified in its charter) (State or other jurisdicti ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____ to _____ Commission file number: 1-14445 HAVERTY FURNITURE COMPANIES, INC. Maryland 58-0281900 (State of Incorporation) (IRS Employer Identification Number) 780 Johnson ...

Financial Data and Key Metrics Changes - In Q4 2020, delivered sales reached $241.3 million, a 12.9% increase compared to the same quarter in 2019 [5][15] - Earnings per share for Q4 2020 were $1.37, up from $0.31 in the same period last year [5][18] - Gross profit margin increased by 280 basis points from 54.2% to 57% due to better pricing discipline and reduced promotional activity [6][15] - Selling, general and administrative expenses decreased by $1.6 million or 1.5% to $107 million, representing 44.3% of sales compared to 50.8% in the previous year [6][16] Business Line Data and Key Metrics Changes - Internet sales accounted for 4.3% of total sales since reopening, with "buy online, pick up in store" increasing to 16%, tripling from previous years [6] - Total written sales for Q4 2020 were up 16.7%, with written comparable store sales increasing by 17.5% [15] Market Data and Key Metrics Changes - The largest markets produced record levels and were significant profit contributors [6] - Customer deposits at the end of Q4 2020 were $86.2 million, up $56.1 million from the previous year [19] Company Strategy and Development Direction - The company plans to open new stores in Myrtle Beach, South Carolina, and Central Florida, while closing one store, ending the year with 122 stores [7] - Investments in the website are planned to enhance customer interaction and improve service levels [11][12] - The company aims to exceed long-term productivity goals of sales over $200 per square foot in 2021 [8] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about overcoming supply chain challenges and improving service levels compared to competitors [10] - The company anticipates gross margins for 2021 to be between 55.3% and 55.8%, impacted by product and freight costs [22] - Management acknowledged the ongoing supply chain issues but noted improvements in inventory positions for best-selling products [34] Other Important Information - The company returned approximately $70 million to shareholders in 2020 through dividends and share repurchases [21] - Capital expenditures for Q4 2020 were $3.7 million, with planned expenditures for 2021 around $23 million [20][24] Q&A Session Summary Question: How did same-store sales progress in Q4? - Management noted that delivered sales were up over 20% in October, down mid-single digits in November, and back up over 20% in December [29] Question: What product categories are facing inventory issues? - Management indicated challenges in domestic upholstery due to labor and supply issues, as well as import container shortages [34] Question: Will price increases offset higher delivery costs? - Management confirmed that they are increasing prices to recover costs, with expectations that freight costs will decrease later in the year [37] Question: Can you quantify the backlog? - Management stated that the backlog is at a record high but did not provide a specific dollar amount, indicating it is several multiples higher than last year [39] Question: How long will supply chain issues persist? - Management expects supply chain challenges to continue through the summer, with improvements anticipated by fall [42] Question: How has the recent weather impacted operations? - Management reported that about 30% of stores were down for several days due to severe weather, impacting deliveries significantly [51]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ___ to ___ Commission file number: 1-14445 HAVERTY FURNITURE COMPANIES, INC. (Exact name of registrant as specified in its charter) Maryland 58-0281900 (S ...

Financial Data and Key Metrics Changes - Delivered comparable store sales increased by 4% with written comparable sales up 22.6%, marking the largest increase in at least 50 years [4] - Record quarterly net profit of $18.3 million, with earnings per share of $0.97 compared to $6.1 million and $0.31 per share last year [5][16] - Gross profit margin improved by 270 basis points from 53.5% to 56.2% due to better merchandising mix and fewer markdowns [13][5] - Selling, general, and administrative expenses decreased by $4.1 million or 3.9% to $100.1 million, falling to 46% of sales from 49.8% [14] Business Line Data and Key Metrics Changes - Internet sales represented 3.9% of total sales, up over 80% [6] - Buy Online Pickup in Store increased to 15%, tripling over the past three years [6] - The company experienced a "triple double" in several periods, indicating double-digit increases in traffic, closing rate, and average ticket [7] Market Data and Key Metrics Changes - Strong performance noted in larger markets, contributing to balanced growth across regions [7] - Customer deposits reached $88.4 million, up $58.3 million from the year-end balance, indicating strong demand [17] Company Strategy and Development Direction - The company aims to maintain high single-digit pretax operating income in upcoming quarters [6] - Investments are being made to improve website efficiency and increase digital marketing efforts [6] - The company is focused on adapting to industry changes and believes it is well-positioned compared to competitors [9] Management's Comments on Operating Environment and Future Outlook - Management noted the importance of convenience for customers during the pandemic and is committed to holding costs in most SG&A categories [5][6] - The backlog of orders is expected to carry into 2021, with significant product on the way [33] - Management is optimistic about maintaining gross margins and is focused on special orders and custom products [38] Other Important Information - Capital expenditures for 2020 have been increased to $11.4 million, focusing on repairs, maintenance, and IT upgrades [22] - The company opened one new location in the Dallas-Fort Worth area during Q3 2020 [23] Q&A Session Summary Question: Insights on trends through the quarter and 4Q outlook - Management indicated that written sales for Q4 are expected to be in a similar range as Q3, with ongoing investments in distribution capacity [29] Question: Customer deposit levels and delivery timelines - Management expects the backlog to extend into 2021, with a significant amount of product on the way, but aims to fulfill important deliveries before the holidays [33] Question: Considerations for 2021 models regarding gross margins and SG&A costs - Management acknowledged the need to assess gross profit margins in a non-promotional environment and indicated that SG&A costs may see slight increases as personnel is added back [35][36]