Stocks like Bloomin’ Brands NASDAQ: BLMN, Flowers Foods NYSE: FLO, and Haverty Furniture Company NYSE: HVT are down in 2025 due to headwinds and growth struggles. However, the low share prices offer deep values relative to their historical norms, and high yields are in play. While risks are present, factors including payout ratios, cash flow, and balance sheet health offset them, making these stocks attractive for risk-tolerant dividend investors. Get HVT alerts:The most significant risk with each will be t ...

Key Takeaways RH plans to cut China sourcing from 16% to 2% in FY25 and boost U.S. and Italy output to reduce tariff risks. Adjusted EBITDA margin rose 80 bps in Q1 FY25; full-year guidance held at 20-21% despite macro headwinds. RH stock trades at 0.95x forward P/S, below ETD and above ARHS, with FY25 EPS still set to nearly double.The ambiguity surrounding the United States’ new tariff regime is currently known to be haunting the global market, and RH (RH) is not an exception to it, given its line of bu ...

Group 1: Carnival Corporation - Carnival is the leading global cruise operator, recovering from extreme debt and showing strong business performance with stock still 60% off its highs [4] - The stock price has risen 64% over the past year, trading at a price-to-sales ratio of 1.5 and a forward P/E ratio under 13, indicating potential for further gains [5] - In Q2 of fiscal 2025, Carnival reported revenue of $6.3 billion, a 9% year-over-year increase, with operating income rising from $560 million to $934 million [6] - The company had record deposits of $8.5 billion and is maintaining high bookings, alleviating concerns about demand drying up [7] - Carnival ended the quarter with $27 billion in total debt, having refinanced $7 billion at more favorable rates, and is close to achieving investment-grade credit ratings [8] - Carnival stock may appeal to investors willing to take on some risk, as the company is expected to bounce back and reward shareholders [9] Group 2: Williams-Sonoma - Williams-Sonoma targets the upscale housewares market and has faced challenges due to macroeconomic pressures, particularly in the sluggish real estate sector [11] - The company reported a 3.4% year-over-year increase in comparable brand revenue and an operating margin of 16.8%, exceeding guidance [12] - Williams-Sonoma has a diversified supplier base, with only 23% of its products sourced from China, positioning it well to handle tariff changes [12] - The company emphasizes a "digital first, not digital only" strategy, with e-commerce accounting for 66% of total sales in Q1 of fiscal 2025, tapping into a $830 billion addressable market [14] - Despite a decline of 8% in stock price this year, investor enthusiasm is returning, and the stock offers a dividend yield of 1.4% [15] - The stock trades at a forward P/E ratio of 19, presenting a potential entry point for investors [15]

Core Insights - RH, formerly known as Restoration Hardware, is focusing on in-house initiatives to improve revenue visibility and profitability in a challenging macroeconomic environment, including global expansion and supply-chain optimization [1] Group 1: Strategic Initiatives - The company is targeting untapped markets by opening new design galleries to increase market share and brand visibility, with plans to open six galleries in 2025 [2] - Internationally, RH has seen a 60% demand increase in Munich and Dusseldorf, indicating strong growth potential in Europe, with further openings planned in Paris, London, and Milan [3][7] Group 2: Financial Performance - RH's stock has increased by 23.4% over the past three months, outperforming the Hoya Capital Housing ETF [5] - The stock is currently trading at a forward P/E ratio of 16.34, which is lower than competitors Williams-Sonoma and Ethan Allen, suggesting a promising valuation for investors [9] Group 3: Earnings Estimates - Earnings estimates for fiscal 2025 have risen to $10.76 per share, reflecting a year-over-year growth of 99.6%, while estimates for fiscal 2026 have decreased to $14.61, showing a 35.8% growth [10][11]

Bassett Furniture Industries (BSET) Q2 2025 Earnings Call July 10, 2025 09:00 AM ET Speaker0Good day, thank you for standing by. Welcome to the Best Furniture's Second Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer session. Please note that today's conference may be recorded.I will now hand the conference over to your first speaker, Mr. Mike Daniel, Chief Financial Officer. P ...

For those looking to find strong Retail-Wholesale stocks, it is prudent to search for companies in the group that are outperforming their peers. Has FGI Industries Ltd. (FGI) been one of those stocks this year? By taking a look at the stock's year-to-date performance in comparison to its Retail-Wholesale peers, we might be able to answer that question.FGI Industries Ltd. is one of 204 companies in the Retail-Wholesale group. The Retail-Wholesale group currently sits at #12 within the Zacks Sector Rank. The ...

Home Depot (HD) ended the recent trading session at $367.28, demonstrating a -1.19% change from the preceding day's closing price. This change lagged the S&P 500's 0.79% loss on the day. On the other hand, the Dow registered a loss of 0.94%, and the technology-centric Nasdaq decreased by 0.92%. Shares of the home-improvement retailer have appreciated by 1.18% over the course of the past month, underperforming the Retail-Wholesale sector's gain of 2.47%, and the S&P 500's gain of 5.22%.Analysts and investors ...

Industry Overview - The United States' home-furnishing market is experiencing a setback due to reduced consumer confidence, high mortgage rates, lingering inflation risks, and concerns regarding new tariff implementations [1] - Despite these challenges, companies like RH and Williams-Sonoma are managing to sustain business growth through diversified strategies [1] Company Profiles RH - RH is a leading luxury retailer in home furnishings with a market cap of approximately $3.88 billion, offering a wide range of products including furniture, lighting, textiles, and décor [2][4] - The company is benefiting from global expansion, with significant demand growth of 60% in RH Munich and RH Dusseldorf during Q1 of fiscal 2025 [4] - RH plans to open seven Design galleries in 2025 and aims for long-term expansion of 7-9 new galleries annually [5] - To mitigate tariff-related uncertainties, RH is shifting sourcing out of China, projecting a reduction from 16% to 2% by Q4 of fiscal 2025 [6] Williams-Sonoma - Williams-Sonoma, with a market cap of about $21.3 billion, is a multi-channel specialty retailer of premium home products and is one of the largest e-commerce retailers in the U.S. [2][7] - The company reported a 6.2% increase in retail and a 2.1% increase in e-commerce comparable sales year-over-year in Q1 of fiscal 2025 [7] - Williams-Sonoma is investing between $250 million and $275 million in fiscal 2025, with 85% dedicated to enhancing e-commerce and supply-chain efficiency [7] - The B2B segment of Williams-Sonoma grew by 8% year-over-year in Q1 of fiscal 2025, indicating successful market capture [9] Financial Performance - RH is projected to achieve 99.6% EPS growth in fiscal 2025, while Williams-Sonoma's EPS is expected to decline by 3% [8] - RH's stock is trading at a discount compared to Williams-Sonoma, suggesting stronger growth potential amid uncertain housing demand [8][13] - The Zacks Consensus Estimate for RH's fiscal 2025 earnings is $10.76 per share, indicating significant growth potential [16] - In contrast, Williams-Sonoma's fiscal 2025 earnings estimate remains at $8.53 per share, reflecting a decline [18] Strategic Initiatives - RH's global expansion efforts and product platform enhancements are driving positive demand trends, particularly in Europe [4][5] - Williams-Sonoma's strategic initiatives are yielding positive results in key markets, including Canada, Mexico, and India, with plans for further expansion [10] - Both companies are navigating macroeconomic pressures, with Williams-Sonoma facing challenges from new tariff regulations and ongoing inflation [11] Investment Outlook - RH stock is viewed as a high-growth option at a discounted valuation, making it attractive for investors seeking growth amid market risks [19] - Williams-Sonoma, while showing long-term growth potential, faces challenges due to market uncertainties and a current premium valuation [19][20] - Both stocks currently carry a Zacks Rank 3 (Hold), but RH is perceived to offer better upside potential for growth-oriented investors [20]

Core Insights - Home Depot Inc. (HD) stock has increased by 8.8% over the past three months, reflecting a combination of challenges and resilience in the face of elevated interest rates and tighter financing [1][2] - The company has strategically invested in technology, digital tools, and supply-chain enhancements to maintain its dominance in the home improvement market [1][12] Performance Comparison - HD's 8.8% growth slightly outperformed the Retail - Home Furnishings industry's 8.7% but lagged behind the Retail-Wholesale sector and S&P 500, which grew by 17.7% and 23%, respectively [2] - Compared to its main competitor, Lowe's Companies Inc. (LOW), which rose 5.3%, HD performed better, but it fell short of peers like Williams-Sonoma (WSM) and Haverty Furniture Companies (HVT), which saw increases of 19.4% and 22.6% [3] Stock Price and Technical Indicators - As of the current price of $371.68, HD trades 15.4% below its 52-week high of $439.37 and 13.9% above its 52-week low of $326.31 [7] - The stock is above its 50-day moving average, indicating strong upward momentum, but below its 200-day simple moving average (SMA), suggesting long-term weakness [7][8] Financial Performance - In Q1 fiscal 2025, HD reported sales of $39.9 billion, a 9.4% year-over-year increase, primarily due to the SRS acquisition, although comparable sales fell by 0.3% due to soft demand for large remodeling projects [9][13] - Pro sales outperformed DIY sales, with strength noted in categories such as siding, decking, and gypsum [9][13] Strategic Initiatives - HD is focusing on enhancing its Pro ecosystem, digital capabilities, and supply chain, with the SRS integration improving service for professional customers [14] - The company is positioned to benefit from long-term housing trends, including an aging housing stock and rising home equity, with an estimated $50 billion in deferred remodeling demand [15] Earnings Estimates - The Zacks Consensus Estimate for HD's fiscal 2025 earnings per share remains unchanged, while the estimate for fiscal 2026 has decreased by 0.1% [17] - For fiscal 2025, sales are expected to grow by 3.1%, but earnings per share are projected to decline by 1.3% [19] Valuation Metrics - HD is currently trading at a forward 12-month P/E ratio of 23.81, higher than the industry average of 21.07 and the S&P 500's average of 22.45, indicating a premium valuation [20][21] - This premium suggests high investor expectations for HD's performance, but it may not be justified if the company fails to meet long-term growth targets [23] Investment Outlook - Home Depot's fundamentals remain strong, supported by growth initiatives and robust Pro customer sales [24] - The stock's near-term upside may be limited by macroeconomic headwinds and modest earnings growth expectations, with much of the long-term optimism already reflected in the current price [25] - For existing shareholders, HD is considered a high-quality hold, while prospective investors may seek a more attractive entry point during market pullbacks [26]

Company Overview - Wayfair Inc. is a leading destination for home goods, offering a wide range of products to create personalized living spaces [3] - The company generated $11.9 billion in net revenue for the 12 months ending March 31, 2025 [3] Financial Results Announcement - Wayfair will release its financial results for the second quarter ending June 30, 2025, before the market opens on August 4, 2025 [1] - A conference call to review the results will be held at 8 a.m. ET on the same day [1] Investor Engagement - Investors and participants can register for the webcast in advance [1] - The call will also be available via dial-in, and an archived version will be accessible shortly after the call [2]