Feed / LZB

La-Z-Boy Incorporated

LZB

Consumer Cyclical · 30.65 -0.8% today

Isolated · not yet confirmedMarket checked 11 Sept, 15:55 GMT-4

Market read

La-Z-Boy Incorporated's current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 21 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.

Company-0.8% todayVolume comparison unavailable
Market group0 of 21 activeOil & Gas and Biotech · unavailable
Disclosed network0 of 2 confirmingNo filing-linked name is confirming now
What would change this read
  • LZB's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if LZB's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Consumer Cyclical · Furnishings, Fixtures & Appliances

No new filing conclusion is available. 0 of 21 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • LZB's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 12, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations320
Usable filing statements149
Verified relationships2
Evidence supporting the case
  • Operating cash flow covered net income at 2.00x in the latest annual period.
  • Foreign exchange has repeated favorable evidence across 5 filings.
Evidence challenging the case
  • Customer concentration has repeated adverse evidence across 5 filings.
  • Demand and volume has repeated adverse evidence across 5 filings.
  • Macroeconomic conditions has repeated adverse evidence across 5 filings.
  • Supply chain and availability has repeated adverse evidence across 4 filings.
Questions before a position
  • P/E is 66% below the available filing-peer median; determine whether growth and quality justify the difference.
  • EV/sales is 55% below the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 11, 2026

30.65
6m-14.0%12m-17.1%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2022-04-30$2.4B+35.9%$3.39-4.5%
2023-04-29$2.3B-0.3%$3.48-2.4%
2024-04-27$2.0B-12.9%$2.83+0.1%
2025-04-26$2.1B+3.0%$2.35-2.2%
2026-04-25$2.1B+0.8%$2.47-2.4%

What management says matters

Persistent and emerging business drivers

Capital investment and capacitymixed · 5 filings
Cash used for investing activities in the first six months of fiscal 2026 was mainly attributable to capital expenditures of $38.9 million, which were primarily related to La-Z-Boy Stores (new stores and remodels), manufacturing-related investments, and 29 Ta…
10-Q · Nov 18, 2025
Customer concentrationnegative · 5 filings
Fiscal Year 2026 and Fiscal Year 2025 Supply Chain Optimization As a result of a significant customer transition in the current consumer demand environment in the United Kingdom, during fiscal 2025, we recorded charges of $20.6 million for the full impairment…
10-K · Jun 16, 2026
Demand and volumenegative · 5 filings
Total written sales increased 8% in fiscal 2026 compared with fiscal 2025 while written same-store sales decreased 3% over the same period, primarily due to lower consumer demand as a result of the current macroeconomic environment.
10-K · Jun 16, 2026
Foreign exchangepositive · 5 filings
Exchange Rate Changes Due to changes in exchange rates, our cash and cash equivalents increased by $0.4 million from the end of fiscal year 2025 to the end of fiscal year 2026.
10-K · Jun 16, 2026

Valuation discipline

Descriptive valuation snapshot

Price/sales 0.6× · EV/sales 0.5×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

30.65-0.8% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for LZB. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for LZB. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind LZB

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

BATRAAtlanta Braves Holdings, Inc.customerFeb 17, 2026

Cash used for investing activities in fiscal 2026 included the following: • Cash used for acquisitions was $86.4 million, primarily related to the acquisition of the Atlanta, Georgia, central/northeast Florida, and Knoxville, Tennessee retail business.

BATRAAtlanta Braves Holdings, Inc.partnerJun 16, 2026

Southeast Region of the United States Acquisition On October 28, 2025, we completed our acquisition of the Atlanta, Georgia, central/northeast Florida, and Knoxville, Tennessee business that operated 15 independently-owned La-Z-Boy Stores and four distributio…

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

LZB is currently a Early Follower in the organic co-movement group Oil & Gas and Biotech. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for LZB; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.