“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 ↗
La-Z-Boy Incorporated
LZB
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.
- 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.
Research brief
The story so far
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.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- LZB's market-adjusted activity becomes unusual and at least one connected name confirms.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- Operating cash flow covered net income at 2.00x in the latest annual period.
- Foreign exchange has repeated favorable evidence across 5 filings.
- 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.
- 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.
Price as of Sep 11, 2026
30.65Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“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 ↗
“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 ↗
“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.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
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.