Bassett Furniture Industries (BSET)
Market Price (10/29/2026): $21.94 | Market Cap: $189.8 MilSector: Consumer Discretionary | Industry: Household Appliances
Bassett Furniture Industries (BSET)
Market Price (10/29/2026): $21.94Market Cap: $189.8 MilSector: Consumer DiscretionaryIndustry: Household Appliances
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 7.3%, Dividend Yield is 3.7% Low stock price volatilityVol 12M is 34% Megatrend and thematic driversMegatrends include E-commerce & Digital Retail, and Experience Economy & Premiumization. Themes include Direct-to-Consumer Brands, and Experiential Retail. | Trading close to highsDist 52W High is -2.1%, Dist 3Y High is -2.1% Weak multi-year price returns3Y Excs Rtn is -14% | Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -6.5% Key risksBSET key risks include [1] persistent operating losses from its underperforming retail segment and [2] a significant July 2024 cybersecurity breach that halted manufacturing and materially affected operations. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 7.3%, Dividend Yield is 3.7% |
| Low stock price volatilityVol 12M is 34% |
| Megatrend and thematic driversMegatrends include E-commerce & Digital Retail, and Experience Economy & Premiumization. Themes include Direct-to-Consumer Brands, and Experiential Retail. |
| Trading close to highsDist 52W High is -2.1%, Dist 3Y High is -2.1% |
| Weak multi-year price returns3Y Excs Rtn is -14% |
| Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -6.5% |
| Key risksBSET key risks include [1] persistent operating losses from its underperforming retail segment and [2] a significant July 2024 cybersecurity breach that halted manufacturing and materially affected operations. |
Qualitative Assessment
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Bassett Furniture Industries (BSET) stock has gained about 25% since 6/30/2026 because of the following key factors:
1. Bassett Furniture Industries (BSET) reported stronger-than-expected results for its fiscal third quarter 2026, which ended August 29, 2026. The company's diluted earnings per share (EPS) of $0.24 significantly surpassed analysts' consensus estimates of $0.13, beating by $0.11. This represents a substantial 166.7% increase compared to the $0.09 EPS reported in fiscal Q3 2025. Quarterly revenue also exceeded expectations, reaching $82.84 million against analyst estimates of $82.77 million, marking a 3.4% year-over-year increase.
2. The company's gross profit was significantly bolstered by $2.8 million in tariff refunds received from U.S. Customs and Border Protection. Of this amount, $1.0 million was recognized as an increase in gross profit during fiscal Q3 2026, with further benefits anticipated in fiscal Q4 2026. This contributed to a 130-basis point improvement in consolidated gross margin, which rose to 57.5% for the quarter compared to the prior year.
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Bassett Furniture Industries (BSET) stock has gained about 25% since 6/30/2026 because of the following key factors:
1. Bassett Furniture Industries (BSET) reported stronger-than-expected results for its fiscal third quarter 2026, which ended August 29, 2026. The company's diluted earnings per share (EPS) of $0.24 significantly surpassed analysts' consensus estimates of $0.13, beating by $0.11. This represents a substantial 166.7% increase compared to the $0.09 EPS reported in fiscal Q3 2025. Quarterly revenue also exceeded expectations, reaching $82.84 million against analyst estimates of $82.77 million, marking a 3.4% year-over-year increase.
2. The company's gross profit was significantly bolstered by $2.8 million in tariff refunds received from U.S. Customs and Border Protection. Of this amount, $1.0 million was recognized as an increase in gross profit during fiscal Q3 2026, with further benefits anticipated in fiscal Q4 2026. This contributed to a 130-basis point improvement in consolidated gross margin, which rose to 57.5% for the quarter compared to the prior year.
3. Bassett demonstrated improved operating efficiency and expense control, leading to a substantial increase in operating income. Fiscal Q3 2026 operating income reached $2.8 million, or 3.4% of sales, a significant rise from $0.6 million, or 0.7% of sales, in the prior-year quarter. Selling, general and administrative (SG&A) expenses, excluding new store pre-opening costs, decreased by 150 basis points as a percentage of sales to 53.9%, primarily due to increased leverage from higher retail sales and reduced corporate expenses.
4. Robust performance in e-commerce and retail sales channels contributed to the positive trend. E-commerce written sales surged by 48% in fiscal Q3 2026, with website delivered sales increasing over 42% and the average online order value rising by 33%. Written retail sales from company-owned stores also grew by 4.4%, continuing positive momentum from the previous quarter.
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Stock Movement Drivers
Fundamental Drivers
The 24.7% change in BSET stock from 6/30/2026 to 10/28/2026 was primarily driven by a 25.7% change in the company's Net Income Margin (%).| (LTM values as of) | 6302026 | 10282026 | Change |
|---|---|---|---|
| Stock Price ($) | 17.54 | 21.88 | 24.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 333 | 336 | 0.6% |
| Net Income Margin (%) | 1.6% | 2.0% | 25.7% |
| P/E Multiple | 28.2 | 27.8 | -1.5% |
| Shares Outstanding (Mil) | 9 | 9 | 0.1% |
| Cumulative Contribution | 24.7% |
Market Drivers
6/30/2026 to 10/28/2026| Return | Correlation | |
|---|---|---|
| BSET | 24.7% | |
| Market (SPY) | 3.4% | 9.6% |
| Sector (XLY) | -1.7% | 14.0% |
Fundamental Drivers
The 58.4% change in BSET stock from 3/31/2026 to 10/28/2026 was primarily driven by a 42.0% change in the company's P/E Multiple.| (LTM values as of) | 3312026 | 10282026 | Change |
|---|---|---|---|
| Stock Price ($) | 13.81 | 21.88 | 58.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 335 | 336 | 0.1% |
| Net Income Margin (%) | 1.8% | 2.0% | 11.1% |
| P/E Multiple | 19.6 | 27.8 | 42.0% |
| Shares Outstanding (Mil) | 9 | 9 | 0.3% |
| Cumulative Contribution | 58.4% |
Market Drivers
3/31/2026 to 10/28/2026| Return | Correlation | |
|---|---|---|
| BSET | 58.4% | |
| Market (SPY) | 19.1% | 13.4% |
| Sector (XLY) | 6.0% | 24.8% |
Fundamental Drivers
The 47.1% change in BSET stock from 9/30/2025 to 10/28/2026 was primarily driven by a 167.0% change in the company's Net Income Margin (%).| (LTM values as of) | 9302025 | 10282026 | Change |
|---|---|---|---|
| Stock Price ($) | 14.87 | 21.88 | 47.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 326 | 336 | 2.8% |
| Net Income Margin (%) | 0.8% | 2.0% | 167.0% |
| P/E Multiple | 52.2 | 27.8 | -46.8% |
| Shares Outstanding (Mil) | 9 | 9 | 0.7% |
| Cumulative Contribution | 47.1% |
Market Drivers
9/30/2025 to 10/28/2026| Return | Correlation | |
|---|---|---|
| BSET | 47.1% | |
| Market (SPY) | 16.9% | 14.3% |
| Sector (XLY) | -3.2% | 23.1% |
Fundamental Drivers
The 74.0% change in BSET stock from 9/30/2023 to 10/28/2026 was primarily driven by a 50.5% change in the company's P/E Multiple.| (LTM values as of) | 9302023 | 10282026 | Change |
|---|---|---|---|
| Stock Price ($) | 12.58 | 21.88 | 74.0% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 416 | 336 | -19.4% |
| Net Income Margin (%) | 1.4% | 2.0% | 41.3% |
| P/E Multiple | 18.4 | 27.8 | 50.5% |
| Shares Outstanding (Mil) | 9 | 9 | 1.5% |
| Cumulative Contribution | 74.0% |
Market Drivers
9/30/2023 to 10/28/2026| Return | Correlation | |
|---|---|---|
| BSET | 74.0% | |
| Market (SPY) | 86.9% | 15.2% |
| Sector (XLY) | 46.6% | 17.5% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| BSET Return | -15% | 17% | -0% | -12% | 28% | 38% | 54% |
| Peers Return | 2% | -16% | 39% | 26% | -11% | 21% | 62% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 13% | 106% |
Monthly Win Rates [3] | |||||||
| BSET Win Rate | 33% | 50% | 50% | 42% | 58% | 60% | |
| Peers Win Rate | 47% | 37% | 58% | 53% | 47% | 56% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| BSET Max Drawdown | -57% | -33% | -32% | -24% | -24% | -20% | |
| Peers Max Drawdown | -39% | -37% | -28% | -31% | -38% | -27% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: ETD, LZB, HOFT, HVT, FLXS. See BSET Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 10/28/2026 (YTD)
How Low Can It Go
| Event | BSET | S&P 500 |
|---|---|---|
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -18.2% | -9.5% |
| % Gain to Breakeven | 22.2% | 10.5% |
| Time to Breakeven | 77 days | 24 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -28.2% | -6.7% |
| % Gain to Breakeven | 39.4% | 7.1% |
| Time to Breakeven | 684 days | 31 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -21.5% | -24.5% |
| % Gain to Breakeven | 27.4% | 32.4% |
| Time to Breakeven | 10 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -59.0% | -33.7% |
| % Gain to Breakeven | 144.1% | 50.9% |
| Time to Breakeven | 140 days | 140 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -24.8% | -12.2% |
| % Gain to Breakeven | 32.9% | 13.9% |
| Time to Breakeven | 32 days | 62 days |
| 2014-2016 Oil Price Collapse | ||
| % Loss | -12.9% | -6.8% |
| % Gain to Breakeven | 14.8% | 7.3% |
| Time to Breakeven | 2 days | 15 days |
In The Past
Bassett Furniture Industries's stock fell -4.7% during the 2025 US Tariff Shock. Such a loss loss requires a 4.9% gain to breakeven.
Preserve Wealth
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Asset Allocation
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| Event | BSET | S&P 500 |
|---|---|---|
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -28.2% | -6.7% |
| % Gain to Breakeven | 39.4% | 7.1% |
| Time to Breakeven | 684 days | 31 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -21.5% | -24.5% |
| % Gain to Breakeven | 27.4% | 32.4% |
| Time to Breakeven | 10 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -59.0% | -33.7% |
| % Gain to Breakeven | 144.1% | 50.9% |
| Time to Breakeven | 140 days | 140 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -24.8% | -12.2% |
| % Gain to Breakeven | 32.9% | 13.9% |
| Time to Breakeven | 32 days | 62 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -21.3% | -17.9% |
| % Gain to Breakeven | 27.0% | 21.8% |
| Time to Breakeven | 100 days | 123 days |
| 2010 Eurozone Sovereign Debt Crisis / Flash Crash | ||
| % Loss | -35.1% | -15.4% |
| % Gain to Breakeven | 54.1% | 18.2% |
| Time to Breakeven | 203 days | 125 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -89.6% | -53.4% |
| % Gain to Breakeven | 861.0% | 114.4% |
| Time to Breakeven | 697 days | 1085 days |
In The Past
Bassett Furniture Industries's stock fell -4.7% during the 2025 US Tariff Shock. Such a loss loss requires a 4.9% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Bassett Furniture Industries (BSET)
Bassett Furniture Industries (BSET) is a long-established company primarily engaged in the design, manufacture, marketing, and retail of home furnishings. The company offers a comprehensive range of furniture products, encompassing both wood and upholstered items. Beyond its core furniture business, Bassett also operates a logistical services segment, providing shipping and warehousing solutions specifically for other companies within the furniture industry.
Bassett reaches its customers through a diversified distribution strategy. It directly serves consumers via its network of company-owned retail stores and online sales channels, in addition to licensee-owned stores. Furthermore, the company distributes its furniture wholesale to a broad array of partners, including independent furniture retailers, multi-line furniture stores, Bassett galleries or design centers, mass merchants, and specialty stores. Bassett's operations extend across the United States and internationally.
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Here are 1-3 brief analogies to describe Bassett Furniture Industries:
- It's like a more traditional, vertically integrated version of Ashley Furniture.
- Think of it as an established, diversified furniture brand similar to Ethan Allen, but with broader retail distribution.
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- Furniture Products: Bassett Furniture designs, manufactures, sources, and sells a wide range of home furnishings, including both wood and upholstered furniture.
- Logistical Services: The company offers shipping and warehousing services specifically tailored for customers within the furniture industry.
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Bassett Furniture Industries primarily serves individual customers through its network of 63 company-owned retail stores and its online sales channel. While it also sells products wholesale to licensee-owned stores and independent retailers, its significant direct retail footprint indicates a strong focus on the end consumer. Major categories of individual customers include:
- Primary Home Furnishers: Individuals and families purchasing furniture and home decor items for their main residences, covering various rooms such as living rooms, dining rooms, bedrooms, and home offices.
- Secondary Home Furnishers: Customers acquiring furniture for vacation homes, rental properties, or other non-primary residences, who may have distinct needs regarding style, durability, or budget.
- Design-Conscious Consumers and Interior Designers: Individuals with a strong interest in interior design and aesthetics, seeking stylish, quality, or customized pieces to achieve a particular look for their homes. This category also includes interior designers who purchase furniture from Bassett for their clients.
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Robert H. Spilman, Jr., Chairman, President, and Chief Executive Officer
Robert H. Spilman, Jr. has served as the Chief Executive Officer of Bassett Furniture Industries since January 2000 and assumed the role of Chairman in 2016. He has been with the company for 38 years, following in the footsteps of his father, Robert H. Spilman Sr., who also held the CEO position. Mr. Spilman joined Bassett in 1984 and became a member of its Board of Directors in 1997. His experience extends to other public company boards, including serving as a director for Harris Teeter Supermarkets Inc. from 2002 to 2014, where he was also the lead director from 2012 to 2014. He has also been a director for Dominion Energy Inc. since 2009, and served as their independent Lead Director from 2020 to 2024. Under his leadership, Bassett Furniture's Zenith Freight Lines division was acquired by J.B. Hunt Transport Services Inc. for $87 million. Mr. Spilman is a graduate of Vanderbilt University.
J. Michael Daniel, Senior Vice President, Chief Financial and Administrative Officer and Principal Accounting Officer
J. Michael Daniel has held the titles of Chief Financial Officer, Senior Vice President, Chief Accounting Officer, and Principal Accounting Officer at Bassett Furniture Industries since January 2013. He initially joined the company in December 2006 as a consultant and was appointed Corporate Controller in March 2007. Prior to his current role, he served as Interim Chief Financial Officer and Corporate Controller from April 2009 to December 2009, and as Vice President since January 2010. Before joining Bassett, Mr. Daniel was the Director of Corporate Accounting and Financial Controls at Sealy, Inc., an international bedding manufacturer, from 1998 to 2006. He also spent 13 years with the international accounting firm Ernst & Young from 1985 to 1998, where he advanced to the position of Senior Manager. Mr. Daniel holds a double major in Accounting and Information Systems from Appalachian State University and is a Certified Public Accountant.
Bruce R. Cohenour, Senior Vice President and Chief Sales Officer
Bruce R. Cohenour has been the Senior Vice President and Chief Sales Officer of Bassett Furniture Industries Inc. since February 2011. Before joining Bassett, he served as the President of the Case Goods Division at Hooker Furnishings Corp. Additionally, Mr. Cohenour has served as a Director at High Point Market Authority.
John E. Bassett, III, Senior Vice President and Chief Operations Officer
John E. Bassett, III serves as the Senior Vice President and Chief Operations Officer of Bassett Furniture Industries. He has been with the company since 1981, demonstrating a long tenure within the organization. His roles have included Senior Vice President of Wood since 2009 and Senior Vice President of Global Sourcing. Earlier in his career at Bassett, he was the Vice President of Wood Manufacturing from 1997 to 2001 and Vice President of Global Sourcing since 2001. He also served as the Vice President and General Manager of Bassett Table, a subsidiary of Bassett Furniture Industries Inc., from 1988 to 1997.
Jay R. Hervey, General Counsel, Vice President of Real Estate and Secretary
Jay R. Hervey has held the positions of General Counsel, Vice President of Real Estate, and Secretary for Bassett Furniture Industries, Incorporated since 1997. Prior to his tenure at Bassett, Mr. Hervey was an Associate at the Richmond Office of McGuireWoods, LLP, from 1992 to 1997.
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The key risks to Bassett Furniture Industries (BSET) include a challenging sales environment, intense market competition, and potential supply chain disruptions and volatile costs.
The most significant risk to Bassett Furniture Industries is the challenging sales environment, influenced by broader economic conditions and fluctuating consumer demand for home furnishings. The company reported a fiscal first-quarter loss in a "challenging sales environment," with consolidated sales dropping by 19.6% compared to the prior year. Weak housing market conditions, elevated mortgage rates, and general economic variability directly impact furniture demand and consumer confidence.
Bassett also faces intense market competition within the highly fragmented home furnishings industry. This competition comes from established furniture manufacturers, online retailers, diversified home goods stores, and the increasing presence of Asian e-commerce platforms and used furniture sales. This competitive landscape can impact the company's market share and revenues.
Finally, the business is exposed to supply chain disruptions and volatile costs. Changes in raw material costs, particularly for petroleum-based foam products, and fluctuations in diesel fuel prices can impact manufacturing and delivery expenses. The company has previously experienced significant delays in order fulfillment due to supply chain issues and disruptions caused by events such as hurricanes and port strikes.
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The accelerated market share capture by pure-play online furniture retailers and direct-to-consumer (DTC) brands. These companies leverage agile e-commerce platforms, lower physical overheads, and efficient direct shipping models, posing a direct threat to Bassett's traditional brick-and-mortar retail footprint, wholesale relationships, and manufacturing-intensive business model.
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Here are 4 expected drivers of future revenue growth for Bassett Furniture Industries (BSET) over the next 2-3 years:
- Expansion to new markets and store relocations: Bassett Furniture plans to expand its retail footprint by opening new stores in new markets, with Cincinnati and Orlando slated for 2026. Additionally, the company intends to relocate its existing Long Island store in Westbury to Melville, New York, in September 2026. These initiatives are designed to increase the company's market presence and customer reach.
- Launch of the new Bassett Hospitality division: In 2026, Bassett Furniture is launching a new division focused on the hospitality sector. This initiative targets boutique hotels, country clubs, and senior living channels, representing an expansion into new market segments expected to drive revenue growth.
- Continued product innovation and success of new product lines: The company anticipates revenue growth from its ongoing focus on product innovation and the continued success of specific offerings. Recent successes include strong sales from the Copenhagen line, HomeWork office products, and a 19% increase in custom leather upholstery sales. The Bassett Casegoods division has also seen sales surge due to renewed innovation efforts. The positive reception to new styles at the High Point Market and the excitement surrounding the Z4 Sleeper program further underscore this driver.
- Anticipated rebound in the housing market and macroeconomic environment: Analysts and company management anticipate that a recovery in the housing market and a potential decline in interest rates in 2026 and beyond will provide a significant tailwind for the furniture and home furnishings industry. This macroeconomic improvement is expected to encourage consumer spending on furniture, boosting Bassett's wholesale and retail sales.
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Share Repurchases
- Bassett Furniture Industries plans to continue opportunistic share repurchases.
- The company spent $1.5 million on share buybacks during the first nine months of fiscal year 2025.
Share Issuance
- In March 2026, the company's shareholders approved an amendment to the 2017 Employee Stock Purchase Plan to increase the number of shares available for issuance by 200,000.
- As of March 2026, several directors received grants of 2,857 restricted shares of common stock each, under the 2021 Stock Incentive Plan, at a reference price of $14.00 per share.
- The number of common shares outstanding decreased from 9,768,646 on January 14, 2022, to 8,686,117 as of the record date for the March 2026 annual meeting, indicating a net reduction in shares.
Capital Expenditures
- Bassett Furniture Industries forecasts capital expenditures of $8 million to $12 million for fiscal year 2026, a notable increase from the $4.5 million spent in fiscal year 2025.
- Capital expenditures totaled $3.7 million in the first nine months of fiscal year 2025.
- For fiscal year 2022, anticipated capital expenditures were approximately $25 million to $30 million, with roughly half allocated to the purchase and renovation of new retail stores and repositioning existing locations. The remaining expenditures for 2022 were designated for expanding and upgrading outdoor furniture manufacturing facilities in Alabama, alongside investments in technology and other manufacturing enhancements within the wholesale segment.
Peer Outperformance in Household Appliances
| Industry | Names | 1Y med | 3Y med | 5Y med | Top 3 by 5Y |
|---|---|---|---|---|---|
| Education Services | 14 | -23.0% | 47.1% | 75.6% | CVSA 233% · LRN 136% · GHC 110% |
| Homebuilding | 17 | -7.2% | 45.1% | 25.5% | PHM 158% · TOL 144% · GRBK 143% |
| Hotels, Resorts & Cruise Lines | 21 | 9.4% | 45.5% | 19.7% | RCL 266% · MAR 157% · LIND 147% |
| Home Furnishings | 3 | -9.1% | 66.9% | -0.7% | SGI 46% · MHK -36% |
| Automotive Retail | 17 | -16.8% | 16.2% | -1.3% | MUSA 224% · PAG 126% · ORLY 117% |
| Home Improvement Retail | 5 | -16.9% | 14.8% | -5.4% | HD -3% · LOW -5% · FND -65% |
| Specialized Consumer Services | 9 | -13.7% | 35.5% | -13.5% | HRB 142% · FTDR 101% · SCI 31% |
| Restaurants | 36 | -8.9% | -0.9% | -20.7% | EAT 418% · CAKE 189% · TXRH 113% |
| Footwear | 9 | 68.8% | 43.9% | -23.5% | DECK 27% · SHOO 6% · CROX -24% |
| Distributors | 4 | -17.3% | -14.2% | -26.0% | ARMK 124% · GPC 7% · POOL -58% |
| Leisure Products | 14 | -20.5% | -7.5% | -34.5% | GOLF 79% · HAS 50% · BC -18% |
| Household Appliances ← | 18 | 6.3% | 14.7% | -38.3% | |
| Apparel, Accessories & Luxury Goods | 29 | 0.9% | 20.7% | -39.3% | RL 244% · TPR 224% · KTB 68% |
| Apparel Retail | 26 | -2.7% | -1.9% | -39.6% | ANF 313% · TJX 128% · ROST 113% |
| Leisure Facilities | 12 | 8.3% | 1.0% | -42.1% | OSW 165% · LTH 140% · PLNT -33% |
| Automotive Parts & Equipment | 39 | -9.3% | -10.2% | -43.7% | MOD 1216% · GTX 238% · BWA 50% |
| Computer & Electronics Retail | 3 | 0.1% | 74.2% | -49.0% | BBY 1% · GME -49% |
| Casinos & Gaming | 20 | -18.3% | -20.3% | -49.4% | MCRI 79% · BYD 14% · RRR 12% |
| Broadline Retail | 13 | -3.7% | 34.2% | -52.7% | EBAY 78% · AMZN 48% · OLLI 26% |
| Other Specialty Retail | 24 | -17.3% | -13.6% | -61.3% | ULTA 67% · ASO 43% · DKS 24% |
| Automobile Manufacturers | 8 | -26.4% | -44.6% | -72.2% | GM 59% · TSLA 13% · F -3% |
| Consumer Electronics | 11 | -33.4% | -23.3% | -78.9% | GRMN 108% · SONO -45% |
Latest Trefis Analyses
| Title | |
|---|---|
| ARTICLES |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 25.18 |
| Mkt Cap | 0.4 |
| Rev LTM | 579 |
| Op Inc LTM | 43 |
| FCF LTM | 41 |
| FCF 3Y Avg | 37 |
| CFO LTM | 52 |
| CFO 3Y Avg | 63 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 1.4% |
| Rev Chg 3Y Avg | -6.5% |
| Rev Chg Q | 0.7% |
| QoQ Delta Rev Chg LTM | 0.2% |
| Op Inc Chg LTM | 23.2% |
| Op Inc Chg 3Y Avg | -13.1% |
| Op Mgn LTM | 5.9% |
| Op Mgn 3Y Avg | 6.7% |
| QoQ Delta Op Mgn LTM | 0.4% |
| CFO/Rev LTM | 8.7% |
| CFO/Rev 3Y Avg | 8.6% |
| FCF/Rev LTM | 5.1% |
| FCF/Rev 3Y Avg | 5.2% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 0.4 |
| P/S | 0.6 |
| P/Op Inc | 10.7 |
| P/EBIT | 10.6 |
| P/E | 14.5 |
| P/CFO | 7.0 |
| Total Yield | 10.4% |
| Dividend Yield | 3.7% |
| FCF Yield 3Y Avg | 7.7% |
| D/E | 0.4 |
| Net D/E | 0.2 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 0.4% |
| 3M Rtn | -1.9% |
| 6M Rtn | 21.1% |
| 12M Rtn | 48.6% |
| 3Y Rtn | 22.0% |
| 1M Excs Rtn | 0.4% |
| 3M Excs Rtn | -4.6% |
| 6M Excs Rtn | 12.6% |
| 12M Excs Rtn | 37.0% |
| 3Y Excs Rtn | -65.9% |
Comparison Analyses
Segment Financials
Revenue by Segment| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Retail | 217 | 205 | 236 | 285 | 248 |
| Wholesale | 215 | 207 | 249 | 325 | 183 |
| Corporate and other | 0 | 5 | 9 | 2 | |
| Intersegment sales | -96 | -87 | -104 | ||
| Sales to retail segment | -126 | ||||
| Logistical services | 56 | ||||
| Total | 335 | 330 | 390 | 486 | 487 |
| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Wholesale | 35 | 25 | 31 | 42 | 17 |
| Intersegment sales | 1 | 2 | 1 | -0 | -0 |
| Retail | 0 | -7 | -1 | 19 | 7 |
| Asset impairment charges | -0 | -6 | 0 | ||
| Corporate and other | -28 | -28 | -30 | ||
| Loss on contract abandonment | -1 | 0 | |||
| Loss upon realization of cumulative translation adjustment | -1 | 0 | |||
| Restructuring charges | -0 | 0 | |||
| Gain on revaluation of contingent consideration | 1 | 0 | |||
| Goodwill impairment charge | -5 | 0 | |||
| Gain on sale of real estate | 5 | ||||
| Net expenses - Corporate and other | -31 | ||||
| Logistical services | 2 | ||||
| Total | 8 | -16 | -3 | 35 | 26 |
| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Retail | 141 | 158 | 167 | 162 | 161 |
| Wholesale | 93 | 89 | 99 | 125 | 197 |
| Corporate and other | 91 | 95 | 105 | 119 | |
| Discontinued Operations | 64 | ||||
| Total | 324 | 341 | 370 | 406 | 422 |
Price Behavior
| Market Price | $21.88 | |
| Market Cap ($ Bil) | 0.2 | |
| First Trading Date | 09/07/1984 | |
| Distance from 52W High | -2.1% | |
| 50 Days | 200 Days | |
| DMA Price | $19.51 | $16.76 |
| DMA Trend | up | up |
| Distance from DMA | 12.1% | 30.6% |
| 3M | 1YR | |
| Volatility | 36.8% | 34.1% |
| Downside Capture | 29.43 | 14.35 |
| Upside Capture | 93.59 | 62.26 |
| Correlation (S&P 500) | 10.4% | 15.9% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | -0.08 | 0.51 | 0.43 | 0.45 | 0.40 | 0.36 |
| Up Beta | -3.29 | 0.11 | -0.23 | 0.69 | 0.78 | 0.50 |
| Down Beta | 2.46 | 1.00 | 2.58 | 1.00 | 0.63 | 0.23 |
| Up Capture | -32% | 31% | 18% | 38% | 19% | 12% |
| Bmk +ve Days | 6 | 16 | 27 | 66 | 132 | 424 |
| Stock +ve Days | 11 | 21 | 31 | 67 | 119 | 353 |
| Down Capture | 81% | 112% | 25% | -12% | 14% | 56% |
| Bmk -ve Days | 16 | 26 | 37 | 60 | 120 | 328 |
| Stock -ve Days | 10 | 20 | 31 | 56 | 127 | 373 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with BSET | |
|---|---|---|---|---|
| BSET | 52.0% | 34.1% | 1.26 | - |
| Sector ETF (XLY) | -3.8% | 19.2% | -0.33 | 25.7% |
| Equity (SPY) | 13.7% | 12.7% | 0.72 | 15.8% |
| Gold (GLD) | 1.8% | 28.3% | 0.05 | -12.0% |
| Commodities (DBC) | 48.4% | 20.6% | 1.80 | -22.6% |
| Real Estate (VNQ) | 2.8% | 13.9% | -0.05 | 17.0% |
| Bitcoin (BTCUSD) | -29.4% | 43.4% | -0.68 | 8.9% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with BSET | |
|---|---|---|---|---|
| BSET | 10.7% | 39.4% | 0.35 | - |
| Sector ETF (XLY) | 4.7% | 24.1% | 0.15 | 25.0% |
| Equity (SPY) | 12.7% | 17.1% | 0.56 | 22.3% |
| Gold (GLD) | 17.5% | 18.9% | 0.74 | -0.6% |
| Commodities (DBC) | 9.1% | 19.5% | 0.35 | -0.0% |
| Real Estate (VNQ) | 0.6% | 18.9% | -0.08 | 24.1% |
| Bitcoin (BTCUSD) | 4.1% | 51.6% | 0.26 | 7.5% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with BSET | |
|---|---|---|---|---|
| BSET | 3.8% | 46.8% | 0.25 | - |
| Sector ETF (XLY) | 12.5% | 22.2% | 0.51 | 32.6% |
| Equity (SPY) | 15.5% | 17.9% | 0.73 | 32.7% |
| Gold (GLD) | 12.0% | 16.4% | 0.60 | 0.5% |
| Commodities (DBC) | 8.2% | 18.1% | 0.37 | 10.9% |
| Real Estate (VNQ) | 5.0% | 20.7% | 0.20 | 30.7% |
| Bitcoin (BTCUSD) | 62.3% | 66.2% | 1.02 | 7.0% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Earnings Returns History
Updated 10/14/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 9/30/2026 | 9.1% | 22.7% | |
| 7/1/2026 | 7.7% | 11.8% | 1.0% |
| 4/1/2026 | -1.2% | 2.6% | 1.5% |
| 2/4/2026 | -0.3% | -1.2% | -8.0% |
| 4/3/2024 | 0.0% | -3.4% | -2.4% |
| 1/25/2024 | 7.5% | 1.3% | 4.5% |
| 9/28/2023 | 1.1% | 6.2% | 5.6% |
| 6/29/2023 | -0.9% | 6.0% | 12.1% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 9 | 12 | 12 |
| # Negative | 11 | 8 | 7 |
| Median Positive | 9.1% | 9.0% | 6.3% |
| Median Negative | -1.3% | -5.5% | -8.0% |
| Max Positive | 14.5% | 28.3% | 40.9% |
| Max Negative | -6.5% | -11.2% | -24.1% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 9/30/2026 | 9.1% | 22.7% | |
| 7/1/2026 | 7.7% | 11.8% | 1.0% |
| 4/1/2026 | -1.2% | 2.6% | 1.5% |
| 2/4/2026 | -0.3% | -1.2% | -8.0% |
| 4/3/2024 | 0.0% | -3.4% | -2.4% |
| 1/25/2024 | 7.5% | 1.3% | 4.5% |
| 9/28/2023 | 1.1% | 6.2% | 5.6% |
| 6/29/2023 | -0.9% | 6.0% | 12.1% |
| 3/30/2023 | -4.9% | -11.2% | -24.1% |
| 1/24/2023 | -1.3% | 2.3% | 2.6% |
| 9/29/2022 | -1.8% | -0.4% | 7.6% |
| 6/30/2022 | 11.2% | 26.3% | 40.9% |
| 3/31/2022 | -0.4% | 0.7% | -0.4% |
| 1/31/2022 | -3.6% | -8.0% | -1.8% |
| 9/30/2021 | -6.5% | -8.8% | -11.3% |
| 7/1/2021 | -2.0% | -7.6% | -16.4% |
| 4/26/2021 | 11.0% | 28.3% | 19.5% |
| 3/10/2021 | 11.0% | 15.7% | 15.6% |
| 1/21/2021 | -0.3% | -3.2% | 3.9% |
| 10/1/2020 | 14.5% | 20.2% | 7.1% |
| SUMMARY STATS | |||
| # Positive | 9 | 12 | 12 |
| # Negative | 11 | 8 | 7 |
| Median Positive | 9.1% | 9.0% | 6.3% |
| Median Negative | -1.3% | -5.5% | -8.0% |
| Max Positive | 14.5% | 28.3% | 40.9% |
| Max Negative | -6.5% | -11.2% | -24.1% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 08/31/2026 | 09/30/2026 | 10-Q |
| 05/31/2026 | 07/01/2026 | 10-Q |
| 02/28/2026 | 04/01/2026 | 10-Q |
| 11/30/2025 | 02/05/2026 | 10-K |
| 08/31/2025 | 10/08/2025 | 10-Q |
| 05/31/2025 | 07/10/2025 | 10-Q |
| 02/28/2025 | 04/03/2025 | 10-Q |
| 11/30/2024 | 02/10/2025 | 10-K |
| 08/31/2024 | 10/10/2024 | 10-Q |
| 05/31/2024 | 07/11/2024 | 10-Q |
| 02/29/2024 | 04/03/2024 | 10-Q |
| 11/30/2023 | 01/25/2024 | 10-K |
| 08/31/2023 | 09/28/2023 | 10-Q |
| 05/31/2023 | 06/29/2023 | 10-Q |
| 02/28/2023 | 03/30/2023 | 10-Q |
| 11/30/2022 | 01/24/2023 | 10-K |
| Report Date | Filing Date | Filing |
|---|---|---|
| 08/31/2026 | 09/30/2026 | 10-Q |
| 05/31/2026 | 07/01/2026 | 10-Q |
| 02/28/2026 | 04/01/2026 | 10-Q |
| 11/30/2025 | 02/05/2026 | 10-K |
| 08/31/2025 | 10/08/2025 | 10-Q |
| 05/31/2025 | 07/10/2025 | 10-Q |
| 02/28/2025 | 04/03/2025 | 10-Q |
| 11/30/2024 | 02/10/2025 | 10-K |
| 08/31/2024 | 10/10/2024 | 10-Q |
| 05/31/2024 | 07/11/2024 | 10-Q |
| 02/29/2024 | 04/03/2024 | 10-Q |
| 11/30/2023 | 01/25/2024 | 10-K |
| 08/31/2023 | 09/28/2023 | 10-Q |
| 05/31/2023 | 06/29/2023 | 10-Q |
| 02/28/2023 | 03/30/2023 | 10-Q |
| 11/30/2022 | 01/24/2023 | 10-K |
| 08/31/2022 | 09/29/2022 | 10-Q |
| 05/31/2022 | 06/30/2022 | 10-Q |
| 02/28/2022 | 03/31/2022 | 10-Q |
| 11/30/2021 | 01/31/2022 | 10-K |
| 08/31/2021 | 09/30/2021 | 10-Q |
| 05/31/2021 | 07/01/2021 | 10-Q |
| 02/28/2021 | 04/01/2021 | 10-Q |
| 11/30/2020 | 01/21/2021 | 10-K |
| 08/31/2020 | 10/01/2020 | 10-Q |
| 05/31/2020 | 07/09/2020 | 10-Q |
| 02/29/2020 | 04/02/2020 | 10-Q |
| 11/30/2019 | 01/23/2020 | 10-K |
Insider Activity
Updated 4/26/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Bassett, John E Iii | SVP, Chief Operations Officer | Direct | Sell | 7252025 | 18.56 | 2,000 | 37,120 | 942,125 | Form |
| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Bassett, John E Iii | SVP, Chief Operations Officer | Direct | Sell | 7252025 | 18.56 | 2,000 | 37,120 | 942,125 | Form |
Investor Activity (13F)
Updated Oct 29, 2026Active managers (13F portfolio over $250M, at least 3 holdings) with a position over $5M that is either over 10% of their portfolio or held in a concentrated book of 50 or fewer total positions. Index/ETF, sovereign, bank, community-bank and charitable/donor-advised filers are excluded.
| Active Manager |
|---|
Bassett Furniture Industries — Investor Video Playlist
Industry Resources
| Consumer Discretionary Resources |
| Retail Dive |
| Business of Fashion (BoF) |
| WWD (Women's Wear Daily) |
| National Retail Federation (NRF) |
| McKinsey & Company - Consumer |
| Mintel Consumer Trends |
| Household Appliances Resources |
| Twice |
| Appliance Retailer |
| Consumer Reports - Appliances |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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