Ethan Allen Interiors (ETD)


Market Price (9/5/2026): $22.19 | Market Cap: $564.6 MilSector: Consumer Discretionary | Industry: Household Appliances

Ethan Allen Interiors (ETD)


Market Price (9/5/2026): $22.19
Market Cap: $564.6 Mil
Sector: Consumer Discretionary
Industry: Household Appliances

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0

Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 15%, Dividend Yield is 8.1%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 11%, FCF Yield is 7.2%

Low stock price volatility
Vol 12M is 29%

Megatrend and thematic drivers
Megatrends include E-commerce & Digital Retail, and Experience Economy & Premiumization. Themes include Direct-to-Consumer Brands, Experiential Retail, Show more.

Weak multi-year price returns
2Y Excs Rtn is -43%, 3Y Excs Rtn is -71%

Meaningful short interest
Short Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 10%

Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -5.7%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -9.6%, Rev Chg QQuarterly Revenue Change % is -8.5%

Key risks
ETD key risks include [1] a declining competitive position against peers and e-commerce rivals, Show more.

0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 15%, Dividend Yield is 8.1%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 11%, FCF Yield is 7.2%
1 Low stock price volatility
Vol 12M is 29%
2 Megatrend and thematic drivers
Megatrends include E-commerce & Digital Retail, and Experience Economy & Premiumization. Themes include Direct-to-Consumer Brands, Experiential Retail, Show more.
3 Weak multi-year price returns
2Y Excs Rtn is -43%, 3Y Excs Rtn is -71%
4 Meaningful short interest
Short Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 10%
5 Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -5.7%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -9.6%, Rev Chg QQuarterly Revenue Change % is -8.5%
6 Key risks
ETD key risks include [1] a declining competitive position against peers and e-commerce rivals, Show more.

ETD in ETFs

Weight = ETD's share of each fund

VTI0.00%
ITOT0.00%
IWM0.02%
SCHD0.01%
AVUV0.06%
FNDA0.04%
IWN0.04%
VTWO0.02%
+5 more covered ETFs

Valuation & Metrics

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Updated on 9/4/2026

Ethan Allen Interiors (ETD) stock has gained about 30% since 5/31/2026 because of the following key factors:

1. Strong financial position and capital returns to shareholders. Ethan Allen Interiors maintained a robust balance sheet, remaining debt-free and holding $187.5 million in cash and investments as of its fiscal year-end June 30, 2026. The company demonstrated a commitment to shareholder returns, declaring a special cash dividend of $0.25 per share alongside a regular quarterly cash dividend of $0.39 per share in July 2026. This was followed by a $3.00 special cash dividend that traded ex-dividend on September 3, 2026, highlighting significant capital distribution to investors.

2. Resilient gross margins amidst sales declines. Despite reporting a 5.7% decrease in consolidated net sales for fiscal 2026, which ended on June 30, 2026, to $579.5 million, Ethan Allen Interiors maintained a strong consolidated gross margin of 61.2%. This was an improvement of 70 basis points year-over-year, supported by a favorable sales mix, reduced inbound freight costs, and strategic headcount reductions, showcasing operational efficiency in a challenging environment.

Show more
Updated on 9/4/2026

Ethan Allen Interiors (ETD) stock has gained about 30% since 5/31/2026 because of the following key factors:

1. Strong financial position and capital returns to shareholders. Ethan Allen Interiors maintained a robust balance sheet, remaining debt-free and holding $187.5 million in cash and investments as of its fiscal year-end June 30, 2026. The company demonstrated a commitment to shareholder returns, declaring a special cash dividend of $0.25 per share alongside a regular quarterly cash dividend of $0.39 per share in July 2026. This was followed by a $3.00 special cash dividend that traded ex-dividend on September 3, 2026, highlighting significant capital distribution to investors.

2. Resilient gross margins amidst sales declines. Despite reporting a 5.7% decrease in consolidated net sales for fiscal 2026, which ended on June 30, 2026, to $579.5 million, Ethan Allen Interiors maintained a strong consolidated gross margin of 61.2%. This was an improvement of 70 basis points year-over-year, supported by a favorable sales mix, reduced inbound freight costs, and strategic headcount reductions, showcasing operational efficiency in a challenging environment.

3. Activist investor engagement driving focus on shareholder value. Investor Doug Bergeron, through DGB Investments, took an approximate 5% stake and nominated a slate of director candidates for the 2026 annual meeting, publicly asserting that the company was undervalued and advocating for enhanced shareholder value. The board's declaration of substantial special dividends was widely interpreted as a response to this activist campaign, aiming to underscore and deliver shareholder value.

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Stock Movement Drivers

Fundamental Drivers

The 27.6% change in ETD stock from 5/31/2026 to 9/4/2026 was primarily driven by a 28.6% change in the company's P/E Multiple.
(LTM values as of)53120269042026Change
Stock Price ($)17.6322.4927.6%
Change Contribution By: 
Total Revenues ($ Mil)593579-2.3%
Net Income Margin (%)6.8%6.9%1.0%
P/E Multiple11.214.328.6%
Shares Outstanding (Mil)26250.5%
Cumulative Contribution27.6%

LTM = Last Twelve Months as of date shown

Market Drivers

5/31/2026 to 9/4/2026
ReturnCorrelation
ETD27.6% 
Market (SPY)1.8%8.9%
Sector (XLY)-4.9%26.3%

Fundamental Drivers

The 17.9% change in ETD stock from 2/28/2026 to 9/4/2026 was primarily driven by a 29.6% change in the company's P/E Multiple.
(LTM values as of)22820269042026Change
Stock Price ($)19.0822.4917.9%
Change Contribution By: 
Total Revenues ($ Mil)600579-3.4%
Net Income Margin (%)7.3%6.9%-6.3%
P/E Multiple11.114.329.6%
Shares Outstanding (Mil)26250.5%
Cumulative Contribution17.9%

LTM = Last Twelve Months as of date shown

Market Drivers

2/28/2026 to 9/4/2026
ReturnCorrelation
ETD17.9% 
Market (SPY)12.6%19.1%
Sector (XLY)-1.5%35.1%

Fundamental Drivers

The -6.0% change in ETD stock from 8/31/2025 to 9/4/2026 was primarily driven by a -18.0% change in the company's Net Income Margin (%).
(LTM values as of)83120259042026Change
Stock Price ($)23.9222.49-6.0%
Change Contribution By: 
Total Revenues ($ Mil)615579-5.7%
Net Income Margin (%)8.4%6.9%-18.0%
P/E Multiple11.814.321.1%
Shares Outstanding (Mil)26250.4%
Cumulative Contribution-6.0%

LTM = Last Twelve Months as of date shown

Market Drivers

8/31/2025 to 9/4/2026
ReturnCorrelation
ETD-6.0% 
Market (SPY)20.4%27.3%
Sector (XLY)-0.3%39.2%

Fundamental Drivers

The 0.5% change in ETD stock from 8/31/2023 to 9/4/2026 was primarily driven by a 166.2% change in the company's P/E Multiple.
(LTM values as of)83120239042026Change
Stock Price ($)22.3922.490.5%
Change Contribution By: 
Total Revenues ($ Mil)791579-26.8%
Net Income Margin (%)13.4%6.9%-48.5%
P/E Multiple5.414.3166.2%
Shares Outstanding (Mil)25250.1%
Cumulative Contribution0.5%

LTM = Last Twelve Months as of date shown

Market Drivers

8/31/2023 to 9/4/2026
ReturnCorrelation
ETD0.5% 
Market (SPY)77.1%40.6%
Sector (XLY)37.7%46.8%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
ETD Return44%7%29%-6%-13%16%89%
Peers Return17%-19%36%19%-6%7%55%
S&P 500 Return27%-19%24%23%16%13%106%

Monthly Win Rates [3]
ETD Win Rate58%50%67%58%42%67% 
Peers Win Rate48%37%55%48%48%51% 
S&P 500 Win Rate75%42%67%75%67%56% 

Max Drawdowns [4]
ETD Max Drawdown-26%-26%-27%-22%-27%-22% 
Peers Max Drawdown-37%-39%-30%-27%-39%-28% 
S&P 500 Max Drawdown-5%-25%-10%-8%-19%-9% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: RH, WSM, LZB, BSET, HVT.
[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 9/4/2026 (YTD)

How Low Can It Go

EventETDS&P 500
2025 US Tariff Shock
  % Loss-13.5%-18.8%
  % Gain to Breakeven15.6%23.1%
  Time to Breakeven24 days79 days
Summer-Fall 2023 Five Percent Yield Shock
  % Loss-15.2%-9.5%
  % Gain to Breakeven18.0%10.5%
  Time to Breakeven46 days24 days
2023 SVB Regional Banking Crisis
  % Loss-15.3%-6.7%
  % Gain to Breakeven18.1%7.1%
  Time to Breakeven41 days31 days
2022 Inflation Shock & Fed Tightening
  % Loss-21.7%-24.5%
  % Gain to Breakeven27.8%32.4%
  Time to Breakeven41 days427 days
2020 COVID-19 Crash
  % Loss-41.1%-33.7%
  % Gain to Breakeven69.8%50.9%
  Time to Breakeven139 days140 days
Q4 2018 Fed Policy Error / Growth Scare
  % Loss-15.5%-19.2%
  % Gain to Breakeven18.3%23.8%
  Time to Breakeven50 days105 days

Compare to RH, WSM, LZB, BSET, HVT

In The Past

Ethan Allen Interiors's stock fell -13.5% during the 2025 US Tariff Shock. Such a loss loss requires a 15.6% 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.

EventETDS&P 500
2022 Inflation Shock & Fed Tightening
  % Loss-21.7%-24.5%
  % Gain to Breakeven27.8%32.4%
  Time to Breakeven41 days427 days
2020 COVID-19 Crash
  % Loss-41.1%-33.7%
  % Gain to Breakeven69.8%50.9%
  Time to Breakeven139 days140 days
2015-2016 China Devaluation / Global Growth Scare
  % Loss-24.6%-12.2%
  % Gain to Breakeven32.6%13.9%
  Time to Breakeven59 days62 days
2011 US Debt Ceiling Crisis & European Contagion
  % Loss-35.8%-17.9%
  % Gain to Breakeven55.7%21.8%
  Time to Breakeven21 days123 days
2010 Eurozone Sovereign Debt Crisis / Flash Crash
  % Loss-50.2%-15.4%
  % Gain to Breakeven100.7%18.2%
  Time to Breakeven295 days125 days
2008-2009 Global Financial Crisis
  % Loss-74.2%-53.4%
  % Gain to Breakeven288.0%114.4%
  Time to Breakeven1067 days1085 days

Compare to RH, WSM, LZB, BSET, HVT

In The Past

Ethan Allen Interiors's stock fell -13.5% during the 2025 US Tariff Shock. Such a loss loss requires a 15.6% 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 Ethan Allen Interiors (ETD)

Ethan Allen Interiors Inc. (ETD) is an integrated interior design company that manufactures and retails a wide array of home furnishings. Operating through both Wholesale and Retail segments, the company serves markets in the United States, Mexico, Honduras, and Canada. It leverages a robust network of approximately 302 design centers, independent retailers, and its e-commerce website, ethanallen.com, to reach consumers seeking quality home furnishings and design expertise.

Ethan Allen offers a comprehensive suite of products designed to furnish and style an entire home. Its primary offerings include case goods such as beds, dressers, armoires, tables, and home office furniture; a broad selection of upholstery items like sofas, loveseats, recliners, and custom fabric options; and an extensive range of home accent items. These accents encompass window treatments, wall decor, florals, lighting, mattresses, area rugs, and decorative accessories, all marketed under the well-known Ethan Allen brand to provide a full-service experience for interior design and home outfitting.

AI Analysis | Feedback

Here are 1-3 brief analogies for Ethan Allen Interiors (ETD):

  • The Ralph Lauren of home furnishings.
  • Like a full-service, higher-end Pottery Barn that manufactures its own classic designs.

AI Analysis | Feedback

  • Case Goods: This category includes wooden furniture such as beds, dressers, tables, chairs, and home office pieces.
  • Upholstery Items: These are cushioned furniture pieces like sofas, loveseats, sleepers, recliners, and custom pillows, often available in various fabrics and leathers.
  • Home Accent Items: This encompasses decorative and functional accessories including window treatments, wall decor, lighting, mattresses, area rugs, and other home furnishings.
  • Interior Design Services: Professional design assistance offered to clients to help furnish and style their homes.

AI Analysis | Feedback

Ethan Allen Interiors Inc. (ETD) primarily sells its products and services directly to individual consumers through its extensive network of design centers and its e-commerce website, ethanallen.com. While the company does operate a wholesale segment that sells to independent retailers, the strong emphasis on its "interior design company" aspect, "302 design centers," and "retailer" designation indicates that individual consumers constitute its major customer base.

Based on the company's description, the major categories of individual customers that Ethan Allen Interiors serves include:

  1. Homeowners Seeking Comprehensive Interior Design Solutions: These customers engage Ethan Allen's professional interior designers for personalized advice and complete furnishing solutions for entire rooms or homes. They value a cohesive, professionally curated aesthetic and the convenience of a full-service design experience.
  2. Consumers Purchasing Premium Home Furnishings and Decor: Individuals who directly buy high-quality furniture pieces (such as beds, sofas, dining sets, home office furniture), upholstery, lighting, textiles, and decorative accents from Ethan Allen's design centers or website. These customers are often focused on the brand's reputation for quality, craftsmanship, and timeless style.
  3. Customers Refreshing or Furnishing Specific Spaces: This category includes individuals who are redecorating a particular room, upgrading specific furniture items, or furnishing a new area within an existing home. They seek Ethan Allen's specific product offerings to complement their current decor or fulfill a targeted furnishing need.

For its wholesale segment, Ethan Allen's customers are independent retailers who purchase Ethan Allen branded products for resale in their own stores. The company description does not list specific names of these independent retailer customers.

AI Analysis | Feedback

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Farooq Kathwari
Chairman of the Board, President and Chief Executive Officer
M. Farooq Kathwari has been the Chairman and Chief Executive Officer of Ethan Allen Interiors Inc. since 1988, and President since 1985. He holds an MBA in International Marketing from New York University and immigrated to the United States from Kashmir at the age of 21. In 1973, Mr. Kathwari formed a joint venture company with Ethan Allen to develop home accessories, which later merged with Ethan Allen in 1980. He led a management buyout of Ethan Allen in 1989 and subsequently took the company public in 1993. Mr. Kathwari possesses extensive experience in growing and managing a business, with insights into retailing, marketing, manufacturing, finance, and strategic planning.

Matthew J. McNulty
Senior Vice President, Treasurer and Chief Financial Officer
Matthew J. McNulty was promoted to Senior Vice President, Treasurer and Chief Financial Officer of Ethan Allen Interiors Inc. in December 2021. He joined the company in 2019 and previously served as Vice President Finance & Treasurer.

Corey Whitely
Executive Vice President, Operations
Corey Whitely was promoted to Executive Vice President, Operations in December 2021, and is responsible for the company's manufacturing, logistics processes, and information systems. He joined Ethan Allen in 1988 and has held various positions of increasing responsibility in Information Technology, Logistics, and Manufacturing. Prior to his current role, he served as the Chief Financial Officer.

Amy Franks
Executive Vice President, Retail Network & Business Development
Amy Franks was promoted to Executive Vice President, Retail Network & Business Development in December 2021. She has been associated with Ethan Allen for 23 years as of December 2021.

Douglas H. Diefenbach
Senior Vice President, Business Development
Douglas H. Diefenbach serves as Senior Vice President, Business Development at Ethan Allen Interiors Inc.

AI Analysis | Feedback

<h3>Key Risks to Ethan Allen Interiors Inc. (ETD)</h3> <ol> <li> <b>Macroeconomic Headwinds and Housing Market Sensitivity:</b> Ethan Allen Interiors Inc. operates in the consumer durables sector, making its sales highly sensitive to prevailing macroeconomic conditions such as stubborn inflation, high interest rates, and overall housing market uncertainty. These factors significantly impact consumer confidence and purchasing power, directly translating to weaker demand for home furnishings. Challenges in the housing market, including skyrocketing home prices and elevated borrowing costs, can act as a direct drag on demand for premium products and major home renovations, affecting the company's retail and wholesale written orders and overall revenue. </li> <li> <b>Weak Consumer Demand for Discretionary Items:</b> Beyond the direct impact of the housing market, a general weakening of consumer demand for discretionary items poses a significant risk. Economic volatility can lead consumers to reduce spending on large, non-essential purchases like furniture, irrespective of housing market recovery. This reduced consumer spending directly affects the company's sales volumes and can lead to lower revenues. </li> <li> <b>Supply Chain Disruptions and Cost Pressures:</b> Despite its vertically integrated North American manufacturing model, which offers some insulation, Ethan Allen Interiors Inc. remains exposed to potential global supply chain disruptions. Furthermore, ongoing trade tensions and the imposition of new tariffs can raise the costs incurred by domestic producers, leading to increased raw material and labor costs that may need to be passed on to consumers. These cost pressures can impact the company's gross margins and overall profitability. </li> </ol>

AI Analysis | Feedback

The clear emerging threat for Ethan Allen Interiors is the **digital disruption of the home furnishings industry, specifically the rise of direct-to-consumer (DTC) online retailers and advanced augmented reality (AR) visualization tools.** This trend threatens Ethan Allen's traditional brick-and-mortar retail model, which relies heavily on its network of physical design centers and in-person interior design services. DTC online retailers offer convenience, competitive pricing, and a streamlined shopping experience that bypasses physical showrooms. Simultaneously, increasingly sophisticated AR tools allow consumers to virtually place furniture in their homes and visualize designs without needing to visit a physical store or consult with an in-person designer, diminishing the unique value proposition of Ethan Allen's physical infrastructure and services.

AI Analysis | Feedback

Ethan Allen Interiors Inc. (ETD) operates within significant addressable markets for its main products and services, primarily across North America.

Home Furnishings

The home furnishing market in North America was valued at approximately USD 373.4 billion in 2024 and is projected to reach approximately USD 607.4 billion by 2030. The United States alone accounted for a substantial share, with its home furnishing market size reaching USD 271.27 billion in 2024. Globally, the home furnishing market was estimated at USD 1,018.2 billion in 2024 and is projected to grow to USD 1,703.86 billion by 2030.

Interior Design Services

The North American interior design market was valued at USD 45.76 billion in 2024 and is anticipated to reach USD 56.10 billion by 2030. Within this region, the U.S. interior design market alone was valued at approximately USD 37.7 billion in 2024 and is projected to grow to about USD 52.2 billion by 2032. The U.S. interior design market accounted for around 83.21% of the North American market in 2023.

Upholstery Items

The North American upholstered furniture market was valued at USD 30.0 billion in 2024. Globally, the upholstered furniture market size was valued at USD 68.88 billion in 2025 and is projected to reach USD 122.45 billion by 2034.

Home Accent Items (Home Decor)

The U.S. home decor market generated a revenue of approximately USD 237.9 billion in 2024 and is expected to reach around USD 392.6 billion by 2030. Another estimate places the U.S. home decor market size at USD 191.5 billion in 2025, with a projection to reach USD 257.0 billion by 2034.

Case Goods

While a specific market size for "case goods" alone is not readily available, it is a significant component of the broader furniture market. Furniture was the largest revenue-generating product within the U.S. home decor market in 2024. Residential furniture accounted for 68% of the total United States furniture market in 2025.

AI Analysis | Feedback

Ethan Allen Interiors Inc. (ETD) is expected to drive future revenue growth over the next 2-3 years through several key strategies:

  1. Increased Marketing and Digital Engagement: The company has been increasing its marketing spend, particularly in digital channels, anticipating future benefits from these investments in driving customer traffic and sales.
  2. New Product Introductions: Ethan Allen consistently introduces new products, which has been noted as a contributor to increased written sales. Ongoing product innovation is a key strategy to attract customers and stimulate demand.
  3. Enhanced Design-Centric Service Model: Leveraging strong interior design talent and integrating digital technology within its design centers helps the company maintain high customer engagement and secure a higher average ticket price for its products. This service model differentiates Ethan Allen in the market.
  4. Pricing Power: Despite macroeconomic challenges, Ethan Allen has demonstrated strong pricing power, enabling it to maintain robust margins and contribute to revenue stability even in periods of fluctuating demand.
  5. Operational Efficiency and Vertical Integration: The company's focus on streamlined operations and its vertically integrated model, manufacturing approximately 75% of its furniture in North America, contribute to strong gross margins and operational resilience. These efficiencies and control over the supply chain can support competitive advantages that indirectly contribute to revenue generation through consistent quality and availability. The company also continues to invest in expanding manufacturing and remodeling design centers.

AI Analysis | Feedback

Share Repurchases

  • Ethan Allen Interiors Inc. reported no share repurchases during fiscal 2021.
  • From July 1, 2025, to December 31, 2025 (the first half of fiscal 2026), the company recorded no share repurchases under its existing buyback program.
  • As of June 30, 2021, the company had a remaining Board authorization to repurchase 2,007,364 shares of its common stock.

Capital Expenditures

  • Capital expenditures during the first six months of fiscal 2026 (July 1, 2025 - December 31, 2025) totaled $5.3 million. [cite: 1 from previous search]
  • Capital expenditures for the first six months of the prior fiscal year (July 1, 2024 - December 31, 2024) were $7.4 million. [cite: 1 from previous search]
  • The company's capital expenditures are directed towards reinvesting in the business and expanding its retail footprint, which includes opening new design centers. [cite: 2, 11 from previous search]

Better Bets vs. Ethan Allen Interiors (ETD)

Peer Outperformance in Household Appliances

ETD has outperformed 76% of its 17 Household Appliances peers over 5Y. Household Appliances ranks 18th of 23 industries in Consumer Discretionary by median 5Y return. The sector’s gains have largely come from elsewhere.
Share of Household Appliances constituents that ETD has outperformed, by holding period. Peers without a full price history over a given window are excluded from that window.
1Y
37%
of 19 industry peers · -8.3% return
3Y
44%
of 18 industry peers · 3.5% return
5Y
76%
of 17 industry peers · 50.2% return
No Household Appliances peer with a comparable growth profile has beaten ETD by more than 20pp over 5Y.
Median price return by industry across the Consumer Discretionary sector, ranked by 5Y. Household Appliances is ETD's own industry. Use this to see which corners of the sector have carried the returns.
Industry Names 1Y med3Y med5Y med Top 3 by 5Y
Education Services 14 -15.8%96.8%67.7% LINC 310% · CVSA 245% · PRDO 227%
Homebuilding 18 -9.7%22.2%39.7% GRBK 188% · PHM 144% · TOL 134%
Automotive Retail 18 -16.2%16.7%17.3% MUSA 233% · PAG 183% · ORLY 125%
Hotels, Resorts & Cruise Lines 22 13.3%53.0%11.0% RCL 243% · MAR 164% · HLT 156%
Home Improvement Retail 5 -21.1%-5.8%9.4% HVT 12% · HD 10% · LOW 9%
Specialty Stores 7 -4.4%33.4%6.8% FIVE 30% · DKS 12% · SIG 9%
Distributors 4 -7.7%-22.4%-5.8% ARMK 144% · GPC 31% · LKQ -42%
Home Furnishings 4 -5.3%26.1%-12.2% SGI 61% · LZB 7% · MHK -31%
Specialized Consumer Services 10 -11.7%36.9%-14.1% HRB 125% · FTDR 89% · SCI 40%
Restaurants 34 -9.9%-12.5%-14.5% EAT 347% · CAKE 166% · RAVE 141%
Footwear 9 48.3%38.3%-15.9% WEYS 161% · DECK 26% · SHOO 23%
Apparel Retail 25 -4.1%12.1%-25.4% ANF 330% · DXLG 213% · URBN 151%
Leisure Products 13 -16.0%-19.5%-32.5% GOLF 86% · HAS 14% · MCFT -10%
Leisure Facilities 11 2.1%-10.8%-33.5% OSW 126% · JAKK 91% · ESCA 16%
Casinos & Gaming 20 -11.0%-23.9%-34.0% MCRI 110% · RSI 72% · RRR 55%
Automotive Parts & Equipment 38 -15.5%-3.4%-34.1% MOD 1479% · GTX 299% · STRT 98%
Apparel, Accessories & Luxury Goods 27 -3.9%-7.2%-39.3% TPR 242% · RL 238% · ELA 219%
Household Appliances ← 18 10.9%42.3%-43.2% KEQU 179% · FLXS 164% · HBB 113%
Broadline Retail 14 1.6%20.5%-50.4% DDS 319% · AMZN 49% · EBAY 48%
Computer & Electronics Retail 3 -14.3%-0.4%-60.8% BBY 0% · UPBD -61% · GME -62%
Automobile Manufacturers 8 -61.5%-46.3%-70.1% GM 88% · F 55% · TSLA 45%
Other Specialty Retail 18 -25.1%-45.4%-76.6% TLF 109% · BBW 101% · WINA 78%
Consumer Electronics 11 4.5%-8.9%-80.7% AXIL 2336% · GRMN 74% · MSN -56%
Median of constituents with a full price history over each window. Top names are unfiltered by size in this render.

Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

ETDRHWSMLZBBSETHVTMedian
NameEthan Al.RH Williams.La-Z-Boy Bassett .Haverty . 
Mkt Price22.49147.99227.4232.7619.1628.5630.66
Mkt Cap0.62.826.81.30.20.40.9
Rev LTM5793,4268,0052,1103337801,445
Op Inc LTM463661,53712582686
FCF LTM412311,34310244072
FCF 3Y Avg54-241,21410823746
CFO LTM524181,609183861122
CFO 3Y Avg652121,4451801063122

Growth & Margins

ETDRHWSMLZBBSETHVTMedian
NameEthan Al.RH Williams.La-Z-Boy Bassett .Haverty . 
Rev Chg LTM-5.7%4.8%2.2%0.2%2.4%8.0%2.3%
Rev Chg 3Y Avg-9.6%0.9%-0.9%-1.7%-10.6%-6.8%-4.3%
Rev Chg Q-8.5%-1.7%6.7%-3.4%-2.2%7.7%-1.9%
QoQ Delta Rev Chg LTM-2.3%-0.4%1.6%-0.8%-0.5%1.8%-0.5%
Op Inc Chg LTM-26.0%12.9%5.7%-14.3%337.0%30.4%9.3%
Op Inc Chg 3Y Avg-29.2%-11.4%6.3%-13.1%78.6%-25.6%-12.2%
Op Mgn LTM8.0%10.7%19.2%5.9%2.3%3.3%6.9%
Op Mgn 3Y Avg10.1%10.4%18.6%6.7%0.1%3.9%8.4%
QoQ Delta Op Mgn LTM0.2%-0.6%1.2%-1.1%-0.3%0.4%-0.1%
CFO/Rev LTM9.1%12.2%20.1%8.7%2.4%7.8%8.9%
CFO/Rev 3Y Avg10.5%6.4%18.5%8.6%3.0%8.2%8.4%
FCF/Rev LTM7.2%6.8%16.8%4.8%1.1%5.1%5.9%
FCF/Rev 3Y Avg8.8%-0.9%15.6%5.2%0.6%4.9%5.0%

Valuation

ETDRHWSMLZBBSETHVTMedian
NameEthan Al.RH Williams.La-Z-Boy Bassett .Haverty . 
Mkt Cap0.62.826.81.30.20.40.9
P/S1.00.83.30.60.50.50.7
P/Op Inc12.47.617.410.521.116.314.4
P/EBIT10.77.617.411.819.916.314.0
P/E14.327.122.716.130.818.620.6
P/CFO10.96.716.67.120.47.09.0
Total Yield15.1%3.7%5.7%9.2%7.4%10.4%8.3%
Dividend Yield8.1%0.0%1.3%2.9%4.2%5.0%3.6%
FCF Yield 3Y Avg8.1%-0.1%5.7%6.9%1.2%10.4%6.3%
D/E0.21.40.10.40.50.50.5
Net D/E-0.01.40.00.20.20.30.2

Returns

ETDRHWSMLZBBSETHVTMedian
NameEthan Al.RH Williams.La-Z-Boy Bassett .Haverty . 
1M Rtn9.0%-24.2%-8.4%-20.4%-1.3%0.2%-4.9%
3M Rtn27.3%0.9%11.3%-9.1%36.1%27.7%19.3%
6M Rtn20.8%4.1%22.8%-3.9%35.5%30.0%21.8%
12M Rtn-8.3%-37.1%13.7%-7.0%19.6%28.1%3.3%
3Y Rtn3.5%-61.6%231.3%14.9%50.4%12.0%13.4%
1M Excs Rtn11.8%-21.4%-8.0%-18.9%-4.7%-0.1%-6.3%
3M Excs Rtn22.7%-3.6%6.8%-13.7%31.6%23.2%14.8%
6M Excs Rtn6.3%-10.4%8.3%-18.4%21.0%15.5%7.3%
12M Excs Rtn-27.0%-55.8%-5.1%-25.7%0.9%9.4%-15.4%
3Y Excs Rtn-71.3%-129.4%164.0%-56.3%-24.4%-60.4%-58.4%

Comparison Analyses

null

Financials

Segment Financials

Revenue by Segment
$ Mil20252024202320222021
Retail segment523541663690555
Wholesale segment359371450484130
Eliminations-268-265-321-356 
Total615646791818685


Operating Income by Segment
$ Mil20252024202320222021
Wholesale segment4749696452
Retail segment2025678029
Elimination of intercompany profit-551-6-4
Total627813713877


Assets by Segment
$ Mil20252024202320222021
Retail segment394392404412412
Wholesale segment375380374341298
Inventory profit elimination-32-27-32-34-27
Total737745745720683


Price Behavior

Price Behavior
Market Price$22.49 
Market Cap ($ Bil)0.6 
First Trading Date12/29/2006 
Distance from 52W High-8.6% 
   50 Days200 Days
DMA Price$19.86$19.06
DMA Trendindeterminateup
Distance from DMA13.3%18.0%
 3M1YR
Volatility29.8%28.8%
Downside Capture-55.3062.79
Upside Capture66.1139.53
Correlation (SPY)10.3%27.9%
ETD Betas & Captures as of 8/31/2026

 1M2M3M6M1Y3Y
Beta1.330.410.200.390.640.86
Up Beta1.88-0.420.080.720.870.92
Down Beta-1.050.470.480.430.650.64
Up Capture167%106%49%25%30%59%
Bmk +ve Days10213268138427
Stock +ve Days12233562121364
Down Capture61%31%-32%19%77%102%
Bmk -ve Days11213259113324
Stock -ve Days9182864129381

[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 ETD
ETD-8.3%28.8%-0.30-
Sector ETF (XLY)-1.7%19.4%-0.2138.5%
Equity (SPY)19.7%12.8%1.1326.9%
Gold (GLD)24.6%29.2%0.75-3.5%
Commodities (DBC)44.1%20.4%1.69-28.3%
Real Estate (VNQ)9.1%13.6%0.3929.5%
Bitcoin (BTCUSD)-26.9%43.8%-0.5913.0%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with ETD
ETD8.0%33.9%0.29-
Sector ETF (XLY)5.6%24.1%0.1949.3%
Equity (SPY)12.8%17.2%0.5745.3%
Gold (GLD)19.1%18.8%0.820.1%
Commodities (DBC)10.7%19.5%0.434.6%
Real Estate (VNQ)1.7%18.9%-0.0143.2%
Bitcoin (BTCUSD)10.6%52.6%0.3818.8%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with ETD
ETD3.7%37.3%0.21-
Sector ETF (XLY)12.1%22.2%0.5046.8%
Equity (SPY)15.3%17.9%0.7243.5%
Gold (GLD)12.4%16.3%0.621.4%
Commodities (DBC)7.9%18.1%0.3511.4%
Real Estate (VNQ)4.8%20.7%0.1942.0%
Bitcoin (BTCUSD)64.0%66.2%1.0413.7%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date8142026
Short Interest: Shares Quantity2.6 Mil
Short Interest: % Change Since 731202613.6%
Average Daily Volume0.5 Mil
Days-to-Cover Short Interest5.1 days
Basic Shares Quantity25.4 Mil
Short % of Basic Shares10.1%

Earnings Returns History

Updated 8/31/2026
Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
7/29/2026-2.9%2.3%2.0%
4/29/2026-3.9%-7.7%-5.2%
1/28/2026-6.7%0.3%-4.2%
10/29/2025-9.9%-11.3%-10.2%
7/30/20252.0%1.3%3.4%
5/5/2025-11.9%-5.7%-8.2%
1/29/202511.0%7.2%1.1%
10/30/2024-5.9%-2.2%5.9%
...
SUMMARY STATS   
# Positive101517
# Negative15108
Median Positive5.0%4.0%5.1%
Median Negative-5.9%-6.2%-6.7%
Max Positive16.2%13.8%28.4%
Max Negative-13.0%-13.9%-15.1%
Collapse to Preview
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
7/29/2026-2.9%2.3%2.0%
4/29/2026-3.9%-7.7%-5.2%
1/28/2026-6.7%0.3%-4.2%
10/29/2025-9.9%-11.3%-10.2%
7/30/20252.0%1.3%3.4%
5/5/2025-11.9%-5.7%-8.2%
1/29/202511.0%7.2%1.1%
10/30/2024-5.9%-2.2%5.9%
7/31/20243.8%-2.7%4.9%
4/24/2024-13.0%-13.9%-15.1%
1/24/20240.5%-1.6%8.2%
10/25/2023-9.3%-7.5%-0.4%
8/2/202316.2%12.6%5.1%
4/26/20234.1%1.6%1.1%
1/25/2023-4.2%4.0%6.3%
10/26/20229.8%13.8%28.4%
8/3/20228.2%11.4%4.0%
4/28/2022-11.9%-6.6%-11.4%
1/27/20222.2%6.1%11.0%
10/27/2021-0.6%7.1%1.7%
8/9/20215.9%9.2%0.8%
4/29/2021-7.2%0.5%-3.7%
1/28/2021-2.8%0.7%7.4%
10/29/2020-3.4%0.6%9.9%
8/4/2020-4.9%-4.8%6.5%
SUMMARY STATS   
# Positive101517
# Negative15108
Median Positive5.0%4.0%5.1%
Median Negative-5.9%-6.2%-6.7%
Max Positive16.2%13.8%28.4%
Max Negative-13.0%-13.9%-15.1%

SEC Filings

Expand for More
Report DateFiling DateFiling
06/30/202609/03/202610-K
03/31/202604/29/202610-Q
12/31/202502/09/202610-Q
09/30/202510/29/202510-Q
06/30/202508/22/202510-K
03/31/202505/05/202510-Q
12/31/202401/29/202510-Q
09/30/202410/30/202410-Q
06/30/202408/23/202410-K
03/31/202404/24/202410-Q
12/31/202301/24/202410-Q
09/30/202310/25/202310-Q
06/30/202308/24/202310-K
03/31/202304/26/202310-Q
12/31/202201/25/202310-Q
09/30/202210/26/202210-Q
Collapse to Preview
Report DateFiling DateFiling
06/30/202609/03/202610-K
03/31/202604/29/202610-Q
12/31/202502/09/202610-Q
09/30/202510/29/202510-Q
06/30/202508/22/202510-K
03/31/202505/05/202510-Q
12/31/202401/29/202510-Q
09/30/202410/30/202410-Q
06/30/202408/23/202410-K
03/31/202404/24/202410-Q
12/31/202301/24/202410-Q
09/30/202310/25/202310-Q
06/30/202308/24/202310-K
03/31/202304/26/202310-Q
12/31/202201/25/202310-Q
09/30/202210/26/202210-Q
06/30/202208/29/202210-K
03/31/202204/28/202210-Q
12/31/202101/27/202210-Q
09/30/202110/27/202110-Q
06/30/202108/19/202110-K
03/31/202104/30/202110-Q
12/31/202001/28/202110-Q
09/30/202010/29/202010-Q
06/30/202008/27/202010-K
03/31/202005/11/202010-Q
12/31/201902/04/202010-Q
09/30/201911/04/201910-Q

Insider Activity

Updated 9/2/2026
Expand for More
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Kathwari, M FarooqChairman, President & CEODirectSell902202625.0422,811571,18736,696,871Form
2Kathwari, M FarooqChairman, President & CEO2020 Trust FBO Kolhai Gibran KathwariSell902202625.042666,661552,908Form
3Kathwari, M FarooqChairman, President & CEO2020 Trust FBO Zavier Irfan KathwariSell902202625.042666,661552,908Form
4Kathwari, M FarooqChairman, President & CEO2020 Trust FBO Samantha Maxime Van Puyenbroeck-KathwariSell902202625.042656,636552,808Form
5Kathwari, M FarooqChairman, President & CEO2020 Trust FBO Gabriel Alexander Van Puyenbroeck-KathwariSell902202625.042666,661552,908Form
Collapse to Preview
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Kathwari, M FarooqChairman, President & CEODirectSell902202625.0422,811571,18736,696,871Form
2Kathwari, M FarooqChairman, President & CEO2020 Trust FBO Kolhai Gibran KathwariSell902202625.042666,661552,908Form
3Kathwari, M FarooqChairman, President & CEO2020 Trust FBO Zavier Irfan KathwariSell902202625.042666,661552,908Form
4Kathwari, M FarooqChairman, President & CEO2020 Trust FBO Samantha Maxime Van Puyenbroeck-KathwariSell902202625.042656,636552,808Form
5Kathwari, M FarooqChairman, President & CEO2020 Trust FBO Gabriel Alexander Van Puyenbroeck-KathwariSell902202625.042666,661552,908Form
6Tsai, Cynthia Ekberg DirectBuy807202624.611,00024,61024,610Form
7Kathwari, M FarooqChairman, President & CEODirectSell123202625.012,16854,22237,095,532Form
8Kathwari, M FarooqChairman, President & CEO2020 Trust FBO Kolhai Gibran KathwariSell123202625.0125625558,898Form
9Kathwari, M FarooqChairman, President & CEO2020 Trust FBO Zavier Irfan KathwariSell123202625.0125625558,898Form
10Kathwari, M FarooqChairman, President & CEO2020 Trust FBO Samantha Maxime Van Puyenbroeck-KathwariSell123202625.0127675558,773Form
11Kathwari, M FarooqChairman, President & CEO2020 Trust FBO Gabriel Alexander Van Puyenbroeck-KathwariSell123202625.0125625558,898Form
12Kathwari, M FarooqChairman, President & CEODirectSell1217202525.053037,59037,209,170Form
13Kathwari, M FarooqChairman, President & CEO2020 Trust FBO Kolhai Gibran KathwariSell1217202525.05375560,419Form
14Kathwari, M FarooqChairman, President & CEO2020 Trust FBO Zavier Irfan KathwariSell1217202525.05375560,419Form
15Kathwari, M FarooqChairman, President & CEO2020 Trust FBO Samantha Maxime Van Puyenbroeck-KathwariSell1217202525.056150560,343Form
16Kathwari, M FarooqChairman, President & CEO2020 Trust FBO Gabriel Alexander Van Puyenbroeck-KathwariSell1217202525.05375560,419Form
17Kathwari, M FarooqChairman, President & CEODirectSell1212202525.0115,000375,15037,157,332Form
18Kathwari, M FarooqChairman, President & CEO2020 Trust FBO Kolhai Gibran KathwariSell1212202525.011754,377559,599Form
19Kathwari, M FarooqChairman, President & CEO2020 Trust FBO Zavier Irfan KathwariSell1212202525.011754,377559,599Form
20Kathwari, M FarooqChairman, President & CEO2020 Trust FBO Samantha Maxime Van Puyenbroeck-KathwariSell1212202525.011754,377559,599Form
21Kathwari, M FarooqChairman, President & CEO2020 Trust FBO Gabriel Alexander Van Puyenbroeck-KathwariSell1212202525.011754,377559,599Form
22Kathwari, M FarooqChairman, President & CEODirectSell1015202528.0115,000420,15044,358,093Form
23Kathwari, M FarooqChairman, President & CEO2020 Trust FBO Kolhai Gibran KathwariSell1015202528.011754,902631,626Form
24Kathwari, M FarooqChairman, President & CEO2020 Trust FBO Zavier Irfan KathwariSell1015202528.011754,902631,626Form
25Kathwari, M FarooqChairman, President & CEO2020 Trust FBO Samantha Maxime Van Puyenbroeck-KathwariSell1015202528.011754,902631,626Form
26Kathwari, M FarooqChairman, President & CEO2020 Trust FBO Gabriel Alexander Van Puyenbroeck-KathwariSell1015202528.011754,902631,626Form
27Kathwari, M FarooqChairman, President & CEODirectSell915202529.3715,000440,55046,952,409Form
28Kathwari, M FarooqChairman, President & CEO2020 Trust FBO Kolhai Gibran KathwariSell915202529.371755,140667,433Form
29Kathwari, M FarooqChairman, President & CEO2020 Trust FBO Zavier Irfan KathwariSell915202529.371755,140667,433Form
30Kathwari, M FarooqChairman, President & CEO2020 Trust FBO Samantha Maxime Van Puyenbroeck-KathwariSell915202529.371755,140667,433Form
31Kathwari, M FarooqChairman, President & CEO2020 Trust FBO Gabriel Alexander Van Puyenbroeck-KathwariSell915202529.371755,140667,433Form
Core Cache Last Updated: 9/4/2026