Lifetime Brands (LCUT)
Market Price (2/4/2026): $3.2 | Market Cap: $69.7 MilSector: Consumer Discretionary | Industry: Household Appliances
Lifetime Brands (LCUT)
Market Price (2/4/2026): $3.2Market Cap: $69.7 MilSector: Consumer DiscretionaryIndustry: Household Appliances
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Attractive yieldDividend Yield is 5.4%, FCF Yield is 29% | Weak multi-year price returns2Y Excs Rtn is -98%, 3Y Excs Rtn is -126% | Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 352% |
| Megatrend and thematic driversMegatrends include E-commerce & Digital Retail, and Sustainable Consumption. Themes include Direct-to-Consumer Brands, Online Marketplaces, Show more. | Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -1.8%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -5.2%, Rev Chg QQuarterly Revenue Change % is -6.5% | |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -51% | ||
| Key risksLCUT key risks include [1] its substantial indebtedness and high financial leverage and [2] tariff exposure due to a heavy reliance on its China-based supply chain. |
| Attractive yieldDividend Yield is 5.4%, FCF Yield is 29% |
| Megatrend and thematic driversMegatrends include E-commerce & Digital Retail, and Sustainable Consumption. Themes include Direct-to-Consumer Brands, Online Marketplaces, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -98%, 3Y Excs Rtn is -126% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 352% |
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -1.8%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -5.2%, Rev Chg QQuarterly Revenue Change % is -6.5% |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -51% |
| Key risksLCUT key risks include [1] its substantial indebtedness and high financial leverage and [2] tariff exposure due to a heavy reliance on its China-based supply chain. |
Qualitative Assessment
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Lifetime Brands (LCUT) stock has lost about 5% since 10/31/2025 because of the following key factors:
1. Disappointing Third Quarter 2025 Financial Results.
Lifetime Brands reported a statutory loss of US$0.05 per share for the third quarter of 2025, which significantly missed analyst expectations for a profit. Additionally, the company's revenues of US$172 million fell below analyst predictions by 2.3%.
2. Decline in Revenue.
The company experienced a 6.5% decrease in revenue for the third quarter of 2025 compared to the previous year. This reduction in sales volume likely raised concerns among investors regarding the company's market performance.
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1. Disappointing Third Quarter 2025 Financial Results.
Lifetime Brands reported a statutory loss of US$0.05 per share for the third quarter of 2025, which significantly missed analyst expectations for a profit. Additionally, the company's revenues of US$172 million fell below analyst predictions by 2.3%.
2. Decline in Revenue.
The company experienced a 6.5% decrease in revenue for the third quarter of 2025 compared to the previous year. This reduction in sales volume likely raised concerns among investors regarding the company's market performance.
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Stock Movement Drivers
Fundamental Drivers
The -4.4% change in LCUT stock from 10/31/2025 to 2/3/2026 was primarily driven by a -2.3% change in the company's P/S Multiple.| (LTM values as of) | 10312025 | 2032026 | Change |
|---|---|---|---|
| Stock Price ($) | 3.35 | 3.20 | -4.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 671 | 659 | -1.8% |
| P/S Multiple | 0.1 | 0.1 | -2.3% |
| Shares Outstanding (Mil) | 22 | 22 | -0.4% |
| Cumulative Contribution | -4.4% |
Market Drivers
10/31/2025 to 2/3/2026| Return | Correlation | |
|---|---|---|
| LCUT | -4.4% | |
| Market (SPY) | 1.1% | 16.8% |
| Sector (XLY) | 0.9% | 6.3% |
Fundamental Drivers
The -24.7% change in LCUT stock from 7/31/2025 to 2/3/2026 was primarily driven by a -21.6% change in the company's P/S Multiple.| (LTM values as of) | 7312025 | 2032026 | Change |
|---|---|---|---|
| Stock Price ($) | 4.25 | 3.20 | -24.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 681 | 659 | -3.2% |
| P/S Multiple | 0.1 | 0.1 | -21.6% |
| Shares Outstanding (Mil) | 22 | 22 | -0.8% |
| Cumulative Contribution | -24.7% |
Market Drivers
7/31/2025 to 2/3/2026| Return | Correlation | |
|---|---|---|
| LCUT | -24.7% | |
| Market (SPY) | 9.4% | 24.2% |
| Sector (XLY) | 9.5% | 16.5% |
Fundamental Drivers
The -48.3% change in LCUT stock from 1/31/2025 to 2/3/2026 was primarily driven by a -46.8% change in the company's P/S Multiple.| (LTM values as of) | 1312025 | 2032026 | Change |
|---|---|---|---|
| Stock Price ($) | 6.18 | 3.20 | -48.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 671 | 659 | -1.8% |
| P/S Multiple | 0.2 | 0.1 | -46.8% |
| Shares Outstanding (Mil) | 22 | 22 | -0.9% |
| Cumulative Contribution | -48.3% |
Market Drivers
1/31/2025 to 2/3/2026| Return | Correlation | |
|---|---|---|
| LCUT | -48.3% | |
| Market (SPY) | 15.6% | 22.8% |
| Sector (XLY) | 4.9% | 24.6% |
Fundamental Drivers
The -55.9% change in LCUT stock from 1/31/2023 to 2/3/2026 was primarily driven by a -47.4% change in the company's P/S Multiple.| (LTM values as of) | 1312023 | 2032026 | Change |
|---|---|---|---|
| Stock Price ($) | 7.25 | 3.20 | -55.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 776 | 659 | -15.1% |
| P/S Multiple | 0.2 | 0.1 | -47.4% |
| Shares Outstanding (Mil) | 22 | 22 | -1.1% |
| Cumulative Contribution | -55.9% |
Market Drivers
1/31/2023 to 2/3/2026| Return | Correlation | |
|---|---|---|
| LCUT | -55.9% | |
| Market (SPY) | 75.9% | 21.3% |
| Sector (XLY) | 66.6% | 21.7% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| LCUT Return | 6% | -52% | -9% | -10% | -30% | -18% | -76% |
| Peers Return | 18% | -35% | 14% | 32% | -9% | 8% | 14% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 2% | 86% |
Monthly Win Rates [3] | |||||||
| LCUT Win Rate | 33% | 8% | 42% | 58% | 33% | 50% | |
| Peers Win Rate | 58% | 42% | 44% | 56% | 43% | 80% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 100% | |
Max Drawdowns [4] | |||||||
| LCUT Max Drawdown | -15% | -59% | -41% | -20% | -48% | -19% | |
| Peers Max Drawdown | -5% | -40% | -24% | -15% | -26% | -1% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -1% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: SN, ALH, XWIN, WHR, HLMN.
[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 2/3/2026 (YTD)
How Low Can It Go
| Event | LCUT | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -77.6% | -25.4% |
| % Gain to Breakeven | 347.2% | 34.1% |
| Time to Breakeven | Not Fully Recovered days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -52.2% | -33.9% |
| % Gain to Breakeven | 109.4% | 51.3% |
| Time to Breakeven | 123 days | 148 days |
| 2018 Correction | ||
| % Loss | -70.6% | -19.8% |
| % Gain to Breakeven | 240.2% | 24.7% |
| Time to Breakeven | Not Fully Recovered days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -95.8% | -56.8% |
| % Gain to Breakeven | 2258.6% | 131.3% |
| Time to Breakeven | Not Fully Recovered days | 1,480 days |
Compare to SN, ALH, XWIN, WHR, HLMN
In The Past
Lifetime Brands's stock fell -77.6% during the 2022 Inflation Shock from a high on 8/11/2021. A -77.6% loss requires a 347.2% gain to breakeven.
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About Lifetime Brands (LCUT)
Lifetime Brands, Inc. designs, sources, and sells branded kitchenware, tableware, and other products for use in the home in the United States and internationally. The company provides kitchenware products, including kitchen tools and gadgets, cutlery, kitchen scales, thermometers, cutting boards, shears, cookware, pantryware, spice racks, and bakeware; and tableware products comprising dinnerware, stemware, flatware, and giftware. It also provides home solutions, such as thermal beverageware, bath scales, weather and outdoor household, food storage, neoprene travel, and home décor products. The company owns or licenses various brands, including Farberware, Mikasa, Taylor, KitchenAid, KitchenCraft, Pfaltzgraff, BUILT NY, Rabbit, Kamenstein, and MasterClass. It serves mass market merchants, specialty stores, commercial stores, department stores, warehouse clubs, grocery stores, off-price retailers, food service distributors, pharmacies, food and beverage outlets, and e-commerce. The company sells its products directly, as well as through its own websites. Lifetime Brands, Inc. was founded in 1945 and is headquartered in Garden City, New York.
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Here are 1-3 brief analogies for Lifetime Brands (LCUT):
- Like a smaller Newell Brands focused on kitchenware and home products.
- The Procter & Gamble of kitchen and home goods.
- A Helen of Troy, but specializing in cookware, dinnerware, and home decor brands.
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Lifetime Brands (LCUT) Major Products
- Kitchenware: This category includes a broad range of products for cooking, baking, food preparation, and food storage, such as cookware, cutlery, and kitchen gadgets.
- Tableware: Lifetime Brands offers various items for dining, including dinnerware sets, glassware, and flatware.
- Beverage & Hydration: This segment comprises drinkware, water bottles, and other related accessories for hot and cold beverages.
- Other Home Goods: The company also provides a selection of other consumer products for the home, such as bath accessories, thermometers, and small home appliances.
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Lifetime Brands (LCUT) sells primarily to other companies, specifically major retailers.
Its major customers, based on its 2023 annual report (10-K), are:
- Walmart Inc. (Symbol: WMT)
- Amazon.com, Inc. (Symbol: AMZN)
- Target Corporation (Symbol: TGT)
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Robert B. Kay, Chief Executive Officer
Robert B. Kay was appointed CEO of Lifetime Brands in March 2018, coinciding with the merger of Lifetime with Filament Brands. Prior to this, he served as Chairman and CEO of Filament Brands since its inception in 2012. Mr. Kay is recognized as a buyout specialist and strategist who led the buyout of Taylor Precision Products, which subsequently formed the foundation of Filament Brands. He successfully transformed Taylor Precision Products from a measurement company into a broader housewares company. His past experience includes roles as President/CEO at Key Components LLC and Chairman at Taylor Precision Products and Filament Brands. Mr. Kay has also served as an Operating Partner at Centre Partners Management LLC, indicating a pattern of managing companies backed by private equity firms. He began his career as a consultant with Deloitte & Touche.
Laurence Winoker, Executive Vice President, Principal Accounting Officer, Treasurer and Chief Financial Officer
Laurence Winoker joined Lifetime Brands as Chief Financial Officer in July 2007. Before his tenure at Lifetime Brands, he was the Senior Vice President, Controller, and Treasurer of MacAndrews & Forbes Holdings Inc., a holding company that oversaw a diverse portfolio of public and private companies. Within this portfolio, he held the position of Senior Vice President, Corporate Controller, and Treasurer for Revlon, Inc. from 1999 to 2003. Mr. Winoker has stated that he was also involved in private equity and held various financial roles with entities controlled by an individual who also controlled Revlon. He started his career as a Certified Public Accountant (CPA) and held various positions at Bastian Industries, Gulf & Western Industries, and Brout & Company.
Daniel Siegel, President
Daniel Siegel serves as the President of Lifetime Brands. He has held various positions within the company since joining in 1992, including Executive Vice President of Sales from 2006 to 2008 and Executive Vice President of Corporate Invention Strategies from 2008 to 2010.
Ronald Shiftan, Chief Operating Officer
Ronald Shiftan has been the Chief Operating Officer of Lifetime Brands since June 9, 2005.
Jeffrey Siegel, Executive Chairman
Jeffrey Siegel serves as the Executive Chairman of Lifetime Brands. He previously held the roles of Chief Executive Officer from December 2000 and Chairman of the Board since June 2001. Mr. Siegel joined Lifetime Cutlery, the predecessor to Lifetime Brands, as a salesman in 1967. He has been instrumental in leading the company's strategic growth initiatives, including key alliances and acquisitions.
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The key risks for Lifetime Brands (LCUT) are primarily its substantial indebtedness, exposure to macroeconomic conditions affecting consumer spending, and vulnerabilities within its global supply chain, including tariff volatility.
- Indebtedness and Financial Leverage: Lifetime Brands carries a significant amount of debt, which poses a material risk to its financial health. As of July 2023, the company's total debt was approximately $352 million, a substantial figure compared to its market capitalization of $126 million at that time. This high leverage can impact the company's borrowing needs, expose it to interest rate fluctuations, and increase the risk of failing to meet debt covenants. The interest rate on its term loan was notably increased to SOFR+550 from SOFR+350, indicating a high borrowing cost and elevated risk.
- Macroeconomic Conditions and Consumer Spending: The company's business is highly sensitive to prevailing market and global economic conditions, including inflation and consumer spending patterns. Products sold by Lifetime Brands are often considered commodity-type items, making consumers particularly price-sensitive. Economic headwinds, such as inflationary pressures and potential recessionary environments, can directly reduce retail sales and demand for the company's kitchenware, tableware, and other home products.
- Supply Chain Risks and Tariffs: Lifetime Brands relies heavily on international suppliers, with a significant portion of its products manufactured in China. This exposes the company to considerable supply chain risks, including disruptions from geopolitical events, regional regulatory changes, and volatile tariff policies. Changes in U.S. trade policy and the imposition of tariffs, particularly on goods imported from China, can increase product costs, affect pricing strategies, and impact profit margins. The company has actively pursued supply chain diversification to mitigate these risks, but vulnerability remains.
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The rise of digitally native vertical brands (DNVBs) in the home goods and kitchenware sector poses a clear emerging threat. These companies leverage direct-to-consumer (DTC) sales channels, sophisticated social media marketing, and often aesthetically focused, curated product lines to capture market share, particularly among younger demographics. This business model challenges Lifetime Brands' traditional reliance on established retail channels and diversified brand portfolio by offering a more direct, often lifestyle-driven, purchasing experience. Examples of such brands gaining significant traction include Our Place (known for the Always Pan and Perfect Pot), Caraway (ceramic cookware with a focus on design and non-toxic materials), and Material Kitchen. These DNVBs are demonstrating a successful alternative path to market that bypasses traditional distributors and retailers, creating direct competition for Lifetime Brands’ core product categories and consumer base.
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Lifetime Brands (NASDAQ: LCUT) operates in several key segments within the home products market, offering kitchenware, tableware, and home décor items.
The addressable markets for Lifetime Brands' main products and services include:
- Kitchenware: The global kitchenware market was estimated at approximately USD 76.95 billion in 2025 and is projected to reach USD 107.31 billion by 2031, with a compound annual growth rate (CAGR) of 5.7%. Another report valued the global kitchenware market at USD 73.2 billion in 2024, projected to grow to USD 140.5 billion by 2037. The global kitchenware and houseware market together is projected at USD 32.91 billion in 2025, expected to reach nearly USD 45.74 billion by 2034. North America holds a significant share of the kitchenware market, and the Asia Pacific region dominated the global industry with a revenue share of 40.5% in 2023. The U.S. kitchenware market was approximately USD 19.25 billion in 2024.
- Tableware: The global tableware market was valued at USD 45.6 billion in 2022 and is projected to reach USD 109.9 billion by 2032, growing at a CAGR of 9.3%. Another estimate places the global tableware market at USD 43.3 billion in 2023, projected to reach USD 63.7 billion by 2030. Europe held the highest market share in 2022. The U.S. tableware market was estimated at USD 6.5 billion in 2023.
- Cookware: The global cookware market was estimated at USD 32.1 billion in 2024 and is expected to grow to USD 46.6 billion by 2034. Another report valued the global cookware market at USD 30.59 billion in 2023, projected to reach USD 49.85 billion by 2030. The Asia Pacific region accounted for the largest revenue share of 40.5% in the global cookware market in 2023.
- Cutlery: The global cutlery market was recorded at USD 8.39 billion in 2021 and is expected to reach USD 10.18 billion by the end of 2025, growing to USD 14.96 billion by 2033. Another source indicates the global cutlery market stands at USD 5.74 billion in 2023 and is projected to reach USD 10.38 billion by 2033.
- Home Decor: The global home decor market size was valued at USD 747.75 billion in 2024 and is anticipated to grow to USD 1,097.51 billion by 2032. Another estimate values the global home decor market at USD 960.14 billion in 2024, projected to reach USD 1,622.90 billion by 2030. Asia Pacific dominated the home decor market with a market share of 45.74% in 2024. The U.S. home decor market is expected to reach USD 305.51 billion by 2032.
- Small Domestic Appliances (including small kitchen appliances): The global small domestic appliances (SDA) market was valued at USD 202.76 billion in 2024 and is projected to grow to USD 301.24 billion by 2032. The global small kitchen appliances market size was estimated at USD 29.09 billion in 2024 and is projected to reach USD 40.90 billion by 2030. Asia Pacific dominated the small domestic appliances market with a market share of 34.79% in 2024.
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Here are 3-5 expected drivers of future revenue growth for Lifetime Brands (LCUT) over the next 2-3 years:- E-commerce Expansion and Online Sales Strategy: Lifetime Brands is actively executing its online sales strategy, which has consistently led to market share gains in the e-commerce channel. The company experienced robust market share growth across its categories in e-commerce, with consolidated e-commerce sales increasing to $34.4 million in Q3 2024 (18.7% of total sales) and U.S. e-commerce sales showing strong growth of 10.7% in Q3 2024 year-over-year. This strategic focus is expected to continue driving revenue growth.
- International Market Expansion and Turnaround: The international segment is a key area for growth and efficiency improvements. Lifetime Brands' international segment has shown commendable progress, particularly in the U.K. and Continental Europe, benefiting from strategic shifts towards major retailers in regions like Australia, New Zealand, and Europe. Initiatives like "Project Concord" are also underway to enhance efficiency and strengthen margins in the international segment, positioning it for improved long-term performance.
- New Product Innovation and Launches: The company emphasizes its commitment to innovation by launching new products that align with consumer trends and retailer demand. Notable successful introductions include the Dolly Parton product line, the expanded Build-A-Board collection, and a new glass bottle line under the S'well brand, which are expected to capture additional market opportunities. These product launches are central to Lifetime Brands' growth strategy.
- Strategic Mergers & Acquisitions (M&A): Lifetime Brands is proactively evaluating M&A opportunities to strengthen its market share and capitalize on industry consolidation. Management views periods of disruption as opportunities and is strategically positioned to take advantage of attractive valuations in the current market conditions, aiming to further strengthen its competitive positioning.
- Pricing Strategies: The company has implemented pricing increases, particularly to offset tariffs, with the objective of maintaining gross margin dollars. While these actions are often reactive to cost pressures, effective pricing management can contribute to top-line revenue growth even in challenging environments.
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Share Repurchases
- On March 14, 2022, Lifetime Brands' Board of Directors authorized a $20.0 million share repurchase program, replacing a previously authorized $10.0 million program.
- No shares were repurchased during the nine months ended September 30, 2025.
- As of September 30, 2025, $11.1 million remained available for repurchases under the authorized plan.
Capital Expenditures
- Lifetime Brands reported capital expenditures of $7 million, $6 million, $4 million, $5 million, and $5 million for the most recent five reported periods.
- Recent investments have been directed towards new manufacturing capacity and hiring, particularly in Mexico, with the aim of boosting net sales and free cash flow growth.
- The company is investing in its logistics and infrastructure by establishing a new distribution center in Hagerstown, Maryland, with rent commencing in early 2026.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| Lifetime Brands Earnings Notes | 12/16/2025 | |
| With Lifetime Brands Stock Sliding, Have You Assessed The Risk? | 10/17/2025 |
| Title | |
|---|---|
| ARTICLES |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 16.32 |
| Mkt Cap | 3.2 |
| Rev LTM | 1,537 |
| Op Inc LTM | 111 |
| FCF LTM | 41 |
| FCF 3Y Avg | 107 |
| CFO LTM | 117 |
| CFO 3Y Avg | 184 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 4.5% |
| Rev Chg 3Y Avg | -2.0% |
| Rev Chg Q | 8.0% |
| QoQ Delta Rev Chg LTM | 2.1% |
| Op Mgn LTM | 5.3% |
| Op Mgn 3Y Avg | 5.1% |
| QoQ Delta Op Mgn LTM | 1.0% |
| CFO/Rev LTM | 3.7% |
| CFO/Rev 3Y Avg | 6.0% |
| FCF/Rev LTM | 2.7% |
| FCF/Rev 3Y Avg | 3.3% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 3.2 |
| P/S | 1.3 |
| P/EBIT | 9.6 |
| P/E | -1.9 |
| P/CFO | 11.0 |
| Total Yield | 1.9% |
| Dividend Yield | 0.0% |
| FCF Yield 3Y Avg | 4.8% |
| D/E | 0.5 |
| Net D/E | 0.5 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 5.6% |
| 3M Rtn | 9.4% |
| 6M Rtn | 3.0% |
| 12M Rtn | -3.2% |
| 3Y Rtn | -3.6% |
| 1M Excs Rtn | 4.7% |
| 3M Excs Rtn | 5.4% |
| 6M Excs Rtn | -5.3% |
| 12M Excs Rtn | -19.2% |
| 3Y Excs Rtn | -72.4% |
Price Behavior
Price Behavior
| Market Price | $3.20 | |
| Market Cap ($ Bil) | 0.1 | |
| First Trading Date | 06/05/1991 | |
| Distance from 52W High | -42.0% | |
| 50 Days | 200 Days | |
| DMA Price | $3.85 | $3.76 |
| DMA Trend | down | up |
| Distance from DMA | -17.0% | -14.8% |
| 3M | 1YR | |
| Volatility | 51.7% | 67.0% |
| Downside Capture | 108.49 | 175.75 |
| Upside Capture | 143.79 | 93.64 |
| Correlation (SPY) | 19.7% | 22.7% |
LCUT Betas & Captures as of 1/31/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 1.12 | 0.97 | 0.82 | 1.25 | 0.79 | 0.87 |
| Up Beta | 3.48 | -0.46 | 0.94 | 2.47 | 0.64 | 0.72 |
| Down Beta | -0.60 | 1.02 | 0.41 | 0.28 | 0.18 | 0.67 |
| Up Capture | -55% | 6% | 70% | 63% | 89% | 50% |
| Bmk +ve Days | 11 | 22 | 34 | 71 | 142 | 430 |
| Stock +ve Days | 6 | 18 | 28 | 54 | 107 | 340 |
| Down Capture | 466% | 238% | 115% | 174% | 138% | 107% |
| Bmk -ve Days | 9 | 19 | 27 | 54 | 109 | 321 |
| Stock -ve Days | 11 | 20 | 29 | 65 | 135 | 392 |
[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 LCUT | |
|---|---|---|---|---|
| LCUT | -48.4% | 67.7% | -0.70 | - |
| Sector ETF (XLY) | 4.9% | 24.2% | 0.14 | 24.6% |
| Equity (SPY) | 15.6% | 19.2% | 0.63 | 22.8% |
| Gold (GLD) | 77.2% | 24.5% | 2.30 | -6.5% |
| Commodities (DBC) | 10.0% | 16.5% | 0.40 | -8.9% |
| Real Estate (VNQ) | 2.9% | 16.5% | -0.00 | 19.7% |
| Bitcoin (BTCUSD) | -23.4% | 40.3% | -0.56 | 10.2% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with LCUT | |
|---|---|---|---|---|
| LCUT | -24.7% | 56.3% | -0.28 | - |
| Sector ETF (XLY) | 8.7% | 23.8% | 0.33 | 27.9% |
| Equity (SPY) | 14.5% | 17.0% | 0.68 | 28.2% |
| Gold (GLD) | 21.5% | 16.8% | 1.04 | 1.2% |
| Commodities (DBC) | 12.0% | 18.9% | 0.51 | -1.7% |
| Real Estate (VNQ) | 4.8% | 18.8% | 0.16 | 26.1% |
| Bitcoin (BTCUSD) | 20.9% | 57.5% | 0.56 | 15.8% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with LCUT | |
|---|---|---|---|---|
| LCUT | -10.5% | 55.8% | 0.03 | - |
| Sector ETF (XLY) | 13.9% | 21.9% | 0.58 | 32.3% |
| Equity (SPY) | 15.6% | 17.9% | 0.75 | 32.5% |
| Gold (GLD) | 15.6% | 15.5% | 0.84 | 0.5% |
| Commodities (DBC) | 8.4% | 17.6% | 0.39 | 6.2% |
| Real Estate (VNQ) | 5.6% | 20.8% | 0.24 | 31.1% |
| Bitcoin (BTCUSD) | 69.9% | 66.5% | 1.09 | 11.5% |
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Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 11/6/2025 | -1.0% | 5.5% | 45.8% |
| 8/7/2025 | -6.0% | -5.5% | 2.6% |
| 3/13/2025 | -7.3% | 7.9% | -22.4% |
| 11/7/2024 | -5.5% | -10.7% | 0.8% |
| 8/8/2024 | -0.8% | -0.8% | -12.9% |
| 3/12/2024 | -1.1% | -14.2% | 2.2% |
| 10/25/2023 | 1.6% | 7.2% | 35.7% |
| 8/3/2023 | -0.2% | 32.4% | 14.4% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 9 | 11 | 13 |
| # Negative | 10 | 8 | 6 |
| Median Positive | 6.3% | 7.9% | 12.5% |
| Median Negative | -3.3% | -6.9% | -13.8% |
| Max Positive | 14.0% | 32.4% | 45.8% |
| Max Negative | -12.7% | -17.7% | -30.6% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 09/30/2025 | 11/06/2025 | 10-Q |
| 06/30/2025 | 08/07/2025 | 10-Q |
| 03/31/2025 | 05/08/2025 | 10-Q |
| 12/31/2024 | 03/13/2025 | 10-K |
| 09/30/2024 | 11/07/2024 | 10-Q |
| 06/30/2024 | 08/08/2024 | 10-Q |
| 03/31/2024 | 05/09/2024 | 10-Q |
| 12/31/2023 | 03/12/2024 | 10-K |
| 09/30/2023 | 11/09/2023 | 10-Q |
| 06/30/2023 | 08/03/2023 | 10-Q |
| 03/31/2023 | 05/10/2023 | 10-Q |
| 12/31/2022 | 03/09/2023 | 10-K |
| 09/30/2022 | 11/03/2022 | 10-Q |
| 06/30/2022 | 08/04/2022 | 10-Q |
| 03/31/2022 | 05/05/2022 | 10-Q |
| 12/31/2021 | 03/09/2022 | 10-K |
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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