La-Z-Boy (LZB)
Makes recliners, sofas, and home furniture through owned stores and wholesale channels.
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Sells upholstered furniture, casegoods, accessories, and Joybird pieces through owned La-Z-Boy stores, wholesale partners, and online channels. The business is concentrated in North America, with proprietary distribution and domestic upholstery production shaping margins and availability.
Upholstered furniture is the center of the portfolio: recliners, sofas, loveseats, sectionals, modular seating, chairs, ottomans, and sleeper sofas sold under La-Z-Boy, England, and Joybird. Hammary and remaining retail casegoods add wood furniture and accessories.
Sales move through two reportable channels: Wholesale supplies independently owned La-Z-Boy Stores, Comfort Studio and branded-space operators, England centers, major dealers, and independent retailers; Retail sells directly through company-owned La-Z-Boy Stores. Joybird adds online-first and small-format store exposure.
Execution depends on proprietary distribution, North American upholstery manufacturing, store acquisitions, and the ongoing shift away from wholesale casegoods. Demand is tied to residential furniture replacement cycles, promotions, imported input costs, tariffs, and the health of the direct-to-consumer Joybird model.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 20, 2026 | KeyBanc | Reiterate | Rating: —Target: — | Target: $40 |
| Nov 19, 2025 | Sidoti | Upgrade | ||
| Nov 19, 2025 | Sidoti & Co. | Upgrade | ||
| Apr 25, 2025 | KeyBanc | Upgrade |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jul 25, 2026Cash & short-term investments $272.7M · Total debt $541.5M · Total assets $1.99B · Shareholders' equity $1.01B
- Revenue
- $475.7M
- Operating income
- $7.2M
- Net income
- −$2.3M
HistoryDividendAnnual yield
| Institutions | 103.43% | 41.43M shares | |
|---|---|---|---|
| 276 holders · as of Jun 30, 2026 | |||
| Insiders | 2.32% | 928.8K shares | |
| 19 holders · as of Sep 14, 2026 | |||
| Adds to | 105.75% | ||
40.05M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 105.75%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 16.52% | 6.62M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 7.49% | 3.00M | as of Jun 30, 2026 |
Dimensional Fund Advisors LPInstitution | 6.75% | 2.71M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.60% | 1.84M | as of Jun 30, 2026 |
American Century Companies IncInstitution | 4.58% | 1.84M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 10, 2026 | Robert II Sundy | officer: President, Retail | −5,000 | $30.85 |
| Sep 8, 2026 | Janet Kerr | director | −3,653 | $31.75 |
| Jun 30, 2026 | Terrence James Linz | officer: President, Wholesale Brands | −2,500 | $40.23 |
| Jun 29, 2026 | Raphaell Z. Richmond | officer: VP, GC & Chief Compliance Off | −13,671 | $39.83 |
| Jun 25, 2026 | Jennifer Lynn McCurry | officer: Chief Accounting Officer | −3,715 | $41.05 |
- Ethan Allen Interiors
Integrated design-center rival in upper-mid home furnishings
- Flexsteel Industries
Direct upholstery and home-furnishings manufacturer peer
- Bassett Furniture
Branded store and wholesale peer in custom home furnishings
- Wayfair
Scale online marketplace for furniture and home goods
- Williams-Sonoma
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- Havertys
Regional store-network rival for home furnishings shoppers
- Lovesac
Digital-first seating specialist in modular sofas and sacs
- Hooker Furnishings
Wholesale furniture brands across upholstery and casegoods
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| La-Z-Boy | $30.10 | −1.83% | $1.23B | 15.5 | 12.0 | 0.6 | −3.4% |
| Ethan Allen Interiors | $21.23 | −0.49% | $542.8M | 13.7 | 17.5 | 0.9 | −8.5% |
| Flexsteel Industries | $84.45 | +0.34% | $450.7M | 13.6 | 16.1 | 1.0 | +0.7% |
| Bassett Furniture | $17.43 | −0.85% | $152.2M | 27.8 | 17.8 | 0.5 | −0.7% |
| Wayfair | $99.00 | −7.78% | $14.70B | — | 29.2 | 1.1 | +7.5% |
| Williams-Sonoma | $229.57 | −1.34% | $27.40B | 23.8 | 23.2 | 3.4 | +6.7% |
| Havertys | $27.91 | −1.27% | $468.4M | 41.0 | 13.2 | 0.6 | +7.7% |
| Lovesac | $14.48 | −0.95% | $214.0M | 12.0 | 155.7 | 0.3 | +0.5% |
| Hooker Furnishings | $13.35 | +0.87% | $142.2M | — | 13.3 | 0.5 | −23.0% |
| Median | 18.7 | 17.6 | 0.8 | +0.6% |