La-Z-Boy, Inc. (LZB)
NYSEConsumer DiscretionaryFurnishings, Fixtures & AppliancesSnapshot 2026-09-04
$32.76+2.57%
Close 2026-09-04 · 1-day change
NYSEConsumer DiscretionaryFurnishings, Fixtures & AppliancesSnapshot 2026-09-04
Research Workspace
Put LZB beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Home Furnishings: structurally weak cohort (structural / late-cycle), so the cyclical early-warning is suppressed.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar broken — Operating margin improves to about 7.2% in 2026-Q2: operating margin -0.4% vs 7.2% target.
View ThesisRevenue is growing steadily — about 0% over the past year.
View GrowthMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 1% on a typical day and fell roughly 26% in its worst 12-month stretch.
View RiskLZB's growth trajectory relies on expanding its retail segment through new stores. Recent results showed a 3% sales decline and a GAAP operating loss, with Q2 sales guidance of $500 million to $520 million. It trades at 12× P/E versus a peer median of 15×, indicating that the price reflects less growth than expected. The primary risk is that operating margins are below target, with a miss probability of 32% for the next quarter. Peer multiples imply a price about 11% above where it trades. The thesis has broken.
Trailing returns as of 2026-09-04. LZB is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 2 analysts currently covering LZB (as of Sep 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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Compare LZB with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| LZB Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 12 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Home Furnishings — fair value, gap to price, and forward P/E.
Compare the value case
Put LZB next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Expand Retail segment through new and acquired stores
Expansion aligns with retail growth objective.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Threatens: Expand Retail segment through new and acquired stores
Retail growth may be masking underlying wholesale issues.
Advances: Expand Retail segment through new and acquired stores
Retail strength supports expansion objectives.
Threatens: Focus on core vertically integrated North American upholstery business
Frozen housing market impacts demand for upholstery products.
Advances: Expand Retail segment through new and acquired stores
Sales guidance supports retail expansion objectives.
Threatens: Improve operating margins through strategic initiatives
Loss from declining sales impacts margin improvement objective.
Threatens: Focus on core vertically integrated North American upholstery business
Weak Q1 results and guidance affect growth focus.
Advances: Transform distribution and home delivery network
Cost-cutting revamp enhances distribution efficiency.