La-Z-Boy, Inc. (LZB)
NYSEConsumer DiscretionaryFurnishings, Fixtures & AppliancesSnapshot 2026-11-04
$33.06+6.10%
Close 2026-11-04 · 1-day change
NYSEConsumer DiscretionaryFurnishings, Fixtures & AppliancesSnapshot 2026-11-04
QuarterlyIQ Insights · LZB
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -6.6% |
| Our one-year growth estimate | diamond | 1.7% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 8.3 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 7 industry peers
LZB — earnings miss
Dated 2026-08-18
Results of Operations and Financial Condition. On August 18, 2026, La-Z-Boy Incorporated (the “Company”) issued a news release to report the Company’s financial results for the fiscal quarter ended July 25, 2026. A copy of the news release is attached to this Current Report on Form 8-K as Exhibit 99.1.
Why it matters: Joybird written sales fell 17% in Q1, and its customer group remains volatile. A return to growth would ease a clear drag on results.
Supportive ifJoybird written sales are flat or higher year over year in Q2.
Worry ifJoybird written sales fall more than 17% year over year in Q2.
Why it matters: La-Z-Boy guided to $500 million to $520 million in Q2 sales. A miss would signal weaker demand or delivery than planned.
Worry ifQ2 sales are below $500 million, the low end of the company’s range.
Less concerning ifQ2 sales land between $500 million and $520 million, or exceed $520 million.
Why it matters: Written same-store sales grew 3% in Q1 after a 500-point step up from Q4. Another gain would show store sales momentum is holding.
Supportive ifIn the November 17 results, written same-store sales grow more than 3% year over year.
Worry ifWritten same-store sales fall below zero year over year.
Why it matters: The company is combining work from two small plants into its U.S. network. Delays or extra costs could weigh on margins.
Watch forThe company confirms the second plant closure is complete and reports no added closure charges.
Also watch forThe second closure is delayed, or the company reports added closure charges.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$120 on $10,000 · ±1.2% | How much price usually moves either way. |
| Bad day | $283 loss on $10,000 · 2.8% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $3,194 loss on $10,000 · 31.9% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.