MillerKnoll, Inc. (MLKN)
NASDAQIndustrialsFurnishings, Fixtures & AppliancesSnapshot 2026-11-04
$22.77+6.25%
Close 2026-11-04 · 1-day change
NASDAQIndustrialsFurnishings, Fixtures & AppliancesSnapshot 2026-11-04
QuarterlyIQ Insights · MLKN
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 is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -19.3% |
| Our one-year growth estimate | diamond |
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.
Usually moved in the same direction.
Price observations: 365 days
Usually moved in the opposite direction.
Price observations: 365 days
Most sensitive to the broad stock market and long-term interest rates.
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.
| 4.6% |
Growth built into the price is above our model estimate.
The price assumes 23.9 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 6 industry peers
MLKN — CEO transition
Dated 2026-10-21
CEO — Jeffrey M. Stutz: The filing announces the appointment of an internal candidate (former Interim CEO and COO) to the permanent CEO role, which is a significant management change but not a departure of a sitting executive.
Why it matters: Q1 sales fell 3.4% year over year, and the full-year sales range was cut. Q2 results test whether demand is stabilizing.
Worry ifQ2 FY2027 net sales are below $972 million, the low end of the company’s range.
Less concerning ifQ2 FY2027 net sales reach at least $972 million, the low end of the company’s range.
Why it matters: The company plans 14 to 18 new stores in FY2027. New stores can support retail growth, but also add costs.
Watch forThe company reports at least 14 new retail store openings by the end of FY2027.
Also watch forThe company reports fewer than 14 new retail store openings by the end of FY2027.
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 | ±$156 on $10,000 · ±1.6% | How much price usually moves either way. |
| Bad day | $413 loss on $10,000 · 4.1% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $3,779 loss on $10,000 · 37.8% | 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.