Episode
LZB Stock: Dividend Raised 10% in the Worst Housing Market in 30 Years Q4 FY2026
- Published
- Jun 16, 2026
- Duration seconds
- 670
- Processing state
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Summary
LZB (La-Z-Boy) reported Q4 FY2026 earnings on 2026-06-16. Stock fell 1.8% on the print. Here's the breakdown: Is LZB a buy, hold, or sell after this quarter? In this La-Z-Boy (LZB) Q4 FY2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings quality - ending with a clear price-aware Buy / Hold / Avoid Call and a Wall Street consensus comparison. If you follow Consumer stocks or LZB earnings, this is the Q4 FY2026 deep dive. 🎧 Listen on Podbean: https://chargedalpha.podbean.com (also on Apple Podcasts & Spotify) 🔔 Subscribe for daily earnings deep-dives → @ChargedAlpha | Call tracker: chargedalpha.com THE CALL: HOLD (3/5 conviction, MODERATE) - CURRENT @ $37.78 - HOLD - BUY below $33.00 with $29.00 stop - AVOID above $42.00 TRIGGER: Q1 FY27 print (Aug 20) holding revenue above $510M and op margin above 6.5%; existing-home sales breaking above 4.5M annualized; FY27 quantitative guidance introduced WINDOW: 12-24 months - a quality-compounder accumulate-the-fear position with a centennial brand moment in early 2027 TRACKER: chargedalpha.com WALL STREET CONSENSUS - Ratings: 1 Strong Buy / 2 Buy / 1 Hold / 0 Sell / 0 Strong Sell - BUY - Median 12-month price target: $44.00 (range $40 - $48) - Charged Alpha vs consensus: IN LINE THESIS A 99-year-old vertical furniture brand with 44% gross margin and ~8.5% FCF yield, executing year 3 of 5 of the Century Vision turnaround, growing top-line 3% in the worst housing market in 30 years while raising the dividend 10%. Bull lever: When existing-home turnover unlocks (Fed-dependent), LZB owns the brand most likely to convert housing-cycle recovery into operating leverage on a vertically owned chassis…