Added to YB: 2025-08-25
Pitch date: 2025-08-20
TLF [neutral]
Tandy Leather Factory, Inc.
-21.45%
current return
Author Info
Buggy Whip Bargains has their heads stuck in 10Ks and 10Qs of 'old world' businesses trading below tangible book value. Opinions expressed here are not recommendations or advice. Do your own research. Sign up for the newsletter.
Company Info
Tandy Leather Factory, Inc., together with its subsidiaries, retails leather and leathercraft-related items in the United States, Canada, and Spain.
Market Cap
$23.8M
Pitch Price
$3.31
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.42
P/E
2.51
EV/Sales
0.49
Sector
Specialty Retail
Category
value
The Deep Value Week – 2025/33 - Tandy Leather Factory, Inc.
TLF (earnings update): Q2 rev +2.8% to $17.8m, gross margin +150bps to 59.5%, but posted net loss $0.2m vs $0.1m profit last yr due to 5.5% higher opex from HQ leasing post-sale. $16.4m cash (+$3.1m YoY) after $12.7m dividend. CEO warns tariffs & costs to cause FY25 operating losses despite Q3 momentum.
Read full article (1 min)