Added to YB: 2026-04-01
Pitch date: 2026-03-30
FND [bullish]
Floor & Decor Holdings, Inc.
+0.32%
current return
Author Info
Company Info
Floor & Decor Holdings, Inc., together with its subsidiaries, operates as a multi-channel specialty retailer of hard surface flooring and related accessories, and commercial surfaces seller in the United States.
Market Cap
$5.4B
Pitch Price
$50.64
Price Target
95.00 (+87%)
Dividend
N/A
EV/EBITDA
8.42
P/E
26.18
EV/Sales
1.53
Sector
Specialty Retail
Category
turnaround
FND Research Report: Written by an AI Workflow
FND: AI-generated report shows comp recovery choppy (-11.6% Q1'24 to +0.4% Q2'25, back to -1.8% FY25); gross margin expanded 310bps to 43.6% via China sourcing cut (50%→3%); Pro grew 9% while FCF collapsed 75% ($256M→$64M) on AP normalization; new store CapEx targets $7-8M vs $10.2M; $95 PT (16x FY27 EBITDA), bear case $36 (7.5x on stalled housing recovery)
Read full article (55 min)