NYSE$LZB

La-Z-Boy Incorporated · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

La-Z-Boy reported strong second quarter results, with La-Z-Boy Furniture Galleries® network written same-store sales up 1% and a dividend increase of 10%.

La-Z-Boy Incorporated reported sales of $511 million, a decrease of 16% compared to the previous year. GAAP diluted EPS was $0.63, and Non-GAAP diluted EPS was $0.74. The La-Z-Boy Furniture Galleries® network written same-store sales increased by 1%.

  • La-Z-Boy Furniture Galleries® network written same-store sales increased 1%.
  • GAAP diluted EPS of $0.63; Non-GAAP diluted EPS of $0.74.
  • Year to date operating cash flow of $57 million, 84% above year ago period.
  • Dividend increased 10% over the prior dividend to $0.20 per share.

Headline financials

Total Revenue

$511M

Previous: $611M-16.3%
EPS (adj)

$0.74

Previous: $1.05-29.5%
Capital Expenditures

-$26.5M

Previous: -$40.4M+34.5%
Free Cash Flow

$30.4M

Previous: -$9.49M+420.1%
Net Income

$27.2M

Previous: $46.1M-41.0%
Operating Income

$33.6M

Previous: $61.9M-45.7%
Gross Profit

$223M

Previous: $261M-14.6%
Cash & Equivalents

$330M

Previous: $205M+61.1%
Total Assets

$1.88B

Previous: $1.86B+1.2%
Stock-Based Comp

$4.81M

Previous: $3.66M+31.4%

Revenue & EPS history

La-Z-Boy · Revenue · Quarterly

$511M

Q2 2024-16.3%vs Q2 2023
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

La-Z-Boy · $616M total across 3 segments · Q2 2024

  • Wholesale Segment
    $365M-18.2%
  • Retail Segment
    $214M-15.0%
  • Corporate and Other
    $36.2M-17.0%

Forward guidance

La-Z-Boy anticipates consumer trends for the industry to remain challenging and is planning for sales in the third quarter of fiscal 2024 to be relatively consistent with the second quarter. They expect third quarter Non-GAAP operating margin to be similar to the first half of the year, forecasting sales to be in the range of $515-535 million and Non-GAAP operating margin to be in the range of 7-8%.

Headwinds

  • Consumer trends for the industry are expected to remain challenging.
  • Sales in the third quarter of fiscal 2024 are expected to be relatively consistent with the second quarter.
  • Consumer traffic trends remain a headwind.
  • Soft home furniture industry.
  • Weakness in near-term industry traffic trends

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

+2.0%

Avg return

Earnings day

+0.5%

Avg return

5 days after

-1.1%

Avg return

30 days after

53%

35 / 66 earnings

Positive

+21.8%

Q2 2012

Best reaction

-19.9%

Q1 2018

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026+15.3%+13.4%
Q3 2026-6.8%-7.0%-16.8%
Q2 2026+20.2%+24.7%+33.1%
Q1 2026-12.1%-6.4%-13.8%
Q4 2025-2.3%-5.6%-4.9%
Q3 2025+4.0%-0.7%-15.2%
Q2 2025+0.0%+2.1%-0.6%
Q1 2025-5.8%-4.0%+2.4%
Q4 2024+20.7%+12.4%+26.5%
Q3 2024-5.1%-2.9%-2.2%
Q2 2024+11.9%+15.4%+17.4%
Q1 2024-2.8%-4.1%+3.1%
Q4 2023+0.0%+1.1%+15.4%
Q3 2023+9.7%+13.8%-2.1%
Q2 2023-6.3%-8.2%-14.2%
Q1 2023+3.1%-3.9%-16.6%
Q4 2022+5.7%+8.5%+17.1%
Q3 2022-15.0%-18.8%-17.5%
Q2 2022-6.8%-2.9%-2.8%
Q1 2022-5.8%-1.6%-7.0%
Q4 2021-12.1%-13.4%-18.8%
Q3 2021-7.7%-4.6%+8.5%
Q2 2021+5.1%+4.6%+7.1%
Q1 2021+1.0%-0.9%-0.4%
Q4 2020-1.3%-5.4%+3.1%
Q3 2020+2.1%+4.1%-44.2%
Q2 2020-15.3%-11.0%-14.4%
Q1 2020-5.8%-0.8%+2.2%
Q4 2019+7.3%-10.2%-6.7%
Q3 2019+14.6%+14.3%+4.1%
Q2 2019+5.9%+5.5%-2.6%
Q1 2019+15.6%+2.8%-0.6%
Q4 2018-4.2%-10.1%-2.3%
Q3 2018+9.1%+10.7%+1.4%
Q2 2018+12.7%+14.9%+6.8%
Q1 2018-19.9%-22.6%-18.9%
Q4 2017+17.4%+18.5%+19.4%
Q3 2017-2.4%-7.9%-5.0%
Q2 2017+3.1%+11.4%+13.9%
Q1 2017-9.6%-10.0%-13.2%
Q4 2016+5.2%+5.0%+14.0%
Q3 2016+17.0%
Q2 2016-0.1%
Q1 2016+2.1%
Q4 2015-1.8%
Q3 2015-5.5%
Q2 2015+5.5%
Q1 2015-3.8%
Q4 2014-3.3%
Q3 2014-3.5%
Q2 2014+10.1%
Q1 2014+7.6%
Q4 2013+3.7%
Q3 2013+11.7%
Q2 2013-10.9%
Q1 2013-1.7%
Q4 2010-11.8%
Q4 2012-11.8%
Q3 2011-0.9%
Q3 2012-0.9%
Q2 2011+21.8%
Q2 2012+21.8%
Q1 2012+8.5%
Q4 2011+8.5%
Q1 2011+7.0%
Q3 2010+18.8%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro