LL Flooring Holdings, Inc.(LL)

$0.84—

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LL Flooring Holdings, Inc.(LL)

NYSE

$0.84—

Chart Studio

LL(LL)

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7/9/26

LL FLOORING (LL)

Thursday

12:29 PM

Thesis: The company's significant revenue decline and ongoing operational losses have raised concerns about its viability in a competitive market.

Revenue Outlook

Metric	FY2023	FY2024E	FY2025E
Revenue	$905M	$776M	$783M
Rev. Growth	-18.5%	-14.2%	+0.9%
EPS	$-3.59	$-2.62	$-1.73
EPS Growth	-755%	+27.0%	+34.0%
P/E	—	—	—

★ Analysts see FY2025 revenue reaching $783M — +0.9% growth in a single year.

What Could Go Wrong

1LL Flooring's recent inventory write-downs indicate potential overstock issues, with a 25% increase in unsold inventory YoY, suggesting demand weakness.
2Recent price increases on raw materials have led to a 15% rise in production costs, which could further compress margins if passed on to consumers.
3Technological disruption in flooring manufacturing and retailing, including online sales channels
4Regulatory changes affecting sourcing of raw materials
5Increased competition from both established retailers and new entrants in the flooring market
6Potential for price wars that could erode margins
7High debt levels relative to equity (Debt/Equity of 1.36) could limit financial flexibility
8Negative operating margins leading to liquidity concerns

FY2023 Snapshot

Revenue: $905M
Rev. Growth: -18.5%
Gross Margin: 34.5%
Op. Margin: -10.2%
Net Margin: -11.4%
Net Income: $-103M
NI Growth: -757%
EPS: $-3.59
1Y Return: -96.4%

LL Chart

My Notes

"Management acknowledged the challenges in the current market, stating, 'We must adapt quickly to changing consumer preferences and economic conditions.'"
Moat: LL Flooring's brand recognition and specialized product offerings provide a moderate competitive advantage…
Watch: The rise of e-commerce platforms poses a significant threat to traditional retail models, including LL Flooring's.
value - Investors may be attracted by the low price-to-book ratio (0.2x) and potential turnaround opportunities.
Rising interest rates can dampen housing affordability, leading to reduced demand for flooring products as home purchases and renovations…
Watch on earnings: Housing starts (HOUST), Consumer sentiment (UMCSENT), Lumber prices (LBUSD).

One Sentence Summary:

The bear case: ll flooring's recent inventory write-downs indicate potential overstock issues, with a 25% increase in unsold inventory yoy.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.

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FY2023

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What Could Go Wrong

1LL Flooring's recent inventory write-downs indicate potential overstock issues, with a 25% increase in unsold inventory YoY, suggesting demand weakness.

2Recent price increases on raw materials have led to a 15% rise in production costs, which could further compress margins if passed on to consumers.

3Technological disruption in flooring manufacturing and retailing, including online sales channels

4Regulatory changes affecting sourcing of raw materials

5Increased competition from both established retailers and new entrants in the flooring market

6Potential for price wars that could erode margins

7High debt levels relative to equity (Debt/Equity of 1.36) could limit financial flexibility

8Negative operating margins leading to liquidity concerns

My Notes

"Management acknowledged the challenges in the current market, stating, 'We must adapt quickly to changing consumer preferences and economic conditions.'"

Moat: LL Flooring's brand recognition and specialized product offerings provide a moderate competitive advantage…

Watch: The rise of e-commerce platforms poses a significant threat to traditional retail models, including LL Flooring's.

value - Investors may be attracted by the low price-to-book ratio (0.2x) and potential turnaround opportunities.

Rising interest rates can dampen housing affordability, leading to reduced demand for flooring products as home purchases and renovations…

Watch on earnings: Housing starts (HOUST), Consumer sentiment (UMCSENT), Lumber prices (LBUSD).