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what it is
Crown Crafts makes baby bedding, blankets, toys, and juvenile home goods for big retailers.
how it gets paid
Last year Crown Crafts made $87M in revenue. Infant bedding was the main engine at $29M, or 33% of sales.
why growth slowed
Revenue fell 0.4% last year. The 25.0% gross margin mattered most, but it still left little room after freight and payroll.
what just happened
Crown Crafts posted roughly ~$22M of quarterly revenue (~one-fourth of ~$87M for the year) and lost $0.10 a share.
At a glance
C++ balance sheet — some cracks in the foundation
35/100 earnings predictability — expect surprises
11.6% dividend yield — cash in your pocket every quarter
0.3% return on capital — nothing to write home about
-$0.04 fy2024 EPS (consensus snapshot)
xvary composite: 47/100 — below average
What they do
Crown Crafts makes baby bedding, blankets, toys, and juvenile home goods for big retailers.
This is not a moat built on magic. It is distribution and shelf space. Crown runs four subsidiaries and sells under company-owned trademarks. You are dealing with a 168-person company that has to keep six buyer channels happy.
How they make money
$87M
annual revenue · their business grew -0.4% last year
Infant bedding
$29M
Plush toys
$18M
Baby care accessories
$15M
Throws and blankets
$12M
Bedroom products
$13M
The products that matter
infant bedding brand
NoJo Baby & Kids
core brand · inside an $87M business
this appears to be a core brand, but disclosure is thin. you have to judge it inside a company with $87M in annual revenue and sales down 0.4% last year.
brand relevance matters
premium blanket line
Hand-Woven Throws
portfolio brand · no segment breakout
management does not break out brand-level sales here. that means you are underwriting this line as part of a small $29M market-cap company navigating a challenging sales environment.
data is thin
licensed infant accessories
bedding, blankets and accessories
the full $87M revenue base
this is the actual story: one compact revenue base, low switching costs, and only 25.0% gross margin before operating expenses do the rest of the damage.
all revenue counts
Key numbers
$87M
annual sales
That is the full year base. At a $29M market cap, you are paying about 0.3x sales.
11.6%
dividend yield
You get paid to wait, but the payout sits next to a business losing money on operations.
-12.8%
operating margin
After product costs and overhead, Crown loses about 12.8 cents on each dollar of sales.
$20M
long-term debt
That equals 69% of market cap, so lenders matter more than the equity market.
Financial health
C++
strength
- balance sheet grade C++ — below average — limited financial resources
- risk rank 3 — safer than 50% of stocks
- price stability 95 / 100
- long-term debt $20M (41% of capital)
C++ — balance sheet grade and long-term debt are flagged. this stock carries more risk than average.
Total return vs. market
Return history isn't available for CRWS right now.
source: institutional data · return history unavailable
What just happened
missed estimates
Crown Crafts posted ~$22M of quarterly revenue (~one-fourth of ~$87M for the year) and lost $0.10 a share.
Full-year revenue was ~$87M, roughly flat vs. prior year. Gross margin was 25.0%, which leaves little room after freight and payroll.
~$22M
revenue (q)
-$0.10
eps (q)
25.0%
gross margin (FY)
gross margin
The 25.0% gross margin mattered most. It shows the product mix improved, but not enough to get the quarter into the black.
source: company earnings report, 2026
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What could go wrong
the top risk here is easy substitution in infant bedding and accessories — a problem that hits crown crafts directly because the business only produced $87M in annual revenue and just 25.0% gross margin.
high
easy brand switching at retail
there is no moat. if retailers or parents prefer a cheaper or more fashionable alternative, the company has little protection. that leaves all $87M of annual revenue exposed to fast substitution.
pressures pricing power and the full revenue base
med
margin pressure in a low-margin business
gross margin sits at 25.0% for the full business, and the latest reported quarter showed 27.7%. that does not leave much slack if freight, promotions, or sourcing costs move the wrong way.
small cost changes can do outsized damage to profit
med
dividend sustainability risk
the stock yields 11.6% and pays a $0.08 quarterly dividend while analysts expect FY2024 EPS of -$0.04. if sales stay soft, the payout becomes a capital-allocation decision, not a free gift.
income support can disappear quickly if the math breaks
med
china tariff and sourcing exposure
management discussed contingency planning for china tariffs on the q3 fy2026 call. for a company with $20M of long-term debt, cost inflation is more dangerous than it sounds.
could squeeze margins before pricing catches up
all $87M of revenue sits in an easy-to-switch category, and $20M of long-term debt means the company has less room to absorb a bad stretch.
source: institutional data · regulatory filings · risk analysis
Pay attention to
calendar
q4 fy2026 earnings report
the next update needs to show more than stable EPS. you want sales growth above the current -0.4% annual trend or the cheap multiple will keep looking deserved.
metric
gross margin holding near 27.7%
this is the operating hinge. a one- or two-point change matters a lot more when the whole business only runs at 25.0% gross margin.
risk
dividend staying at $0.08 quarterly
an 11.6% yield gets attention. whether it stays in place tells you how management sees cash flow durability from here.
trend
tariff commentary getting louder or quieter
if china contingency planning becomes a recurring talking point, cost pressure is becoming operational instead of theoretical.
Analyst rankings
earnings predictability
35 / 100
low score. in human-speak, analysts do not view this as a smooth, dependable earnings story.
risk rank
3
middle of the pack. safer than 50% of stocks, but not the kind of balance sheet that lets you relax.
source: institutional data
Institutional activity
institutional ownership data for CRWS is being compiled.
source: institutional data
Price targets
3-5 year target range
n/a
n/a
$3
current price
n/a
target midpoint · n/a from current
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