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what it is
Hooker sells home furniture through brands spanning wood pieces, upholstered seating, and imported collections.
how it gets paid
FY2025 (ended Feb. 2025) revenue was about $398M from continuing operations — not pocket change, but well below prior-cycle peaks.
why growth slowed
FY2025 revenue fell about 8% vs. prior year. Fiscal 2025 EPS of $(1.19) matters most because it captures the full-year reality: this company went from $0.91 profit to a loss in one year.
what just happened
Q3 FY2026 (quarter ended Nov. 2, 2025) posted about $70.7M in net sales (continuing operations) and EPS near $(0.04), ahead of a roughly $(0.15) consensus — with large impairment charges still muddying the GAAP picture.
At a glance
C++ balance sheet — some cracks in the foundation
15/100 earnings predictability — expect surprises
3.5% dividend yield — cash in your pocket every quarter
4.3% return on capital — nothing to write home about
$(1.19) fy2025 eps (actual)
xvary composite: 46/100 — below average
What they do
Hooker sells home furniture through brands spanning wood pieces, upholstered seating, and imported collections.
This is a shelf-space business. Hooker sells multiple styles and price points through brands like Hooker Furniture, Bradington-Young, and Sam Moore, with 1,034 employees supporting the network. If your retailer can source the dining set and the recliner from one vendor, switching vendors becomes extra work.
How they make money
~$398M
fy2025 revenue (continuing ops) · down ~8.3% vs. prior year
total revenue
~$398M
8.3%
The products that matter
imported wood and metal furniture
Hooker Branded
$36.5M quarterly sales · -12%
It generated $12M of gross profit last quarter at a 33.0% margin. That's the richest margin on the page. It also makes the tariff issue more painful, because the company is protecting its best economics, not its leftovers.
33.0% margin
U.S.-made custom upholstery
Domestic Upholstery
$25.8M quarterly sales · +2%
This segment grew 2% from last year in the latest quarter. That sounds modest because it is. It still matters because management said it was the first sales increase in two years.
first uptick in 2 years
mass-market furniture and accessories
Home Meridian
$23.2M quarterly sales · -33%
Its gross margin reached 19.5% last quarter, but sales fell 33%. That's the quiet part loud: better margin does not save a segment if volume is still falling that hard, especially while brands inside it are being sold.
19.5% margin
Key numbers
~−4.6%
fy2025 operating margin
FY2025 flipped to an operating loss as a percent of sales. That lines up with a $(1.19) EPS year far better than nonsense triple-digit “margins” from bad feeds.
$25M
long-term debt
Debt load → money owed for the long haul → so what: $25M equals 15% of capital, which is manageable, but not tiny for a company worth about $141M.
4.3%
return on capital
Return on capital → profit earned on each dollar invested → so what: 4.3% is weak, and it tells you this business is not turning assets into earnings very well.
3.5%
dividend yield
Dividend yield → cash paid to you each year at today's price → so what: 3.5% looks nice until you notice the company lost money over the last year.
Financial health
C++
strength
- balance sheet grade C++ — below average — limited financial resources
- risk rank 3 — safer than 50% of stocks
- price stability 30 / 100
- long-term debt $25M (15% of capital)
C++ — below average. watch for debt servicing and cash burn.
Total return vs. market
Return history isn't available for HOFT right now.
source: institutional data · return history unavailable
What just happened
mixed vs estimates
Q3 FY2026 posted about $(0.04) EPS versus a roughly $(0.15) consensus on ~$70.7M net sales (continuing ops) — a sales miss, but not the old “negative revenue” glitch.
The bigger arc is still ugly: FY2025 EPS was $(1.19) after a $0.91 profit in FY2024, on ~$398M revenue (down ~8%). Impairments and discontinued operations can make any single GAAP line noisy — use continuing-ops sales and full-year EPS as the spine.
~$70.7M
q3 fy2026 revenue
~$(0.04)
q3 fy2026 eps
$(1.19)
fy2025 eps
the number that mattered
Fiscal 2025 EPS of -$1.19 matters most because it captures the full-year reality: this company went from $0.91 profit to a loss in one year.
source: company earnings report, 2026
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What could go wrong
the biggest problem is not abstract macro fear. it's a 20% tariff on Vietnam imports hitting a furniture seller with a negative FY2025 operating margin, negative EPS, and a key segment already under pressure.
high
20% tariff on Vietnam imports
A new 20% tariff, effective 2025-08, hits a key sourcing region. Hooker Branded generated $12M of gross profit last quarter at a 33.0% margin. If part of that margin gets taxed away, there is not much elsewhere in the business to hide it.
hits imported product economics directly
high
prolonged housing and demand weakness
Sales fell 14.4% in the latest quarter, and Home Meridian fell 33%. Furniture demand usually follows housing activity and consumer willingness to spend on the home. If that backdrop stays weak, the turnaround math gets harder fast.
pressures all three segments at once
med
restructuring execution
Management is selling brands, taking charges, and trying to simplify the business. One quarter already included a $655k restructuring charge. If cost cuts lag the sales decline, losses can stick around longer than you want.
turnaround takes longer and burns credibility
med
capital return on shaky earnings
The stock yields 3.5%, but earnings are negative at -$1.19 per share. Add a $5M buyback and you get a company returning cash while still proving out the turnaround. That can work. It also reduces flexibility if losses persist.
limits cash options if the recovery stalls
A $141M company with a C++ balance sheet, a negative FY2025 operating margin, and negative EPS does not have much protection from a 20% import cost shock.
source: institutional data · regulatory filings · risk analysis
Pay attention to
risk
Vietnam tariff pass-through
The key question is simple: can Hooker raise prices or change sourcing fast enough to protect the 33.0% gross margin in Hooker Branded.
trend
Domestic Upholstery staying positive
A 2% sales gain is not a turnaround by itself. Two or three quarters of positive growth would look more real.
calendar
next earnings window
The next report is estimated for 2026-04-15–2026-04-16. Consensus on this page points to -$0.15 EPS on roughly $85.5M in revenue.
metric
gross margin versus sales decline
Gross margin improved to 25.6% even as sales fell 14.4%. If both start falling together, the bear case gets much louder.
Analyst rankings
earnings predictability
15 / 100
in human-speak, analysts do not trust this earnings stream to stay smooth.
risk rank
3
That reads as middle-tier risk, but the 52-week range of $7–$16 shows the stock still trades like a small-cap turnaround.
price stability
30 / 100
Low stability means you should expect bumps. If you want a sleep-well-at-night consumer name, this page is pointing you elsewhere.
source: institutional data
Institutional activity
institutional ownership data for HOFT is being compiled.
source: institutional data
Price targets
3-5 year target range
n/a
n/a
$14
current price
n/a
target midpoint · n/a from current
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