HavertysMasterCraft

Havertys vs MasterCraft

This page compares Havertys and MasterCraft. It outlines their business models, financial performance, and market context to help readers understand how each operates within furniture retail. The tone...

Investment Analysis

Pros

  • Havertys Furniture reported strong Q3 2025 growth with revenue up 10.6% year-over-year and comparable store sales rising 7.1%, reflecting solid consumer demand.
  • The company maintains a healthy gross profit margin around 60.3% with no funded debt and strong cash reserves of $137 million, supporting financial stability.
  • Havertys delivered an earnings per share (EPS) beat in Q3 2025, exceeding forecasts by nearly 22%, boosting investor confidence and stock price performance.

Considerations

  • Earnings per share slightly declined from $0.29 to $0.28 year-over-year, indicating potential pressure on profitability despite revenue growth.
  • Selling, general, and administrative costs increased to 57.8% of sales, driven by higher advertising and administrative expenses, which could affect margins.
  • Revenue declined 16.15% in 2024 compared to the prior year, and net income fell over 64%, showing recent financial performance challenges despite the latest rebound.

Pros

  • MasterCraft (MCBC Holdings Inc) benefits from strong brand recognition in luxury recreational boats with a focus on innovation and product quality.
  • The company has growth opportunities driven by increasing demand for recreational watercraft and expansion into new markets.
  • MasterCraft has a diversified product portfolio including wakeboard boats and pontoon boats, helping to capture a broad customer base.

Considerations

  • MasterCraft’s financial performance is subject to cyclicality related to discretionary consumer spending and economic conditions affecting recreational purchases.
  • Commodity price volatility, especially in materials like aluminium and fiberglass, could increase production costs and pressure margins.
  • The company faces execution risks including supply chain challenges and competition from larger established marine manufacturers.

Related Market Insights

Domestic Furniture's Tariff Advantage: Why US Manufacturers Could Win Big

Explore the Domestic Furniture's Tariff Advantage Neme. New US tariffs create a competitive edge for domestic manufacturers. Invest in Bassett, Hooker, Flexsteel with Nemo.

Author avatar

Aimee Silverwood | Financial Analyst

August 25, 2025

Read Insight

Trump's Furniture Tariffs: A Golden Opportunity for American Manufacturers

Trump's furniture import tariffs could boost American manufacturers. Discover how to invest in domestic furniture companies like Bassett & Hooker via Nemo.

Author avatar

Aimee Silverwood | Financial Analyst

August 24, 2025

Read Insight

Made In America: Furniture's Tariff Tailwind

Presidential investigation into US furniture imports could trigger tariffs, creating a unique investment opportunity for American manufacturers. Discover how domestic producers gain an edge.

Author avatar

Aimee Silverwood | Financial Analyst

August 23, 2025

Read Insight

Consumer Strength: The Retail Rebound Defies Economic Gloom

US retail sales defy gloom, signalling strong consumer resilience. Discover investment opportunities in leading home improvement & luxury retail stocks with Nemo's Consumer Strength Neme.

Author avatar

Aimee Silverwood | Financial Analyst

August 20, 2025

Read Insight

Which Baskets Do They Appear In?

Domestic Furniture's Tariff Advantage

Domestic Furniture's Tariff Advantage

The U.S. government has announced an investigation that will lead to new tariffs on furniture imports, causing stocks of major importers to fall. This policy shift creates a potential advantage for domestic furniture manufacturers who could benefit from reduced foreign competition.

Published: August 25, 2025

Explore Basket
Made In America: The Furniture Revival

Made In America: The Furniture Revival

President Trump's investigation into furniture imports could lead to new tariffs, creating a significant advantage for U.S.-based manufacturers. This theme focuses on domestic furniture companies and their suppliers, who are poised to gain market share from more expensive foreign competitors.

Published: August 24, 2025

Explore Basket
Made In America: Furniture's Tariff Tailwind

Made In America: Furniture's Tariff Tailwind

A potential tariff on imported furniture, prompted by a US presidential investigation, has created uncertainty for retailers dependent on foreign goods. This situation could create a significant advantage for American furniture manufacturers, positioning them for growth.

Published: August 23, 2025

Explore Basket
Consumer Strength: The Retail Rebound

Consumer Strength: The Retail Rebound

A surprising surge in U.S. retail sales, driven by strong automotive and home furnishing purchases, signals continued consumer strength despite economic headwinds. This theme focuses on retailers and manufacturers in these key discretionary sectors that are benefiting from the robust consumer demand.

Published: August 18, 2025

Explore Basket

Buy HVT or MCFT in Nemo

Nemo Logo Fade
πŸ†“

Zero Commission

Trade stocks, ETFs, and more with zero commission. Keep more of your returns.

πŸ”’

Trusted & Regulated

Part of Exinity Group 2015, serving over a million customers globally.

πŸ’°

6% Interest on Cash

Earn 6% AER on uninvested cash with daily interest payments.

Discover More Comparisons

HavertysBarnes & Noble Education

Havertys vs Barnes & Noble Education

Havertys vs Barnes & Noble Education

HavertysEl Pollo Loco

Havertys vs El Pollo Loco

Havertys vs El Pollo Loco

HavertysAMC Networks

Havertys vs AMC Networks

Havertys vs AMC Networks

Frequently asked questions