HavertysNIU

Havertys vs NIU

This page compares HAVERTY FURNITURE and NIU Technologies, examining business models, financial performance, and market context in a neutral, accessible way. It aims to inform with clear analysis, not...

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

Investment Analysis

Pros

  • Havertys Furniture surpassed Q3 2025 revenue estimates with a 10.6% sales growth, driven by strong comparable-store sales and effective operational execution.
  • The company is a leading dividend payer with a 5.87% dividend yield, placing it in the top 25% among dividend-paying stocks.
  • Analysts forecast a sharp earnings turnaround with expected profit margins rising from 2.7% to 12.1% within three years, supported by increased digital sales and supply chain improvements.

Considerations

  • Havertys has experienced a net margin decline from 3.6% to 2.6% in the past year, reflecting margin compression challenges.
  • The company’s revenue growth projection of 6.9% annually lags the broader US market average, indicating slower expansion prospects.
  • Havertys reported a 64.57% decrease in earnings compared to the prior year, and a 21.1% earnings decline over five years, reflecting some earnings volatility.
NIU

NIU

NIU

Pros

  • NIU Technologies is a leading player in the electric two-wheeler market, benefiting from strong demand growth in urban micro-mobility segments.
  • The company has expanded its global presence with increasing sales in key markets including China and Europe, supporting revenue diversification.
  • NIU invests significantly in technology and product innovation, maintaining competitive advantages through smart connectivity and battery performance improvements.

Considerations

  • NIU faces regulatory and subsidy risks in electric vehicle markets that could impact sales incentives and profitability.
  • The company’s profitability is exposed to commodity price volatility, particularly lithium and other battery raw materials, pressuring margins.
  • Increasing competition from other EV manufacturers and traditional OEMs entering the electric two-wheeler space poses execution and market share risks.

Why invest with Nemo?

Nemo Logo Fade
🆓

Zero Commission

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

🔒

Trusted & Regulated

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

💰

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