La-Z-BoyCarter's

La-Z-Boy vs Carter's

La-Z-Boy vs Carter's: This page compares their business models, financial performance, and market context in a clear, neutral way. It highlights how each company operates, where revenue comes from, an...

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Tariff Protected Stocks | Domestic Manufacturing Edge

Tariff Protected Stocks | Domestic Manufacturing Edge

New tariffs on imported pharmaceuticals, trucks, and furnishings create a potential advantage for U.S.-based manufacturers. This theme identifies domestic companies poised to benefit from reduced foreign competition and increased demand for American-made goods.

Published: September 28, 2025

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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

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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

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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

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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

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Forever Products

Forever Products

Invest in companies whose brand names are synonymous with generational quality and durability. These carefully selected stocks represent businesses that have built their reputations on creating products that stand the test of time, earning unwavering customer loyalty and premium pricing power.

Published: June 17, 2025

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Investment Analysis

Pros

  • La-Z-Boy has a significant manufacturing presence in the U.S., shielding it from tariffs on imported furniture, thereby offering a competitive advantage over import-reliant rivals.
  • The company demonstrated revenue growth in 2025 with $2.11 billion, a 3.04% increase year-over-year, indicating stable business expansion.
  • La-Z-Boy offers an attractive dividend yield around 2.8%, providing income return alongside potential stock appreciation.

Considerations

  • The stock is trading near its 52-week low and remains down over 22% year-to-date, reflecting market challenges and weaker momentum.
  • Its price-to-earnings ratio of about 14.4 times is above industry peers, suggesting the stock might be relatively overvalued compared to competitors.
  • The company faces moderate volatility with a beta of 1.24, indicating somewhat higher sensitivity to market fluctuations.

Pros

  • Carter's benefits from strong brand recognition and market leadership in the children's apparel sector, supporting steady demand.
  • The company has strategic omnichannel capabilities, including robust e-commerce and physical stores, enhancing customer reach and sales channels.
  • Operational efficiencies and cost controls have enabled Carter's to sustain profitability despite competitive retail pressures.

Considerations

  • Carter's is exposed to challenges in the discretionary consumer goods segment, facing economic sensitivity that can impact sales in downturns.
  • The company contends with supply chain disruptions and inflationary pressures, which may increase costs and compress margins.
  • Intense competition in the children's apparel market from both branded and private label sellers creates pressure on pricing and market share.

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