La-Z-BoyGentherm

La-Z-Boy vs Gentherm

This page compares La-Z-Boy Inc and Gentherm Inc, offering a clear view of their business models, financial performance, and the market context in which they operate. It presents neutral, accessible i...

Which Baskets Do They Appear In?

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’s retail segment written sales grew 5% year-over-year in the most recent quarter, indicating underlying demand resilience despite broader industry headwinds.
  • The company maintains a steady dividend yield near 2.5%, supported by consistent cash flow from its vertically integrated manufacturing and retail operations.
  • La-Z-Boy recently announced a 15-store acquisition, expanding its retail footprint and potentially driving future revenue growth as integration completes.

Considerations

  • Profitability has weakened, with earnings down nearly 19% year-over-year amid soft demand for the Joybird brand and higher operating costs.
  • The stock recently hit a 52-week low, reflecting investor concern over near-term performance and a 35% decline from its yearly high.
  • La-Z-Boy trades at a premium price-to-earnings ratio compared to industry peers, suggesting limited valuation upside unless earnings reaccelerate.

Pros

  • Gentherm’s focus on advanced thermal management systems positions it to benefit from growing demand in electric vehicles and automotive comfort technologies.
  • The company has demonstrated ability to secure design wins with major global automakers, providing visibility into future revenue streams.
  • Gentherm’s diversified product portfolio, including medical and industrial applications, reduces reliance on any single end market.

Considerations

  • Gentherm’s performance remains closely tied to cyclical auto production, leaving it exposed to downturns in the global automotive industry.
  • Gross margins face pressure from rising input costs and the need for ongoing investment in research and development.
  • Execution risks are elevated as Gentherm navigates supply chain disruptions and the transition to next-generation thermal solutions.

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