Bassett Furniture vs Duluth Trading

This page compares Bassett Furniture Inds and Duluth Holdings Inc., outlining business models, financial performance, and market context in neutral terms for accessibility. It explains how each organisation creates value, deploys resources, and responds to industry trends without bias or speculation. Educational content, not financial advice.

This page compares Bassett Furniture Inds and Duluth Holdings Inc., outlining business models, financial performance, and market context in neutral terms for accessibility. It explains how each organi...

Comparison Snapshot

Key Financial Metrics

BSET

Metric

DLTH

$143.49M

Market Cap

$80.43M

28.83%

Potential Profit

41.57%

N/A

Analyst Rating

Buy

Investment Analysis

Bassett Furniture

BSET

Pros

Bassett Furniture operates both wholesale and retail segments, providing diversified revenue streams across company-owned and licensee-owned branded stores.
The company benefits from vertical integration, including design, manufacturing, sourcing, and distribution, enhancing control over product quality and costs.
Bassett maintains a Price/Book ratio of 0.8x, which is below the sector average, suggesting a potential valuation discount relative to peers.

Considerations

Bassett’s Price/Earnings ratio is notably high at 55.5x, significantly above the sector average, indicating potentially stretched valuation for current earnings.
The company operates in the highly cyclical home furnishings market, making it vulnerable to economic downturns impacting consumer discretionary spending.
Limited recent growth catalysts are evident, with no major market expansion or new segment initiatives reported in the latest disclosures.

Duluth Trading

DLTH

Pros

Duluth Holdings returned to profitability in Q2 2025, posting net income of $1.3 million after previously experiencing losses.
The company improved gross margin to 54.7% by reducing promotional activity and optimizing sourcing, enhancing profitability despite declining sales.
Duluth maintains strong liquidity of $73.3 million and has significantly reduced inventory levels by 12.2%, improving working capital efficiency.

Considerations

Sales declined 7.0% year-over-year in Q2 2025, including a 13.7% drop in direct-to-consumer sales, signaling ongoing top-line challenges.
The stock price remains volatile and depressed, trading near a 52-week low, reflecting market concerns about sustainable growth and profitability.
Duluth faces operational risks including inventory management issues and macroeconomic headwinds, which have constrained recent revenue growth.

About The Companies

Bassett Furniture (BSET)

Bassett Furniture Industries (BSET) is a US-based designer, manufacturer and retailer of hardwood and upholstered furniture, selling through company-owned stores, independent dealers and digital channels. With a market capitalisation around $130m, it is a small-cap, niche player whose performance is closely linked to residential housing activity and consumer discretionary spending. The business manages production, inventory and distribution, so margins can be sensitive to raw material and freight costs, inventory levels and supply-chain disruptions. Investors should be aware of the stock's potential for higher volatility and lower liquidity compared with larger peers. Key metrics to watch include same-store sales, inventory turnover, gross margin and cash flow. This summary is general educational information only and not personalised investment advice; investors should assess their own goals, time horizon and risk tolerance and consider professional guidance before acting.

Duluth Trading (DLTH)

Duluth Holdings Inc. is a lifestyle brand focused on durable and functional apparel for men and women. The company offers a wide range of products, including workwear, casual clothing, outerwear, and accessories, sold primarily through its own 'omnichannel' platform. This means customers can shop online, via mobile, or at one of its many physical retail and outlet stores across the US. Duluth has cultivated a distinct brand identity with memorable product names like its Longtail T® shirts and Buck Naked™ underwear, designed to appeal to customers seeking quality and practicality for both work and everyday life. Operating in the competitive apparel market, the company’s model of controlling its brand from design to sale is a key part of its strategy. As with any investment, its value can fall as well as rise.

Which Baskets Do They Appear In?

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

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

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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Which Baskets Do They Appear In?

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

Explore Basket

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

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

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

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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Comparison Snapshot