Truist maintains Buy rating, $115 target on Floor & Decor stock

Published 21/02/2025, 14:44
Truist maintains Buy rating, $115 target on Floor & Decor stock

On Friday, Truist Securities reaffirmed their positive stance on Floor & Decor Holdings, Inc. (NYSE:FND), maintaining a Buy rating with a price target of $115.00. In a recent statement, the firm’s analysts highlighted the company’s performance, which exceeded expectations due to strong sales, particularly in November and December. The analysts noted that while year-to-date sales have dipped slightly, this is likely due to weather-related disruptions.

The report from Truist Securities pointed out that despite the current year-to-date sales trend, Floor & Decor’s ticket size grew during the quarter. This was seen as a positive indicator amidst a challenging retail environment. The analysts also brought attention to the ongoing concern regarding tariffs. However, they emphasized that China’s contribution to Floor & Decor’s sales has decreased to a 16% run rate, while the United States has become the largest source of supply, accounting for 27%.

Truist Securities also reflected on management’s guidance, which was in line with expectations. The guidance suggested that the market is observing Floor & Decor’s business activity for signs of a sustained recovery after a three-year decline in transactions. The analysts reiterated their Buy rating based on these observations.

The company’s recent performance, as discussed by Truist Securities, indicates a potential for rebound, which is being closely monitored by both management and investors. Despite the slight downturn in sales at the start of the year, the overall positive performance in the previous quarter and the strategic shift in supply sources seem to provide a basis for the analysts’ continued endorsement of the stock.

In conclusion, Truist Securities stands firm on their Buy rating for Floor & Decor Holdings, Inc., with a steady price target of $115.00. The analysts’ comments reflect a watchful optimism for the company’s future performance, taking into account the various factors that could influence its trajectory in the retail sector.

In other recent news, Floor & Decor Holdings Inc. reported strong financial results for the fourth quarter of fiscal 2024, surpassing analyst expectations. The company achieved an earnings per share (EPS) of $0.44, significantly higher than the forecasted $0.25, and revenue of $1.11 billion, exceeding the anticipated $1.08 billion. Floor & Decor’s gross margin rate increased by 130 basis points to 43.5%, and adjusted EBITDA rose by 11.1% to $119.8 million. The company also plans to open 25 new stores in fiscal 2025, indicating a strategic expansion despite the challenging market conditions. Analyst firms noted the company’s strong performance, with UBS and Morgan Stanley (NYSE:MS) analysts discussing the firm’s operational efficiencies and strategic investments. The flooring industry faces cyclical downturns, yet Floor & Decor continues to gain market share and maintain price competitiveness. The company’s fiscal 2025 guidance projects total sales between $4.74 billion and $4.9 billion, reflecting growth expectations of 6.5% to 10%.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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