LZB La-Z-Boy (LZB) Q4 FY26 earnings call
La-Z-Boy delivered a strong Q4 FY26, driven by retail expansion and strategic initiatives, despite a choppy consumer environment. The company is focused on controlling internal momentum through new stores, acquisitions, and supply chain optimization, while investing for long-term growth and margin expansion. Management remains optimistic about an eventual industry rebound, positioning the company to gain share.
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LZB operating KPIs by quarter
| KPI | This call Apr 2026 Q4 FY26 | Jul 2026 Q1 FY27 | Change vs prior quarter |
|---|---|---|---|
| New stores opened Retail | 4Highlights for our fourth quarter included our Retail segment delivered sales increasing 9% by acquisitions and new stores and we opened 4 new stores during the quarter, bringing the total to 230 company-owned.Source: earnings call transcript | 1We added 4 company-owned stores during the quarter, including 1 new and 3 acquired, bringing our total to 234 company-owned stores or 62% of the total network.Source: earnings call transcript | -75% |
| Stores Company-owned | 230Highlights for our fourth quarter included our Retail segment delivered sales increasing 9% by acquisitions and new stores and we opened 4 new stores during the quarter, bringing the total to 230 company-owned.Source: earnings call transcript | 234We added 4 company-owned stores during the quarter, including 1 new and 3 acquired, bringing our total to 234 company-owned stores or 62% of the total network.Source: earnings call transcript | +1.7% |
| Stores | <380Our total La-Z-Boy store network, including company-owned and independently owned stores, now stands at nearly 380 stores across North America.Source: earnings call transcript | ~380Our total La-Z-Boy store network, including company-owned stores and independently owned stores, now stands at approximately 380 stores across North America and progress continues.Source: earnings call transcript | — |
| Stores Comfort Studio and branded spaces | <1,400We ended the fiscal year with nearly 1,400 La-Z-Boy Comfort Studio and branded space locations, each fully dedicated to our La-Z-Boy branded products.Source: earnings call transcript | 1,400+We ended the quarter with over 1,400 La-Z-Boy Comfort Studio and branded space locations, each with dedicated space for La-Z-Boy branded products.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.