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HOHOFT

Hooker Furnishings Corporation

$HOFT·$148M·Furnishings, Fixtures & Appliances·Consumer Cyclical
$13.88+0.9%YTD+21.3%1Y+22.5%
Mentions · last 7 days
2026-07-20: 0 posts2026-07-21: 0 posts2026-07-22: 0 posts2026-07-23: 1 posts2026-07-24: 0 posts2026-07-25: 0 posts2026-07-26: 0 posts10%
Price updated 27m ago·X counts updated 22h ago
HOHOFT
$HOFTHooker Furnishings Corporation
$13.88+0.95%1 posts0%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $HOFT, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-07-25

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Hooker Furnishings is up 21% YTD despite persistent revenue declines — Richard Pzena's fresh stake plus Q1 fiscal 2027 EPS beat by 243% into September 10 Q2.

Hooker Furnishings Corp. is a US-listed diversified furniture designer/manufacturer/distributor with Hooker Branded (residential), Home Meridian, and Domestic Upholstery segments serving residential, hospitality, and contract customers. Shares are up 21% year-to-date and 23% over twelve months at $13.75 flat vs the 50-day and above the 200-day MA with a $150M market cap, and September 10 Q2 fiscal 2027 earnings is the near-term catalyst.

  • Revenue trajectory is genuinely deteriorating: Q1 fiscal 2027 (May) revenue was $70M declining 18.6% YoY with 30% gross margin — the multi-quarter trajectory has been in the -13.6% to -35.9% range across the last four quarters, reflecting the specific residential-furniture cycle weakness.
  • Earnings-surprise pattern is consistently strong despite revenue decline: Q1 fiscal 2027 beat 243%, Q4 fiscal 2026 by 60%, Q3 by 369%, Q2 missed 158% — sustained massive positive surprises reflecting cost-cutting-and-execution driving EPS despite revenue pressure.
  • The July 21 Richard Pzena strategic acquisition is an institutional signal — a well-known value investor building a position, supporting the value thesis at the current -7x trailing PE.
  • Multiple Zacks momentum-plus-value framings: July 3 Zacks momentum plus July 1 Strong Momentum Stock plus June 22 fast-paced-momentum-still-bargain — multi-factor institutional coverage supporting the tape.

September 10 Q2 fiscal 2027 earnings is the near-term hinge — a beat with revenue trajectory arresting the -18% decline plus commentary on residential-furniture-cycle recovery attribution, Home Meridian segment trajectory, and any FY27 guide direction could extend this leg toward $17+; a repeat 15%+ revenue decline is the near-term risk given the microcap illiquidity.

What to watch: September 10 Q2 fiscal 2027 earnings — Q2 revenue trajectory arresting -18% decline, residential-furniture-cycle recovery attribution, Home Meridian segment trajectory, and FY27 guide; repeat 15%+ revenue decline is the sell tell.

On the calendar: 2026-09-10 — Q2 FY27 earnings

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What it does

Plain-English summary of the business — what they sell and how they make money.

Designs, sources, and distributes home and hospitality furniture under multiple brands to retailers and commercial buyers.

Industry overviewAI analysisGenerated by AI from underlying data

Where Furnishings, Fixtures & Appliances sits in its cycle right now — and what that implies for $HOFT.

Furnishings, Fixtures & Appliances · Consumer Cyclical

No material change from last week — elevated mortgage rates depress home sales and suppress the furniture and appliance replacement cycle that typically accompanies a move.

What this means for $HOFT

Partial — Designs, sources, and distributes home and hospitality furniture under multiple brands to retailers and commercial buyers; partial earnings exposure to furnishings, fixtures & appliances demand dynamics through its product portfolio.

Top industry ETF

$XHBSPDR S&P Homebuilders ETF
+4.8%YTD
+2.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-7.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-6.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-6.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
10.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-13.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
26.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Jun 11, 2026$0.10$-0.07+242.9%
Q1 2026Apr 16, 2026$0.08$0.05+60.0%
Q3 2025Dec 11, 2025$0.39$-0.14+369.0%
Q2 2025Sep 11, 2025$-0.31$-0.12-158.3%
Next earningsThu, Sep 10·consensus EPS $-0.02

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY27$69.5M-18.6%29.6%2.3%$0.10$14.0M
Q4 FY26$67.0M-35.9%30.0%0.9%$0.05$-3.2M
Q3 FY26$70.7M-32.2%25.6%-23.1%$-1.99$4.0M
Q2 FY26$82.1M-13.6%20.5%-5.4%$-0.31$2.6M

Forward consensus

4-year forecast · up to 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$312.3M$309.3M – $315.3M-$1.44-$1.46 – -$1.422
FY27$297.0M$293.3M – $300.8M$0.77$0.72 – $0.822
FY28$326.9M$322.5M – $331.3M$1.34$1.29 – $1.392
FY29$345.8M$342.0M – $349.6M$0.00$0.00 – $0.001

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.5×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.54%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-4.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+9.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 10.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.5% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.135-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 20 other (10 awards · 6 inkinds · 4 exempts) in window

See when $HOFT insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsJun 153
AI summary

Hooker Furnishings Corporation (HOFT) filed a Form 3 on June 15, 2026 reporting initial beneficial ownership for a newly appointed director or officer. Body unavailable — excerpt contains only SEC cover-page header without the reporting person's identity or share count.

3New insider — initial holdingsJun 153
AI summary

Hooker Furnishings Corporation (HOFT) filed a Form 3 on June 15, 2026 reporting initial beneficial ownership for a newly appointed director or officer. Body unavailable — excerpt contains only SEC cover-page header without the reporting person's identity or share count.

8-KShareholder voteJun 128-K — Item 5.07: Shareholder vote
AI summary

Hooker Furnishings Corporation held its 2026 Annual Meeting on June 9, 2026. Shareholders elected all seven directors to one-year terms — including Jeremy R. Hoff (7.53M for), Christopher L. Henson (7.57M for), and Paul A. Huckfeldt (7.29M for) — with 1,125,307 broker non-votes recorded. Routine annual governance filing for the small-cap furniture company; directors serve one-year terms in a fully annually-elected board structure.

8-KOfficer or director changeApr 178-K — Item 5.02: Officer or director change
AI summary

Hooker Furnishings Corporation's Compensation Committee approved 2026 executive pay on April 13, 2026: CEO Jeremy R. Hoff at $680,000 base salary and CFO C. Earl Armstrong III at $375,000. Annual incentive potential for fiscal 2027 (ending January 31, 2027) ranges from $204,000–$1,360,000 for Hoff and $67,500–$450,000 for Armstrong, weighted 30% on revenue and 70% on operating income targets. Time-based RSUs vest ratably over three years (April 2027, 2028, 2029). This is a routine annual compensation disclosure with standard incentive structures — no unusual features.

SC 13D/AActivist amendmentFeb 19SC 13D/A
8-KMaterial agreementFeb 178-K — Item 1.01: Material agreement
+ 15 other (6 13Gs · 2 earnings 8-Ks · 2 routine 8-Ks · 1 10-Q) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Richard Pzena's Strategic Acquisition of Hooker Furnishings Corp Sharesgurufocus.com·6d agoHooker Furniture (HOFT) is on the Move, Here's Why the Trend Could be Sustainablezacks.com·24d agoWhat Makes Hooker Furniture (HOFT) a Strong Momentum Stock: Buy Now?zacks.com·26d agoDespite Fast-paced Momentum, Hooker Furniture (HOFT) Is Still a Bargain Stockzacks.com·35d ago5 Stocks With Recent Price Strength to Maximize Your Gainszacks.com·35d ago

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Voices on X · last 7 days

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