FND Floor & Decor Holdings, Inc. Loading... : Bullish and Bearish Analyst Opinions

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00:07
Aug 19
Ozark Bull market enjoyer, crypto trader
Housing rebound watchlist across homebuilders, mortgage, materials.
Speaker lists homebuilders, mortgage, and building-material/remodeling names as potential housing-rebound beneficiaries but says he should dig deeper later and takes no explicit position.
FND
MED
22:12
Aug 04
Michael Batnick Managing Partner, Ritholtz Wealth Management The Compound News
Floor & Decor breaking out, priced for worst
Floor & Decor has been crushed 70% due to the housing ice age, but all bad news is priced in. Comparable sales are becoming less bad, and the stock has broken violently above its 200-day moving average. History shows that buying 'less bad' situations after extreme sell-offs can lead to outsized returns when the cycle even slightly improves, without needing a housing boom.
FND 1ST
HIGH
13:00
May 27
Ben Carlson Director of Institutional Asset Management, Ritholtz Wealth… The Compound News
Betting on home renovation boom
Floor & Decor (FND) is a beaten-down stock (65% drawdown) that will benefit from a multi-decade home renovation boom. Aging housing stock, boomers staying in homes longer, and locked-in mortgage rates will eventually drive renovation spending, and the stock is a way to get ahead of that cycle.
FND 1ST
HIGH
12:12
May 01
TheLAPurchaser L/S Equity trader
Bearish view on $FND as management repeatedly misled on comp trends; actual declines (Q3 -9%.
Bearish view on $FND as management repeatedly misled on comp trends; actual declines (Q3 -9%, Q4 guided -12-15%) confirm structural weakness after four consecutive years of negative comps.
FND
HIGH
23:29
Feb 24
Josh Brown CEO, Ritholtz Wealth Management The Compound News
Pool Corp (POOL) and Floor & Decor (FND) are "murdered" in the market. Pool builds are down 50% since the pandemic peak. Pending home sales are diverging negatively from seasonal trends. The "COVID pull-forward" demand has evaporated. High rates have frozen the housing market ("lock-in effect"), meaning fewer moves and fewer renovations. Short/Avoid housing-related consumer discretionary stocks that benefited from the pandemic boom. The Fed cuts rates aggressively, unlocking housing inventory and demand.

About FND Analyst Coverage

Buzzberg tracks FND (Floor & Decor Holdings, Inc.) across 3 sources. 2 bullish vs 1 bearish calls from 5 analysts. Sentiment: predominantly bullish (20%). 5 total trade ideas tracked. Latest voices: Ozark, Michael Batnick, Ben Carlson.