FND Floor & Decor Holdings, Inc. Loading...

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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%, 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.
FND 1ST

About FND Analyst Coverage

Buzzberg tracks FND (Floor & Decor Holdings, Inc.) across 2 sources. 1 bullish vs 1 bearish calls from 3 analysts. Sentiment: evenly split. 3 total trade ideas tracked.