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Apr 29, 2023

La-Z-Boy Q4 2023 Earnings Report

La-Z-Boy reported solid fourth quarter and record full-year results, driven by strength in the Retail segment and effective execution of their vertically integrated model.

Key Takeaways

La-Z-Boy Incorporated reported a decrease in consolidated sales for the fourth quarter, but highlighted the strength of its Retail segment. The company's GAAP diluted EPS decreased, but non-GAAP diluted EPS also saw a decrease. Despite a challenging macro environment, La-Z-Boy maintained roughly flat written same-store sales and is confident in its ability to grow ahead of the industry.

Consolidated sales decreased by 12% YoY, adjusting for the 53rd week in the prior year.

Retail segment sales increased by 4% YoY.

GAAP operating income decreased by 31%, while non-GAAP operating income decreased by 15%.

GAAP diluted EPS decreased by 41% to $0.79, and non-GAAP diluted EPS decreased by 7% to $0.99.

Total Revenue
$561M
Previous year: $685M
-18.0%
EPS
$0.99
Previous year: $1.07
-7.5%
Gross Profit
$260M
Previous year: $271M
-4.1%
Cash and Equivalents
$343M
Previous year: $246M
+39.8%
Free Cash Flow
$136M
Previous year: $15.8M
+762.1%
Total Assets
$1.87B
Previous year: $1.93B
-3.4%

La-Z-Boy

La-Z-Boy

La-Z-Boy Revenue by Segment

Forward Guidance

For the first quarter of fiscal year 2024, La-Z-Boy expects sales to be in the range of $470 to $490 million and operating margin to be in the range of 6.5% to 7.5%.