Is Floor & Decor Quietly Positioning For A 2026 Housing Upswing?

Benzinga_recent_news

2025/11/14

Floor & Decor Holdings Inc. (NYSE:FND) anticipates capturing a larger market share in 2026 as housing conditions improve slightly and industry competition eases. Goldman Sachs analysts, led by Kate ...

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(NYSE:FND) anticipates capturing a larger market share in 2026 as housing conditions improve slightly and industry competition eases.\nGoldman Sachs analysts, led by Kate ...</p>\n\n<a href=\"https://www.benzinga.com/analyst-stock-ratings/upgrades/25/11/48843671/is-floor-decor-quietly-positioning-for-a-2026-housing-upswing\">网页链接</a>\n\n</div>\n","source":"benzinga_recent_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Floor & Decor Quietly Positioning For A 2026 Housing Upswing?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Floor & Decor Quietly Positioning For A 2026 Housing Upswing?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga_recent_news</strong><span class=\"h-time small\">2025-11-14 02:02</span>\n</p>\n</h4>\n</header>\n<article>\n<div>\n<p>Floor & Decor Holdings Inc. (NYSE:FND) anticipates capturing a larger market share in 2026 as housing conditions improve slightly and industry competition eases.\nGoldman Sachs analysts, led by Kate ...</p>\n\n<a href=\"https://www.benzinga.com/analyst-stock-ratings/upgrades/25/11/48843671/is-floor-decor-quietly-positioning-for-a-2026-housing-upswing\">网页链接</a>\n\n</div>\n\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"https://www.benzinga.com/analyst-stock-ratings/upgrades/25/11/48843671/is-floor-decor-quietly-positioning-for-a-2026-housing-upswing\">Benzinga_recent_news</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0792757196.USD","symbol_name":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","start_time":0,"source_url":"https://www.benzinga.com/analyst-stock-ratings/upgrades/25/11/48843671/is-floor-decor-quietly-positioning-for-a-2026-housing-upswing","article_id":"2583513342","we_media_id":null,"thumbnails":["https://cdn.benzinga.com/files/images/story/2025/11/13/Internal-View-Of-A-Modern-Living-Room-Wi.jpeg?optimize=medium&dpr=2&auto=webp&width=120"],"rights":{"source":"benzinga_recent_news","url":"https://www.benzinga.com/analyst-stock-ratings/upgrades/25/11/48843671/is-floor-decor-quietly-positioning-for-a-2026-housing-upswing","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2583513342","pubTimestamp":1763056920,"columns":[],"sourceInfo":{"source_id":"benzinga_recent_news","name":"Benzinga"},"weMediaInfo":null,"summary":"Goldman Sachs upgrades Floor & Decor Holdings to Neutral, citing potential market-share gains and improved housing conditions in 2026.","collect":0,"end_time":0,"defaultTopTitle":"benzinga.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - 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(NYSE:FND) anticipates capturing a larger market share in 2026 as housing conditions improve slightly and industry competition eases.\nGoldman Sachs analysts, led by Kate McShane, upgraded Floor & Decor to Neutral from Sell and set a 12-month price forecast of $71, down from $80 previously.\nThe upgrade cited expectations for a modestly improved U.S. housing backdrop in 2026, stabilizing comparable sales and margins, and potential market-share gains as competitive pressures ease.\nAlso Read: Home Depot May Announce More Acquisitions To Grow Pro Business, Analysts Say\nThe bank noted that while housing turnover has not recovered since its January downgrade, the backdrop appears to be holding steady and could strengthen as mortgage rates decline.\nAnalysts noted that management continues to open stores at a 20-unit pace but sees flexibility to accelerate in 2026 if conditions improve. FND's valuation has compressed nearly 19.9 times since January and now trades at 29.2 times below its five-year average, limiting downside risk.\nStill, analysts stopped short of a more constructive view, citing uncertainty following the CEO transition and concerns that newer stores are posting weaker revenue performance due to macroeconomic factors.\nWhile FND's scale, pricing, and broad assortment leave it well positioned as smaller rivals struggle with tariffs and tighter economics, its high correlation to housing turnover justifies a Neutral stance, Goldman noted.\nGoldman expects 2026 housing conditions to improve modestly, with mortgage rates projected to ease toward 6.15%.\nA recovery in home-price appreciation and a 5-7% increase in housing turnover could support a rebound in FND's comps, given the report's view that FND's comparable sales are highly correlated to housing turnover.\nThe firm noted that rising HELOC (Home Equity Line of Credit) issuance and home-equity borrowing may also support demand for smaller-scope projects, an area where FND could benefit as transmission improves.\nThe bank forecasts an improvement in same-store sales in 2026, supported by potential consolidation and growth in adjacent categories and commercial business.\nThe company posted a 1.2% comp decline in the third quarter of 2025, with transactions down -3.0% and average ticket up 1.8%, as management pointed to pressure on discretionary spending from elevated mortgage rates and strained housing affordability.\nFor 2025, management guided to $4.66-$4.71 billion in sales, up 5%-6% year over year, and expects comparable store sales of -2% to -1% versus -7.1% in 2024.\nGoldman sees market-share opportunities from bankruptcies and store closures at LL Flooring and The Tile Shop, where overlapping trade areas could drive incremental revenue. Competitive pricing analysis shows FND maintains prices below industry averages across most comparable products.\nNew-store performance remains pressured, with average revenue at $11 million versus long-term targets, though the firm expects improvement as macro conditions normalize and stores shift back toward larger markets.\nMargins remain resilient, supported by disciplined pricing, supply-chain savings, and higher-margin design services. 2025 gross margin guidance stands at 43.6%-43.7%. Cost-control actions are driving operating leverage, with 2025/2026 operating margins seen at 5.6%/5.9%.\nGoldman estimates EPS of $1.87, $2.08, and $2.59 for 2025, 2026, and 2027. On the top line, the firm forecasts revenue of $4.68 billion for 2025, $5.08 billion for 2026, and $5.68 billion for 2027.\nThe firm's 12-month price forecast of $71 implies roughly 11% upside, compared with an average of 15% across the rest of its coverage as of November 11.\nPrice Action: FND shares were trading lower by 2.01% to $61.88 at last check Thursday.\nRead Next:\nCisco Shares Rise On Strong Quarter And Higher FY26 Outlook\nPhoto by adpePhoto via Shutterstock","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}