Furniture retailer Ethan Allen Q1 sales, adjusted EPS miss estimates

Ethan Allen Interiors

29/10/2025 20:14

Overview

Ethan Allen fiscal Q1 net sales decline, missing analyst expectations

Adjusted EPS for fiscal Q1 misses analyst estimates

Company reports strong gross margin of 61.4% for fiscal Q1

Outlook

Company remains confident in investments despite lower consumer confidence and increased tariffs

Ethan Allen emphasizes vertical integration as a competitive advantage

Company expresses cautious optimism about future progress

Result Drivers

RETAIL ORDER GROWTH - Retail segment written orders increased by 5.2%, driven by brand strength and effective execution by associates

WHOLESALE DECLINE - Wholesale segment orders fell 7.1% due to reduced U.S. government business

GROSS MARGIN IMPROVEMENT - Gross margin rose to 61.4%, aided by increased promotional activity and inventory clearance

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Sales
Miss
$147 mln
$149.20 mln (2 Analysts)
Q1 Adjusted EPS
Miss
$0.43
$0.45 (2 Analysts)
Q1 EPS
$0.41
Q1 Gross Margin
61.40%
Q1 Adjusted Operating Margin
7.20%
Q1 Operating Cash Flow
$16.80 mln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is no "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the home furnishings peer group is "hold"

Wall Street's median 12-month price target for Ethan Allen Interiors Inc is $30.00, about 6% above its October 28 closing price of $28.19

The stock recently traded at 14 times the next 12-month earnings vs. a P/E of 13 three months ago

Press Release: ID:nGNX8qs3fX

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)