Former $FND CEO Tom Taylor, August 2021 - "Three years ago [in FY18], almost 50% of what we sold came out of China; today, it is less than 30%." Q4 FY25 call - "China represented ~3% of our fourth quarter receipts." https://t.co/9Bv96S1bvH
$FND update tomorrow morning at TSOH Investment Research https://t.co/9qgGPSMAUF
Former $FND CEO Tom Taylor, August 2021 - "Three years ago [in FY18], almost 50% of what we sold came out of China; today, it is less than 30%." Q4 FY25 call - "China represented ~3% of our fourth quarter receipts." https://t.co/9Bv96S1bvH
Floor & Decor Annual CapEx $FND https://t.co/huKGZH47hO
Floor & Decor SSS Composition $FND https://t.co/10em8qhxph
17 consecutive quarters of negative comp transactions for $FND https://t.co/flUHX19FJK
Floor & Decor Annual SSS $FND https://t.co/VE8YaALp8a
Today's TSOH Investment Research "It's A Desperate Market Out There" $FND https://t.co/zsHjYR37sm
$FND update tomorrow morning at TSOH Investment Research Subscribe today for access to long-term equity research (published every Monday and every other Thursday), along with 100% portfolio / returns transparency and prior disclosure of all portfolio investment decisions https://t.co/3vvDv2GLsL
@thedarkonexx Has been a long journey! Same goes for $FND (tomorrow's post)
Floor & Decor Annual Net New Unit Growth $FND https://t.co/qYlVVIWZNA
Incoming $FND CEO with an open market purchase of 5k shares https://t.co/yUmPAjWT4m
$FND CEO Tom Taylor: "We remain confident that existing home sales and demand for hard surface flooring will recover over time... We're playing the long game with discipline and intention as we build long-term earnings power." https://t.co/MjlF5zH5xv
"Floor & Decor today announced that its Board of Directors has appointed Bradley Paulsen, currently serving as President, as Chief Executive Officer and to join the Board of Directors, effective at the start of FY26." $FND https://t.co/z8odqxJ9j1
When $FND reported Q2 FY25 results on Thursday, they cut FY25e SSS and revenue guidance for the second time this year - and it's the eighth time they've cut annual SSS / revenue guidance in the past three years. https://t.co/P671cukGWk
Today's TSOH Investment Research "The Dominant Force In Flooring" $FND https://t.co/uwrtgUZ76P
Floor & Decor CEO Tom Taylor, August 2024: "We are in a very difficult macro housing environment. Prior to 2019, existing-home sales were hovering above 5.5 million. That was a wonderful environment for our category... We didn't realize how good things were pre-COVID." $FND https://t.co/1ryLzg2Rr5
$FND update tomorrow morning at TSOH Investment Research https://t.co/59qUtyO1ZW
Floor & Decor AUV's $FND https://t.co/B8munmm849