Floor & Decor is rated Hold due to ongoing macro headwinds and sluggish housing market conditions impacting near-term growth. FND's new store performance and cost-saving initiatives offer long-term optimism, but current comparable store sales and unit growth remain weak. FND faces headwinds from negative sales trends, trade-down behavior, and exposure to struggling housing markets in Florida and Texas.
Floor & Decor Holdings, Inc. ( FND ) Q3 2025 Earnings Call October 30, 2025 5:00 PM EDT Company Participants Wayne Hood - Senior Vice President of Investor Relations Thomas Taylor - CEO & Director Bradley Paulsen - President Bryan Langley - Executive VP, CFO & Principal Accounting Officer Conference Call Participants Christopher Horvers - JPMorgan Chase & Co, Research Division Uriel Zachary Abraham - Morgan Stanley, Research Division Michael Lasser - UBS Investment Bank, Research Division Seth Sigman - Barclays Bank PLC, Research Division Steven Forbes - Guggenheim Securities, LLC, Research Division Zachary Fadem - Wells Fargo Securities, LLC, Research Division Charles Grom - Gordon Haskett Research Advisors David Bellinger - Mizuho Securities USA LLC, Research Division Peter Keith - Piper Sandler & Co., Research Division Jonathan Matuszewski - Jefferies LLC, Research Division Steven Zaccone - Citigroup Inc., Research Division Presentation Operator Greetings, and welcome to the Floor & Decor Holdings, Inc. Third Quarter 2025 Conference Call. [Operator Instructions] As a reminder, this conference is being recorded.
The headline numbers for Floor & Dcor (FND) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
| Specialty Retail Industry | Consumer Discretionary Sector | Thomas V. Taylor Jr. CEO | NYSE Exchange | 339750101 CUSIP |
| US Country | 10,413 Employees | - Last Dividend | - Last Split | 27 Apr 2017 IPO Date |
Floor & Decor Holdings, Inc., operating under its current name since April 2017, is a specialty retailer based in Atlanta, Georgia. Initially known as FDO Holdings, Inc., the company was established in 2000, marking its presence as a key player in the hard surface flooring market and related accessories space. It distinguishes itself through a multi-channel sales approach, engaging customers through both physical stores and its online platform, FloorandDecor.com. The organization primarily caters to professional installers, commercial enterprises, and DIY homeowners, providing an extensive range of products for various flooring and bathroom decoration needs.
Offering a comprehensive selection of flooring options, Floor & Decor enables customers to choose from an array of materials such as ceramic tile, hardwood, laminate, luxury vinyl, and natural stone. These products cater to diverse aesthetics and functionality requirements, suitable for both residential and commercial spaces.
Complementing its flooring solutions, the retailer provides a variety of decorative accessories and wall tiles. These items allow for personalization and embellishment of spaces, enabling customers to achieve a customized look through accents and finishes.
Understanding the necessity for quality installation supplies, Floor & Decor offers a wide array of tools and materials. This range includes adhesives, grouting, sealers, and the necessary tools for flooring installation, catering to both professionals and individuals undertaking DIY projects.
The company extends its product line to bathroom fittings and accessories, featuring vanities, shower doors, faucets, sinks, and custom countertops. These products are designed to enhance functionality and aesthetics in bathroom settings.
Floor & Decor's offerings also encompass a broad selection of faucets, sinks, custom countertops, bathroom mirrors, and lighting fixtures. These components are crucial for creating cohesive and functional bathroom designs.