Is Floor & Decor Strategically Preparing for a Housing Market Recovery in 2026?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 13 2025
0mins
Should l Buy FND?
Source: Benzinga
Market Outlook: Floor & Decor Holdings Inc anticipates capturing a larger market share by 2026 as housing conditions improve and competition eases, with Goldman Sachs upgrading its rating to Neutral based on a modest recovery in the housing market.
Sales Projections: The company expects a 5-6% increase in sales for 2025, with comparable store sales projected to improve from -7.1% in 2024 to between -2% and -1% in 2025, despite a 1.2% decline in the third quarter of 2025.
Financial Estimates: Goldman Sachs forecasts earnings per share (EPS) of $1.87, $2.08, and $2.59 for 2025, 2026, and 2027, respectively, with revenue estimates of $4.68 billion for 2025 and $5.08 billion for 2026.
Competitive Positioning: Floor & Decor is well-positioned against smaller rivals due to its scale and pricing strategy, with expectations for market-share gains from competitors facing financial difficulties, although new-store performance remains under pressure.
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Analyst Views on FND
Wall Street analysts forecast FND stock price to rise
14 Analyst Rating
6 Buy
8 Hold
0 Sell
Moderate Buy
Current: 69.320
Low
65.00
Averages
77.45
High
90.00
Current: 69.320
Low
65.00
Averages
77.45
High
90.00
About FND
Floor & Decor Holdings, Inc. is a multichannel specialty retailer of hard surface flooring and related accessories and seller of commercial surfaces. The Company operates about 251 warehouse-format stores and five design studios across 38 states. The Company offers a broad in-stock assortment of laminate and vinyl, tile, wood, and natural stone flooring and installation materials and decorative accessories, as well as adjacent categories. Its stores appeal to a variety of customers, including professional installers and commercial businesses (Pro) and homeowners, which are comprised of do-it-yourself customers (DIY) and buy-it-yourself customers, who buy its products for professional installation (BIY). The Company’s warehouse-format stores, which average approximately 77,000 square feet. In addition to its stores, its Website, FloorandDecor.com, showcases its products, offers informational training and design ideas, and provides product availability for in-store pickup or delivery.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Customer Satisfaction Boost: Enhanced fulfillment capabilities led to a customer satisfaction score increase of over 400 basis points, indicating that faster delivery speeds are a major draw for customers, thereby driving sales growth.
- Digital Transformation Strategy: Home Depot introduced new offerings like a project planning tool and an AI-driven blueprint application, aimed at transforming complex manual processes into efficient digital workflows, further solidifying its position in the high-value Pro segment.
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