FND
Our take
Floor & Decor's shift back toward tile and wood keeps showing up in the numbers, with tile share gains accelerating in a US tile market that has shrunk four years in a row. The mix shift is the best part of the story, but we'd want to see it show up in positive comp sales.
Updated: November 6, 2026
How far Floor & Decor's mix has shifted to tile and wood, tile share gains in a shrinking US market, and whether acoustic panels can keep wood growing.
After laminate and vinyl turned commoditized, is porcelain tile next? What that means for Floor & Decor's business model.
Why laminate and vinyl flooring have become too commoditized for Floor & Decor's model, and why top investors left.
Floor & Decor's post-IPO margin slump offers a playbook for today's 50% drawdown, also tied to distribution center expansion.
Floor & Decor's new push into international and commercial growth marks a turning point most investors aren't ready for.
Management's 2Q25 comments on mature-store productivity left us more skeptical of the bull case than ever.
A great business and management team, but at 55x forward earnings the stock has priced in too much.
At least Tom Taylor did the beginning commentary for the call. Sadly, it sounds like he won’t do it anymore though.
