FND
Floor & Decor
[Your current view on Floor & Decor]
Financial model
Updated: September 13, 2026
FND
[Your current view on Floor & Decor]
Updated: September 13, 2026
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.