Matthew McClintock 9/13/26 Matthew McClintock 9/13/26

Porcelain – This “Isn’t” Goodbye

After laminate and vinyl turned commoditized, is porcelain tile next? What that means for Floor & Decor's business model.

Matthew McClintock 6/24/26 Matthew McClintock 6/24/26

Some Moats Don’t Work For Everything

Why laminate and vinyl flooring have become too commoditized for Floor & Decor's model, and why top investors left.

Matthew McClintock 3/22/26 Matthew McClintock 3/22/26

Floor & Decor's post-IPO margin slump offers a playbook for today's 50% drawdown, also tied to distribution center expansion.

Matthew McClintock 12/1/25 Matthew McClintock 12/1/25

Floor & Decor's new push into international and commercial growth marks a turning point most investors aren't ready for.

Matthew McClintock 8/13/25 Matthew McClintock 8/13/25

Management's 2Q25 comments on mature-store productivity left us more skeptical of the bull case than ever.

Matthew McClintock 4/21/24 Matthew McClintock 4/21/24

A great business and management team, but at 55x forward earnings the stock has priced in too much.