BSET · Bassett Furniture Industries Inc
5 customers — 41% of receivables (November 29, 2025)
“At November 29, 2025 and November 30, 2024, approximately 41% and 43%, respectively, of the aggregate risk exposure, net of reserves, was attributable to five customers.”
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q3 FY26 earnings call · Oct 1, 2026TL;DR. Bassett (BSET) reported Q3 FY26 revenue up 3.4% to $82.8M, operating income of $2.8M (3.4% of sales) vs. $0.6M (0.7%) prior year, and diluted EPS of $0.24 vs. $0.09, aided by $1M of $2.8M in IEEPA tariff refunds; retail gross margin fell 90 bps on promotional activity and management cited a cautious consumer amid slow housing and higher mortgage rates; FY26 capex range was lowered to $9–11M from $10–12M.
- + Consolidated revenue rose 3.4% to $82.8M with both retail and wholesale positive.
- + Operating income expanded to $2.8M (3.4% of sales) from $0.6M (0.7%); diluted EPS rose to $0.24 from $0.09.
- + Gross margin expanded 130 bps to 57.5%, including a $1M IEEPA tariff refund benefit, with additional refunds to come in Q4.
- + SG&A excluding pre-opening costs improved 150 bps to 53.9% of sales; company tracking $1.5–2M annual expense run-rate reduction.
- + E-commerce written sales up 48% and website delivered sales up 42%; full four-week Labor Day written sales +9% with improved gross margins.
- + Strong liquidity with $53.4M of cash and short-term investments and $6.1M of operating cash flow in the quarter.
- − Retail gross margin fell 90 bps to 51.5% on increased promotional activity.
- − Management flagged cautious consumer, slow housing, and higher mortgage rates as headwinds.
- − Wholesale units were down low single digits, with growth driven by price.
- − FY26 capital expenditures guidance lowered to $9–11M from prior $10–12M range, reflecting reduced spend; Q4 capex guided to $2–4M.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| company- and licensee-owned stores | 87 | as of September 30, 2026 | — |
| e-commerce written sales increase | 48% | Q3 FY2026 | — |
| Lane Venture brand sales increase | 29% | Q3 FY2026 | — |
| tariff refund recorded as increase in gross profit | $1M | Q3 FY2026 | — |
| tariff refunds received | $2.8M | Q3 FY2026 | — |
| wholesale orders increase | 7.9% | Q3 FY2026 | — |
| written retail sales increase | 4.4% | Q3 FY2026 | — |
| written sales increase for the full four-week Labor Day promotion | 9% | Q3 FY2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Furnishings, Fixtures & Appliances — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
BSET
this stock
Bassett Furniture Industries Inc
|
$156.28M | +24.9% | +1.0% | — | 0.7% |
|
MGCLY
Midea Group Co., Ltd./ADR
|
$92.40B | +6.0% | — | — | 0.0% |
|
SN
SharkNinja, Inc.
|
$25.04B | +63.3% | +15.7% | — | 5.0% |
|
SGI
Somnigroup International Inc.
|
$13.45B | -30.2% | -12.0% | — | 8.6% |
|
NCLTY
Nitori Holdings Co., Ltd.
|
$11.03B | +13.8% | — | — | 0.0% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| BSET | +15.2% | +9.3% | +42.5% | +19.9% | +24.9% |
| SPY | +1.2% | +0.6% | +11.6% | +1.6% | +13.6% |
| vs SPY | +14.0% | +8.7% | +30.9% | +18.3% | +11.3% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.