Q4 2025 Floor & Decor Holdings Inc Earnings Call Transcript
Key Points
- Floor & Decor Holdings Inc (FND) reported a fiscal 2025 fourth quarter diluted earnings per share of $0.36, aligning with the midpoint of their guidance.
- The company achieved a full fiscal year diluted earnings per share of $1.92, slightly up from $1.90 in the prior year.
- Floor & Decor Holdings Inc (FND) expanded its market share despite challenges in existing home sales and smaller flooring projects.
- The company opened 20 new stores in 2025 and plans to open another 20 in 2026, focusing on Tier 1 and Tier 2 markets for stronger first-year volume.
- Floor & Decor Holdings Inc (FND) achieved record Net Promoter Scores in 2025, highlighting exceptional customer experience and associate commitment.
- Comparable store sales declined 4.8% in the fourth quarter and 1.8% for the full fiscal year, near the low end of expectations.
- The company faced pressure on comparable store sales due to softness in existing home sales and a shift to smaller flooring projects.
- Early fiscal 2026 sales were negatively impacted by severe winter storms, affecting over half of the stores and the Baltimore distribution center.
- The fiscal 2025 fourth quarter saw a decline in transactions by 4.2% and a 0.6% decline in average ticket.
- Floor & Decor Holdings Inc (FND) experienced a 4.0% increase in SG&A expenses in the fourth quarter, leading to an 80 basis point deleverage as a percentage of sales.
Greetings, and welcome to the Floor & Decor Holdings fourth quarter 2025 conference call. (Operator Instructions) Please note that this conference is being recorded.
I will now turn the conference over to our host, Wayne Hood, Senior Vice President of Investor Relations. Thank you. You may begin.
Thank you, operator, and good afternoon, everyone. Welcome to Floor & Decor's fiscal 2025 fourth quarter and full year earnings conference call. Joining me today are Tom Taylor, Executive Chair; Brad Paulsen, Chief Executive Officer; and Bryan Langley, Executive Vice President and Chief Financial Officer.
Before we begin, I want to remind everyone of the company's Safe Harbor language. Comments made during this call contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Any statement that refers to expectations, projections or other characterizations of future events, including financial projections or
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