Reading CRWS? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track CRWS free→Reading CRWS? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track CRWS free→NASDAQConsumer DiscretionaryFurnishings, Fixtures & AppliancesSnapshot 2026-06-15
Recent financial performance sits below its industry cohort — worth keeping an eye on, though it has not freshly broken.
Recent financial performance is neutral, and earnings quality cannot be assessed since the company was unprofitable over the past year. Management's recent track record has been steady, but risk is elevated, and the sector backdrop is a headwind. Peer multiples imply a price about 43% above where it trades (it looks cheap on this basis); the read is cheap, value-trap risk, as it trades below peer multiples while recent financials are weak. Key factors to watch include the performance of sector bellwethers and any changes in GDP growth. This read is provisional.
Daily closes. Earnings/event dots are placed inline.
A consensus fair price across 4 valuation methods, at three horizons. Current price $2.72. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
No-growth: today's peer multiple on trailing earnings. The headline read.
Embeds projected growth. Leans optimistic by design. Upside context.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $2.72 CRWS trades at 25× p/e — 1.6× the 15× p/e peer median. The market is re-rating it beyond its own range; our $4.77 fair value is medium-confidence here. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
The price sits about 43% below a flat-multiple fair value; not enough history to forecast a comparison. This describes what's priced in, not a forecast of the move.
No fragility gates fired.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Consumer Discretionary names rated neutral grew net income 48% of the time over the next year (vs 64% for the rest of the cohort, n=3804).
Over the trailing year it converted -1.08x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity.
2 material management or governance events in the past 24 months, led by executive changes. Historically, Consumer Discretionary names rated stable grew net income 55% of the time over the next year (vs 56% for the rest of the cohort, n=483).
The next print and the backdrop around it (sector regime and the AI cycle). Context for the path, not a forecast of returns.
via XLY
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive. Historically, headwind regimes have averaged stronger forward returns than tailwind.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
What a normal day, a bad day, and the worst of the last year would mean for a $10,000 position.
On a typical day, $10k can swing ±$129.
How much price usually moves either way.
On a bad day, this stock has moved -$280.
A rough but not unusual down day (about the 95th percentile).
In the worst 12 months, $10k could have lost $1,649.
Deepest peak-to-trough drop in the last year.
Past results, not a forecast. Not investment advice.
The most important moves since the prior daily snapshot.
No material changes since the prior snapshot.
as of 2026-06-15
Specific, dated things to watch for, each with what would confirm it and what would prove it wrong.
Why it matters: Earnings results will show how the company is doing and what to expect next.
Confirms one read:The earnings report shows better profit margins or revenue growth from last quarter.
Confirms the other:The earnings report shows ongoing losses or falling revenue.
Recent news graded against this company's own objectives — whether it reinforces or challenges the thesis, and how confirmed it is.
No graded news catalysts for CRWS yet.
Conditional scenarios: if X happens, the view would shift in this direction. These are not predictions.
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
Results of Operations and Financial Condition. On February 11, 2026, Crown Crafts, Inc. (the “Company”) issued a press release announcing its financial results for the third quarter of fiscal year 2026, which ended December 28, 2025. A copy of that press release is attached hereto as Exhibit 99.1. The information in this
Whether the overall read has been drifting up or down lately, and how it's changed since last week.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Long-thesis check; widest uncertainty.
Looks more expensive than peers.
Self-history needs ~20 months of data.
Trailing four: 2020-Q2, 2020-Q3, 2025-Q1, 2026-Q1
A side-by-side read on sector standing, valuation, and risk versus Home Furnishings.
| Stock | Sector standing | Valuation | Risk |
|---|---|---|---|
CRWS Crown Crafts Inc | Above typical Show detailsSector percentile: 97 of 100 | inexpensive | elevated |
SGI Somnigroup International | Below typical Show detailsSector percentile: 29 of 100 | expensive | moderate |
MHK Mohawk Industries | Above typical Show detailsSector percentile: 86 of 100 | fair | moderate |
ALH Alliance Laundry Holdings, Inc. | — | expensive | moderate |
LZB La-Z-Boy, Inc. | Above typical Show detailsSector percentile: 83 of 100 | fair | moderate |
Not investment advice. As of 2026-06-15.
Context label only: describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-06-15.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
No qualifying priorities for this snapshot. Check back after the next refresh.
Why it matters: This report will show consumer spending trends. This will affect Crown Crafts' sales.
Confirms one read:Retail sales rise month over month, showing stronger demand from consumers.
Confirms the other:Retail sales fall month over month, suggesting weak spending by consumers.
and in Exhibit 99.1 attached hereto shall not be incorporated by reference into any registration statement or document pursuant to the Securities Act of 1933, as amended. Item9.01. Financial Statements and Exhibits. (d) Exhibits 99.1 Press Release dated November 12, 2025. 104 Cover Page Interactive Data File (embedded within the Inline XBRL document) SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its b…
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On October 27, 2025, as part of consolidating its internal operations, Crown Crafts, Inc. (the “Company”) notified Donna E. Sheridan, President and Chief Executive Officer of NoJo Baby & Kids, Inc., a subsidiary of the Company ("NoJo"), and a named executive officer of the Company, that: (i) she is terminated from her positions as NoJo’s President…
and in Exhibit 99.1 attached hereto is “furnished”, and shall not be deemed to be “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of such section, and shall not be incorporated by reference in any filing made by the Company under the Exchange Act or the Securities Act of 1933, as amended, except to the extent expressly set forth by specific reference in any such filings.
Results of Operations and Financial Condition. On June 25, 2025, Crown Crafts, Inc. (the “Company”) issued a press release announcing its financial results for the fourth quarter and full year of fiscal year 2025, which ended March 30, 2025. A copy of that press release is attached hereto as Exhibit 99.1. The information in this