Review of Leon's Furniture Limited

SEP 11, 2025 - Management mentioned the strong results were due to its disciplined execution and cost control. Though furniture sales were strong, investors need to keep in mind that there may be some ‘pull-through’ sales here as consumers aim to avoid possible tariff related price hikes. There continues to be potential upside from the spinout of the real estate portfolio that has been working on in recent quarters. In addition, LNF’s long-term growth story remains quite attractive. That being said, there is some uncertainty around the tariff situation between Canada and the U.S., which could negatively impact the company’s near-term profitability. To remain conservative, we are maintaining our rating at B+.

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Q: I am looking at buying Canadian Dividend payers. What are your highest conviction dividend payers. Can you provide top 10 list. Please keep in mind valuation.

Thanks

Read Answer Asked by Frank on June 25, 2025

Leon's Furniture Limited (LNF $29.13)
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Q: Profit margin increased, higher revenue... in a tough retail environment Leon's seems to be getting stronger. Would you agree?
Could you comment on earnings.
Wouldyou add?

Read Answer Asked by Harry on May 20, 2025

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Q: I have half positions of these three stocks: QSR, PBH, & LNF. PBH is underwater. Are these good stocks to own long term? They haven't really done much in the last few years. Or on this pullback, make them full positions for their div and possible future growth? Do you have other favourites in Consumer stocks? YOUR THOUGHTS PLEASE. Thanks.

Read Answer Asked by Pat on April 28, 2025