Added to YB: 2025-05-26
Pitch date: 2025-05-22
TLF [neutral]
Tandy Leather Factory, Inc.
-9.52%
current return
Author Info
Buggy Whip Bargains has their heads stuck in 10Ks and 10Qs of 'old world' businesses trading below tangible book value. Opinions expressed here are not recommendations or advice. Do your own research. Sign up for the newsletter.
Company Info
Tandy Leather Factory, Inc., together with its subsidiaries, retails leather and leathercraft-related items in the United States, Canada, and Spain.
Market Cap
$23.8M
Pitch Price
$2.94
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.42
P/E
2.51
EV/Sales
0.49
Sector
Specialty Retail
Category
N/A
The Deep Value Week – 2025/20 - Tandy Leather Factory, Inc.
TLF (earnings update): Q1 revenue $19.0M (-1.2% YoY), net income $0.3M (vs $0.7M), gross margin 56.3% (-0.4%). Cash $23.6M (+$11.3M) after HQ sale. Paid $1.50/share dividend. CEO warns FY2025 will see higher costs, potential losses from HQ relocation & tariff impacts forcing price increases. Q1 beat internal expectations.
Read full article (1 min)