Added to YB: 2026-02-18
Pitch date: 2026-02-11
CRWS [neutral]
Crown Crafts, Inc.
-4.75%
current return
Author Info
The Abominable sNOw Man is a portfolio manager focused on special situations investing - goal is to first minimize downside risk and then long term compounding. Ex- Goldman, former equity research analyst and proprietary equity trading. Sign up for the newsletter.
Company Info
Crown Crafts, Inc., through its subsidiaries, operates in the consumer products industry in the United States and internationally.
Market Cap
$31.9M
Pitch Price
$3.06
Price Target
N/A
Dividend
10.74%
EV/EBITDA
6.70
P/E
-3.42
EV/Sales
0.67
Sector
Textiles, Apparel and Luxury Goods
Category
value
CRWS - CROWN CRAP - 22% FCF Yield !
CRWS (pass): Nano-cap infant retailer reported Q EPS of $0.14 but only via $2.1M insurance proceeds from acquisition warranty claim - actual operations at a loss. Sales down 12% YoY to $20.7M, margins negative ex-insurance payout. 10% div yield unsustainable, draining cash. Hurt by tariffs (China sourcing) & weak consumer spending. 44% sales to Walmart, 20% Amazon. Trades 4.5x 5yr avg FCF but mgmt needs to cut dividend. Pass until capital allocation improves.
Read full article (3 min)