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Tandy Leather Factory Q4 revenue rises

ReutersFeb 24, 2026 9:33 PM


Overview

  • Leather retailer's Q4 2025 revenue rose

  • Company's 2025 net income rose significantly to $9.1 mln


Outlook

  • Company aims to return to operating profitability in 2026

  • Tandy Leather Factory plans to continue sales growth in 2026


Result Drivers

  • SALES GROWTH - Tandy Leather Factory returned to sales growth in Q4 and full year 2025, driven by strategic price increases and dynamic sourcing

  • OPERATING EXPENSES - Increased due to renting facilities post-HQ sale and employee bonuses for exceeding targets

  • HQ SALE IMPACT - Sale of headquarters contributed to increased cash reserves, offset by special dividend and relocation expenses


Company press release: ID:nGNX1GN6DB


Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

FY Revenue

$76.30 mln

FY Net Income

$9.10 mln

FY Adjusted EBITDA

$600,000

FY Gross Margin

57.00%

FY Gross Profit

$43.50 mln

FY Operating Income

-$1 mln


For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

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