10-K · March 12, 2026
Lifetime Brands describes a branded kitchenware/tableware strategy built on licensed and owned brands, broad retail distribution and seasonal, retailer-driven demand; management emphasizes design/innovation and…
Earnings analysis · 10-Q
LCUT earnings analysis
Filed May 7, 2026 · Our reading of the company's report
The latest report
Lifetime Brands, Inc. reported Q1 2026 financial results with net sales of $143.5 million, surpassing estimates, and a diluted EPS of $0.04, considerably better than the estimated loss of $0.16. The management…
Read full summary
Lifetime Brands, Inc. reported Q1 2026 financial results with net sales of $143.5 million, surpassing estimates, and a diluted EPS of $0.04, considerably better than the estimated loss of $0.16. The management highlighted growth in the Home Solutions segment and improvements in gross margin despite pressures on overall profitability due to higher tariffs and operational challenges.
Gross and operating margin
How much of each revenue dollar the business keeps.
One point per quarterly or annual filing. Both margins are shares of that report's revenue.
From revenue to operating profit
Where each $100 of revenue went in this report.
Cost of sales, operating expenses, and what remained. Figures are rounded to whole dollars.
Where revenue came from
The business segments reported by the company.
Shares of the segments disclosed in this filing, largest first.
How we read each report
Our analysis across the last few reports.
Our model's reading of each filing, not the share price or the market's reaction. Annual and quarterly reports each occupy one position.
Reported figures
- Earnings per share
- $0.04
What stood out
-
Revenue Growth
Net sales increased by $3.4 million, or 2.4%, from $140.1 million in Q1 2025.
-
Positive EPS Surprise
EPS of $0.04 versus an estimated EPS loss of $0.16, representing a 125% positive surprise.
-
Improved Gross Margin
Gross margin increased to 37.7%, up from 36.1% in Q1 2025, attributed to favorable product mix.
-
Home Solutions Segment Performance
Home Solutions segment grew by $4.9 million, or 22.9%, year-over-year, driven by higher sales in the dollar channel.
-
U.S. Segment Revenue Stability
U.S. segment revenue increased by 1.7% to $130.7 million, showing resilience in pricing despite soft demand.
-
Increased Cash Flow from Operations
Operating cash flow improved to $33.8 million compared to $16.7 million in Q1 2025.
What to watch
-
Higher Tariffs Pressure
The company faces tariffs amounting to $41.7 million, impacting cost structures and profitability.
-
Rising SG&A Expenses
SG&A expenses rose to $36.8 million, up 16.8% year-over-year, straining margins further.
-
Soft Consumer Demand
Volume in certain sales channels was affected by softening consumer discretionary demand.
Management's outlook
Full-year guidance projects revenues of $650 million to $700 million, with adjusted diluted EPS expected between $0.73 and $0.80.
Earlier filings 4
10-Q · August 7, 2025
Lifetime Brands reported Q2 2025 net sales of $131,862,000 (down vs. $141,666,000 in Q2 2024 and down vs. Q1 2025 $140,000,000), produced a GAAP net loss of $39,699,000 (diluted loss per share $1.83), and recorded a…
10-K · March 13, 2025
Lifetime Brands (LCUT) reports a seasonal, retail-distribution business with diversified branded product lines and two reportable segments (U.S. and International). Q4 2024 outperformed consensus (Q4 revenue…
10-Q · November 9, 2023
Lifetime Brands reported a sequentially stronger quarter with net sales of $191,669 and net income of $4,206 (diluted EPS $0.20) for the three months ended September 30, 2023, improving vs. a net loss of $6,358 in the…
This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.