The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Anthony Lebiedzinski - Sidoti & Company, LLC - Analyst
: So my first question is, what's driving the increased orders or the momentum that you're seeing at Hooker Branded and Domestic Upholstery?
Question: Anthony Lebiedzinski - Sidoti & Company, LLC - Analyst
: Got you. Okay. Yes. So certainly, Labor Day is an important holiday. So was this kind of across the board that you heard this holiday momentum
here in September? Or did you see any sort of pockets of particular strength in some markets versus others?
Question: Anthony Lebiedzinski - Sidoti & Company, LLC - Analyst
: Got you. Okay. That's definitely encouraging to hear. So you've done a lot with HMI to improve the business, still -- unfortunately, it's still your kind
of biggest kind of weak spot. So how do we think about just getting that segment back to profitability? I don't know if it's an easy answer for you
guys to say, but I mean how much annual revenue do you guys need to get that segment to at least breakeven?
Question: Anthony Lebiedzinski - Sidoti & Company, LLC - Analyst
: Got you. Okay. Understood. Okay. And I guess last question, just to clarify some of the restructuring impacts. So it looks like it was overall $2 million
for the quarter. Just roughly speaking, how much is that cost of goods versus selling and administrative costs in terms of how we think about the
impact that had on the quarter?
Question: Dave Storms - Stonegate Capital Partners, Inc. - Analyst
: Just wanted to start maybe with Margaritaville, great to have that on the horizon. Is there anything more you can tell us about maybe the logistics
remaining before the reveal or any early indicators of interest there?
Question: Dave Storms - Stonegate Capital Partners, Inc. - Analyst
: Yes, both the logistics to launch remaining and maybe any early indicators of interest before the launch.
Question: Dave Storms - Stonegate Capital Partners, Inc. - Analyst
: Understood. That's very helpful. And then I was also hoping to get your thoughts around the price increases. I know you mentioned that you're
evaluating going pricing on a SKU-by-SKU basis. Just curious as to when you think you'll maybe have your arms fully around that? Or is that going
to be more macro-driven?
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SEPTEMBER 11, 2025 / 1:00PM, HOFT.OQ - Q2 2026 Hooker Furnishings Corp Earnings Call
Question: Dave Storms - Stonegate Capital Partners, Inc. - Analyst
: And are you seeing -- understanding downstream of that? Or are you seeing any major sticking points for those increases?
Question: Dave Storms - Stonegate Capital Partners, Inc. - Analyst
: Understood. That's super helpful. One more for me, if I could, more of a modeling question. It was mentioned that you're expecting an additional
$2 million in charges in the second half of fiscal '26. Is it safe to assume that those are going to be timed in 4Q to coincide with the Savannah
warehouse exit in October? Or is there anything else we should maybe be keeping an eye out for there?
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