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Tandy Leather Factory (TLF)
NASDAQ:TLF
US Market
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Tandy Leather Factory (TLF) Price & Analysis

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TLF Stock Chart & Stats

$2.84
>-$0.01(-0.22%)
At close: 4:00 PM EST
$2.84
>-$0.01(-0.22%)

Bulls Say, Bears Say

Bulls Say
Revenue ReboundAn ~80.7% TTM revenue rebound indicates durable demand recovery for core leathercraft products. Sustained top-line growth supports scale benefits, stocking efficiencies, and the potential to restore operating leverage if management controls SG&A and converts revenue into consistent cash flow.
Healthy Product Gross MarginsMid‑50% gross margins reflect strong product-level economics driven by merchandising and sourcing. Stable gross margin provides a structural cushion to absorb promotional pressure or higher input costs, enabling long-term margin recovery if operating expenses are managed.
Omnichannel, Repeat-consumable Business ModelA mix of retail and direct-to-consumer e-commerce plus consumable-driven repeat purchases creates recurring revenue streams and diversified channel exposure. This structural business model supports predictable demand from hobbyists, artisans, and small businesses over the medium term.
Bears Say
Deeply Negative Free Cash FlowMaterial negative free cash flow (~-$5.9M) signals poor cash conversion and ongoing cash burn after investments. This weakens liquidity, increases reliance on external financing, and limits capacity to invest in growth initiatives or weather demand shocks without raising more capital.
Recent Swing To Net LossTransition from prior-year profitability to a TTM net loss (-$2.3M) highlights earnings volatility and execution risk. Persistent operating losses can erode equity, constrain reinvestment, and impede the firm's ability to leverage its gross margin advantage into sustainable operating profitability.
Weakened Balance Sheet And Higher LeverageMaterial increase in leverage versus prior years reduces financial flexibility. Higher debt loads and declining total assets limit the company's ability to absorb shocks, raise incremental capital on favorable terms, or fund strategic initiatives without diluting shareholders or increasing interest burden.

Tandy Leather Factory News

TLF FAQ

What was Tandy Leather Factory’s price range in the past 12 months?
Tandy Leather Factory lowest stock price was $2.20 and its highest was $3.78 in the past 12 months.
    What is Tandy Leather Factory’s market cap?
    Tandy Leather Factory’s market cap is $19.22M.
      When is Tandy Leather Factory’s upcoming earnings report date?
      Tandy Leather Factory’s upcoming earnings report date is Aug 17, 2026 which is in 54 days.
        How were Tandy Leather Factory’s earnings last quarter?
        Tandy Leather Factory released its earnings results on May 11, 2026. The company reported $0.027 earnings per share for the quarter, beating the consensus estimate of N/A by $0.027.
          Is Tandy Leather Factory overvalued?
          According to Wall Street analysts Tandy Leather Factory’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Tandy Leather Factory pay dividends?
            Tandy Leather Factory pays a Notavailable dividend of $0.75 which represents an annual dividend yield of N/A. See more information on Tandy Leather Factory dividends here
              What is Tandy Leather Factory’s EPS estimate?
              Tandy Leather Factory’s EPS estimate for its next earnings report is not yet available.
              How many shares outstanding does Tandy Leather Factory have?
              Tandy Leather Factory has 8,143,569 shares outstanding.
                What happened to Tandy Leather Factory’s price movement after its last earnings report?
                Tandy Leather Factory reported an EPS of $0.027 in its last earnings report, beating expectations of N/A. Following the earnings report the stock price went down -0.418%.
                  Which hedge fund is a major shareholder of Tandy Leather Factory?
                  Currently, no hedge funds are holding shares in TLF
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Tandy Leather Factory

                    Tandy Leather Factory, Inc., along with its subsidiaries, operates as a specialized retail provider of leather and various leathercrafting supplies. The company's operations extend across North America and into Spain. It furnishes customers with a broad range of products, including raw leather, specialized hand tools, essential hardware, crafting kits, liquid treatments, instructional materials, access to open workbenches, machinery, and a wide selection of related accessories and components. Beyond retail, Tandy Leather also manufactures its own line of products, such as leather laces, pre-cut leather pieces, DIY project kits, thread laces, belt blanks and straps, and Craftaids. Additionally, the company offers industrial services, including cutting, splitting, and assembly, catering specifically to business clients. Its merchandise is sold under several proprietary brand names, including Tandy Leather, Eco-Flo, Craftool, CraftoolPro, Dr. Jackson's, and TandyPro. Sales are conducted through a network of 106 company-owned retail stores – comprising 95 locations in the United States, ten in Canada, and one in Spain – as well as via online platforms such as tandyleather.com, tandyleather.ca, tandyleather.eu, and tandyleather.com.au. Founded in 1919, the company initially operated as The Leather Factory, Inc., changing its name to Tandy Leather Factory, Inc. in 2005. Its corporate base is situated in Fort Worth, Texas.

                    Tandy Leather Factory (TLF) Earnings & Revenues

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                    Ownership Overview

                    1.53%4.46%56.00%36.20%
                    56.00% Other Institutional Investors
                    36.20% Public Companies and
                    Individual Investors

                    Options Prices

                    Currently, No data available
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