Lifetime Brands Incorporated (LCUT)

Lifetime Brands' stock has experienced volatility over the past six months, with a 52-week range between $2.89 and $5.78. The latest closing stock price as of February 5, 2026, was $3.21. The release of its Q3 2025 earnings report on November 6, 2025, showed an EPS of $0.11, surpassing estimates, but revenue fell below estimates. A statutory loss of $0.05 per share and a net loss of $(45.1) million, including a non-cash goodwill impairment charge of $33.2 million, led to a stock drop and analysts cutting EPS estimates for 2026. An upcoming dividend of US$0.043 per share with an ex-dividend date of January 30, 2026 was announced. The stock price saw a 32% increase in early December 2025.

Lifetime Brands experiences significant demand seasonality, with a substantial majority of sales and operating profit typically occurring in the third and fourth quarters of the year. This seasonality is a key characteristic of its business and working capital needs.

Lifetime Brands, Inc. is a U.S.-based company that designs, sources, and sells branded kitchenware, tableware, and other home products. It operates in the Consumer Cyclical sector, specifically in the Furnishings, Fixtures & Appliances industry. The company offers kitchenware, tableware, and home solutions, marketing its products under owned and licensed brands like Farberware and KitchenAid. Lifetime Brands sells primarily on a wholesale basis to various retailers and directly to consumers through its websites.

Lifetime Brands has a global presence, designing, sourcing, and selling products in the United States and internationally, with most revenue from the U.S. It maintains distribution capabilities across the United States, with primary distribution centers in New Jersey, Pennsylvania, Massachusetts, and California. The company relies on approximately 125 suppliers, primarily in China, and to a lesser extent in other countries. International revenue accounted for approximately 8% of total sales in 2024.

Lifetime Brands' reputation has been influenced by financial performance and market position. Revenue declines since 2021 are attributed to heightened demand during the COVID-19 pandemic, followed by households replacing kitchenware, macroeconomic pressures, and weak U.S. consumer sentiment. Increasing private label sales pose a challenge. Despite these challenges, the company gained market share in most product categories and is pursuing strategic initiatives, including an expansion into the foodservice business and the launch of a Dolly Parton assortment. The company is also implementing a tariff-mitigation strategy and Project Concord to enhance operational efficiency.

The ownership structure of Lifetime Brands is a mix of institutional, insider, and individual investors. Approximately 63.35% of the company's stock is held by institutional investors, while individuals own about 16.63%. Insiders hold approximately 43.04% of the stock. Major institutional shareholders include Centre Partners Management LLC and JB Capital Partners LP. Notable individual owners include Jeffrey Siegel and Robert Kay.