MillerKnoll, Inc. (MLKN)

MillerKnoll's stock price has experienced fluctuations in the past six months. The share price declined by 17.67% between December 2024 and December 2025, but Q2 Fiscal Year 2026 earnings showed sequential order growth and improved margins, leading to a stock climb. The company discussed its Q1 Fiscal Year 2026 earnings around September 2025, and new furniture tariffs may have influenced the stock around October 2025.

Demand for MillerKnoll's products is influenced by macroeconomic factors. In Q3 Fiscal Year 2024, the company reported softer demand due to rising borrowing costs and geopolitical issues. Economic pressures can lead to reduced purchases, but the retail segment experienced a positive upturn during the Black Friday/Cyber Monday period in Q1 Fiscal Year 2025. Overall macroeconomic improvement has been slower than anticipated, but MillerKnoll has noted encouraging internal trends.

MillerKnoll, Inc. is a global leader in the design, manufacture, and sale of furniture and related products for commercial and residential use, operating within the industrial and consumer sectors. The company focuses on creating inspiring products and services that enhance the human experience, serving diverse markets including corporate, healthcare, education, government, and residential. Its portfolio includes brands such as Herman Miller, Knoll, and Muuto, offering custom architectural features, desks, seating, and storage units.

MillerKnoll has a significant global presence across the Americas, Europe, the Middle East, Africa, Asia-Pacific, and Latin America. The company utilizes a global network of dealers and distributors to ensure worldwide accessibility of its products. Flagship locations in cities like London and New York serve as design hubs and showrooms.

In the past year, MillerKnoll has been recognized for its corporate citizenship and design commitment. The company was named one of The Civic 50 by Points of Light in June 2025 and honored by the National Center for Learning Disabilities (NCLD) in December 2025. MillerKnoll unveiled a new sustainability strategy and issued its 2024 Better World Report in February 2025, outlining goals for net-zero carbon emissions by 2050 and the use of 100% bio-based or recycled materials.

MillerKnoll's ownership is predominantly institutional, with institutions holding approximately 94.5% to 96.9% of the company's shares. Major institutional owners include BlackRock, Inc., Vanguard Group Inc, and AllianceBernstein L.P. Individual insider ownership accounts for a smaller portion, ranging from about 1.68% to 1.83% of the total shares.