Tandy Leather Factory, Inc. (TLF)

In the past six months, Tandy Leather Factory's stock price has decreased by 17.09% over the last 12 months and by 15.68% year-to-date, with a 5.35% decrease in the past month. Key events include the release of the fourth quarter and full year 2025 results, which showed increased revenues and net income, but an operating loss. The company announced a special dividend and completed the sale of its corporate headquarters, increasing cash reserves. Other earnings reports within the past year include a third-quarter 2025 loss per share of US$0.17, a second-quarter 2025 loss per share of US$0.023, and a first-quarter 2025 EPS of US$1.49.

While one search result indicates that "TLF Seasonality" displays mean and median monthly returns to identify seasonal patterns, it does not provide the specific details of these patterns for Tandy Leather Factory's products and services. Generally, consumer goods and hobby-related products can experience seasonality, often seeing increased demand during holiday seasons or specific times of the year when crafting activities are more prevalent. Without explicit data from the company, specific demand seasonality for TLF cannot be definitively stated from the provided information.

Tandy Leather Factory, Inc. (TLF) is a specialty retailer and wholesale distributor of leather and leathercraft-related items, operating within the Consumer Discretionary sector, specifically in the Apparel Retail industry. The company's product line includes various types of leather, leatherworking tools, buckles, adornments, dyes, finishes, hardware, and DIY kits, distributed under brands like Tandy Leather, Eco-Flo, and TandyPro. Founded in 1919, the company is headquartered in Fort Worth, Texas.

Tandy Leather Factory operates through company-owned stores, global websites, and direct account representatives. As of early 2026, the company has approximately 101 North American stores in 40 U.S. states and six Canadian provinces, along with one store in Spain. The majority of its revenue is generated from operations in the United States.

Information specifically detailing Tandy Leather Factory's brand reputation in the past year is limited. An older discussion from 2013 mentions customer dissatisfaction regarding changes to their "Wholesale Club" membership. The company's long-standing track record and brand presence have historically contributed to a loyal customer base in the niche leathercraft market.

Tandy Leather Factory, Inc. has a mixed ownership structure. Institutional investors hold approximately 56.39% to 65.41% of the stock, with major shareholders including Bandera Partners LLC and JCP Investment Management, LLC. Retail investors hold approximately 34.59% of the stock, while individual investors, including insiders, account for about 7.35%. Gregory Bylinsky and Jefferson Gramm own the most shares among individual investors.