Lifetime Brands, Inc. Missed EPS And Analysts Are Revising Their Forecasts

Shareholders might have noticed that Lifetime Brands, Inc. (NASDAQ:LCUT) filed its third-quarter result this time last week. The early response was not positive, with shares down 9.7% to US$3.06 in the past week. It was a pretty negative result overall, with revenues of US$172m missing analyst predictions by 2.3%. Worse, the business reported a statutory loss of US$0.05 per share, a substantial decline on analyst expectations of a profit. This is an important time for investors, as they can track a company’s performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. We thought readers would find it interesting to see the analysts latest (statutory) post-earnings forecasts for next year.
Following last week’s earnings report, Lifetime Brands’ twin analysts are forecasting 2026 revenues to be US$670.0m, approximately in line with the last 12 months. Earnings are expected to improve, with Lifetime Brands forecast to report a statutory profit of US$0.04 per share. Before this earnings report, the analysts had been forecasting revenues of US$676.0m and earnings per share (EPS) of US$0.29 in 2026. So there’s definitely been a decline in sentiment after the latest results, noting the pretty serious reduction to new EPS forecasts.
See our latest analysis for Lifetime Brands
It might be a surprise to learn that the consensus price target fell 8.3% to US$5.50, with the analysts clearly linking lower forecast earnings to the performance of the stock price.
Taking a look at the bigger picture now, one of the ways we can understand these forecasts is to see how they compare to both past performance and industry growth estimates. It’s also worth noting that the years of declining revenue look to have come to an end, with the forecast stauing flat to the end of 2026. Historically, Lifetime Brands’ top line has shrunk approximately 5.2% annually over the past five years. Compare this against analyst estimates for the broader industry, which suggest that (in aggregate) industry revenues are expected to grow 3.9% annually. So it’s pretty clear that, although revenues are improving, Lifetime Brands is still expected to grow slower than the industry.
The biggest concern is that the analysts reduced their earnings per share estimates, suggesting business headwinds could lay ahead for Lifetime Brands. On the plus side, there were no major changes to revenue estimates; although forecasts imply they will perform worse than the wider industry. Furthermore, the analysts also cut their price targets, suggesting that the latest news has led to greater pessimism about the intrinsic value of the business.




