olivLaw · US equity research
Lifetime Brands, Inc. LCUT
Cutlery, Handtools & General Hardware · SIC 3420 · Vertical: Cutlery, Handtools & General Hardware (SIC 3420)
Lifetime Brands designs, sources and sells branded kitchenware, tableware and home solutions, sold through nearly every major retail channel in the US and abroad. Net sales declined in fiscal 2025 to 647.9 million USD, while the second quarter of 2026 saw sales grow 7.4%, helped in large part by tariff refunds on duties paid in 2025.
At the close of 04 Nov 2026, Lifetime Brands, Inc. (LCUT) stock was 8.89 USD (+4.71% on the day), with market capitalisation 204.4 m USD, P/E 6.2 on diluted EPS of 1.43 USD over the last 12 months, dividend yield 1.91%, beta 0.91, 52-week range 3.02–9.90 USD. Latest reported quarter (Q2 2026): revenue of 141.6 m USD (+7.4% YoY), net income of 19.6 m USD, diluted EPS 0.87 USD.
Data as of · AI analysis dated · Source: SEC filings and closing prices, computed by olivLaw.
Price history
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Technical reading
- RSI (14)
- 54.9
- neutral
- Bollinger (20, 2)
- 7.70 – 9.51
- in the upper half of the band · %B 0.66 · band width 21.1%
- SMA 50 / 200
- 8.75 / 7.20
- uptrend (price > SMA50 > SMA200)
- MACD (12, 26, 9)
- -0.07 / -0.12
- MACD above signal
Indicators describe past prices; on their own they do not predict direction. On our history the RSI ≤ 40 filter added no return (see the signals methodology).
Performance
| Company | S&P 500 | vs S&P 500 | Vertical median | |
|---|---|---|---|---|
| 1 month | −1.9% | −1.1% | −0.8 pp | — |
| 3 months | +5.6% | −0.5% | +6.0 pp | — |
| 6 months | +59.6% | +4.4% | +55.2 pp | — |
| Year to date | +125.1% | +12.3% | +112.7 pp | — |
| 1 year | +198.3% | +13.5% | +184.8 pp | +35.2% |
| 3 years | +61.1% | +76.4% | −15.4 pp | +34.2% |
| 5 years | −53.6% | +63.7% | −117.3 pp | — |
Price returns, dividends excluded.
Quarterly results
Latest quarter: Q2 2026 · 30 Jun 2026
Quarterly margins
Quarterly statements · USD
| Fiscal year | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 183.8 m | 215.2 m | 140.1 m | 131.9 m | 171.9 m | 204.1 m | 143.5 m | 141.6 m |
| Cost of revenue | 116.4 m | 134.0 m | 89.4 m | 81.0 m | 111.5 m | 125.3 m | 89.3 m | 48.3 m |
| Gross profit | 67.4 m | 81.2 m | 50.6 m | 50.8 m | 60.4 m | 78.8 m | 54.2 m | 93.2 m |
| SG&A | 38.8 m | 43.2 m | 31.5 m | 37.5 m | 35.5 m | 38.0 m | 36.8 m | 39.5 m |
| Operating income | 8.6 m | 15.5 m | 1.1 m | -37.2 m | 6.7 m | 20.0 m | -2.2 m | 31.6 m |
| Depreciation & amortisation | 6.4 m | 6.1 m | 5.7 m | 5.4 m | 5.4 m | 5.3 m | 5.3 m | 5.4 m |
| Interest expense | 5.8 m | 5.6 m | 4.9 m | 5.1 m | 5.0 m | 5.0 m | 4.5 m | 4.1 m |
| Pre-tax income | 1.9 m | 10.6 m | -4.3 m | -42.5 m | 1.7 m | 14.9 m | -6.4 m | 27.7 m |
| Income tax | 1.5 m | 1.7 m | -142.0 k | -2.8 m | 2.9 m | -3.2 m | -1.7 m | 8.1 m |
| Net income | 344.0 k | 8.9 m | -4.2 m | -39.7 m | -1.2 m | 18.2 m | -4.8 m | 19.6 m |
| Diluted EPS | 0.02 | 0.41 ≈ | -0.19 | -1.83 | -0.05 | 0.83 ≈ | -0.22 | 0.87 |
| Operating cash flow | -22.7 m ≈ | 20.3 m | 16.7 m | 9.3 m ≈ | -22.2 m ≈ | 3.7 m | 33.8 m | 12.2 m ≈ |
| Capex | 506.0 k ≈ | 623.0 k | 1.6 m | 1.2 m ≈ | 475.0 k ≈ | 1.1 m | 3.8 m | 1.3 m ≈ |
| Dividends paid | 916.0 k ≈ | 916.0 k | 996.0 k | 937.0 k ≈ | 925.0 k ≈ | 925.0 k | 1.0 m | 975.0 k ≈ |
| Share repurchases | 0 ≈ | 0 | — | — | — | — | — | — |
≈ derived quarter (cumulative difference / share-days average)
E/P over time
E/P = trailing-12-month diluted EPS / price at quarter end. E/P is the inverse of P/E and stays defined when earnings are negative.
Today's P/E sits at the 10 percentile of its own 10-quarter history (min 5.9, median 16.9, max 115.6; quarters with earnings only).
Fiscal years
| Fiscal year | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 704.5 m | 734.9 m | 769.2 m | 862.9 m | 727.7 m | 686.7 m | 683.0 m | 647.9 m |
| Revenue YoY | +21.6% | +4.3% | +4.7% | +12.2% | −15.7% | −5.6% | −0.5% | −5.1% |
| Net income | -1.7 m | -44.4 m | -3.0 m | 20.8 m | -6.2 m | -8.4 m | -15.2 m | -26.9 m |
| Net income YoY | −179.9% | unavailable | unavailable | unavailable | −129.6% | unavailable | unavailable | unavailable |
| Diluted EPS | -0.09 | -2.16 | -0.14 | 0.94 | -0.29 | -0.40 | -0.71 | -1.24 |
| Diluted EPS YoY | −164.3% | unavailable | unavailable | unavailable | −130.9% | unavailable | unavailable | unavailable |
| net % | -0.2% | -6.0% | -0.4% | 2.4% | -0.8% | -1.2% | -2.2% | -4.2% |
| Free cash flow | 11.3 m | 20.7 m | 42.7 m | 33.0 m | 21.3 m | 53.6 m | 16.3 m | 3.3 m |
Reported results vs expectations
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Balance sheet & financial health
Fiscal year 2025 · 31 Dec 2025
- Cash
- 4.3 m USD
- Financial debt
- 140.0 m USD
- Net debt
- 135.8 m USD
- Equity
- 202.3 m USD
- Total assets
- 572.6 m USD
- Debt / equity
- 0.69x
- Current ratio
- 2.85x
- ROE
- -12.5%
- ROA
- -4.5%
- FCF margin
- 0.5%
Financial statements (source on every figure)
Revenue and net income (USD)
Margins
Income statement · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Revenue | 769.2 m | 862.9 m | 727.7 m | 686.7 m | 683.0 m | 647.9 m | SEC (XBRL)· 12 Mar 2026verified |
| Cost of revenue | 495.2 m | 559.6 m | 467.3 m | 432.0 m | 422.2 m | 407.2 m | SEC (XBRL)· 12 Mar 2026verified |
| Gross profit | 274.0 m | 303.3 m | 260.3 m | 254.6 m | 260.7 m | 240.7 m | SEC (XBRL)· 12 Mar 2026verified |
| SG&A | 155.9 m | 156.4 m | 154.5 m | 152.6 m | 159.8 m | 142.4 m | SEC (XBRL)· 12 Mar 2026verified |
| Operating income | 25.0 m | 50.8 m | 24.3 m | 31.9 m | 27.1 m | -9.4 m | SEC (XBRL)· 12 Mar 2026verified |
| Depreciation & amortisation | 24.7 m | 22.5 m | 19.5 m | 19.6 m | 22.3 m | 21.8 m | SEC (XBRL)· 12 Mar 2026verified |
| EBITDA | 49.6 m ≈ | 73.4 m ≈ | 43.8 m ≈ | 51.5 m ≈ | 49.4 m ≈ | 12.4 m ≈ | SEC (XBRL)· 12 Mar 2026derived |
| Interest expense | 17.3 m | 15.5 m | 17.2 m | 21.7 m | 22.2 m | 20.0 m | SEC (XBRL)· 12 Mar 2026verified |
| Pre-tax income | 5.5 m | 36.4 m | 9.0 m | 10.5 m | -9.7 m | -30.2 m | SEC (XBRL)· 12 Mar 2026verified |
| Income tax | 9.9 m | 16.5 m | 5.7 m | 6.2 m | 3.3 m | -3.3 m | SEC (XBRL)· 12 Mar 2026verified |
| Net income | -3.0 m | 20.8 m | -6.2 m | -8.4 m | -15.2 m | -26.9 m | SEC (XBRL)· 12 Mar 2026verified |
| Diluted EPS | -0.14 | 0.94 | -0.29 | -0.40 | -0.71 | -1.24 | SEC (XBRL)· 12 Mar 2026verified |
| Weighted average diluted shares | 20.9 m | 22.0 m | 21.6 m | 21.2 m | 21.5 m | 21.7 m | SEC (XBRL)· 12 Mar 2026verified |
| Dividend per share | 0.17 | 0.17 | 0.17 | 0.17 | 0.17 | 0.17 | SEC (XBRL)· 12 Mar 2026verified |
≈ computed by olivLaw from the reported lines of the same year: Operating income + Depreciation & amortisation.
Balance sheet · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Cash | 36.0 m | 28.0 m | 23.6 m | 16.2 m | 2.9 m | 4.3 m | SEC (XBRL)· 12 Mar 2026verified |
| Receivables | 170.0 m | 175.1 m | 141.2 m | 155.2 m | 156.7 m | 161.9 m | SEC (XBRL)· 12 Mar 2026verified |
| Inventories | 203.2 m | 270.5 m | 222.2 m | 188.6 m | 202.4 m | 194.0 m | SEC (XBRL)· 12 Mar 2026verified |
| Current assets | 421.3 m | 485.1 m | 400.3 m | 376.4 m | 373.6 m | 373.9 m | SEC (XBRL)· 12 Mar 2026verified |
| Property, plant & equipment, net | 23.1 m | 20.7 m | 18.0 m | 17.0 m | 15.0 m | 15.4 m | SEC (XBRL)· 12 Mar 2026verified |
| Goodwill | 30.3 m | 30.3 m | 33.2 m | 33.2 m | 33.2 m | 0 | SEC (XBRL)· 12 Mar 2026verified |
| Intangibles (excl. goodwill) | 213.8 m | 182.4 m | 180.7 m | 165.9 m | 150.3 m | 132.9 m | SEC (XBRL)· 12 Mar 2026verified |
| Total assets | 807.5 m | 829.1 m | 725.9 m | 667.1 m | 634.3 m | 572.6 m | SEC (XBRL)· 12 Mar 2026verified |
| Accounts payable | 66.1 m | 82.6 m | 38.1 m | 54.2 m | 60.0 m | 45.8 m | SEC (XBRL)· 12 Mar 2026verified |
| Short-term debt | — | 0 | 0 | 4.7 m | 4.9 m | 5.0 m | SEC (XBRL)· 12 Mar 2026verified |
| Long-term debt | — | 241.9 m | — | 150.0 m | 142.5 m | 135.0 m | SEC (XBRL)· 12 Mar 2026verified |
| Current liabilities | 180.1 m | 214.3 m | 129.9 m | 152.0 m | 151.7 m | 131.3 m | SEC (XBRL)· 12 Mar 2026verified |
| Equity | 230.1 m † | 255.6 m † | 240.1 m † | 230.9 m † | 229.9 m † | 202.3 m † | SEC (XBRL)· 12 Mar 2026verified |
† equity attributable to the parent's shareholders: in these years the issuer no longer reports the total including non-controlling interests.
Cash flow · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Operating cash flow | 44.8 m | 37.0 m | 24.3 m | 56.4 m | 18.6 m | 7.6 m | SEC (XBRL)· 12 Mar 2026verified |
| Capex | 2.1 m | 4.0 m | 3.0 m | 2.8 m | 2.2 m | 4.4 m | SEC (XBRL)· 12 Mar 2026verified |
| Free cash flow | 42.7 m ≈ | 33.0 m ≈ | 21.3 m ≈ | 53.6 m ≈ | 16.3 m ≈ | 3.3 m ≈ | SEC (XBRL)· 12 Mar 2026derived |
| Investing cash flow | -2.1 m | -1.1 m | -20.9 m | -2.8 m | -2.2 m | -4.3 m | SEC (XBRL)· 12 Mar 2026verified |
| Financing cash flow | -18.2 m | -44.0 m | -7.6 m | -61.1 m | -29.5 m | -2.2 m | SEC (XBRL)· 12 Mar 2026verified |
| Dividends paid | 3.7 m | 3.8 m | 3.8 m | 3.7 m | 3.8 m | 3.8 m | SEC (XBRL)· 12 Mar 2026verified |
| Share repurchases | 0 | 0 | 6.3 m | 2.5 m | 0 | 0 | SEC (XBRL)· 12 Mar 2026verified |
≈ computed by olivLaw from the reported lines of the same year: Operating cash flow − Capex.
Computed indicators
Growth
Profitability
Returns
Balance sheet
Liquidity
Cash
Efficiency
Market and valuation
Risk
Valuation
olivLaw classification
Score: 67 / 100
A scoring methodology on indicators and valuation, not investment advice.
Closing price
04 Nov 2026Source: olivLaw, closing series
Market cap: 204.4 m USD
Key indicators
Coverage and freshness
Score by group
- Valuation100
- Returns56
- Quality69
- Balance sheet52
- Growth0
Estimated value range
The combined range = the median of the valid methods' low, central and high values; it is not a probability interval and does not cover every result. Envelope of all methods: 17.45 – 46.68 USD.
Methods computed but outside the aggregate range: Dividend discount (DDM) (a small share of earnings is paid as dividends (capital returns through buybacks): the dividend model does not describe the value and stays outside the aggregate).
Valuation assumptions are editorial choices, not measured; beta is not measured.
Method ranges (USD per share)
— — Mid · ▏ Price
Valuation methods
- DCF (discounted cash flow)17.45 – 26.21 (Mid 20.87)WACC 9.3% · starting FCFF 36.5 m USD · terminal value share of EV 72%The WACC × g sensitivity gives the method's bounds; these are not probabilities.Reverse DCF: no growth between −30% and +40% justifies the price
- Peers: EV/EBITDA43.80 – 46.68 (Mid 45.02)5 companies used · median multiple 13.3x · quartiles 12.9x – 13.8xACU, EML, HLMN, SNA, SSD
- Peers: P/E30.45 – 32.88 (Mid 31.46)6 companies used · median multiple 21.9x · quartiles 21.2x – 22.9xACU, CIX, EML, SNA, SSD, SWK
- Dividend discount (DDM)outside the aggregate2.23 – 3.00 (Mid 2.56)a small share of earnings is paid as dividends (capital returns through buybacks): the dividend model does not describe the value and stays outside the aggregate
Classification (SIC) comparables group by industry code, not by economic activity; the direct group is an editorial selection by activity. Members' multiples are on their own trailing twelve months, at their own latest close.
Assumptions (illustrative, editorial)
- Risk-free rate
- 4.3%
- Equity risk premium
- 5.0%
- Beta (default)
- 1.00
- Cost of equity
- 9.3%
- Terminal growth
- 2.5%
Factor scorecard
Neutral profile · Score 67/100
| Factor | Value | Score | Weight used |
|---|---|---|---|
| ROIC · Quality | 24.1% | 100 (vs peers) | 11% |
| Net margin · Quality | 4.8% | 38 (vs peers) | 7% |
| FCF conversion · Quality | 65.3% | 50 (on a fixed band) | 7% |
| Revenue CAGR 3Y · Growth | -3.8% | 0 (on a fixed band) | 9% |
| EPS CAGR 3Y · Growth | unavailable | unavailable | — |
| Net debt / EBITDA · Balance sheet | -0.1x | 50 (vs peers) | 11% |
| Interest coverage · Balance sheet | 3.0x | 23 (on a fixed band) | 7% |
| Current ratio · Balance sheet | 2.1x | 100 (on a fixed band) | 5% |
| P/E (TTM) · Valuation | 6.2x | 100 (vs peers) | 11% |
| EV/EBITDA · Valuation | 2.6x | 100 (vs peers) | 11% |
| FCF yield · Valuation | 10.2% | 100 (on a fixed band) | 9% |
| Shareholder yield (distributions) · Returns | 1.9% | 27 (on a fixed band) | 7% |
| Payout ratio (FCF) · Returns | 18.5% | 100 (on a fixed band) | 5% |
Factors without a value were dropped; the remaining weights were renormalised.
Score groups
- Balance sheet52/100 · 3/3 factors with a value
- Growth· partial0/100 · 1/2 factors with a value
- Quality69/100 · 3/3 factors with a value
- Returns56/100 · 2/2 factors with a value
- Valuation100/100 · 3/3 factors with a value
A «partial» group is computed from under half of its weight or from one factor: it is not a full assessment of the group.
Memo
LIFETIME BRANDS, INC. (LCUT). Latest full fiscal year: 2025; data up to 2026-06-30.
Figures computed from the financial statements: revenue 647.9 m USD in 2025; YoY growth -5.1%; net margin 4.8%; ROE 15.8%; net debt/EBITDA -0.1x.
The estimated value range is 30.45–32.88 USD per share (median of 3 methods, agreement: low); assumptions are illustrative. Against the central value of 31.46 USD, the price of 8.89 USD leaves a potential of 253.9% (value / price − 1) and a margin of safety of 71.7% (1 − price / value). The range is the median of the methods' low, central and high values, not a probability interval.
olivLaw score 67/100, methodological classification: neutral profile (score, margin of safety and method agreement together; not a judgement of the right price). Groups assessed only in part: growth. Not investment advice.
Text generated deterministically from the figures shown; no language model. Not investment advice.
What supports the thesis
- ROIC: 24.1%
- Current ratio: 2.1x
- P/E (TTM): 6.2x
- EV/EBITDA: 2.6x
- FCF yield: 10.2%
- Payout ratio (FCF): 18.5%
- The price is below the estimated value range
What contradicts it
- Revenue CAGR 3Y: -3.8%
- Interest coverage: 3.0x
- Shareholder yield (distributions): 1.9%
- The valuation methods diverge
Not assessed (insufficient data or a ratio without meaning): EPS CAGR 3Y.
Versus the vertical median
Cutlery, Handtools & General Hardware (SIC 3420) · same industry (4-digit SIC) · compared with 8 companies
Multiples and returns vs the median
Price rebased to 100 (monthly, 5 years)
Companies in the vertical
| Market cap | P/E | ROE | Net margin | Revenue YoY | 1A / 3A | |
|---|---|---|---|---|---|---|
| SNASnap-on Inc | 19.0 bn | 19.2 | 17.0% | 19.2% | unavailable | +8% / +34% |
| SWKStanley Black & Decker, Inc. | 17.6 bn | 21.2 | 9.4% | 5.5% | unavailable | +65% / +30% |
| SSDSimpson Manufacturing Co., Inc. | 8.4 bn | 22.4 | 18.7% | 15.6% | +4.5% | +23% / +23% |
| HLMNHillman Solutions Corp. | 1.7 bn | 68.6 | 2.0% | 1.5% | +5.4% | +0% / +20% |
| CIXCompx International Inc | 457.6 m | 23.1 | 16.3% | 14.0% | +8.5% | +65% / +58% |
| ACUAcme United Corp | 271.2 m | 29.7 | 8.4% | 4.6% | +1.1% | +91% / +97% |
| LCUTLifetime Brands, Inc. | 204.4 m | 6.2 | 15.8% | 4.8% | −5.1% | +198% / +61% |
| EMLThe Eastern Company | 173.4 m | 21.4 | 6.3% | 3.4% | unavailable | +48% / +59% |
| RECTRectitude Holdings Ltd | 18.4 m | 6.7 | 13.9% | 7.0% | +22.0% | −37% / unavailable |
1- and 3-year price returns: for LCUT from daily closes (the same as the performance table), for the other companies from month-end closes.
olivLaw engine forecast
The world engine ran after the company's latest material disclosure. Probabilities are of TOUCHING a level within the horizon (not closing there) and sit next to the random walk (p_rw), the no-information benchmark.
The engine has no published run for this company yet.
Valuation scenarios (editable assumptions)
Illustrative scenarios
Illustrative: not forecasts and without probabilities. Each case is one coherent set of assumptions, computed on today's figures.
Estimated price (USD)
| Estimated price | Bear | Base | Bull |
|---|---|---|---|
| 1 years | 4.65 Total return -46% · Per year -46% | 8.25 Total return -5% · Per year -5% | 12.48 Total return 42% · Per year 42% |
| 3 years | 3.79 Total return -54% · Per year -23% | 7.64 Total return -9% · Per year -3% | 12.78 Total return 50% · Per year 15% |
| 5 years | 3.09 Total return -60% · Per year -17% | 7.07 Total return -12% · Per year -3% | 13.09 Total return 58% · Per year 10% |
- Exit P/E± 1.91
- Net margin± 1.34
- Annual revenue growth± 1.19
- Annual dilution± 0.11
AI analysis
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
In brief
Lifetime Brands designs, sources and sells branded kitchenware, tableware and home solutions, sold through nearly every major retail channel in the US and abroad. Net sales declined in fiscal 2025 to 647.9 million USD 1, while the second quarter of 2026 saw sales grow 7.4% 3, helped in large part by tariff refunds on duties paid in 2025 3.
SWOT
Strengths
Weaknesses
Opportunities
Risks
- Tariffs and trade policyhigh
Changing tariffs and uncertain refunds could affect import costs and margins 1.
- China dependencehigh
Sourcing almost entirely from China exposes the company to geopolitical and regulatory risk 1.
- Indebtedness and seasonalitymedium
Debt and seasonal funding needs could limit financial flexibility if cash flows shift 1.
- Customer concentrationmedium
Losing or reducing orders from a major customer could significantly affect sales 1.
- Distribution relocationlow
Delays in bringing the new Hagerstown facility fully online could add costs 3.
Investment thesis
What would need to be true (bull case)
What to watch
- Evolution of gross margin after the tariff refund effect fadesQ3 2026
- Full operation of the Hagerstown facilityQ4 2026
- International segment reaching break-even2026
- Longer-term strategy presented at the Investor DayDecember 2026
Products, market & competition
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
The business
The company designs, sources and sells branded kitchenware, tableware and home solutions under owned or licensed brands such as Farberware, KitchenAid, Mikasa, Taylor and Pfaltzgraff 1. Products target moderately priced segments and are sold through virtually every major level of trade, mainly directly to retailers 1. Production is largely outsourced, primarily to China 1, and sales are concentrated: Walmart accounted for 17% of consolidated net sales in 2025 1.
The company has two reportable segments, U.S. and International, the latter covering the U.K., the European Union and Asia Pacific 1. Sales are seasonal, with the third and fourth quarters accounting for 58% of annual sales in 2025 1. The company owns approximately 1,060 design and utility patents 1.
In January 2025 the company announced moving its East Coast distribution from Robbinsville to Hagerstown, Maryland, with tax abatements and incentives totaling approximately 13.1 million USD 1. Alongside this, Project Concord aims to improve results of the International segment 1.
Segments
Market context
The market for kitchenware and home products is highly competitive, with numerous domestic and foreign competitors, some larger than the company 1. Key factors are innovation, brand, quality, aesthetics, packaging, breadth of product line, distribution capability and selling price 1. Consumer demand for discretionary products was pressured in 2025 by tariff uncertainty and price increases 1.
The company sells to a broad range of retailers, from specialty and department stores to warehouse clubs, grocery chains and e-commerce platforms 1. Dependence on a few large customers such as Walmart, Amazon, Costco and TJX makes their commercial pressure an important market factor 1.
Trends
- Tariffs and refundsmixed
Tariffs imposed in 2025 raised import costs, and the US Supreme Court struck down some of them in February 2026 1. Refunds received contributed to second quarter 2026 results 3, but the timing and form of further refunds remain uncertain 1.
- Price increases and demandheadwind
To offset tariffs, the company negotiated price increases with US customers, which reduced demand from price-sensitive consumers 1. Demand remains moderate, although e-commerce and warehouse clubs are growing 3.
- E-commercetailwind
Online and marketplace sales grew and were a growth driver in the second quarter of 2026 3. If this trend holds, it could offset pressure in traditional channels.
- Supply chain and logistics costsheadwind
Raw material, ocean freight and energy costs can fluctuate sharply and affect gross margin if they cannot be passed on to customers 1. The company expects margin pressure to continue through the first half of 2026 1.
Competitive position
Competition comes from many domestic and foreign kitchenware and home-goods makers, some larger than Lifetime Brands 1. The company differentiates through its brand portfolio, product innovation and sourcing capabilities 1.
Rivalry plays out both on shelf and online, and large retailers can develop private labels or change suppliers, limiting negotiating room 1. The company also produces under retailers' private labels 1.
- Retailers with private labels
Retailers selling their own private-label products compete directly with the company's brands on shelf 1.
- Domestic and foreign kitchenware makers
Numerous producers, some larger than the company, compete on innovation, price and distribution 1.
- Home-products distributors
Distributors serving independent retailers and food-service channels form another competitive group 1.
- E-commerce platforms
Online platforms compete with the company's brands and influence final consumer prices 1.
Links, dependencies and risks
Who the company is tied to, from its own SEC filings (customers, suppliers, production, partners, competitors, countries, regulation), from the 5 %+ holders' statements (13D/13G) and from what other companies say about it. Click a node for its evidence; on a listed company the graph moves to it.
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News & filings
In the press
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- Trump says midterms most important in our lifetime as voters head to pollsSurge — GDELT DOC · 03 Nov 2026 · RO
- JUST IN - President Trump says US midterms most important 'in our lifetime' @ins…Telegram — Insider Paper (EN, defense leaks) · 02 Nov 2026 · EN
- Hungary to scrap lifetime benefits for former presidents who leave office early, Magyar announcesDaily News Hungary (HU, EN) · 02 Nov 2026 · EN
- 6 Airlines Offering Lifetime Elite Status Without Flying A Million MilesSimple Flying · 02 Nov 2026 · EN
- 6 once-in-a-lifetime Alaska shore excursions worth the splurgeThe Points Guy · 27 Oct 2026 · EN
- [AINews] Anthropic files for $2T IPO in 2 weeks: 1400% growth rate, 48% of revenue through cloud partners, 85% margin, $1B op profit in Q2, $134B cash in bank and $10B lifetime burnLatent Space Newsletter · 27 Oct 2026 · EN
- China trial shows gum tissue stem cells help 55% of lifetime diabetes patientsSouth China Morning Post — China · 27 Oct 2026 · EN
- Burnham wants UK back in EU within his lifetimePolitico EU · 26 Oct 2026 · EN
- EDF Has Ways to Prolong Nuclear Reactor Lifetime Beyond 60 YearsBloomberg Markets · 22 Oct 2026 · EN
- Lifetime Christmas Movie Calendar 2026 : The Full ScheduleSurge — GDELT DOC · 21 Oct 2026 · RO
- AI ‘most consequential change’ to economy in my lifetime: Fed’s Kevin WarshThe Straits Times — Asia · 16 Oct 2026 · EN
- FTC: ‘Pharma bro’ Shkreli violated lifetime industry ban, should be held in contemptThe Hill · 13 Oct 2026 · EN
- Martin Shkreli violated lifetime pharma industry ban, FTC and states say in contempt claimCNBC — Top News · 13 Oct 2026 · EN
- Sydney festival 2027: 11 international dance works to headline ‘once-in-a-lifetime’ programThe Guardian World · 09 Oct 2026 · EN
- Twins pitcher earns KBO-leading 15th win, memory to last lifetime at historic stadiumYonhap News (KR, EN) · 07 Oct 2026 · EN
- A Programmable KillSwitch in NewTAML Catalysts Decouples Oxidative Reactivity from Catalyst LifetimeJournal of the American Chemical Society · 07 Oct 2026 · EN
- A complete guide to Amex’s 1-bonus-per-lifetime restrictionsThe Points Guy · 30 Sept 2026 · EN
- Nancy Pelosi to Receive Kennedy Lifetime Award in BostonSurge — GDELT DOC · 25 Sept 2026 · RO
SEC filings
- Current report20 Aug 2026Material agreement · Creation of a direct financial obligation · Regulation FD disclosure · Financial statements and exhibits
- Quarterly report06 Aug 2026
- Current report06 Aug 2026Results of operations · Financial statements and exhibits
- Current report22 Jun 2026Departure or appointment of officers · Shareholder vote · Regulation FD disclosure · Financial statements and exhibits
- Quarterly report07 May 2026
- Current report07 May 2026Results of operations · Financial statements and exhibits
- Proxy statement24 Apr 2026
- Annual report12 Mar 2026
- Current report12 Mar 2026Results of operations · Financial statements and exhibits
- Quarterly report06 Nov 2025
Sources
- [1] Form 10-K, fiscal year ended 2025-12-31 · SEC / Lifetime Brands, Inc. · 12 Mar 2026
- [2] Form 10-Q, quarter ended 2026-06-30 · SEC / Lifetime Brands, Inc. · 06 Aug 2026
- [3] Form 8-K, results release (exhibit 99.1) · SEC / Lifetime Brands, Inc. · 06 Aug 2026
Figures computed by olivLaw from SEC filings and closing prices; the qualitative analysis is AI-generated from cited sources. Not investment advice.