Jul. 2 at 2:38 PM
Culp, Inc.’s turnaround story continues. Despite soft revenue in 4QFY25, the company beat EPS estimates on strong gross margin gains driven by its ongoing restructuring.
🔹 Mattress fabrics revenue grew 5.3% with 1,021 bps Y/Y margin expansion
🔹 Restructuring and reorg initiatives expected to add
$13–14M in FY26 operating income
🔹 New pricing actions could drive another
$2.5–3M
🔹 CULP gaining share in mattress and contract/hospitality upholstery segments
Restructuring is paying off—demand recovery could unlock significant upside. Subscribe and follow along with Brian Gordon!
https://www.watertowerresearch.com/doc?docID=UR_CULP_07012025
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