Haverty Q2 sales up 7.7% as tariff landscape shifts; $100M credit facility extended to 2031

Filed August 4, 2026 · Period ending June 30, 2026 · Compared to 10-Q Aug 5, 2025 · ~2 min read

Key Changes

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  Net sales rose 7.7% in Q2 2026 to $194.9M, with comp-store sales up 8.0% and written business up 12.6%, reversing prior-year declines and signaling strengthening demand despite housing-market headwinds.

  MD&A: Sales Performance verify on EDGAR →
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  Tariff regime evolved through 2026: IEEPA tariffs invalidated by Supreme Court in February, temporary Section 122 tariffs expired July 24, replaced by Section 301 tariffs (10%-12.5% on ~60 countries including Vietnam). Company received $1.5M IEEPA refund in June, contributing to 40bp gross margin improvement to 61.4%.

  MD&A: Tariff Policy verify on EDGAR →
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  Revolving credit facility increased from $80M to $100M and maturity extended from October 2027 to June 2031, improving liquidity runway and borrowing capacity (net availability now $100M vs $80M prior year).

  Notes: Credit Facility verify on EDGAR →