La-Z-Boy ($LZB) podcast mentions

1. That was a revenue miss and they do cut the guide. They talk about persistent pressures. La-Z-Boy too, Jim, might be considered a housing play, was down 17 pre-market.

   Carl Quintanilla — Squawk on the Street · Yields Fall on Treasury Decision, OpenAI-Anthropic Revenue Race, Moderna Soars 100% 8/19/26 · 2026-08-19

2. Yeah, some people told me be safe on La-Z-Boy. They were wrong. But to go back to, to Lowe's, Lowe's went, went really DIY. They went do-it-yourself and it— and Marvellison's done a good job. Thought that was the way. Home Depot went contracting with the buy of SRS and the buy of the Gibson Board Company. And next thing you know, it looks like the right way to go is to go contracting stickier. David, business to business is, you know, everyone just says if you do business to business, then you don't have the consumer. And that's why you do well. People hate the consumer now.

   Jim Cramer — Squawk on the Street · Yields Fall on Treasury Decision, OpenAI-Anthropic Revenue Race, Moderna Soars 100% 8/19/26 · 2026-08-19

3. Now for a look at a few other articles that are trending: Iran is reportedly weighing attacking US military targets in Europe if Trump escalates the war. The California AG says the case against Meta focuses on penalties and restitution, not damages. And BTIG says investors should secure a chair before the music stops. If you're wondering what that's all about, one analyst says US equities are increasingly trading like a game of factor musical chairs. I have one item for you on our Catalyst Watch for the day: The 3-day AI Summit Seoul Expo will begin. Microsoft, Seagate Technology, and Adobe are some of the notable companies participating. On Wall Street before the opening bell, stock index futures are in mixed territory. Crude oil is up 0.9% at $85 a barrel. Brent crude is up 0.8% at $91. The FTSE 100 is down 0.2%, and the DAX is little changed. La-Z-Boy is on our Biggest Movers list. LZB is down 19% after the furniture maker missed fiscal Q1 estimates, and issued a below-consensus fiscal Q2 sales outlook. And on today's economic calendar, at 10:00 a.m., the Atlanta Fed Business Inflation Expectations, and at 2:00 p.m., the FOMC minutes will be released. That's it for today's Wall Street Breakfast. Thanks for listening! For a full offering of news, analysis, ratings, and data on stocks and ETFs, become a Premium subscriber. Learn more at seekingalpha.com/subscriptions. I'm your host, Julie Morgan. Go out and make it a great day.

   Julie Morgan — Wall Street Breakfast · Canada buys 72 hours · 2026-08-19

4. Did you know that La-Z-Boy is a publicly traded company?

   Michael Batnick — The Compound and Friends · Treasury yields break out, how to invest with Bill Ackman, Workday rumors, off-balance sheet madness · 2026-08-18

5. They just reported earnings in the after-hours. I said, La-Z-Boy, they make futons like LZB. That's right, Josh. Great pull. The stock is— stock is cratering.

   Michael Batnick — The Compound and Friends · Treasury yields break out, how to invest with Bill Ackman, Workday rumors, off-balance sheet madness · 2026-08-18

6. But he sold in the housing boom. That was a— that was like a GPU stock in 2005, '06, '07. People were trading housing plays the way that we trade memory stocks now. Ethan Allen was a rock and roll stock. Restoration Hardware, La-Z-Boy, like these were stocks that moved. So that's the only reason I know it.

   Bill Ackman — The Compound and Friends · Treasury yields break out, how to invest with Bill Ackman, Workday rumors, off-balance sheet madness · 2026-08-18

7. All right, let's get to this. My chair is a La-Z-Boy.

   Bill Ackman — The Compound and Friends · Treasury yields break out, how to invest with Bill Ackman, Workday rumors, off-balance sheet madness · 2026-08-18