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Tandy Leather Stock Price, News & Analysis

TLF Nasdaq

Welcome to our dedicated page for Tandy Leather news (Ticker: TLF), a resource for investors and traders seeking the latest updates and insights on Tandy Leather stock.

Tandy Leather Factory, Inc. (NASDAQ: TLF) is a Fort Worth, Texas–based specialty retailer focused on leather and leathercraft-related products. Company news releases highlight its broad product line, which includes leather, leatherworking tools, buckles and adornments for belts, leather dyes and finishes, saddle and tack hardware, and do-it-yourself kits, sold through a network of company-owned stores and online channels.

The TLF news feed features regular earnings announcements, where the company reports quarterly and annual financial results. These updates provide details on revenues, gross margins, operating income or loss, net income or loss, operating expenses, cash and cash equivalents, inventory levels, and non-GAAP measures such as Adjusted EBITDA. Management commentary in these releases discusses factors influencing performance, such as customer discretionary spending, promotional activity, tariffs, and expenses related to headquarters and store relocations.

In addition to earnings reports, Tandy Leather Factory’s news includes corporate actions and strategic decisions. Recent releases describe the sale of its corporate headquarters facilities, lease arrangements for new headquarters and distribution space in the Fort Worth area, and the declaration of a special cash dividend to stockholders. The company has also announced leadership changes, including the appointment of a new Chief Executive Officer and related Board changes.

Investors and followers of TLF stock can use this news page to review the company’s official communications about its financial results, capital allocation decisions such as special dividends and share repurchases, and developments in its store network and facilities. For those tracking the leathercraft retail space, these updates offer insight into how Tandy Leather Factory manages its operations, store footprint, and financial position over time.

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Tandy Leather Factory (Nasdaq: TLF) clarified the ex-dividend date for its special cash dividend of $0.75 per share declared Feb 3, 2026. The special dividend is payable on or about Feb 24, 2026, and the ex-dividend date is stated as Feb 25, 20265, per Nasdaq UPC Rule 11140. The company noted shares will trade without the dividend right on that ex-date and that the share price will be adjusted accordingly.

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Tandy Leather Factory (Nasdaq: TLF) declared a special cash dividend of $0.75 per share, payable on or about February 24, 2026 to shareholders of record at the close of trading on February 9, 2026. The board cited recent real-estate and operational changes and referenced a prior $1.50 special dividend paid in February 2025. The company said it will discuss fourth-quarter and full-year results with investors in late February and invites investor questions via its IR contact.

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Tandy Leather Factory (Nasdaq: TLF) reported third quarter fiscal 2025 results on November 10, 2025. Revenues were $17.3 million, essentially flat year-over-year. The company reported a net loss of $1.4 million versus $0.1 million in Q3 2024 and an operating loss of $0.7 million versus $0.3 million a year earlier. Gross margin improved to 58.9% from 57.8%. Adjusted EBITDA (from operations) was ($0.4) million. The company ended the quarter with $12.0 million in cash, up from $10.0 million a year earlier, reflecting net proceeds from the January 2025 sale of its corporate headquarters and the prior payment of a ~$12.7 million special dividend.

The company completed the move of its headquarters and distribution center in Q3 2025 and said retail store sales were ahead of last year while online fulfillment was disrupted during the move.

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Tandy Leather Factory (Nasdaq: TLF) reported mixed Q2 2025 financial results. Revenue increased 2.8% to $17.8 million, while gross margins improved to 59.5% from 58.0% year-over-year. However, the company posted a net loss of $0.2 million compared to a $0.1 million profit in 2024.

Operating expenses rose 5.5% to $10.5 million, primarily due to the transition from owned to leased facilities following the January 2025 headquarters sale. The company maintains a strong cash position of $16.4 million, up from $13.3 million last year, despite paying a $12.7 million special dividend in Q1. Management anticipates continued operating losses for 2025 and warns of potential impacts from newly-announced tariffs.

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Tandy Leather Factory (NASDAQ: TLF) reported its Q1 2025 financial results, showing a slight decline in performance. Revenue decreased 1.2% to $19.0 million compared to 2024, while net income from operations fell to $0.3 million from $0.7 million. The company's gross margins declined to 56.3% from 56.7%, and operating expenses increased 1.8% to $10.5 million. A significant development was the sale of their corporate headquarters in January 2025, which enabled a special dividend payment of $1.50 per share to stockholders. The company's cash position strengthened to $23.6 million, up from $12.3 million year-over-year. CEO Johan Hedberg warned about expected increased costs and likely operating losses for 2025 due to the planned headquarters relocation in Q3, as well as potential impacts from upcoming tariffs on imported products.
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Tandy Leather Factory (Nasdaq: TLF) reported declining financial results for Q4 and full year 2024. Annual revenue decreased 2.4% to $74.4 million, while net income dropped significantly to $0.8 million from $3.8 million in 2023. Gross margins declined to 56.2% from 59.2%, and operating expenses increased 1.0% to $41.2 million.

Q4 2024 sales were $20.5 million, down from $20.8 million, with quarterly earnings per share of $0.04 compared to $0.23 in the prior year. The company maintained strong liquidity with $13.3 million in cash, up from $12.2 million, and reduced inventory to $35.6 million.

Management announced the recent sale of their corporate headquarters and a $1.50 per share dividend payment. However, they warned that 2025 profitability will be negatively impacted by headquarters relocation costs, with expectations for business recovery in 2026.

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Tandy Leather Factory (Nasdaq: TLF) has announced a special cash dividend of $1.50 per share of common stock. The dividend will be paid on February 18, 2025, with an ex-dividend date of February 19, 2025. The ex-dividend date was set according to Nasdaq UPC Rule 11140, as the dividend amount exceeds 25% of the company's current stock price.

The company operates as a specialty retailer of leather and related products, with 99 North American stores across 40 US states and six Canadian provinces, plus one store in Spain. Two stores are temporarily closed for relocation. Their product line includes leatherworking tools, buckles, leather dyes, saddle hardware, and DIY kits.

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Tandy Leather Factory (Nasdaq: TLF) has announced the completion of its corporate headquarters sale to Colonna Brothers, Inc. The company will lease its current space until September 2025 while seeking a new location for its Fort Worth flagship store. TLF has secured a new ten-year lease at Chisolm 20 Commerce Park in Benbrook Texas for approximately 134,000 square feet, with monthly rent of $111,000 starting July 2025.

The Board of Directors declared a special cash dividend of $1.50 per share, payable on February 18, 2025, to stockholders of record as of February 3. The company operates 99 North American stores across 40 US states and six Canadian provinces, plus one store in Spain. Director Eric Speron will step down from the Board on January 31, 2025.

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Tandy Leather Factory (Nasdaq: TLF) has appointed Johan Hedberg as its new Chief Executive Officer and Board member, effective January 6, 2025. Hedberg, bringing over 30 years of wholesale and retail leadership experience, succeeds Janet Carr, who will assist with transition through March 2025.

Hedberg joins from Fiskars Group, where he served as Chief Sales Officer and President, Americas. The company also announced board changes, with John (Rocky) Sullivan joining as director while James Pappas and Janet Carr step down.

The transition comes as the company prepares to sell its Fort Worth property and relocate its headquarters. Under Carr's six-year leadership, TLF improved product quality and expanded customer base despite economic challenges. The company currently operates 99 North American stores across 40 US states and six Canadian provinces, plus one store in Spain.

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Tandy Leather Factory (Nasdaq: TLF) has signed a Purchase and Sale Agreement to sell its corporate headquarters facilities in Fort Worth, Texas, including its primary distribution center and flagship retail store, to Colonna Brothers for $26.5 million. The transaction is expected to close in January 2025.

The company will lease back the current spaces until approximately September 2025 while preparing to relocate to new facilities in the Fort Worth area. Management plans to distribute a portion of the net proceeds as a dividend to stockholders after accounting for taxes, sale expenses, and relocation costs.

Tandy Leather Factory operates 99 North American stores across 40 US states and six Canadian provinces, plus one store in Spain, specializing in leather products, tools, and accessories.

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FAQ

What is the current stock price of Tandy Leather (TLF)?

The current stock price of Tandy Leather (TLF) is $3.09 as of February 13, 2026.

What is the market cap of Tandy Leather (TLF)?

The market cap of Tandy Leather (TLF) is approximately 24.8M.
Tandy Leather

Nasdaq:TLF

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24.85M
7.50M
7.04%
58.4%
0.14%
Specialty Retail
Leather & Leather Products
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