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Upturn AI SWOT - About
Tandy Leather Factory Inc (TLF)

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Upturn Advisory Summary
10/28/2025: TLF (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type Stock | Historic Profit -33.36% | Avg. Invested days 33 | Today’s Advisory PASS |
Upturn Star Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 26.22M USD | Price to earnings Ratio 2.05 | 1Y Target Price 5.5 |
Price to earnings Ratio 2.05 | 1Y Target Price 5.5 | ||
Volume (30-day avg) - | Beta 0.53 | 52 Weeks Range 2.69 - 4.20 | Updated Date 06/29/2025 |
52 Weeks Range 2.69 - 4.20 | Updated Date 06/29/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 1.5 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 17.5% | Operating Margin (TTM) 1.38% |
Management Effectiveness
Return on Assets (TTM) 0.2% | Return on Equity (TTM) 22.74% |
Valuation
Trailing PE 2.05 | Forward PE - | Enterprise Value 13428791 | Price to Sales(TTM) 0.35 |
Enterprise Value 13428791 | Price to Sales(TTM) 0.35 | ||
Enterprise Value to Revenue 0.18 | Enterprise Value to EBITDA 2.68 | Shares Outstanding 8512550 | Shares Floating 4215927 |
Shares Outstanding 8512550 | Shares Floating 4215927 | ||
Percent Insiders 6.67 | Percent Institutions 57.21 |
Upturn AI SWOT
Tandy Leather Factory Inc

Company Overview
History and Background
Tandy Leather Factory Inc. traces its roots back to 1919 when Norton Hinckley and Charles D. Barnes formed a leather supply company in Texas. In 1963, the Tandy Corporation acquired the American Handicrafts Company, which included the struggling Tandy Leather Company. Through strategic store openings and product development, Tandy Leather became a leading retailer of leather and leathercraft supplies.
Core Business Areas
- Retail Sales: Tandy Leather operates a network of retail stores across the United States and internationally, selling leather, tools, hardware, and supplies directly to consumers and businesses. This segment is a primary source of revenue.
- Wholesale Distribution: Tandy Leather also distributes its products through wholesale channels, supplying leather and leathercraft materials to manufacturers, distributors, and other businesses. This is also another primary source of revenue.
Leadership and Structure
The leadership team typically consists of a CEO, CFO, and other key executives. The organizational structure includes retail operations, wholesale distribution, manufacturing, and support functions like marketing and finance.
Top Products and Market Share
Key Offerings
- Leather: Tandy Leather offers a wide variety of leather types, including tooling leather, garment leather, and upholstery leather. Revenue from leather sales forms a large part of their yearly earnings. Competitors include Maverick Leather Company and Springfield Leather Company. No reliable current market share for leather sales.
- Tools and Hardware: Tandy Leather sells a comprehensive range of leathercraft tools, hardware, and accessories. Including knives, stamps, and dyes. Revenue from tools and hardware is a significant source of income for the business. Competitors include BeaverCraft and Proxxon. No reliable current market share for tools and hardware.
Market Dynamics
Industry Overview
The leathercraft industry is a niche market driven by hobbyists, artisans, and small businesses. Demand is influenced by factors such as disposable income, consumer trends, and the popularity of DIY projects.
Positioning
Tandy Leather is positioned as a leading retailer and distributor of leather and leathercraft supplies, targeting both hobbyists and professional leatherworkers. Its competitive advantages include its extensive product selection, established brand reputation, and network of retail stores.
Total Addressable Market (TAM)
Estimates vary, but the global leather goods market is substantial. Tandy Leather is addressing a smaller portion of this market, focusing on leathercraft supplies. TAM is projected to reach over $400 billion by 2027. Tandy Leather is positioned to capitalize on the growing demand for DIY and handcrafted goods.
Upturn SWOT Analysis
Strengths
- Established Brand Reputation
- Extensive Product Selection
- Network of Retail Stores
- Wholesale Distribution Channels
Weaknesses
- Reliance on Niche Market
- Vulnerability to Economic Downturns
- Competition from Online Retailers
- Dependence on Leather Supply
Opportunities
- Expanding Online Sales
- Developing New Products
- Growing International Presence
- Partnering with Craft Influencers
Threats
- Fluctuations in Leather Prices
- Increased Competition
- Changing Consumer Preferences
- Economic Recession
Competitors and Market Share
Key Competitors
- ACGL
- HBB
- MHO
Competitive Landscape
Tandy Leather has advantages with their brand recognition and retail footprint, but faces strong competition from online retailers and other leather suppliers. Being a more niche product their pricing is impacted due to their niche-customer base.
Growth Trajectory and Initiatives
Historical Growth: Historical growth trends can be analyzed once the most recent financial data is included.
Future Projections: Future projections for Tandy Leather Factory Inc's growth based on analyst estimates will be provided with recent financial data.
Recent Initiatives: Recent strategic initiatives undertaken by Tandy Leather Factory Inc. are needed to complete this analysis.
Summary
Tandy Leather Factory Inc is a well-established brand in the leathercraft industry, benefiting from its retail network and wholesale distribution channels. The company's reliance on a niche market and vulnerability to economic downturns pose challenges. Expanding online sales and developing new products could drive future growth. Increased competition and fluctuations in leather prices remain key threats.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- Industry Reports
- Market Analysis Reports
Disclaimers:
This analysis is based on available information and is not financial advice. Market conditions and company performance are subject to change. Financial data is for illustrative purposes and may not be completely up-to-date.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Tandy Leather Factory Inc
Exchange NASDAQ | Headquaters Fort Worth, TX, United States | ||
IPO Launch date 1993-09-27 | CEO & Director Mr. Johan Hedberg M.B.A. | ||
Sector Consumer Cyclical | Industry Specialty Retail | Full time employees 414 | Website https://www.tandyleather.com |
Full time employees 414 | Website https://www.tandyleather.com | ||
Tandy Leather Factory, Inc., together with its subsidiaries, retails leather and leathercraft-related items in the United States, Canada, and Spain. It offers leather, hand tools, hardware, kits, liquids, teaching materials, open workbenches, machines, and other supplies. The company manufactures leather laces, cut leather pieces, do-it-yourself kits, thread laces, belt strips and straps, and Craftaid tooling template through its stores and website, as well as direct account representative. In addition, it offers production services, including cutting, splitting, and assembly services to commercial and business customers. The company sells its products to retail customers, including hobbyists, schools, camps, other businesses, as well as military and first responders under the Tandy Leather, Eco-Flo, Craftool, CraftoolPro, Dr. Jackson's, and TandyPro brand names. The company was formerly known as The Leather Factory, Inc. and changed its name to Tandy Leather Factory, Inc. in 2005. Tandy Leather Factory, Inc. was founded in 1919 and is headquartered in Fort Worth, Texas.

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