MillerKnoll Selloff Is Overblown -- Market Talk

Dow Jones03-26

1027 ET - MillerKnoll posts softer F3Q results and issues an underwhelming outlook, but William Blair analysts say both misses are explainable. "The reaction is overblown," analysts Phillip Blee and Olivia Witte say in a research note, as shares fall 20% on Thursday. First, the recent-quarter miss was largely driven by weather-related disruptions, which broadly hurt retailers' results over the past three months. "Notably, the company has seen an uptick in store and site traffic back to normalized levels in the fiscal fourth-quarter-to-date, suggesting the impact should be temporary, and underscoring the resilience of the company's premium offering in the light of the increased macro volatility," the analysts write. Looking forward, they note MillerKnoll's outlook is likely conservative, given the lack of visibility into a recovery in the Middle East. (connor.hart@wsj.com)

(END) Dow Jones Newswires

March 26, 2026 10:27 ET (14:27 GMT)

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First, the recent-quarter miss was largely driven by weather-related disruptions, which broadly hurt retailers' results over the past three months. \"Notably, the company has seen an uptick in store and site traffic back to normalized levels in the fiscal fourth-quarter-to-date, suggesting the impact should be temporary, and underscoring the resilience of the company's premium offering in the light of the increased macro volatility,\" the analysts write. Looking forward, they note MillerKnoll's outlook is likely conservative, given the lack of visibility into a recovery in the Middle East. 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First, the recent-quarter miss was largely driven by weather-related disruptions, which broadly hurt retailers' results over the past three months. \"Notably, the company has seen an uptick in store and site traffic back to normalized levels in the fiscal fourth-quarter-to-date, suggesting the impact should be temporary, and underscoring the resilience of the company's premium offering in the light of the increased macro volatility,\" the analysts write. Looking forward, they note MillerKnoll's outlook is likely conservative, given the lack of visibility into a recovery in the Middle East. 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