Havertys

Havertys Furniture (NYSE HVT and HVT.A) is a premier specialty home anchor for dominant Lifestyle Centers, Regional Malls, and Retail Power Hubs. Entering 2026, the company is executing a "disciplined expansion" strategy under CEO Steven G. Burdette, targeting a net growth of five new stores per year. Havertys distinguishes itself through a vertically integrated business model, owning its distribution and delivery network ("Top Drawer Delivery") and offering professional in-home design services that account for over 34% of its written business. The 2026 store prototype emphasizes "Modern Style Authority," focusing on former big-box retail sites (15,000–60,000 sq. ft.) in high-potential markets like Houston, St. Louis, and across the Sunbelt. For landlords and developers, Havertys represents a fortress-level credit tenant with a debt-free balance sheet and a high average ticket value, acting as a destination anchor that captures the affluent "Next-Home Sage" demographic seeking quality and reliability.