Covered
Cut / breach
Activist
How a capital-return signal reprices Ethan Allen after hours
Press release
special cash dividend
balance sheet reaffirmed
4:15 PM ET - Aug 19 - ETD
Investors reprice ETD
for higher expected
total return
yield high - fwd multiple low
higher expected return
Coverage gate
~100% of FCF
FCF in
FCF covers payout
revenue slide shallow
covered
breach: payout > FCF
director nominations
+3.65% after-hours
bid - signal holds
one fundamental of 11
after-market movers
Dividend cut
24-yr streak breaks
signal fails
Activist pressure
board challenge
forces new strategy