◆ Contrarian Corpus
Campaigns / Spruce Point Capital → Floor & Decor Holdings, Inc.
Spruce Point Capital vs. Floor & Decor Holdings, Inc.

Floor & Decor Holdings, Inc. · FND

1 deck published between 2024-07-01 and 2024-07-01 — 125 pages, 125 analysed slides total.

initial thesis

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2024-07-01 initial thesis

    2024 07 668424a2ec525aae84790b86_fnd_research_thesis_7 1 2024

    125pp · full_deck

    Spruce Point argues Floor & Decor's leadership mirrors Linens 'N Things before bankruptcy, hiding $618M debt and misstating sales — shares face 40–60% downside to $40–60.