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 …
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Competitive advantage assessment
Key strengths
Strong Interest Coverage & Conservative LeverageDebt serviceability is strong (score 0.96), with robust interest coverage.
Strong Liquidity BufferLiquidity position is strong (score 0.94), providing operational cushion.
Key risks
ROIC Below WACC or PeersROIC at 32.7th percentile suggests inefficient capital deployment.
Below-Peer Operating EfficiencyOperating margin at 37.3th percentile indicates below-peer efficiency.
The dashed ring is the peer median. Defense scores are percentile ranks
against peers, so 50 is roughly the typical company in this group.
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Tandy Leather Factory, Inc. ranks #25 of 52
scored companies in Specialty Retail by moat score — the top 48%.
The widest moat in the group is Winmark Corporation (WINA)
at 83/100.
Moat scores for companies ranked near TLF in Specialty Retail
Pricing power is the ability to raise prices without losing volume.
Cost Advantage
Score 37
· 15% of the moat score
A cost advantage means delivering the same product for structurally less — better purchasing, denser distribution, a more automated process.
Customer Stickiness
Score 40
· 15% of the moat score
Stickiness is what makes revenue repeat without being re-won every year.
Capital Efficiency
Score 45
· 18% of the moat score
Capital efficiency asks what the company earns on the money tied up in the business.
Resilience
Score 81
· 17% of the moat score
Resilience is the capacity to get through a bad year on its own terms — enough liquidity, enough interest cover, and enough cash generation to avoid a rescue financing or a forced sale.
Scale & Market Position
Score 56
· 15% of the moat score
Scale matters only when it converts into economics.
Tandy Leather Factory, Inc. (TLF) scores 52 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as moderate. It ranks #25 of 52 scored companies in Specialty Retail, the top 48%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 51 companies in Specialty Retail. Its strongest defense is Resilience (81/100) and its weakest is Cost Advantage (37/100).
How does Tandy Leather Factory, Inc. compare with other Specialty Retail companies?
Tandy Leather Factory, Inc. ranks #25 of 52 scored companies in Specialty Retail by moat score. The widest moat in Specialty Retail is Winmark Corporation (WINA) at 83/100. The companies ranked closest are Savers Value Village, Inc. (SVV) at 53 just above it and National Vision Holdings, Inc. (EYE) at 51 just below it.
How is the moat score calculated?
Each company is scored with an industry-specific template — Corporate Default in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 51 companies in Specialty Retail. The defenses are then weighted to produce the overall score out of 100.
Why is Tandy Leather Factory, Inc. scored with the Corporate Default template?
Most public companies sell a product or a service at a margin, so the moat question is whether that margin survives contact with competitors. The Corporate template scores the six defenses that show up in a general operating company's financial signature: whether it can hold price, produce more cheaply than rivals, keep its customers, earn a return above its cost of capital, withstand a downturn, and turn size into economics.
Which competitive defenses are measured for Tandy Leather Factory, Inc.?
The Corporate Default template measures 6 defenses, and TLF scores: Pricing Power (45), Cost Advantage (37), Customer Stickiness (40), Capital Efficiency (45), Resilience (81), Scale & Market Position (56). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.
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