Consumer Behavior Intelligence Shaping Today’s Housing Market
Zelman’s Consumer Research delivers timely insight into household sentiment, spending patterns, and behavioral forces influencing housing-related decisions. Through proprietary surveys and in-depth analysis, we help stakeholders understand shifts in demand, pricing conditions, and competitive dynamics shaping the housing-related consumer landscape.
Housing Policy Update
No New Programs Announced in Trump Davos Speech
Consumer Comparable Financial Data
Public Company Information and Financial Ratios
Floor & Decor Holdings
Weak 4Q for Flooring Suppliers Supports Below Consensus View
Macro Consumer Forecasts
EHS Recovery on Track, Outlook Little Changed
Floor & Decor Holdings
Deteriorating Survey Trends Support Below-Consensus 4Q25 Comps
RH
Time Is on Our Side, Long-Cycle Share Gains Ahead
Consumer Credit Check
Entering 2026 with Delinquency Trends Flashing Yellow
Williams-Sonoma
Bridge Over Troubled Tariffs
Williams-Sonoma Financial Model
Reality Versus Rhetoric
Digging in on Recent Musings from the Administration & FHFA
Comprehensive Consumer Research Insights
Zelman’s Consumer research centers on Thematic Reports and Company Specific Reports that explore the structural, behavioral, and economic drivers shaping household decisions across the housing-related consumer ecosystem including durable goods, such as flooring, furniture and mattresses.
These reports examine shifts in furniture trends, flooring trends, mattress trends, housing trends, consumer confidence, migration trends, lifestyle priorities, affordability pressures, credit access, and attitudes toward renting, owning, and home improvement. By analyzing both macro-level influences—such as interest rates, inflation, labor dynamics, and demographic formation—and micro-level behaviors spanning spending patterns, mobility choices, and household composition, Zelman provides a holistic view of how consumers interact with the housing market.
These insights help investors, operators, and strategists understand emerging demand profiles, anticipate behavioral inflection points, and gauge the broader economic resilience or stress affecting housing activity. Each thematic study blends quantitative analysis with qualitative context to illuminate underlying motivations that traditional datasets often overlook.
How Zelman Consumer Research Shapes Market Outcomes
Zelman’s Consumer Research gives organizations a deeper understanding of the motivations and pressures shaping household decisions in a rapidly changing environment. By identifying housing and behavioral trends early, our thematic insights support stronger forecasting, strategic planning, and risk management. Whether evaluating demand for homebuilding, rental housing, mortgage products, or building materials, these reports reveal the consumer signals that drive market outcomes.