Tag: Consumer

Furniture and home-related demand was uneven in 1Q26. January and February were disrupted by winter storms, which weighed on traffic, caused store closures, and disrupted deliveries and replenishment across both home improvement and furniture retailers. Then the war in Iran began, uncertainty increased, gas prices became a more visible pressure point for consumers, and demand softened again in March. We heard that in our conversations at the High Point furniture show, and it showed up in earnings commentary from retailers and suppliers. However, this is not the same as saying the category simply collapsed...