Weaker Housing to Elongate Furniture Recovery

Macro Consumer Forecasts

Monday, June 30, 2025

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Our macro consumer forecasts serve as the foundation of our sector analyses, with our quarterly report providing quantitative perspective and qualitative commentary about the most pressing issues facing the industry. Our forecasts uniquely include key home improvement retailer comps to best assess point-of-sale dynamics, in addition to proprietary revenue indices that quantify trends for retailers and suppliers. The report is an all-encompassing perspective on current fundamentals. Through an analytical lens, our report goes beyond the "what" and ensures our clients also understand the "why".

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