Williams-Sonoma Financial Model
Williams-Sonoma
Resilient Demand; Takeaways from Vegas Furniture Show; Upgrade to Neutral
RH
High End Resilient; Takeaways from Vegas Furniture Show
RH Financial Model
Wayfair Financial Model
Wayfair
Market Share Gains Continue; Takeaways from Vegas Furniture Show
Vegas Furniture Show
Green Shoots in the Desert
Consumer Comparable Financial Data
Public Company Information and Financial Ratios
Housing Policy Update
No New Programs Announced in Trump Davos Speech
Floor & Decor Holdings
Weak 4Q for Flooring Suppliers Supports Below Consensus View
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.