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.
Floor & Decor Financial Model
Floor & Decor Holdings
4Q25 Comp Weak; 2026 Conservative but Prudent
Consumer Comparable Financial Data
Public Company Information and Financial Ratios
Wayfair
Solid Execution, Guidance Conservative
Wayfair
4Q25 Growth Above Consensus, In-line with Us; Margins Above
RH Financial Model
Wayfair Financial Model
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
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.