Marius hosted a call to discuss our initiation on the consumer sector. The following stocks are now being covered: Floor & Decor (FND), Wayfair (W), Williams-Sonoma (WSM) and RH (RH).
Zelman Analysts presented the most important aspects of our recently-refreshed macro housing forecasts.
McClaran, Ryan and Marius hosted a call to discuss recent survey takeaways, company-specific views as well provide an EHS update.
Willy Walker, CEO of Walker & Dunlop welcomed back Ivy. They covered the hot topics impacting today’s rapidly evolving housing landscape, including tariffs, inflation, interest rates, rising inventories, consumer trends, student loans, immigration, AI implementation, and much more.
Zelman Analysts discussed the most important aspects of our recently-refreshed macro housing forecasts.