Home Sweet Home?

Here’s my take on the home furnishing retail market as told to the Telsey advisory group session earlier this week. There are winners, there are losers and there are retailers where it remains to be seen where they’re gonna end up on the spectrum. Tell me what you think.

https://telsey-singletrack.s3.amazonaws.com/31357.pdf?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=AKIAW3DTAMO2H4W2VKP5%2F20260317%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260317T151640Z&X-Amz-Expires=86400&X-Amz-Signature=587582aec8f8abe1368bb008b7568b1e45ac6d5da9b3eb3b261eecbed56a529a&X-Amz-SignedHeaders=host

One comment

  1. Hi Warren. I enjoy reading your perspectives on retail.

    Do you think that Container Store will have another bankruptcy filing or possibly be sold in the next year?

    Thanks.

    can’t imagine any one would want the stores but as a wholesale brand I believe it has great value and somebody will pick it up. Look for ABG group to get involved here would be my guess.

    Like

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