Market Watch

The great furniture store consolidation has begun

market watch | July 2, 2019
Over the past decade, furniture retailing has become concentrated in the hands of fewer (and bigger) brands such as Ashley Home Stores, Rooms to Go and Berkshire Hathaway. Here’s what that could mean for the industry. By Warren Shoulberg

Trailer homes: The major market segment you’re missing out on?

market watch | June 18, 2019
This year, some 25 million people—including a growing number of millennials—will venture out in a recreational vehicle, investing a total of $114 billion in the RV market. It’s time for the home industry to take note. By Warren Shoulberg

Is RH on the verge of becoming a global luxury goods brand?

market watch | June 17, 2019
Heading into last week’s earnings announcement, RH shareholders had every reason to be nervous. But after reporting stronger than expected results, the company’s shares jumped by over 20 percent in after-hours trading. On the earnings call with investors, RH chairman and CEO Gary Friedman also spoke of how the business he is building will be centered around global expansion and the opportunity to capitalize on the company’s in-house interior design firm. By Dennis Scully

What do Americans want in their homes? This TV show has some clues

market watch | June 4, 2019
Don’t waste your money on expensive market research. Market Watch columnist Warren Shoulberg explains how the TV show ‘House Hunters’ provides a remarkable window into the kinds of houses and home decor people really want. By Warren Shoulberg

RH goes to the beach

market watch | May 24, 2019
The company quietly debuted RH Beach House—a clean, cool, somewhat coastal variation on its upscale furniture and decor model—on its website on Wednesday. With a new 136-page source book online, soon to be followed by a print version, RH stretches beyond its signature look with a mix of lighter colors and finishes, natural fabrications and contemporary silhouettes that will seemingly work anywhere from Malibu to Mykonos. By Warren Shoulberg

Who is the most influential retailer in the home business right now?

market watch | May 21, 2019
For an international retailer that’s been around for more than 75 years, IKEA has a relatively small number of stores—and the unique distinction of being just as known for its meatballs as for any of its home products. But as Warren Shoulberg argues, the home furnishings retailer is developing the category's most innovative and ground-breaking products, programs and plans. By Warren Shoulberg

Change at the top for Bed Bath & Beyond, RH pays out, and more

market watch | May 15, 2019
Market Watch columnist Dennis Scully analyzes the ups—and mostly downs—at retailers Bed Bath & Beyond, RH and Wayfair. From new leadership to a major settlement with an investor group, here’s everything you need to know about these publicly traded brands. By Dennis Scully

How Jersey’s American Dream Mall became a nightmare

market watch | April 23, 2019
A decade and a half after ground was broken in 2005, the American Dream shopping center remains under construction. Located somewhere in the swamps of East Rutherford, New Jersey—and locally known as Xanadu or the Mess in the Meadowlands—the complex’s current owners have announced it will open in the fall. One can presume they mean this fall, though based on history, it’s anybody’s guess if the latest deadline will stick. By Warren Shoulberg

Is winter coming to Bed Bath & Beyond?

market watch | April 16, 2019
If, like Bed Bath & Beyond CEO Steven Temares, you’ve been making millions of dollars a year while driving your company’s share price into the ground, the last thing you want to hear is that a Schedule 13D with your company’s name on it has been filed with the Securities & Exchange commission. Dennis Scully breaks down the business news. By Dennis Scully
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