The home furnishings business has been on a tear this past year as people stayed home and fixed up their houses. It’s also created night sweats with people wondering when it was going to end…and how suddenly. Well, the bad news is that it will eventually happen but the good news is that it doesn’t seem to be anytime soon. Execs at some of the biggest home furnishings and home improvement retailers in the country are all feeling pretty good about things remaining strong through at least the end of the year and into 2022. Is that Stupid? I don’t think so.
Here’s my analysis of the situation in a new Forbes.com post: https://www.forbes.com/sites/warrenshoulberg/2021/06/14/rh-williams-sonoma-home-depot-all-say-the-home-run-is-still-on/?sh=3d5b76336282