Consumer Edge：2026年美国家居园艺行业展望报告（英文版）（30页）.pdf

1、Home and Garden How 2025 consumer spending signals whereHome&Garden demand is stabilizing andwhere pressure persists into 2026Outlook 2026Executive SummaryTransaction data reveals where Home&Garden demand softenedin 2025 and where resilience is emerging into 2026.The Home&Garden category remained un

2、derpressure in 2025 as elevated interest rates,limited housing turnover,and cautiousconsumer behavior continued to suppressdiscretionary home-related spend.Overallcategory spend declined modestly year overyear,with meaningful divergence acrosssubcategories.Home furnishings experienced the sharpestpu

3、llback as consumers deferred large-ticketpurchases such as furniture and mattresses.Incontrast,dcor,kitchen,and small homeupgrades outperformed,reflecting a shifttoward lower-commitment purchases thatdeliver perceived long-term value.Homeimprovement spend remained under pressurefor a third consecuti

4、ve year but remainedstructurally above pre-pandemic levels,supported by ongoing repair and maintenancedemand.Pricing emerged as a key driver ofperformance.A majority of leading homefurnishings brands raised average ticket pricesin 2025,underscoring continued pricing powerdespite volume pressure.Howe

5、ver,demographic trends revealed growing fragility:both lower-income and higher-incomehouseholds reduced Home&Garden spend inlate 2025,signaling broader reallocation awayfrom home categories.Looking ahead to 2026,category performanceis expected to remain uneven.Retailerspositioned around necessity,du

6、rability,andtargeted value propositions are betterequipped to stabilize demand,while largediscretionary purchases remain exposed untilhousing and financing conditions improve.02Why This Data Matters2025 Trends That Offer Clear Forward SignalsHow Leaders Use These InsightsWeakness in big-ticket home