艾睿铂（AlixPartners）：2025家居行业消费者情绪指数报告：家居装饰vs消费意愿（英文版）（28页）.pdf

1、2025 Consumer Sentiment Index|HomeHow a stagnant housing market is translating to refreshed home spendingDcor vs.Desire|Consumer Sentiment Index:Home2Homes have become increasingly unaffordable for many people,with a combination of high prices and stubbornly high mortgage rates.Existing home owners

2、are stuck in their homes,unable to upgrade or downsize to meet their current needs and new buyers are locked out entirely.Its a challenging backdrop for the Home sector,but the 2025 AlixPartners Home Consumer Sentiment Index shows opportunities around key trends,particularly a desire for peoples hom

3、es to reflect their aspirations and identities.In brief:Young shoppers want to love retailersYounger generations are largely confined to refreshing their apartments or rentals,but we see desire for expert input and designer appeal around their first big home purchases:52%of Gen Z want help finding p

4、roduct,near Millennials(55%)and above Gen X(49%).Over half of the generation reared on product drops and social activationsGen Zare interested in loyalty programs,and 43%want early or first access.Meanwhile,Millennials want all these things the most of any gen.Older shoppers prioritize service and i

5、ndustry stalwarts like MacysBaby Boomers are still an important consumer segment in Home Decor and have the financial wherewithal to demand additional features and personal service that comes at higher price points.43%want personalized help finding product,but loyalty programs and digital touchpoint

6、s matter less to this cohort that values in-person help.Department stores like Macys that can cater to multiple categories at once remain a firm favorite.Price isnt everything;consumers are highly aspirationalDespite a confluence of macro-driven price pressures(inflation,tariffs,supply chain disrupt