The pandemic grew spending in home improvement significantly, however consumer behavior has since recalibrated. Explore the dynamics of the $220 billion home improvement market, with visibility on industry trends and growth by channel, retailer and subcategory.

With the increasing popularity of online shopping, the building and lumber sectors have witnessed surges in e-commerce adoption. While online sales have undoubtedly increased in the post-pandemic era, how big of a threat does e-commerce pose to physical retailers in a space traditionally dominated by B&M players?

In April, retail giant Bed Bath & Beyond (BBBY) filed for bankruptcy after steady declines in sales since the pandemic. In 2Q23 alone, the former industry leader lost 3 pp of market share YoY. So, which home goods retailers stand to gain the most from BBBY’s losses?

Beauty leads all other product categories in H1 2023 sales growth. Beauty retail sales at generalist retailers have experienced double-digit growth for the past 4 years, with Amazon dominating Walmart and Target in Beauty sales. How are Kohl’s and Target using partnerships to bet big on Beauty?

The home goods industry has always been a dynamic and competitive space, with companies vying for market share and consumer attention. Take a closer look at some of the standout performances and challenges faced by key home goods retailers this quarter.

Over the past few years, one category in Bath has stood out as a clear leader: Bathroom Renovation. The bathroom renovation industry has witnessed an impressive surge in consumer spending, with a significant 50% increase since 4Q19. What’s fueling the growth?

Beauty sales at generalist retailers have grown more than any other product category this year. H1 2023 Beauty sales at Amazon, Target, and Walmart have grown 24.3% to $18.5B. From 2019 to 2023, Beauty sales at generalist retailers have doubled and, despite market disturbances such as the pandemic and inflation, consumers show no sign of slowing down their spending on beauty products.

Home retail sales exploded in 2020 and 2021 with consumers spending more time living and working from home. However, the retail landscape that we are in now looks and feels a lot different than what it was 3 years ago. Here’s the top 3 trends in retail today.

In 2Q23, the grills market experienced a few noteworthy trends, including the emergence of Weber as a formidable competitor to Blackstone, the dominance of gas grills, and the surging popularity of flat top grills and outdoor griddles.

In 2022, the refrigerator market generated a staggering $7.36B in GMV across Best Buy, Lowe’s and Home Depot. Across top retailers, Lowe’s dominates the refrigerator market with close to 50% of total refrigerator sales.

When it comes to the Soil & Fertilizer market, Scotts Miracle-Gro is the clear leader. Despite being a fragmented market, they have continued to grow their lead, currently at ~60% market share.

The Outdoor Power Equipment market is extremely competitive, with over 250 brands vying for market share. Despite this, Ryobi has managed to come out on top, holding onto ~20% market share for the past two years.