Reasons to Read

Our 2026 Sector Outlook data graphics provide forward-looking data, insights and conclusions for US retail sectors. Across the series of 10 snapshots, we cover US retail (overall); apparel and footwear; beauty; consumer packaged goods (CPG); department stores; drugstores; grocery; home and home improvement; luxury; and mass merchandisers, warehouse clubs and discount stores.

Understand how economic pressures, technology, and the evolving housing market will shape US home and home improvement retail in 2026.

Read this report to discover answers to these and other questions:

• How will macroeconomic uncertainty and elevated mortgage rates impact growth in home and home improvement retailing through 2026?
• Why is the Pro customer segment outperforming the DIY market, and how are major retailers capitalizing on it?
• What role is technology—especially AI—playing in improving customer experience and operational efficiency in the sector?
• How is the “lock-in effect” changing consumer behavior, and what does it mean for remodeling trends?
• Which types of home upgrades are seeing sustained demand despite economic headwinds?

Companies mentioned in this report include: Home Depot, Lowe’s, Floor & Décor.

Data in this report include: Market size and YoY growth forecasts for furniture, home furnishings, and home improvement; Pro vs. DIY sales performance; consumer remodeling intentions; homeowner equity availability; trends in product category demand.