2025家居行业消费者情绪指数报告：家居装饰与消费意愿对比

2025 Consumer Sentiment Index | HomeDécor vs. Desire How a stagnant housing market is translating to Homes have become increasingly unaffordable for many people, with acombination of high prices and stubbornly high mortgage rates.Existing homeowners are stuck in their homes, unable to upgrade or downsize to meet their It’s a challenging backdrop for the Home sector, but the 2025 AlixPartners HomeConsumer Sentiment Index shows opportunities around key trends, particularly adesire for people’s homes to reflect their aspirations and identities. In brief: Young shoppers want to love retailers Younger generations are largely confined to "refreshing" their apartments or rentals, but we see desirefor expert input and designer appeal around their first big home purchases:52% of Gen Z want helpfinding product, near Millennials (55%) and above Gen X (49%).Over half of the generation reared onproduct drops and social activations—Gen Z—are interested in loyalty programs, and 43% want early Older shoppers prioritize service and industry stalwarts like Macy’s Baby Boomers are still an important consumer segment in Home Decor and have the financialwherewithal to demand additional features and personal service that comes at higher price points.43% wantpersonalized help finding product, butloyalty programs and digital touchpoints matter less Price isn’t everything; consumers are highly aspirational Despite a confluence of macro-driven price pressures (inflation, tariffs, supply chaindisruptions), consumers still prioritize quality and craftsmanship over rock-bottom prices.Consumers are prioritizing specialty retailers in sectors like mattress (where Tempur-Pedic wasthe top-ranked retailer by consumers) and appliances (where Best Buy was ranked second),where long-term performance matters or pitches of "wellness" or "sleep fitness" resonate. Thatsaid,of consumers who are cutting spending, ready-to-assemble (RTA) furniture and When we looked at gift-giving behaviors, we found that big-ticket gift-givers in full-servicefurniture and mattresses care more about sustainably sourced product, clear brand and product The in-store experience is a differentiator across sectors Walmart’s dominance across sectors and income levels (among top 3 retailer across all segments)reflects its strengths: assortment, Walmart+ same-day fulfilment offering, and its expansive brick-and-mortar presence in towns across America. In full-service furniture, RH (formerly RestorationHardware) wins among high-income shoppers, with its gallery-style showrooms. IKEA is beloved bywomenshoppers (74% of whom ranked the retailer #1, versus 26% of men shoppers)and Millennials Smart financing can win over cash-strapped consumers Millennials and Gen Z are 50% more likely to use buy-now-pay-later (BNPL) than other generations,with nearly7 in 10 Gen Z shoppers say BNPL or financing options are important or very important, Perhaps the broadest takeaway was a desire to move toward the next upgrade. We found that Millennials areaspirational in planning their next home upgrade, beginning to trend toward full-service experiences and higherquality pieces to take them through the next stage of their life. This fits with a key finding from the2024 CSI:Fashionthat Millennials are now looking to feather their nests after hard-won gains in the job market and a Now more than ever, home is what you make of it, and the emotional resonance of key purchase drivers offers akey to the consumer psyche and which purchase stage they are at. Read on for analyses of top-ranked retailers High mortgage rates and rising consumer debtare freezing housing mobility—delaying first-time purchases and slowing turnover. That’scontinuing to put pressure on the home-goodssector, as are ongoing tariff pressures. But there and rising consumer spend on wellness-oriented offerings. These are increasinglybecoming more than just bright spots— Amol Shah Global Co-Leader ofGeneral Merchandise,Home & Specialty Retail Consumertrends Millennials have lived through multiplerecessions, entered the housing market late,and are now investing their hard-won gains inretail, as we first saw in the 2024 Fashion CSI.In the Home sector, the data show they are Sonia LapinskyGlobal Leader of RetailFashion at AlixPartners Economic backdrop Rising prices and elevated interest rates have delayed first home purchases, lockedpeople into their homes longer, and, coupled with steady price inflation, put pressure on What stagnant home salesmean for home décor The broad strokes of the housing market are a late entry for first-timehomebuyers(at24% of the market in 2024, first-time homepurchases were at a historic low, per the National Association ofRealtors), and an older seller profile (an all-time high median of 56years old). That has a direct impact on the Home sector: In 2024, 63% The implication is that retailers need to cater theirassortment topeople staying put. That big new home might remain out of r