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U.S. Home Furnishing Retail Industry Analysis

UpdatedDec 15, 2025
DataAggregated Company Financials
Companies6
  • 7D4.3%
  • 3M-7.3%
  • 1Y-3.2%
  • YTDn/a

In the last week, the Home Furnishing Retail industry is up 4.3%, with Williams-Sonoma up 4.5%. During this same period, the HomesToLife underperformed, falling 8.2%. In the past year, the industry is down 3.2%. As for the next few years, earnings are expected to grow by 4.9% per annum.

Industry Valuation and Performance

Has the U.S. Home Furnishing Retail Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 16 Dec 2025US$25.0bUS$11.1bUS$1.1b20.7x23.2x2.3x
Thu, 13 Nov 2025US$25.8bUS$11.0bUS$1.1b19.2x24x2.3x
Sat, 11 Oct 2025US$25.7bUS$11.0bUS$1.0b19x25.3x2.3x
Mon, 08 Sep 2025US$27.6bUS$11.0bUS$1.0b21.9x27.1x2.5x
Wed, 06 Aug 2025US$27.1bUS$10.9bUS$972.5m22.9x27.8x2.5x
Fri, 04 Jul 2025US$23.7bUS$11.0bUS$951.0m19.4x24.9x2.1x
Sun, 01 Jun 2025US$21.9bUS$11.0bUS$951.0m18.2x23x2x
Tue, 29 Apr 2025US$20.4bUS$11.1bUS$953.7m16.7x21.4x1.8x
Thu, 27 Mar 2025US$22.8bUS$11.1bUS$954.7m18.1x23.9x2.1x
Sat, 22 Feb 2025US$26.4bUS$11.0bUS$861.2m20.2x30.6x2.4x
Mon, 20 Jan 2025US$27.4bUS$11.0bUS$861.2m20.8x31.8x2.5x
Wed, 18 Dec 2024US$26.0bUS$11.0bUS$861.2m18.2x30.2x2.4x
Fri, 15 Nov 2024US$18.4bUS$11.1bUS$850.1m16.2x21.7x1.7x
Sun, 13 Oct 2024US$20.7bUS$11.2bUS$870.1m16.8x23.8x1.8x
Tue, 10 Sep 2024US$19.4bUS$13.3bUS$827.3m15.4x23.5x1.5x
Thu, 08 Aug 2024US$21.1bUS$13.3bUS$821.0m16.7x25.8x1.6x
Sat, 06 Jul 2024US$21.6bUS$13.4bUS$815.9m17x26.4x1.6x
Mon, 03 Jun 2024US$22.9bUS$13.4bUS$815.9m17.8x28.1x1.7x
Wed, 01 May 2024US$21.8bUS$13.6bUS$826.3m16.8x26.4x1.6x
Fri, 29 Mar 2024US$24.6bUS$13.6bUS$826.3m19.3x29.8x1.8x
Sun, 25 Feb 2024US$18.6bUS$13.8bUS$849.1m14.2x21.9x1.3x
Tue, 23 Jan 2024US$17.1bUS$13.9bUS$1.0b13x17.1x1.2x
Thu, 21 Dec 2023US$16.7bUS$13.9bUS$1.0b12.2x16.6x1.2x
Sat, 18 Nov 2023US$13.7bUS$13.9bUS$1.0b10.3x13.6x1x
Mon, 16 Oct 2023US$13.1bUS$14.5bUS$1.1b8.4x12.4x0.9x
Wed, 13 Sep 2023US$12.3bUS$14.5bUS$1.1b8.5x11.6x0.9x
Fri, 11 Aug 2023US$19.9bUS$18.6bUS$1.4b9.7x13.8x1.1x
Sun, 09 Jul 2023US$18.0bUS$18.8bUS$1.5b8.4x11.9x1x
Tue, 06 Jun 2023US$16.0bUS$18.9bUS$1.5b6.9x10.5x0.8x
Thu, 04 May 2023US$16.0bUS$19.1bUS$1.8b7.2x9.1x0.8x
Sat, 01 Apr 2023US$16.4bUS$19.2bUS$1.8b7.8x9x0.9x
Mon, 27 Feb 2023US$18.3bUS$17.2bUS$2.1b9.5x8.8x1.1x
Wed, 25 Jan 2023US$18.0bUS$17.2bUS$2.1b9.6x8.6x1x
Fri, 23 Dec 2022US$16.3bUS$17.2bUS$2.1b8.4x7.8x1x
Price to Earnings Ratio

7.8x


Total Market Cap: US$16.3bTotal Earnings: US$2.1bTotal Revenue: US$17.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Home Furnishing Retail Industry Price to Earnings3Y Average 20.5x202320242025
Current Industry PE
  • Investors are optimistic on the American Home Furnishing Retail industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 23.2x which is higher than its 3-year average PE of 20.4x.
  • The 3-year average PS ratio of 1.6x is lower than the industry's current PS ratio of 2.3x.
Past Earnings Growth
  • The earnings for companies in the Home Furnishing Retail industry have declined 20% per year over the last three years,
  • Revenues have also declined 14% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Comparison

How does U.S. Home Furnishing Retail compare with similar industries?

US Market-0.59%
Consumer Discretionary0.25%
Specialty Stores2.40%
Home Furnishing Retail4.29%
Automotive Retail8.41%
Apparel Retail2.28%
Home Improvement Retail1.33%
Specialty Stores-0.74%
Computer and Electronics Retail-4.10%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
WSM Williams-SonomaUS$185.433.3%
+US$713.9m		-4.4%PE19.6x
W WayfairUS$98.585.1%
+US$620.4m		94.9%PS1x
RH RHUS$163.675.1%
+US$155.1m		-60.6%PE28x
ARHS ArhausUS$11.265.8%
+US$87.5m		13.5%PE21.6x
HVT Haverty Furniture CompaniesUS$25.035.6%
+US$21.5m		10.9%PE21x

Latest News

HVT
US$25.03
Haverty Furniture Companies
7D
5.6%
1Y
10.9%
BBBY
US$6.25
Bed Bath & Beyond
7D
3.6%
1Y
23.5%

BBBY: Margin Gains And Buyback Support Brighter Outlook Ahead

Analysts have raised their price target on Bed Bath & Beyond to $8 from $5, citing updated post-earnings models that reflect slightly higher profit margin expectations despite more modest projected revenue growth and a higher assumed future valuation multiple. Analyst Commentary Bearish analysts acknowledged that the higher price target reflects improved margin visibility following the latest earnings update, but they emphasized that the new $8 objective still implies limited upside from current levels.
RH
US$163.67
RH
7D
5.1%
1Y
-60.6%

RH: New Gallery Openings Will Support Stronger Profitability Ahead

Analysts have reduced their price target on RH to approximately $365 from about $412, citing slightly slower expected revenue growth, a higher discount rate, and a modestly lower future earnings multiple, partially offset by a small improvement in projected profit margins. What's in the News Opened RH Detroit, The Gallery in Birmingham, a four level, 60,000 square foot immersive space that combines residential design, retail, indoor and outdoor areas, and hospitality elements (company announcement) Launched RH Manhasset, The Gallery at Americana, a three level, 19,000 square foot gallery that integrates luxury home furnishings with curated art, antiques, and artifacts from around the world (company announcement) Valuation Changes The fair value estimate has fallen moderately to approximately $365 from about $412, reflecting a more conservative outlook.
SNBR
US$8.18
Sleep Number
7D
8.1%
1Y
-57.5%

Sleep Number Navigates A Challenging Consumer Market When Time Is Critical

Dec 11
ARHS
US$11.26
Arhaus
7D
5.8%
1Y
13.5%

ARHS: Future Showroom Expansion And Design Services Will Offset Macro Uncertainty

Analysts have modestly reduced their price target on Arhaus, trimming expectations by a few dollars per share to reflect a slightly higher discount rate and more conservative valuation assumptions following recent Street research updates. Analyst Commentary Street research updates reflect a nuanced view of Arhaus, with analysts adjusting price targets lower but maintaining a constructive stance on the company’s underlying fundamentals and execution.
TBHC
US$1.17
Brand House Collective
7D
-3.3%
1Y
-36.1%
WSM
US$185.43
Williams-Sonoma
7D
3.3%
1Y
-4.4%

WSM: Future Execution Will Balance Elevated Multiples And Share Repurchase Support

Analysts have trimmed their price targets on Williams-Sonoma, with reductions such as to $175 and $188 per share. These changes reflect updated post Q3 models and lingering concerns that the stock's valuation remains elevated versus its historical range.
W
US$98.58
Wayfair
7D
5.1%
1Y
94.9%

W: New Columbus Store And Share Buyback Will Shape Outlook In 2026

Analysts have maintained Wayfair's fair value estimate at $114.00 per share, citing consistent growth and profitability assumptions, even though only minor adjustments were made to model inputs. What's in the News Wayfair will open a new, smaller-format store in Columbus, Ohio in late 2026 to test new ways of bringing its shopping experience to customers.
HTLM
US$2.75
HomesToLife
7D
-9.8%
1Y
n/a