Americas Retail: Home Furnishings Promo Tracker

This report updates the Goldman Sachs proprietary home furnishings promotional tracker for June 2026, highlighting flat year-over-year markdowns and decreased free shipping frequency. It also analyzes housing market metrics and renovation sentiment for the construction and architecture sectors.

Key Takeaways

• 1.Overall industry markdowns increased sequentially to 40% but remained flat year-over-year.
• 2.Free shipping incidence decreased across the industry both sequentially and year-over-year.
• 3.Construction sector business activity shows mixed results with acceleration in expectations but deceleration in recent activity.

Table of Contents

• Detail around the Williams–Sonoma banners
• Most active retailers
• June's markdowns increased m/m but remained the same y/y
• Pottery Barn, PB Kids, and PB Teen saw the highest markdowns in June
• Overall free shipping decreased both sequentially and y/y
• Home Furnishings data points
• Housing metric trends
• Renovation barometer analysis

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