InDEPTH | MIXED SIGNALS IN THE MARKETPLACE
Category performance: HomeGoods and Homesense are major off-price channels for accent rugs. The 5-percent comp gain indicates strong consumer demand for afford- able home décor. “ “I am extremely pleased with our second quarter performance. Sales, pretax profit margin, and earnings per share were all above our plan. As we have seen through so many different retail and economic environments, consumers were drawn Outlook: TJX raised FY guidance for pretax margin and EPS and expects continued comp growth into Q3, supporting off-price rug demand into fall. WALMART Bentonville, AR Quarter snapshot: Q2 FY2026 revenue $177.4 billion, comps +4.6-percent (U.S., ex-fuel); net income $7.03 billion. Category performance: Walmart’s home offerings, including value rugs, are embedded within broader merchandise. Management highlighted price rollbacks and e-commerce growth (~25-percent). to our excellent values and brands, “ said Ernie Herrman, CEO and President.
Outlook: Walmart raised FY sales guidance, highlighting e-commerce and store fulfillment investments, while noting tariff and cost pressures remain risks. WAYFAIR Boston,MA Quarter snapshot: Q2 2025 net revenue $3.273 billion, up 5.0-percent year-over-year; net income $15 million. Category performance: Wayfair reports home categories collectively (furniture, décor, rugs) but does not break out area-rug sales. Higher average order value and net revenue per active customer suggest stronger basket spend that likely includes rugs. “ We’re keeping our prices as low as we can for as long as we can, “ said Doug McMillon, CEO.
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