PAA Research on X
Furniture retailers including $BOBS, $W and $BSET gained 34% to 65% in three months as cash generation, buybacks and easier housing comparisons support a spending recovery.
NYSE
Williams Sonoma INC
WSM
3 articles
$28B Market cap · 2026-08-25
PAA Research on X
Furniture stocks including BSET and ETD outperformed over three months, with real estate-adjusted near-zero enterprise values and earnings leverage to a housing recovery.
Broken Moats on X
Travel, housing, biotech and waste stocks rallied while Amazon lagged after weak Prime sales, leaving Target, KB Home and Expedia moves hard to explain.
