Two Consumers, One Economy: Luxury Holds While the Rest Pulls Back

Katherine Black and Jamie Katz say the consumer is holding up but turning more price-sensitive, with a clear split between resilient luxury demand and pressured lower-income spending. They question whether RH’s (RH) experiential retail push is enhancing the brand or distracting from its core furniture business. The path to 2027 targets depends on flawless execution and continued strength from affluent consumers spending on goods.

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