Home Depot has experienced declines in large appliances. In Q2 2023 it reported that big ticket transactions above $1,000 were down 5.5% year over year. But it’s not because Amazon is grabbing a bigger share - Amazon’s market share in larger appliances is generally low and in a downward trend. What’s causing the declines?

YipitData Consumer Spend Index Indicates January Weakness Across Categories

A Pro customer is a professional contractor or tradesperson who regularly purchases supplies in bulk for their business needs. Understand their purchasing patterns in 2023.

The home goods market has experienced a tough couple of years. In 4Q23, the industry continued a 8-quarter streak of negative sales growth, as sales declined -4% YoY. However, not all home goods retailers are facing challenges - HomeSense and HomeGoods are experiencing strong growth.

Pet supplies saw immense growth in 2023, with GMV among top retailers up 16% vs 2022. However, generalists Amazon and Walmart contributed largely to the category's growth - at the expense of pet supply pure players, Petco and Chewy.