Existing home sales don’t count as new GDP output, but they trigger a burst of spending that powers dozens of industries. When sales sink, that “turnover multiplier” fades—hitting retailers, manufacturers, and last-mile logistics fast. This episode, inspired by U.S. home sales decline: How companies can offset the ripple effect, connects the macro dots (7% mortgage rates, rate-lock, inventory scarcity) to the micro results (weaker durable-goods demand, slower last-mile, cautious consumers).We highlight four strategies leaders are deploying to offset the drag—from IKEA x Best Buy pop-ups to Pro-segment plays, international expansion, AI shopping-agent readiness, and granular scenario modeling—so companies can protect margins now and position for the rebound.What You’ll Learn in This Episode:Why a Frozen Housing Market Ripples EverywhereExisting home sales projected near ~4M in 2025 vs. ~5–5.5M pre-pandemicRate-lock squeezes churn: owners won’t swap 3% mortgages for ~7%Housing ≈16% of GDP: ~12% stable “housing services” vs. ~4% volatile RFI (the tripwire)Where the Drag Shows Up FirstDurable goods tied to moves: furniture, appliances, electronicsLogistics signal: softer last-mile for big-ticket deliveriesRetailers/manufacturers citing the freeze in H1 2025 resultsThe Four-Part Corporate PlaybookA. New Business Models & MarketsIn-store adjacency: IKEA pop-ups inside Best Buy to capture room-by-room buyersPro focus: revamped contractor programs to balance DIY softnessInternational hedge: expansion where housing is healthier (e.g., Mexico)B. Experience-Led RetailTurn stores into multi-function hubs: events, design consults, visualization toolsSell outcomes (spaces & solutions), not just SKUsC. Tapping New AI-Driven ChannelsPrepare for independent AI shopping agents (e.g., Remark, Rufus, Muse)Structure product data, attributes, pricing, availability for machine findabilityD. Intelligent Scenario ModelingMove beyond linear forecasts to granular simulations:Interest-rate paths by quarterRegional inventory + store signalsCategory-level demand elasticityUse outputs to shift inventory, hedge inputs, and adapt pricing dynamicallySignals to Watch in H2Persistent rate-lock, slower household formationDurable-goods resilience vs. lag effectsWhere the multiplier hits next (self-storage, landscaping, subscriptions, etc.)Key Takeaways:The “small” 4% RFI slice is the economy’s tripwire—when turnover stalls, many categories feel it.You can’t control rates or inventory, but you can decouple growth from move-driven demand.Experience-led stores, Pro segments, and international footprints cushion the blow.AI shopping agents are a new channel—optimize for machines, not just humans.Scenario modeling turns volatility into an advantage by guiding inventory, pricing, and sourcing in real time.Subscribe for more deep dives on macro shocks and practical playbooks. Visit The Future of Commerce for research and case studies on demand resilience, AI-ready data, and scenario modeling. Share this episode with leaders in retail, CPG, logistics, and durable goods who need an actionable plan for a slow-churn housing market.

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