Investment Rating - The report maintains a "Positive" investment rating for the home decor industry [12] Core Insights - The U.S. home consumption trend is expected to turn around after interest rate cuts in 2024, with growth rates showing signs of recovery by Q3 2025. Home consumption is estimated to remain relatively stable when considering tariffs and comparable metrics [2] - The inventory levels for home decor companies have improved, with the inventory-to-sales ratio showing a month-on-month increase and currently positioned at historical averages [7] - The U.S. real estate market is gradually recovering, with home sales showing year-on-year growth of 1.9%, 3.7%, and 4.2% from August to October 2025. The annualized sales figure for existing homes in December 2025 is projected at 4.35 million units, indicating a recovery potential of 26% to 38% towards the mid-to-upper range of 5.5 to 6 million units [9] Demand - Home consumption in Q3 2025 is stable but shows a recovery trend, with fast-moving consumer goods continuing strong growth. Retailers in the home sector are performing relatively steadily, with variations across different categories. E-commerce channels are outperforming traditional offline channels [6][19] - Specific company performances in Q3 2025 include Home Depot and Lowe's experiencing year-on-year declines of 1.5% and 2.6%, respectively, while Costco reported a 6.3% increase in comparable revenue [19] Inventory - The inventory-to-sales ratio for major retailers in Q3 2025 has mostly improved month-on-month, with some companies experiencing declines. Overall, the inventory levels for home decor and appliances are at historical averages [7][28] Outlook - Leading companies have provided conservative guidance for Q4 2025, with growth rate expectations ranging from low single-digit declines to mid-high single-digit increases. The focus remains on demand improvement driven by interest rate cuts [8] Investment Perspective - The report expresses continued optimism regarding the U.S. interest rate cut chain, particularly for companies with well-established overseas production capabilities and competitive product costs. Key companies to watch include Xiangxin Home, Zhiou Technology, and Yongyi Co., as well as Ku Jia Home and Minhua Holdings, which are expected to benefit from export business [10]

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Group 1: Earnings Report - Steelcase Inc. is set to release its second-quarter earnings results on September 24, with analysts expecting earnings of 37 cents per share, a decrease from 39 cents per share in the same period last year [1] - The company projects quarterly revenue of $873.6 million, an increase from $855.8 million a year earlier [1] - HNI announced its intention to acquire Steelcase for approximately $2.2 billion on August 4 [1] Group 2: Dividend Information - Steelcase currently offers an annual dividend yield of 2.37%, translating to a semi-annual dividend of 10 cents per share, or 40 cents annually [2] - To earn $500 monthly from dividends, an investment of approximately $253,500 or around 15,000 shares is required, while a more modest goal of $100 monthly would need about $50,700 or 3,000 shares [2] - The dividend yield can fluctuate based on changes in the stock price and dividend payments [2][3] Group 3: Stock Performance - Steelcase shares gained 0.1% to close at $16.90 on Monday [4]

Earnings Report - Steelcase Inc. is set to release its second-quarter earnings results on September 24, with analysts expecting earnings of 37 cents per share, a decrease from 39 cents per share in the same period last year [1] - The company projects quarterly revenue of $873.6 million, up from $855.8 million a year earlier [1] Acquisition News - HNI announced plans to acquire Steelcase for approximately $2.2 billion on August 4 [1] Dividend Information - Steelcase currently offers an annual dividend yield of 2.37%, translating to a semi-annual dividend of 10 cents per share, or 40 cents annually [2] - To earn $500 monthly from dividends, an investment of approximately $253,500 or around 15,000 shares is required, while a more modest $100 monthly would need about $50,700 or 3,000 shares [2] Dividend Yield Calculation - The dividend yield is calculated by dividing the annual dividend payment by the stock's current price, with examples illustrating how changes in stock price affect yield [3] - Changes in dividend payments also impact yield; an increase in dividends raises yield if the stock price remains constant, while a decrease lowers it [4] Stock Performance - Steelcase shares gained 0.1% to close at $16.90 on Monday [4]