THE WARREN REPORT

摘要

The home textiles industry has pretty much been a zero-sum game for at least the past decade or two. Overall sales within the sector have essentially plateaued, so it's been all about market share: who's gaining it and who's losing it. It's why the next few months are going to be fascinating as the industry enters one of those rare times in its history when a substantial chunk of the marketplace will be in play. It doesn't happen often and it rarely happens at this scale. It's yet another consequence of the coro-navirus pandemic and the resulting economic collapse throughout American business, particularly in the retail sector. By my back-of-the-envelope math, there is more than $1 billion in home textiles retail sales that will be up for grabs going into the back half of the year and into 2021. And it's there for the taking... assuming you're the smartest, most aggressive and most strategic guy on the retail block.