Home Depot thiab Lowe's tab tom loj hlob hauv kev lag luam vaj tse tawg

Raws li Asmeskas kev lag luam vaj tsev poob qis los ntawm nws qhov kev sib kis loj heev, cov khw muag khoom txhim kho tsev nyiam tsev Depot thiab Lowe's tsis zoo li yuav mob tib yam nkaus. Qhov tseeb, lawv nyob deb tshaj qhov xav tau.

Thaum kev tsim vaj tsev thiab kev kho vaj tsev yog kev sib koom ua ke, kev ua lag luam rog tom qab txhua tus tuaj yeem sib txawv, thiab qhov ntawd yog qhov tshwm sim tam sim no.

Home Depot thiab Lowe tau tshaj tawm cov nyiaj tau los ntawm peb lub hlis twg Tuesday thiab Wednesday, raws. Lowe's Tshuag tau nce 3% hnub Wednesday. Cov thawj coj ntawm ob lub tuam txhab tau hais bullishly txog lub zeem muag rau lawv cov lag luam nyob rau hauv 2023. Qhov no tuaj raws li lub tsev muag khoom, nqi thiab kev tsim kho yog tag nrho cov tsis muaj zog vim yog ib tug loj heev dhia nyob rau hauv cov nqi tsev.

Tus Thawj Saib Xyuas Nyiaj Txiag Hauv Tsev Richard McPhail tau taw qhia rau "kev txhim kho nyob rau hauv qhov chaw" kev xav ntawm cov tswv tsev tam sim no, uas tej zaum yuav xav muag tab sis hloov siab vim lawv tsis tuaj yeem tswj hwm cov nyiaj saum toj kawg nkaus.

McPhail tau hais tias "Txhua yam peb tuaj yeem ua tau ntawm qhov no yog rov ua qhov peb cov neeg siv khoom tau qhia peb," McPhail tau hais. “Muaj qhov muaj zog uas peb tsis pom ntau hauv khw. Nrog nce nqi tsev qiv nyiaj, cov tswv tsev nyob hauv qhov chaw. "

Cov nqi tsev tseem yog 11.4% siab dua nyob rau lub Kaum Hli tshaj li lawv nyob rau lub Kaum Hli 2021, raws li CoreLogic, tab sis qhov kev sib piv txhua xyoo tau poob qis rau ob peb lub hlis. Cov nqi poob qis ib hlis ib hlis ntawm qhov nrawm nrawm dua li lub caij nyoog ib txwm muaj.

Txawm li cas los xij, qhov tsis tau muaj dua los ntawm cov nqi tsev nyob rau thawj xyoo ntawm kev kis tus kabmob kis thoob ntiaj teb, txhawb nqa los ntawm cov ntaub ntawv qiv nyiaj qis thiab kev xav kom ntau tus neeg Asmeskas tsiv mus rau cov tsev loj dua hauv cov nroog suburban, tau muab cov tswv tsev ntau qhov sib npaug. Cov nqi dhia ntau dua 40% hauv ob xyoos xwb.

Thaum kawg ntawm thawj peb lub hlis twg ntawm lub xyoo no, ua ntej qhov kev nce siab hauv cov nqi tsev qiv nyiaj ua rau lub tsev lag luam poob qis, cov tswv tsev muaj peev txheej $ 11 trillion las hauv qhov hu ua tappable equity, raws li Black Knight. Qhov ntawd yog tus nqi qiv nyiaj tuaj yeem nqa tawm ntawm lawv lub tsev thaum tseem tshuav 20% kev ncaj ncees hauv nws. Qhov kev ncaj ncees ntawd tau nce los ntawm qhov tsis tau muaj dua li $ 1.2 trillion hauv thawj peb lub hlis twg ntawm lub xyoo no ib leeg. Ib tus tswv tsev, nws kwv yees li ntawm $ 207,000 hauv kev sib npaug sib npaug.

Qhov kev ncaj ncees ntawd yog ib feem ntawm peb tus neeg tsav tsheb ntawm kev txhim kho tsev, raws li CEO ntawm Lowe's, Marvin Ellison. Nws tau taw qhia rau tus nqi hauv tsev txaus siab, hnub nyoog ntawm Asmeskas cov tsev nyob - uas yog kwv yees li 40 xyoo, laus tshaj plaws txij li Tsov Rog Ntiaj Teb Zaum II - nrog rau cov nyiaj tau los ntawm tus kheej siab.

"Yog li thaum koj saib tag nrho cov xwm txheej, cov khoom no ua rau muaj txiaj ntsig zoo rau kev txhim kho hauv tsev, thiab peb zoo siab tiag tiag txog peb cov kev xav tam sim no," Ellison hais. Hauv kev xam phaj hnub Wednesday ntawm CNBC's "Squawk Box."

Cov neeg tsim tsev, qee tus neeg ua haujlwm hauv tsev thiab kho tsev, tsis xav tias muaj kev kub ntxhov ntawm lawv lub khw. Cov neeg tsim kev xav tau poob rau lub Kaum Ib Hlis rau lub hli thib kaum ib, ntaus qis tshaj plaws hauv ib xyoo caum, raws li National Association of Home Builders.

NAHB, txawm li cas los xij, tau kwv yees tias qhov kev hloov kho tshiab yuav zoo tshaj plaws ntawm cov chaw tsim kho vaj tsev nyob hauv lub sijhawm tam sim no kev cog lus vaj tse.

"Qhov kev loj hlob ntawm kev txhim kho kev siv nyiaj yuav qeeb vim qhov kev poob qis rau kev muag khoom hauv tsev," said Robert Dietz, NAHB tus kws tshaj lij nyiaj txiag. "Txawm li cas los xij, cov khoom vaj khoom tsev laus laus, ua haujlwm los ntawm cov qauv hauv tsev thiab kev poob qis rau kev txav mus los hauv tsev txhua tus nyiam kev hloov kho kev siv nyiaj."

Dietz kuj tseem hais txog "cov paj laum qhov cuam tshuam," txhais tau tias tib neeg tsis xav muag ib lub tsev uas lawv yuav tau them tus nqi qiv nyiaj 2.75% thiab pauv mus rau lwm lub tsev uas tus nqi yuav nyob ib puag ncig 7%. hnub no.

Harvard's Joint Center for Housing kwv yees tias txhua xyoo kev nce qib hauv kev txhim kho tsev thiab kev siv nyiaj txiag yuav poob qis "nruj" los ntawm nruab nrab xyoo tom ntej, tab sis tsuas yog mus rau 6.5% kev loj hlob ntawm qhov txawv txav siab 16%.

Carlos Martín, tus thawj coj ntawm qhov kev hloov kho yav tom ntej ntawm lub Center hais tias "Kev lag luam vaj tsev thiab kev kho vaj tse yog qhov tsis txaus ntseeg tau qeeb los ntawm qhov tshwj xeeb siab thiab tsis muaj kev loj hlob tsis tu ncua uas ua raws li kev lag luam thoob ntiaj teb kev lag luam," "Kev siv nyiaj rau kev txhim kho hauv tsev yuav ua rau muaj kev kub ntxhov los ntawm kev muag khoom hauv tsev poob qis, nce cov paj laum thiab nce nqi ntawm cov neeg ua haujlwm cog lus thiab cov khoom siv hauv tsev." 

Txawm hais tias kev nce nqi tsuas yog hais txog txhua yam hauv kev lag luam, cov neeg siv khoom zoo li xav siv ntau dua hauv lawv lub tsev. Ob leeg Lowe's thiab Home Depot pom qhov poob ntawm cov muag khoom tab sis dhia hauv cov nyiaj duas ntawm cov muag khoom. Qhov ntawd ua rau lawv nce nyiaj tau los.

"Muaj kev nce nqi hauv kev ua lag luam thiab elasticity, tab sis tsis yog rau qib uas peb xav tau, thiab cov neeg siv khoom qhia peb tias lawv muaj peev xwm ua tau zoo," Home Depot's McPhail hais.

Kev tshawb fawb tsis ntev los no ntawm ze li ntawm 4,000 tus tswv tsev los ntawm Houzz, lub vev xaib txhim kho tsev thiab tsim lub vev xaib, pom tias tsuas yog 1% ntawm cov tswv tsev tau tshaj tawm tias tau tso tseg txoj haujlwm txhim kho tsev nyob rau xyoo 2022. Lub sijhawm no, 37% ua tiav ib qhov project hauv 2022 thiab ze li ntawm ib feem peb hais tias lawv tau npaj yuav pib qhov project txhim kho tsev hauv 12 lub hlis tom ntej.

"Tsis tas li ntawd, ntau tshaj li ib nrab ntawm cov tswv tsev uas peb tau soj ntsuam tsis muaj lub hom phiaj ntawm kev muag lossis tsiv tawm ntawm lawv qhov chaw nyob tam sim no hauv 20 xyoo tom ntej lossis puas tau," Marine Sargsyan, Houzz cov neeg ua haujlwm nyiaj txiag tau hais.