Where they spend has changed dramatically, with only two winners that gained share among the retailer categories. The rest lost share, some are getting wiped out.
US home prices nearly flat YoY, but fell in 21 of our 33 metros: Austin, Tampa, Miami, San Diego, San Jose, San Francisco, Los Angeles, San Antonio, Dallas, Phoenix, Orlando, Atlanta, Denver, Raleigh, Houston, Seattle… YoY gains shrink further in Boston, Chicago, New York…
