Small purchases gain transaction share while larger tickets hold steady, and Wayfair gains spending share in a sluggish market
Key takeaways
- Transactions under $75 gained over 140 basis points of share of Home Furnishings transactions from the first nine months of 2023 through the same period in 2026.
- That share came almost entirely from mid-sized $75–1,500 transactions, which gave up a combined 130 bps.
- The $600–1,500 tier, where a sofa, mattress or dining table purchase typically lands, is the only tier to lose transaction share in each of the past three years.
- Purchases above $1,500 have held essentially steady as a share of transactions since 2023.
- Wayfair gained Home Furnishings spending share year over year in 10 of the past 11 quarters, including about 40 bps in Q3 2026.
With fewer households moving, home furnishings spending has shifted from furnishing a new space to refreshing the one they’re in. Consumer Edge transaction data shows that transactions under $75 (typically associated with purchasing new pillows, throws, kitchen tools, and small décor) have gained over 140 basis points of share of Home Furnishings transactions from the first nine months of 2023 through the comparable 2026 period. That share came almost entirely from mid-sized transactions in the $75–1,500 range, which gave up a combined 130 bps over the same period. Within that range, the $600–1,500 ticket bucket, where a sofa, mattress, or dining table purchase to furnish a new residence typically lands, is the only tier to lose transaction share in each of the past three years. With existing-home sales at their lowest level in three decades for three years running, fewer households have the occasion to make them.
The shift has not been a uniform trade-down. Transactions under $75 rose from 57.3% of year-to-date transactions in 2023 to 59.5% in 2025, but slipped back to 58.7% in 2026 as the $75–600 transaction sizes recovered. At the top end, purchases above $1,500 have held essentially steady as a share of transactions since 2023, with $3,000+ room-level purchases posting modest year-over-year gains in each quarter of 2026. The picture that emerges is a market where the mid-ticket furniture that accompanies a change of address is being deferred, while both ends hold up: small, frequent purchases on one side and whole-room projects, likely a barometer of strength among high-income consumers, on the other.
See the data behind this chart ↓
Against this backdrop, Wayfair continues to gain spending share. The company gained spending share within Home Furnishings on a year-over-year basis in 10 of the past 11 quarters, including an approximately 40-basis-point increase in Q3 2026. Wayfair also reported 11.4% U.S. revenue growth in the quarter, with management citing market-share gains against a roughly flat category. These results highlight how individual retailers can gain ground even as sluggish housing turnover constrains the broader industry.
How business leaders use this data
- Retail and merchandising teams track share of transactions by ticket tier to see which price points are gaining as shopping occasions shift.
- Category and pricing teams use ticket-tier mix to plan assortment and promotions around small, frequent purchases versus big-ticket items.
- Investors and strategy teams benchmark a retailer’s spending share against the category to separate company-specific gains from industry trends.
Frequently asked questions
With fewer households moving, home furnishings spending has shifted from furnishing a new space to refreshing the one they’re in. Consumer Edge transaction data shows transactions under $75, typically pillows, throws, kitchen tools and small décor, gained over 140 basis points of share of Home Furnishings transactions from the first nine months of 2023 through the same period in 2026.
Mid-sized transactions in the $75–1,500 range gave up a combined 130 basis points of transaction share over the same period. The $600–1,500 tier, where a sofa, mattress or dining table purchase typically lands, is the only tier to lose transaction share in each of the past three years.
Yes. Purchases above $1,500 have held essentially steady as a share of transactions since 2023, and $3,000+ room-level purchases posted modest year-over-year gains in each quarter of 2026.
Yes. Consumer Edge data shows Wayfair gained spending share within Home Furnishings year over year in 10 of the past 11 quarters, including an approximately 40-basis-point increase in Q3 2026. Wayfair also reported 11.4% U.S. revenue growth in the quarter.
Chart data
View the data: Home Furnishings transaction share by ticket tier
| Period | Under $25 | $25-75 | $75-200 | $200-600 | $600-1,500 | $1,500-3,000 | $3,000+ |
|---|---|---|---|---|---|---|---|
| YTD 2024 (YoY) | +52.9 | +74.4 | −27.6 | −56.7 | −26.7 | −9.5 | −6.7 |
| YTD 2025 (YoY) | +59.8 | +29.0 | −50.2 | −26.5 | −9.7 | −2.5 | +0.2 |
| YTD 2026 (YoY) | −62.4 | −10.4 | +39.5 | +29.0 | −3.4 | +3.4 | +4.3 |
| YTD 2026 vs. YTD 2023 | +50.3 | +93.0 | −38.3 | −54.3 | −39.8 | −8.6 | −2.3 |
Notes: Consumer Edge U.S. credit and debit card data, share of Home Furnishings transactions by ticket tier, year to date through Q3 (January through September) for 2023 through 2026. Ticket tiers are based on transaction amount; a transaction can include multiple items plus tax. Basis point changes compare the same year-to-date periods. Wayfair revenue growth is as reported by the company.
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