Goldman Sachs Predicts Consumer Durables Recovery in Second Half of FY26

Goldman Sachs thinks sales of things like TVs and air conditioners might start slow next year because it wasn't as hot this summer.

But they believe things will get better later in the year.

They think things like lower prices and easier loans will help boost sales.

Companies that sell a variety of products could do well.

The real estate market's doing great, which is good for electrical stuff.

Retailers are a little hopeful, since it started raining earlier than expected.

While summer sales were a bit slow, other items are still selling ok.

They're hoping the fall will be better, especially around the holidays.