Question · Q3 2026
Jonathan Matuszak asked about the consumer's better-than-expected response to full-price selling and how this minimal elasticity informs future customer targeting efforts, specifically if it gives confidence to target a higher-end consumer more in the future.
Answer
CEO Laura Alber stated that the company aims to serve all customers, from value to high-end. She noted the strong performance of high-end brands like Rejuvenation and Green Row, which are growing rapidly due to their unique, high-quality, and original products. She also emphasized the strategy of appealing to the upper-middle customer with brands like Pottery Barn and West Elm by offering beautiful and affordable design services, aiming to cover the entire spectrum of the home market.
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