4 Retailers, 1 Question: Is the turnaround real?

New York – Four major retail companies collectively generating more than $6.6 billion in annual home textiles sales are all working to return to sustained growth.

Here’s how those turnarounds are going so far.

Target

The retailer’s Home Furnishings and Decor segment finally returned to growth in Q1with segment sales up 0.6% to $3.24 billion, ending an eight-quarter run of declines. Target’s multi-year home department overhaul got underway in earnest during the second quarter as the retailer began replacing nearly 75% of its decorative home accessories assortment.

Up next: a similarly scaled overhaul of the kids’ home and bedding assortments. Target also began rolling out Thresholdshop-in-shops to 200 stores. Will those early changes to spark a sustained growth in Target’s Home business? We’ll know more when Target reports its Q2 results in August.

Macy’s “Bold New Chapter”

During the first quarter, Macy’s department stores clocked their 4^th consecutive quarter of comp gains and Bloomingdale’s generated record first-quarter sales – a performance winning enough to prompt Macy’s Inc. to ratchet up its guidance for the fiscal year.

Although big-ticket home products – especially furniture – continued to struggle, sales gains were fairly broad-based. CEO Tony Spring noted that the mattress business is good at both Macy’s and Bloomingdale’s, and that categories like textiles, sheets, and towels are improving quarter to quarter.

Macy’s Inc. incorporated its better-than-expected Q1 performance and lifted expectations for sales growth over the balance of the remaining quarters in the ongoing fiscal year.

Bed Bath & Beyond / Beyond Inc.

It’s been a busy six months for Bed Bath & Beyond Inc., parent company of the Bed Bath & Beyond, The Container Store, Kirkland’s Home, buybuy Baby and Overstock banners.

The company began converting Container Stores to the hybrid Bed Bath & Beyond/The Container Store format, which is cross-merchandised for shopping by room. It’s been even busier on the acquisition front, announcing agreements to absorb a host of home and home-related financial services, including residential brokerage, mortgage, title, insurance and homeowner financial services as well as installation, renovation, construction and project-execution capabilities.

BBB Inc. wrapped up Q1 on March 31 with its first significant top-line increase in 19 quarters as net revenue rose 6.9% to $248 million. The majority of those dollars were generated by its retail businesses, but as it incorporates more non-retail services into its portfolio, it expects the balance to shift.

Kohl’s

Although Kohl’s total Q1 net sales declined 1.7% to $3 billion, comps were down only 1.1% — marking the mid-tier retailer’s best comp performance in more than four years.

The company has been heavily focused on rebuilding its apparel business but it’s also been working on home. After a misfire in the fourth quarter, Kohl’s home segment over-performed during Q1, generating a slightly positive comp.

New products from Ninja and Shark showed particular strength. In soft home and tabletop, Kohl’s is putting more emphasis on its private label Miryana and Mingle & Co. brands, which launched in spring 2025. Home decor was another bright spot, comping up in the low single digits thanks to a new approach to seasonal goods that prioritizes a broader assortment rather than a deeper assortment.

As of late May, Kohl’s was still projecting flat to slightly negative growth in full-year net sales and comps. Second quarter performance should decide whether there’s room for a rosier outlook.