Motley Fool Money Navigating the Housing Market’s Mixed Signals
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Sep 25, 2025 Matt Frankel, a seasoned Motley Fool contributor focused on personal finance, joins Tyler Crowe and Jon Quast to dissect the perplexing signals from the housing market. They delve into the contrasting trends of booming new home sales versus stagnant existing sales. The trio discusses the impact of builder incentives on demand and analyzes recent earnings from KB Home and Lennar. They also touch on Starbucks' ambitious $1 billion restructuring plan and share intriguing stock picks, including Miami International and The Trade Desk.
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Starbucks Restructures To Restore Brand
- Starbucks will cut ~1% of North American stores, lay off ~900 employees, and spend $1B on restructuring to refocus the brand.
- Hosts see this as targeted pruning to restore a "third place" vibe while expecting net unit growth by fiscal 2026.
Focus On New Homes Over Existing Inventory
- New homes are outperforming existing ones, with new home sales jumping while existing sales lag due to low inventory and affordability issues.
- Consider focusing on new-home demand dynamics when evaluating homebuilder investments.
Owned-Free Homes Pressure Existing Supply
- Record-high owner-occupied homes without mortgages reduces existing-home supply and keeps many sellers off the market.
- That structural shortage channels demand toward new construction and boosts builder pricing power.