A curated collection of thought pieces and industry deep-dives focused on the sectors that matter most to us. From emerging trends and market shifts to recent transactions and strategic forecasts, our reports deliver the insights you need to stay ahead.
The Home Renovation and Remodeling sector reached a record ~$523 billion in 2025 and continues to show impressive resilience. As more homeowners choose to reinvest in the homes they plan to stay in, supported by an aging housing stock, the mortgage lock-in effect, and a broader "stay and renovate" mindset, renovation activity keeps growing, even as home sales remain soft.
That dynamic has created a counter-cyclical pocket of growth within consumer services. In a large, highly fragmented market where scaled platforms have a clear advantage, it's becoming one of the more compelling consolidation opportunities in consumer M&A.
Our latest report breaks down the structural dynamics behind the demand, who's moving on the opportunity, and what the valuation landscape looks like across the sector. See what's driving the opportunity.