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Motley Fool Hidden Gems Investing

Navigating the Housing Market’s Mixed Signals

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.33.1K Ratings

🗓️ 25 September 2025

⏱️ 20 minutes

🧾️ Download transcript

Summary

Investors looking at housing and homebuilders are probably wondering what to make of the seemingly contradictory messages out of the housing market. In this episode, Tyler, Matt, and Jon drill down into the confounding numbers in the housing market and some recent homebuilder earnings reports. Also, they react to Starbucks restructuring and serve up some stocks on their radar. Tyler Crowe, Matt Frankel, and Jon Quast discuss: - Starbucks unveils a $1 billion restructuring plan - The good, the bad, and the outlook for homebuilder stocks. - Stocks on our radar. Companies discussed: SBUX, CMG, KBH, LEN, MIAX, FND, TTD, ICE, SPGI, NDAQ, HD, LOW, AMZN, DHI Hosts: Tyler Crowe Guests: Matt Frankel, Jon Quast Engineer: Bart Shannon   Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

A housing market deep dive with predictions and more.

0:09.0

This is Motley Fool Money.

0:15.0

Welcome to Motley Fool Money.

0:21.2

I'm Tyler Crowe, and today I'm going to be joined by longtime Fool contributors, John

0:24.9

Klost, and Matt Frankel.

0:26.6

Now, I know we call it earnings season, but earning season never really ends because

0:31.2

there's always somebody reporting something, and we've actually had a couple home builders

0:35.7

report recently.

0:36.5

So we're going to use this as a chance to dive into the industry. And we'll also wrap up today with stocks on a radar.

0:42.2

But we're going to start the day with a fresh serving of news that Starbucks is planning a major

0:48.6

restructuring. The company announced it will cut its North American store count by about 1% lay off about 900 employees,

0:56.6

and it's all part of a $1 billion restructuring program to hopefully recharge a brand that

1:04.7

perhaps people thought that the coffee had gone a little bit stale at Starbucks.

1:08.3

Now, guys, I have conflicting thoughts about this. On the one side,

1:12.3

not throwing good money after poor returns is always preferred, hence the store count reduction.

1:18.9

But I don't think contraction was really on people's minds when they brought Brian Nickel in over

1:24.5

from Tripoli to write the ship. So where do you land on this news? And bonus to the

1:31.8

question, what is your preferred coffee spot and preferred order? Well, Tyler, I think that Starbucks

1:37.3

optimist had hoped that we could keep all of these Starbucks stores and just simply get better

1:43.3

efficiency out of them. I think that was the hope

1:45.9

bringing in Nickel that it would just be better operations for all the stores. Nickel is basically

1:51.1

saying that some of these stores don't fit into the vision for the company going forward, so not all of

...

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