Navigating the Housing Market’s Mixed Signals
Motley Fool Hidden Gems Investing
The Motley Fool
4.3 • 3.1K Ratings
🗓️ 25 September 2025
⏱️ 20 minutes
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Summary
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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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