Mohawk Industries: Still Not Bullish Given The Demand Outlook

  • I maintain a Hold rating on Mohawk Industries due to ongoing weak demand, pricing pressure, and uncertain consumer sentiment. Operational execution and cost-reduction initiatives are positive, with $100 million in expected savings and a potential tariff advantage supporting long-term margins. Persistent macro headwinds—soft housing demand, negative pricing trends, and accelerating input costs—continue to limit near-term upside for MHK stock.