I don't think it is as simple as that. There seems to be a disconnect in the Consumer Discretionary space. Lots of companies like Lovisa, JB Hifi and Temple and Webster are doing very well while there is a whole set of companies struggling or with languishing share price i.e. Corporate Travel Management, Mosaic Brands, Dusk, Adairs.
The difference between Dusk and companies like Mosaic Brands and Adairs though is that Dusk is conservatively run with no debt, over half its market cap as money in the bank and a (abliet marginal) profit. It has also seen the headwinds and tried to cut its cloth early. It has options to raise capital if it wishes. If anyone in the home furnishing space can ride through a lean year or so and then bounce back, it is probably Dusk.
(20min delay)