Will problems on the home front lead to problems for consumer-driven businesses like Chipotle (NYSE:CMG) (NYSE:CMG-B), Starbucks (NASDAQ:SBUX), and Target (NYSE:TGT)? What's in store for retailers like Abercrombie & Fitch (NYSE:ANF), American Eagle Outfitters (NYSE:AEO), and Aeropostale (NYSE:ARO)? When will investors know the housing slump is over? In this installment of Fool Video, Motley Fool senior analyst Seth Jayson takes stock of the housing meltdown.  

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Starbucks and American Eagle are Motley Fool Stock Advisor picks. Chipotle has been recommended in Rule Breakers, while its B shares are recommended in Motley Fool Hidden Gems. Treat yourself to a free 30-day trial subscription to any of the newsletters.

LouAnn DiCosmo owns shares of Abercrombie & Fitch, Chipotle, and Starbucks. Seth Jayson owns shares of American Eagle and Chipotle. Neither Seth nor Lou owns any of the other stocks discussed. Mac Greer does not own any of the companies mentioned. The Motley Fool holds stock in American Eagle Outfitters. It also has a disclosure policy.