Growth via globalization. Some of the brands you listed are already global (Dell). Others are not, and have not needed to be given the loose proclivity of the U.S. consumer. If U.S. spending goes down, these folks are going to have to grow by looking elsewhere. With any luck, they’ll do it more efficiently than folks did in the early 90’s, since there are many executives and consultants floating around that will be doing it for the nth time.
Clearly, KBH is not going to be able to capitalize in this way. Other brands will be able to. The ones that will survive will globalize. Look at IKEA and Microsoft.
