The third week of August saw big-time earnings releases from some of the most important stocks in the retail industry. As these names operate in highly competitive parts of the economy, these earnings cycles often result in big winners and big losers. That held true in Q2, with some names impressing markets and others faltering. Below, we’ll detail the most notable stocks that were on each side of this equation. All data is as of the Aug. 25 close unless otherwise indicated.Get Home Depot alerts:Winner: Hom ...

Today, I shall initiate coverage on Lowe's Companies (NYSE: LOW ) and Home Depot (NYSE: HD ), the two mainstays of the home improvement market in the United States. Retail is one space where tariffs have hadA freight forwarding professional with over 20 years in the industry, I am an enthusiastic market participant with a flair for picking gems from the general rubble. My industry experience has given me insights into human behavior, investment psychology, and the need to make money work for you instead of ...

智通财经APP获悉，根据高盛对美国零售企业Q2财报及管理层会议的分析，行业整体展现出业绩韧 性，但下半年展望趋于谨慎。 多数零售商在Q2实现超预期表现：57%企业同店销售额超出高盛预期，50%企业毛利率及营业利润率超 预期。家得宝(HD.US)、劳氏(LOW.US)、塔吉特(TGT.US)、沃尔玛(WMT.US)等巨头均实现稳健增长。 高盛注意到，目前已公布业绩的多数公司在同店销售、毛利率和营业利润率上均超出预期；但在指引方 面，更多企业选择维持或下调全年展望，而非上调，突显高盛认为下半年存在不确定性的观点，原因包 括关税影响以及产品价格可能在下半年开始走高。 高盛维持对 BJ批发俱乐部(BJ.US)、家得宝、劳氏和沃尔玛的"买入"评级，看好其策略与市场地位；对 塔吉特持"中性"。 然而，企业的业绩指引趋于保守： 仅36%企业上调全年EPS指引中点，多数维持或下调预期。这反映了 管理层对下半年通胀传导、关税成本上升及消费者不确定性的担忧。高盛指出，企业普遍认为关税影响 将在Q4全面显现。 ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended August 3, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 1-8207 THE HOME DEPOT, INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction o ...

Key Takeaways Home Depot posted Q2 EPS of $4.58, nearly unchanged from $4.60 last year.The operating margin slipped to 14.5% as expenses grew faster than sales.HD reaffirmed 2025 guidance, expecting EPS to decline about 2%.The Home Depot, Inc.’s (HD) second-quarter fiscal 2025 results show that while earnings per share held steady, margin pressure remains a key issue. The company reported earnings of $4.58, marginally down from $4.60 per share a year ago. Similarly, adjusted earnings came in at $4.68, a min ...

家得宝（Home Depot）于上周二公布最新财报。图片来源：David Paul Morris—Bloomberg/Getty Images 出于对经济和利率的担忧，家得宝的顾客们正搁置大型家居装修项目，转而专注于小型项目。 家得宝首席执行官泰德·德克尔（Ted Decker）在上周二的财报电话会议中表示，消费者或许会重新开始 刷墙、修整庭院，但不会着手推进大型家居装修项目。 麦克菲尔对《华尔街日报》表示，消费者并未取消厨房改造、浴室升级这类需贷款支持的项目，但"受 整体经济形势不确定性，以及利率上升推高借贷成本的影响，他们仍在推迟大型项目"。 美联储为抑制通胀采取一系列举措后，利率始终处于高位。自2024年底以来，美联储将利率稳定维持在 4.25%至4.5%的区间内，不过部分人士正密切关注美联储主席杰罗姆·鲍威尔（Jerome Powell）在即将召 开的杰克逊霍尔经济政策研讨会上的发言，以期捕捉降息信号。与此同时，经济学家们愈发频繁地发出 警告，称低增长与高通胀并存的滞胀威胁加剧。7月同比通胀率涨幅约为2.7%，就业市场面临的威胁也 在持续升级。 尽管近期房地产市场增速放缓——这意味着房屋交易前后的家装 ...

CHICAGO, ILLINOIS - AUGUST 19: Customers shop at a Home Depot store on August 19, 2025 in Chicago, Illinois. Home Depot's stock priced climbed despite reporting a slight miss in analyst's expectations during its earnings report today after the company maintained it's full-year forecast. (Photo by Scott Olson/Getty Images)Getty Images Question: Why put your money into Home Depot stock (NYSE: HD) at a price-to-earnings ratio of 28, when Lowe’s stock (NYSE: LOW) is offered at a lower ratio of 22? In fact, you ...

Join iREIT on Alpha today to get the most in-depth research that includes REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, and other income alternatives. 438 testimonials and most are 5 stars. Nothing to lose with our FREE 2-week trial .Analyst’s Disclosure:I/we have a beneficial long position in the shares of UNP, CP, TPL, LB, CNQ, HD, CSL either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other t ...

美国降息下地产链受益标的梳理及深度复盘 20250825 摘要 美国二手房成交量处于历史低位，仅约 400 万套，与高利率环境相关， 接近金融危机时期水平，但底部盘旋时间更长，预示着潜在的需求积压。 尽管加息，2023-2025 年美国房价持续创新高，较五年前上涨 50%， 显示地产周期健康，被压制的需求可能带来影响，类似于 2008 年，但 底部盘旋更久。 嘉德宝（Home Depot）股价自 2008 年以来上涨 15 倍，近期财报显 示收入增长 2.8%，同店销售增长 1%，净利润小幅下滑，经营状况稳定， 小型住宅施工缓慢提升，但整体翻修量未恢复。 嘉德宝预计未来十年受益于持续降息，小型住宅施工缓慢提升，但整体 翻修量仍低于平均水平，大型施工项目需等待降息，对未来发展持乐观 态度。 嘉德宝作为美国家居建材零售龙头，市占率超 30%，且持续提升，未来 有望突破 40%，受益于市场规模扩大，劳氏、Wayfair 等公司也将受益。 美股已开始炒作地产复苏标的，如嘉德宝、劳氏、Open Door 等， Open Door 在鲍威尔降息表态后股价大涨，史丹利百得、Wayfair 等 公司也表现出色。 中国及港股中 ...

Core Insights - Investors are encouraged to consider dividend-paying stocks for steady returns amid macroeconomic uncertainties [1] - Top Wall Street analysts provide recommendations to help identify attractive dividend-paying stocks [2] MPLX LP - MPLX LP is a diversified master limited partnership (MLP) focused on midstream energy infrastructure and logistics, recently acquiring Northwind Delaware Holdings LLC for approximately $2.38 billion [3] - The company reported distributable cash flow (DCF) of $1.4 billion for Q2, allowing for a capital return of $1.1 billion, with a current dividend yield of 7.5% [4] - Analyst Selman Akyol from Stifel reaffirmed a buy rating on MPLX, raising the price forecast to $60 from $57, citing growth potential from the Northwind acquisition [5][6] - Akyol expects MPLX to grow its distribution at 12.5% over the next several years, with a historical EBITDA and DCF growth rate of 7% over the past four years [6][7] EOG Resources - EOG Resources, an oil and gas exploration and production company, paid $528 million in dividends and repurchased $600 million in shares during Q2, with a quarterly dividend of $1.02 per share, yielding 3.4% [8] - Analyst Scott Hanold from RBC Capital reiterated a buy rating on EOG, setting a price target of $140, while TipRanks' AI Analyst has an "outperform" rating with a price target of $133 [9] - EOG is expanding its position in the Utica shale through the acquisition of Encino Acquisition Partners, with expectations of significant operational improvements [11] - Hanold anticipates EOG's natural gas exposure to exceed 3 billion cubic feet per day by the end of 2025, supported by its Dorado development and opportunities in the Utica [12][13] - EOG's strong balance sheet allows for high shareholder returns, with a commitment to increasing dividends despite macro uncertainties [14][15] Home Depot - Home Depot's Q2 adjusted earnings and revenue fell short of expectations, but the company maintained its full-year guidance, with a quarterly dividend of $2.30, yielding 2.2% [16] - Analyst Scot Ciccarelli from Truist reiterated a buy rating on Home Depot, raising the price forecast to $454 from $433, citing improving trends in core business categories [17][18] - Home Depot experienced broad sales growth across categories and geographies, with a 2.6% increase in big-ticket transactions over $1,000 in Q2 [19] - The company is less affected by tariff volatility compared to peers, attributed to its buying power and diversified sourcing model [20]