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 ...

智通财经APP获悉，家得宝(HD.US)周一表示，其全资子公司Gold Acquisition Sub已将收购 GMS(GMS.US)全部流通股的现金要约期限延长，报价为每股110美元。 此交易于2025年6月29日宣布，仍需获得加拿大监管机构批准，且需超过半数流通股被要约收购方可完 成。 该要约原定于8月22日截止，现延长至2025年9月3日美国东部时间晚上11:59。截至原截止日期，已有约 2930万股GMS股票(占总股本的77%)被要约收购。 Broadridge Corporate Issuer Solutions, LLC担任要约存管机构，D.F. King & Co., Inc.担任信息代理。 作为全球最大的家装零售商，家得宝在美、加、墨三国运营超2353家门店，拥有800余个分支机构和325 个配送中心，全球员工超47万人。本次要约基于家得宝及其子公司与GMS此前达成的合并协议执行， 家得宝此前表示，合并后的新业务单元将形成覆盖1200多个网点、拥有8000余辆配送车辆的庞大网络， 每日可完成数万次工地配送服务。 ...

Core Viewpoint - Home Depot's customers are postponing large home renovation projects due to economic and interest rate concerns, focusing instead on smaller projects [2][3]. Group 1: Financial Performance - Home Depot reported quarterly revenue of $45.28 billion, an increase from the previous year but slightly below analysts' expectations of $45.41 billion [4]. - The company's stock price rose by 3.17% during midday trading, making it a leading stock in the Dow Jones index [4]. Group 2: Consumer Behavior - Consumers are delaying large renovation projects that typically require financing, while smaller projects can be paid for in cash [2][3]. - Despite a slowdown in the real estate market, consumers are steadily pursuing small home improvement projects, supported by a relatively affluent customer base, with 80% being homeowners [3][4]. Group 3: Economic Context - The Federal Reserve has maintained high interest rates between 4.25% and 4.5% since late 2024, contributing to consumer hesitance regarding large projects [3]. - Inflation remains a concern, with a year-on-year increase of approximately 2.7% in July, and the threat of stagflation is growing [3].

ATLANTA, Aug. 25, 2025 /PRNewswire/ -- The Home Depot® announced today that its wholly owned subsidiary, Gold Acquisition Sub, Inc. ("Purchaser"), has extended the expiration date of its tender offer to purchase, subject to certain conditions, all of the outstanding shares of common stock of GMS (the "Shares"), at a price of $110.00 per Share in cash, without interest and subject to any required withholding of taxes. The offer, which was previously scheduled to expire at one minute after 11:59 p.m., Eastern ...

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 ...