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Truist上调家得宝目标价至433美元
Ge Long Hui· 2025-08-13 15:24
Truist Securities将家得宝的目标价从417美元上调至433美元,维持"买入"评级。(格隆汇) ...
Home Depot (HD) Earnings Expected to Grow: Should You Buy?
ZACKS· 2025-08-12 15:01
Wall Street expects a year-over-year increase in earnings on higher revenues when Home Depot (HD) reports results for the quarter ended July 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates. The earnings report, which is expected to be released on August 19, might help the stock move higher if these key numbers are better than expectations. ...
Will Appliance & Building Material Sales Keep Lifting Home Depot's Q2?
ZACKS· 2025-08-12 14:50
Core Insights - Home Depot, Inc. reported a slight decline in total comparable sales by 0.3% in Q1 fiscal 2025, but six out of sixteen merchandising departments, including appliances and building materials, showed positive comparable sales, primarily driven by the Pro customer segment [1][8] - The company faces challenges from elevated interest rates impacting large-scale remodeling projects, particularly in kitchens and bathrooms, although transactions over $1,000 experienced modest growth, indicating selective higher-value spending [2][8] - Seasonal factors in Q2 may boost demand for construction and repair projects, with appliances likely benefiting from replacement cycles and competitive promotions aimed at value-conscious consumers [3][4] Financial Metrics - The Zacks Consensus Estimate for Home Depot's Q2 sales indicates a year-over-year growth of 5.4%, while earnings per share (EPS) is expected to see a marginal increase of 0.9% [5][8] - Current estimates for Q2 sales stand at $45.51 billion, with a year-over-year growth estimate of 5.42% [6] - The current EPS estimate for Q2 is 4.71, reflecting a year-over-year growth estimate of 0.86% [7] Market Performance - Home Depot shares have increased by 10.7% over the past year, outperforming the industry growth of 6.4% and key competitors like Lowe's (1.6% increase) and Floor & Decor (-24.7% decrease) [9] - The company trades at a forward price-to-sales ratio of 2.29, which is higher than the industry average of 1.62, indicating a premium valuation compared to peers like Lowe's (1.57) and Floor & Decor (1.69) [10]
Home Depot vs. Lowe's: Which Home Improvement Stock Has Better Upside?
ZACKS· 2025-08-11 15:46
Core Insights - Home Depot and Lowe's are the leading companies in the U.S. home improvement retail sector, each pursuing different strategies in a challenging market characterized by high interest rates and selective consumer spending [1][2] Home Depot (HD) - Home Depot is focusing on leveraging its scale, supply-chain strength, and relationships with Pro customers to maintain market share [1] - The acquisition of SRS Distribution enhances Home Depot's Pro segment by adding complementary verticals and improving its trade credit program, which is vital for attracting large-scale Pro clients [3] - Investment in technology has improved delivery speed and customer engagement through an interconnected retail model, with AI tools enhancing store operations [4] - Home Depot's supply-chain diversification strategy reduces reliance on any single country, with over half of purchases sourced domestically, mitigating geopolitical risks [5] - Challenges include rising costs affecting margins, soft demand for big-ticket remodels due to high interest rates, and increased inventory levels [6] Lowe's (LOW) - Lowe's is strengthening its position in the Pro customer segment, with Pro sales increasing in the mid-single digits, supported by the MyLowe's Pro Rewards program [7] - The acquisition of Artisan Design Group positions Lowe's to tap into a fragmented $50 billion market and address the demand for new homes in the U.S. [8] - Lowe's is pursuing growth initiatives such as rural market expansion and new store openings, focusing on Pro sales and online growth through technology investments [9] - Online sales increased by 6% year-over-year, driven by higher traffic and improved conversion rates, with the launch of a home improvement product marketplace expanding offerings [10] - Operational efficiency initiatives have improved gross margins, but softness in big-ticket DIY categories remains a challenge, with comparable sales down 1.7% in the first quarter [11][12] Comparative Analysis - Home Depot's fiscal 2025 sales and EPS estimates suggest year-over-year growth of 3.1% and a decline of 1.4%, respectively [13] - Lowe's fiscal 2025 sales and EPS estimates indicate growth of 0.8% and 2.4%, respectively [14] - Home Depot's stock has gained 12.2% over the past year, outperforming Lowe's, which has risen 4.4% [16] - Home Depot trades at a forward price-to-sales (P/S) multiple of 2.29, while Lowe's is at 1.57, indicating Home Depot is priced higher [18] - The competitive edge currently favors Home Depot due to its scale, Pro relationships, and strategic acquisitions, while Lowe's faces challenges from macro-sensitive DIY categories and tariff risks [20]
The Home Depot Announces Withdrawal and Refiling of Premerger Notification and Report Form under the HSR Act and Extension of Tender Offer to Acquire GMS Inc.
Prnewswire· 2025-08-07 20:15
Core Viewpoint - The Home Depot has withdrawn and refiled its Premerger Notification and Report Form under the HSR Act for its acquisition of GMS Inc., extending the tender offer deadline to August 22, 2025 [1][2][3]. Group 1: Acquisition Details - The Home Depot, through its subsidiary Gold Acquisition Sub, Inc., is making an all-cash tender offer to purchase all outstanding shares of GMS at a price of $110.00 per share [1]. - The initial Premerger Notification was filed on July 21, 2025, and the waiting period under the HSR Act has restarted with the new expiration set for August 22, 2025 [2]. - The tender offer has been extended from August 8, 2025, to August 22, 2025, with all other terms remaining unchanged [3]. Group 2: Tender Offer Status - As of August 6, 2025, approximately 13,208,330 shares, representing about 34.7% of the outstanding shares, have been validly tendered [4]. - Stockholders who have already tendered their shares do not need to take any further action due to the extension of the tender offer [4]. Group 3: Company Overview - The Home Depot is the largest home improvement specialty retailer globally, operating over 2,350 retail stores and employing more than 470,000 associates [6].
Is Home Depot Stock a Buy, Hold or Sell at Its Current Price?
ZACKS· 2025-08-07 13:55
Core Insights - Home Depot, Inc. continues to leverage strategic store investments, supply-chain discipline, and digital capabilities to maintain a strong market position despite macroeconomic challenges [1] - The stock's current valuation raises questions about whether there is still value to unlock or if it is prudent to hold or trim positions [1] Stock Performance - Home Depot shares closed at $386.80, reflecting an 11% gain over the past year, outperforming the industry growth of 6.3% [2] - Compared to peers, Home Depot has significantly outperformed Lowe's (0.8% increase), Floor & Decor (-19.4%), and FGI Industries (-10.2%) [2] Valuation Analysis - Home Depot trades at a forward 12-month price-to-sales (P/S) multiple of 2.29, above the industry average of 1.61 but slightly below its one-year median of 2.30 [3] - The premium P/S ratio is notable compared to Lowe's (1.55), Floor & Decor (1.71), and FGI Industries (0.06) [3] Strategic Initiatives - The company is enhancing its Pro services and technology, which strengthens its market position [6] - Home Depot's investment in technology and customer-facing innovations, including AI-driven tools, is improving customer experience and engagement [9] - The strategic approach to supply chain management, including reducing dependence on single sourcing countries, is safeguarding against geopolitical risks [10] Growth Opportunities - The Pro segment is a key growth area, with acquisitions like SRS Distribution expected to capture more market share in fragmented Pro markets [8] - Structural tailwinds from an aging U.S. housing stock and high home equity levels position Home Depot to benefit from deferred remodeling demand once interest rates normalize [10] Financial Estimates - The Zacks Consensus Estimate for the current fiscal year remains at $15.04, indicating a year-over-year decline of 1.3%, while the next fiscal year's estimate has risen to $16.43, suggesting a growth of 9.2% [12] Investment Considerations - Despite strong operational performance, Home Depot faces near-term challenges such as margin pressure and soft demand for big-ticket items [11] - For existing shareholders, holding the stock is advisable due to long-term potential, while prospective investors may consider waiting for a more favorable entry point [14]
Will AI-Driven Tools Improve Home Depot's In-Store Edge?
ZACKS· 2025-08-06 12:51
Core Insights - Home Depot is significantly investing in artificial intelligence to enhance in-store competitiveness and improve employee efficiency through advanced digital tools [1][8] - The integration of AI tools is leading to better customer service, higher employee retention, and increased customer satisfaction [2][8] - Home Depot's strategy focuses on transforming stores into intelligent service centers, combining technology with human expertise [4] Company Performance - Home Depot shares have increased by 12.5% over the past year, outperforming the industry growth of 6.9% [7] - The company is expected to achieve a year-over-year sales growth of 3.1%, while earnings per share are projected to decline by 1.3% [10] Financial Estimates - The Zacks Consensus Estimate for Home Depot's current financial-year sales is $164.45 billion, reflecting a year-over-year growth of 3.09% [13] - The forward price-to-earnings ratio for Home Depot is 24.48X, compared to the industry average of 21.58X [9] Competitive Landscape - Lowe's is also enhancing its AI and technology investments to improve in-store productivity and customer interactions, positioning itself as a tech-enabled competitor [5] - Floor & Decor is focusing on digital and in-store initiatives, with 19% of sales driven by connected customer capabilities [6]
Home Depot Shares Cross Above 200 DMA
Forbes· 2025-08-05 15:25
tickertech In trading on Tuesday, shares of Home Depot crossed above their 200 day moving average of $383.64, changing hands as high as $384.58 per share. Home Depot shares are currently trading up about 0.4% on the day. 10 Stocks Crossing Above Their 200 Day Moving Average » The chart below shows the one year performance of HD shares, versus its 200 day moving average: HD Looking at the chart above, HD's low point in its 52 week range is $326.31 per share, with $439.31 as the 52 week high point — that comp ...
The Home Depot to Host Second Quarter Conference Call on August 19
Prnewswire· 2025-08-05 12:00
SOURCE The Home Depot A webcast will be available by logging onto http://ir.homedepot.com/events-and-presentations and selecting the Second Quarter Earnings Conference Call icon. The webcast will be archived, and the replay will be available beginning at approximately noon on August 19. The Home Depot is the world's largest home improvement specialty retailer. The company operates more than 2,350 retail stores, over 800 branches and more than 325 distribution centers that directly fulfill customer orders ac ...
把货“藏”在加拿大,商家赌特朗普对华关税认怂,网友:很明智!
Sou Hu Cai Jing· 2025-08-04 08:57
Group 1 - The core issue is the impact of the U.S. imposing tariffs as high as 245% on Chinese goods, which significantly affects retail businesses reliant on Chinese supply chains [1][4][6] - Retailers are increasingly using Canadian warehouses to store goods temporarily, taking advantage of tax exemptions and the ability to reclaim tariffs if goods are exported within four years [4][6][8] - The volume of containers shipped from China to Canada has surged by 50%, as retailers find this strategy more cost-effective compared to paying high tariffs in the U.S. [6][8][11] Group 2 - The high tariffs are causing increased prices for everyday goods, which are ultimately passed on to consumers, leading to a rise in living costs for ordinary Americans [11][19][32] - Major retailers like Walmart, Target, and Home Depot are feeling the pressure and have even approached the White House to discuss tariff issues, although the outcomes remain uncertain [15][17][19] - Concerns are growing about the long-term sustainability of small and medium-sized businesses that rely on Chinese suppliers, with fears of a significant shake-up in the retail industry [15][19][29] Group 3 - The ongoing tariff situation is creating a challenging environment for retailers as they prepare for the holiday season, with uncertainty about future tariff policies [17][19][32] - The trade war is causing broader economic concerns, with warnings from hedge fund managers about potential negative impacts on the U.S. economy if tariffs are not lifted [19][20][29] - The global economic repercussions are evident, with significant declines in stock markets across Asia and concerns about the feasibility of shifting supply chains to other countries [22][25][29]