Group 1: Home Depot Inc - Home Depot reported a revenue of $41.12 billion for the last quarter, reflecting a year-over-year decrease of 4.2% [1] - The company’s net income for the quarter was $3.66 billion, down from $3.88 billion in the same period last year, indicating a decline of 5.7% [1] - Home Depot's same-store sales fell by 4.5%, highlighting challenges in the home improvement sector [1] Group 2: T-Mobile US Inc - T-Mobile US Inc achieved a total revenue of $19.65 billion, marking a 2.5% increase compared to the previous year [1] - The company added 1.5 million new customers in the last quarter, contributing to a total customer base of 113 million [1] - T-Mobile's net income rose to $1.56 billion, up from $1.45 billion year-over-year, representing a growth of 7.6% [1] Group 3: Meta Platforms Inc - Meta Platforms Inc reported a revenue of $32.17 billion, which is a 3% increase from the previous year [1] - The company’s net income for the quarter was $10.28 billion, showing a significant increase of 15% year-over-year [1] - Meta's daily active users reached 2.96 billion, reflecting a growth of 4% compared to the same period last year [1]

Core Insights - Big-box estimates have slightly decreased due to a decline in foot traffic, raising concerns among analysts about consumers potentially losing their shopping appetite [1] Group 1 - Analysts are worried about the declining foot traffic in big-box stores, which may indicate a shift in consumer behavior [1] - The overall estimates for big-box retailers have been adjusted downward as a result of these trends [1]

Core Insights - The Dow Jones Industrial Average closed down 557.24 points (-1.18%) on November 17, 2025, influenced by upcoming earnings reports and a backlog of economic data [1] - Anticipation surrounds key corporate earnings from Nvidia, Walmart, and Home Depot, which are expected to provide insights into the AI, technology, and consumer sectors [1] - Delayed economic data, including the September jobs report, is expected to impact perceptions of the U.S. economy and Federal Reserve interest rate decisions [1] Company Performance - Johnson & Johnson, Amgen, and Merck & Co. were among the biggest gainers, reflecting a shift towards defensive or healthcare-related stocks amid market uncertainty, with gains of 2.08%, 1.82%, and 1.11% respectively [2] - American Express led the declines with a drop of 2.37%, attributed to increased net write-off rates in U.S. Consumer Card Member loans, followed by IBM (-2.13%), Salesforce (-1.94%), and Apple (-1.73%) [3]

Core Viewpoint - The outlook for the retail sector heading into the holiday season is bleak, primarily due to rising inflation impacting consumer health, especially among low-income consumers [1][3]. Retail Earnings Outlook - Major retailers such as Walmart, Home Depot, and Target are set to report earnings, with cautious sentiment prevailing in the market [1][4]. - Five Below is identified as the most likely retailer to exceed consensus expectations in its upcoming earnings report, benefiting from macro tailwinds and company-specific improvements [5]. - Target is expected to miss expectations due to ongoing struggles with consumer perception, being viewed as a "nice to have" rather than a necessity [6]. - Walmart is anticipated to report inline results, but the current stock valuation suggests limited upside potential [6][7]. Home Improvement Sector - Home Depot and Lowe's are experiencing muted performance, with expectations for uninspiring results in their upcoming reports [9]. - The performance of these companies is largely driven by macroeconomic factors, particularly interest rates and housing turnover, which will influence home improvement demand [9]. Costco's Position - Costco's earnings report is scheduled for the second week of December, with expectations for better performance due to its focus on middle to high-income consumers, who are faring better than low-income consumers [10].

Retail giants like Walmart, Home Depot, and Target, as you can see there, are scheduled to report their earnings throughout the course of the week as investors continue to gauge the state of the consumer. Our next guest says the outlook is bleak going into the holiday season as rising inflation weighs on the consumer health with lowincome consumers getting squeezed the absolute most. For more, let's bring in Jihan Ma, the senior analyst over at Bernstein, who covers many of these uh retailers.Jihan, thank y ...

Home Depot and Lowe's are set to post modest sales gains when they report quarterly results this week, giving investors a read on whether the outlook is improving or consumer caution is still holding ... ...

We're back on Morning Trade Live. We'll get a closer look at the home improvement trade tomorrow morning when Home Depot reports its earnings. And it's been a rough go for those stocks this year.Home Depot and Lowe's both down more than 5% in 2025, while Floor and Decor and Builder First Source are both down more than 25% year to date. So, let's go inside out on Home Depot ahead of tomorrow's earnings. Joining us now is Sky Canaves, who's the principal analyst at Earketer.Thanks so much, Sky, for joining us ...

Group 1 - The Home Depot, Inc. (NYSE:HD) is one of the largest home improvement retailers in America and is frequently discussed by Jim Cramer [2] - Cramer believes that shares of Home Depot could appreciate following a Federal Reserve interest rate cut, despite a recent downgrade by Stifel from Buy to Hold [2] - Cramer criticized the timing of the Stifel downgrade, suggesting that investors should not exit their positions in Home Depot, especially with potential Fed easing on the horizon [2] Group 2 - While Home Depot is acknowledged as a potential investment, there is a belief that certain AI stocks may offer higher returns with limited downside risk [3] - A report is available that highlights an extremely cheap AI stock that benefits from Trump tariffs and onshoring [3]

Core Insights - Home Depot is set to release its third-quarter earnings results, with analysts expecting earnings of $3.83 per share, an increase from $3.67 per share in the same period last year [1] - The anticipated quarterly revenue for Home Depot is $41.12 billion, up from $40.22 billion a year earlier [1] Analyst Downgrade - Stifel analyst W. Andrew Carter downgraded Home Depot from Buy to Hold and reduced the price target from $440 to $370 [2] - The downgrade comes amid discussions about the company's dividend potential, which currently stands at an annual yield of 2.54% [2] Dividend Insights - Home Depot's quarterly dividend is $2.30 per share, translating to an annual dividend of $9.20 [2] - To generate $500 monthly from dividends, an investment of approximately $236,259 or around 652 shares is required, while $100 monthly would need about $47,107 or 130 shares [2] - The dividend yield is calculated by dividing the annual dividend payment by the stock's current price, which can fluctuate based on stock price changes [3] Price Action - Home Depot's shares fell by 1.6%, closing at $362.36 on Friday [4]

Core Points - Kreate has been recognized by The Home Depot as Partner of the Year for Storage for the second consecutive year, highlighting its commitment to quality storage solutions [1][2] - The award is part of The Home Depot's annual Supplier Partnership and Innovation Awards, which honor suppliers that provide unique value and high performance to customers [2] - Kreate designs, manufactures, and distributes HDX and Husky storage products, which are exclusive to The Home Depot and widely used in American homes [3] Company Overview - Kreate is a leader in innovative and sustainable solutions, serving millions of customers through its exclusive partnership with The Home Depot [5] - The company focuses on various product categories, including plumbing, cleaning, lawn & garden, home organization, and construction, combining engineering precision and sustainability [5] - Kreate leverages innovation centers equipped with 3D printing technology to create efficient solutions that advance the industry [5]