ATLANTA, May 6, 2025 /PRNewswire/ -- The Home Depot®, the world's largest home improvement retailer, announced today that it will hold its First Quarter Earnings Conference Call on Tuesday, May 20, at 9 a.m. ET. A webcast will be available by logging onto http://ir.homedepot.com/events-and-presentations and selecting the First Quarter Earnings Conference Call icon. The webcast will be archived, and the replay will be available beginning at approximately noon on May 20. The Home Depot is the world's largest ...

Group 1 - Walmart and other US retailers have notified Chinese suppliers to resume shipments, with the cost of tariffs being borne by the US buyers, indicating a resilience in the supply chain despite tariff barriers [1] - The ongoing trade dynamics reflect a strong demand in Sino-US economic relations, highlighting the importance of maintaining supply chain stability [1] Group 2 - Shanghai Airport reported a nearly 12% year-on-year increase in revenue for 2024, reaching approximately 12.4 billion yuan, with net profit doubling to nearly 2 billion yuan [2] - The growth in performance is attributed to a record passenger throughput of over 124 million at Shanghai's two major airports, surpassing pre-pandemic levels [2] - However, a decline in duty-free business revenue raises concerns about structural risks in non-aviation operations, linked to weakened consumer spending and cross-border channel shifts [2] Group 3 - Nike's After Dark Tour in Shanghai attracted over 12,000 registrations, with 3,500 female runners participating, emphasizing the brand's focus on the female sports market [3] - The initiative aligns with Nike's strategic shift under new CEO Elliott Hill, aiming to reinforce its professional sports image and capitalize on the growing trend of health-conscious female consumers [3] - To maintain competitive advantage, Nike must differentiate its products, such as through specialized women's running shoes, to avoid homogenization in the market [3] Group 4 - Hunan Mingming Hen Mang has submitted an application for listing on the Hong Kong Stock Exchange, reporting revenues of 4.286 billion yuan, 10.295 billion yuan, and 39.344 billion yuan for 2022, 2023, and 2024 respectively [4] - The company has expanded to 14,394 stores across 28 provinces, with approximately 58% located in county and township areas, demonstrating significant growth in the affordable snack sector [4] - The rapid revenue growth of nearly tenfold over three years indicates the potential of the low-tier market, but challenges remain in supply chain management and competition in the industry [4]

Group 1 - The CEOs of Walmart, Home Depot, and Target announced a resumption of all orders from Chinese suppliers, with the U.S. government fully absorbing the 145% tariffs, indicating a significant shift in the global supply chain dynamics [1][3] - Walmart's CEO warned that if tariffs remain unchanged, 30% of supermarket shelves in the U.S. could be empty within two weeks, highlighting the urgency of the situation [3] - The shipping volume from China to the U.S. has dropped by 33%, leading to a critical inventory shortage for products reliant on Chinese supply chains [3] Group 2 - Walmart placed emergency orders worth $23 billion to Chinese suppliers within 72 hours after the White House meeting, while Home Depot initiated a "Supply Chain Acceleration Plan" [5] - The CFO of Walmart revealed that the company has set aside $4.5 billion to cover tariffs, which represents 18% of its projected net profit for 2024, indicating a high-stakes gamble on tariff reductions [5] - FedEx's predictive system shows that 92% of supply chain experts believe tariffs will drop below 20% within 60 days, influencing retailers' decisions [5] Group 3 - The high tariffs have led to a 14% year-over-year increase in the U.S. import price index, with warnings of a 90% chance of economic recession by 2025 if the situation persists [7] - 58% of independent voters oppose the current administration due to rising prices, which poses a political risk for the Trump administration [7] - Trade partners like the EU and ASEAN are refusing to cooperate with U.S. pressure on China, with Mexico seizing the opportunity to increase its export share to the U.S. [7] Group 4 - The tariff conflict has exposed vulnerabilities in global supply chains, prompting a shift towards digitalization and regionalization [9] - Companies are investing in AI-driven supply chain management systems to enhance responsiveness and predict the impact of tariff changes [9] - Home Depot is investing $3 billion to build a "zero-carbon logistics network," aiming to reduce reliance on single supply chains and promote sustainability [9]

Company Overview - Costco and Home Depot are two of the largest retailers globally, with a combined market cap of $770 billion as of April 21 [1] - Costco focuses on general merchandise, while Home Depot specializes in DIY and professional home improvement products [1] Costco Performance - In fiscal Q2 2025, Costco reported a 6.8% year-over-year increase in same-store sales, driven by increased foot traffic and strong growth in categories like home furnishings, gold and jewelry, and appliances [3] - Costco's membership model has resulted in a loyal customer base, with 78.4 million households contributing to $1.2 billion in membership fee income [4] - The company has a consistent profit generation capability, offering regular dividends and special one-time payouts, the latest being $15 per share in January 2024 [5] Home Depot Performance - Home Depot generated $159.5 billion in revenue in fiscal 2024, significantly outperforming competitors like Lowe's [6] - The company is facing challenges, with same-store sales expected to rise only 1% this fiscal year after a decline of 1.8% in fiscal 2024 [7] - Home Depot's long-term prospects are supported by the aging U.S. housing stock and significant untapped home equity for upgrades [8] Comparative Analysis - Costco is viewed as a more resilient business compared to Home Depot, as its demand is less sensitive to macroeconomic conditions, while Home Depot's performance is closely tied to the housing market [9] - Despite Costco's perceived strength, Home Depot is considered a better investment based on valuation, with a price-to-earnings ratio of 23.2 compared to Costco's 55.9 [10] - Some investors may prioritize owning high-quality businesses regardless of valuation, suggesting a dollar-cost averaging strategy for purchasing shares [11]

Investors should also pay attention to any latest changes in analyst estimates for Home Depot. These recent revisions tend to reflect the evolving nature of short-term business trends. As a result, upbeat changes in estimates indicate analysts' favorable outlook on the company's business health and profitability. In the latest trading session, Home Depot (HD) closed at $356.42, marking a +0.56% move from the previous day. The stock trailed the S&P 500, which registered a daily gain of 1.67%. Elsewhere, the ...

Group 1: Market Reactions - Stocks of big-box retailers and large e-commerce companies rebounded due to positive news regarding trade negotiations between the Trump administration and trade partners [1] - Amazon shares increased by approximately 3.3%, Walmart shares rose nearly 2%, and Home Depot shares were up about 1.3% [2] Group 2: Trade Relations and Impact - The U.S.-China trade tensions have negatively affected big-box retailers and e-commerce companies, as they source a significant portion of their products from China [3] - Approximately 30% of Amazon's first-party merchandise comes from China, while Walmart sources at least 70% of its products from Chinese suppliers [4] - The Trump administration is working on a deal with India to allow large retailers to access India's $125 billion e-commerce market [5] Group 3: Regulatory Environment - U.S. companies can currently only operate as online marketplaces for Indian companies, despite Walmart's acquisition of a controlling stake in Flipkart for $16 billion in 2018 [6] - The U.S. has been attempting to open India's domestic market since 2006, facing challenges in negotiations [7] Group 4: Future Outlook - The current situation with China is described as untenable, with expectations for eventual improvement [8] - A successful trade deal with India could potentially provide the Trump administration with leverage in negotiations with China [9] - Long-term prospects for Amazon, Walmart, and Home Depot remain positive, despite potential short-term challenges from tariff headlines or consumer weakness [11]

The stock market dropped sharply on Monday as tariff concerns, a falling dollar, and rising yields hit the stock market. Consumer goods companies look like they're facing a very uncertain year. The most notable moves on Monday came in home improvement retail, consumer retail, and fashion. Home Depot (HD -2.22%) dropped 3.6% on Monday, Lowe's Companies (LOW -2.83%) was down 2.8%, Boot Barn Holdings (BOOT -2.23%) fell 2.6%, and Deckers Outdoor (DECK -1.93%) had dropped 2% by market close. The bond market is e ...

沃尔玛首席财务官约翰·大卫·雷尼本月早些时候在达拉斯市一场投资者活动中表示，该公司在美国销售的商品中约有三分之二是在本土制造、种植或组装 的，其余三分之一则依赖全球进口，其中中国和墨西哥是"最重要的"供应国。 【环球网报道 记者 姜蔼玲】据美国消费者新闻与商业频道（CNBC）报道，美国三家主要零售商的首席执行官（CEO）当地时间21日前往白宫与总统特朗 普会面，讨论美国关税政策对其以进口为主的商业模式可能带来的影响。报道说，在经历了多年的高通胀后，消费者正竭力寻求低价商品，而对零售商而 言，关税政策已然成为本已严峻经济形势下的新威胁。 据CNBC报道，沃尔玛CEO道格·麦克米伦、塔吉特百货公司CEO布赖恩·康奈尔，以及家居建材用品零售巨头家得宝的董事长、总裁兼CEO泰德·德克尔出席 了会议。有关这场会议的消息最早由彭博社披露，该会议未列入美总统当日公开日程。 会后，三家公司发布了措辞几乎一致的声明，声明称与总统进行了富有成效、建设性的会谈。特朗普随后也在向CNBC提供的声明中表示，会议"进行的非 常顺利"，并称很荣幸能在白宫椭圆形办公室接待他们。 相比之下，塔吉特的处境更显被动。报道说，这家总部位于美国明尼苏 ...

Group 1: Meeting Overview - President Trump is meeting with major retailers including Target, Walmart, Home Depot, and Lowe's to discuss the impact of tariffs on imported goods [1][3] - The meeting will take place at the White House and will focus on the effects of Trump's tariffs on these companies [1] Group 2: Tariff Details - Trump increased tariffs on imports from China to 145% earlier this month and announced a 90-day pause on reciprocal tariffs, applying a 10% duty on countries that have not retaliated [5][6] - More than 75 countries have reached out to the U.S. to negotiate on trade issues, and Trump has authorized a 90-day pause with a lowered reciprocal tariff of 10% during this period [6][7] Group 3: Company Responses - Home Depot stated it regularly meets with government leaders on issues affecting its business [4] - Walmart's CEO Doug McMillon will be attending the meeting with Trump [3]

Group 1 - President Trump is set to meet with executives from major retailers including Walmart, Target, Home Depot, and Lowe's to discuss the impact of his trade policies, particularly tariffs [1][2] - The meeting is not listed on the public schedule, and the specific executives attending are not disclosed [2] - Retailers are facing challenges due to tariffs, which threaten their import-heavy business models, especially as consumers seek low prices amid high inflation [2][3] Group 2 - Walmart is in a relatively strong position as approximately two-thirds of its products sold in the U.S. are made, grown, or assembled domestically, with only one-third imported, primarily from China and Mexico [4] - Target faces more significant challenges as it relies heavily on overseas manufacturing for its discretionary merchandise, and its annual revenue has been stagnant for the past four years, projecting only 1% sales growth for the current fiscal year [5]