Core Viewpoint - Home Depot anticipates that same-store sales growth and profits for fiscal year 2026 will fall below analyst expectations due to a decline in demand for DIY projects and large items [1] Group 1: Sales Expectations - The company expects same-store sales for fiscal year 2026 to be flat to a growth of 2%, which is lower than the average analyst expectation of 2.34% [1] Group 2: Earnings Projections - Adjusted earnings per share are projected to be flat to a growth of 4%, also below the analyst expectation of 5.6% [1]

专题：聚焦2025年第三季度美股财报 家得宝公司发布了对明年的谨慎初步业绩指引，这一信号表明这家家居装修零售商并不预期房地产市场 会在短期内出现反弹。 该公司预计全年同店销售额增速将在持平至增长 2% 区间，低于彭博社汇总的市场平均预期。同店销售 额是衡量零售行业业绩的关键指标。家得宝给出的总销售额增长预期也同样低于市场预估。 受美国房地产市场拖累，家得宝业绩承压。高利率环境下，消费者对大额采购以及需要融资的装修项目 持观望态度。尽管当前抵押贷款利率较一年前有所回落，但受整体经济领域成本高企影响，美国民众依 旧行事谨慎。同时，房价仍处于高位，意味着很大一部分人群已愈发难以负担住房。 家得宝将于周二举办分析师投资者日活动，其还同步给出了 "市场复苏" 情景下的业绩预期 —— 即当公 司观察到住房市场活跃度和相关支出回升时，业绩将实现更高增长。在此情景下，同店销售额预计将增 长 4% 至 5%。 该公司首席财务官理查德・麦克菲尔在声明中表示："我们认为住房市场面临的压力终将得到缓解，届 时家居装修市场的增长速度将快于整体经济增速。" 他还补充道，家得宝有望 "继续实现快于行业整体 的增长"。 在最新财报中，家得宝 ...

Core Viewpoint - Home Depot anticipates higher sales in the upcoming fiscal year, with expectations for growth to accelerate if housing activity improves [1] Company Summary - Home Depot is projecting an increase in sales for its next fiscal year [1] - The company believes that growth will be further enhanced by a potential boost in housing activity [1]

Home Depot is offering cautious preliminary guidance for next year, a sign that the home-improvement retailer doesn’t anticipate the housing market to rebound in the short term https://t.co/L40EAY27YC ...

ATLANTA, Dec. 9, 2025 /PRNewswire/ -- The Home Depot, the world's largest home improvement retailer, will discuss key strategic priorities, provide a preliminary 2026 outlook and a market recovery case, today at its 2025 Investor and Analyst Conference. Today's conference will begin at 8:30 a.m. ET and will be available in its entirety through a live webcast and replay at ir.homedepot.com/events-and-presentations. During today's conference, the company will discuss how it is uniquely positioned to grow mark ...

Group 1 - The article provides a market analysis focusing on Home Depot Inc, Dollar Tree Inc, and two State Street ETFs, highlighting their performance and market trends [1] Group 2 - Home Depot Inc is analyzed for its position in the consumer discretionary sector, reflecting on sales trends and market share [1] - Dollar Tree Inc is examined for its growth strategies and competitive positioning within the retail sector [1] - The State Street Consumer Discretionary Select Sector SPDR ETF and the Consumer Staples Select Sector SPDR ETF are discussed in terms of their investment performance and sector allocations [1]

Key Takeaways HD debuts AI-powered blueprint takeoffs tool to fast-track estimates and aid Pro project execution.The tool replaces a weeks-long process with faster, accurate estimates to ease budgeting and planning.HD leverages digital tools to strengthen its Pro value proposition and reduce project bottlenecks.The Home Depot, Inc. (HD) is enhancing its focus on professional contractors by introducing a new AI-powered tool designed to reshape how Pro customers plan and execute complex projects. The company ...

Core Viewpoint - Morgan Stanley has raised its S&P 500 year-end target for 2026 to 7,800, driven by strong earnings growth and AI-enhanced efficiency gains [1][2] Group 1: Market Outlook - The market's positive shift began in April 2025, reversing previous negative growth assumptions due to supportive government policies [2] - The government's "Big Beautiful bill" is expected to enhance capital expenditure and provide tax benefits for consumers in the first half of 2026 [2] - The Federal Reserve's actions are also contributing to market momentum [2] Group 2: Sector Performance - The market is anticipated to broaden beyond a few major names, with potential in sectors like consumer discretionary, underperforming financials, transports, and consumer products [3] - These sectors have low earnings multiples, which may lead to earnings surprises and subsequent multiple expansion [3] Group 3: Stock Recommendations - A list of 11 stocks has been curated based on analyst ratings and hedge fund sentiment, focusing on those with over 25% upside potential [6][7] - The methodology includes analyzing top holdings from quality factor ETFs and ranking them by analyst upside potential [6] Group 4: Company Highlights - **NVIDIA Corporation (NASDAQ:NVDA)**: - Hedge fund holders: 234, Analyst upside potential: 25.06% [8] - Recent partnerships with Mistral AI and AWS enhance its AI capabilities and cloud infrastructure [10][11] - **The Home Depot, Inc. (NYSE:HD)**: - Hedge fund holders: 104, Analyst upside potential: 25.93% [12] - Mixed opinions from analysts following Q3 2026 results, with revenue growth of 2.82% year-over-year to $41.35 billion, but EPS of $3.74 fell short of consensus [13][14] - The company is positioned for market share gains despite recent performance challenges [14][15]

If this is trueLong Home Depot earnings.HustleBitch (@HustleBitch_):🚨 HOME DEPOT IS “ROUNDING DOWN” YOUR CHANGE - AND KEEPING THE DIFFERENCE. HOW IS THIS LEGAL??This man says he paid at Home Depot and his change was supposed to be $10.51… but the cashier tried handing him $10.50.When he asked where the penny went, she told him:“We don’t https://t.co/096hA0CCoq ...

Core Insights - Home Depot is currently facing challenges reflected in its stock performance, despite historically creating significant shareholder value [1] - The company operates in a sector that typically experiences organic growth, supported by a strong omnichannel strategy and recent acquisitions [2] - The real estate market's suppression due to high interest rates and inflation has negatively impacted consumer spending on discretionary home improvement products [3] Financial Performance - In the fiscal third quarter of 2025, Home Depot reported a 2.8% year-over-year sales increase to $41.4 billion, with $900 million attributed to the acquisition of GMS [4] - Adjusted earnings per share (EPS) decreased to $3.74 from $3.78, missing Wall Street expectations of $3.83, and management lowered full-year comparable sales expectations to "slightly positive" [4] - The company still raised its dividend, yielding 2.6% at the current stock price [5] Market Position and Outlook - Home Depot's stock has declined nearly 17% year-to-date, trading at a P/E ratio of 24, indicating market appreciation for its stability despite declining earnings [7] - The company's future performance is expected to be influenced by mortgage rates, with management focusing on improving customer value and operational efficiency [6]