Wall Street analysts expect Home Depot (HD) to post quarterly earnings of $3.59 per share in its upcoming report, which indicates a year-over-year decline of 1.1%. Revenues are expected to be $39.33 billion, up 8% from the year-ago quarter.The consensus EPS estimate for the quarter has been revised 0.4% higher over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe.Prior to a company's earnings ...

The Home Depot, Inc. (HD) is set to report first-quarter fiscal 2025 results on May 20, before market open. The company’s top line is expected to have increased year over year in the to-be-reported quarter. The Zacks Consensus Estimate for fiscal first-quarter revenues is pegged at $39.3 billion, indicating growth of 8% from that reported in the year-ago quarter.The Zacks Consensus Estimate for quarterly earnings per share (EPS) of $3.59 indicates a decline of 1.1% from the year-ago period’s reported figure ...

Home Depot (HD) closed at $373.60 in the latest trading session, marking a -0.79% move from the prior day. This change lagged the S&P 500's 0.73% gain on the day. Meanwhile, the Dow experienced a drop of 0.64%, and the technology-dominated Nasdaq saw an increase of 1.61%.Coming into today, shares of the home-improvement retailer had gained 5.43% in the past month. In that same time, the Retail-Wholesale sector gained 9.91%, while the S&P 500 gained 9.07%.The investment community will be closely monitoring t ...

The retail sector is in focus with big retailers like Walmart (WMT) , Home Depot (HD) , Lowe’s (LOW) and Target (TGT), as well as store channels like Nordstrom (JWN) and Kohl’s (KSS), due to report earnings. So far, 20 out of 33 retailers on the S&P 500 Index have already reported. Earnings of these companies are up 20.2% from the same period last year on 6.9% higher revenues, with 55% beating EPS estimates and 45% beating revenue estimates. Overall, the retail sector is expected to report earnings growth o ...

The market expects Home Depot (HD) to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended April 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on M ...

Core Viewpoint - Home Depot's stock has experienced a decline of 12.3% over the past three months, which is better than the broader industry's 14.7% drop but worse than the Retail-Wholesale sector and S&P 500 declines of 10.5% and 7.9%, respectively [1][6] Stock Performance - The current stock price of Home Depot is $362.75, representing a 17.4% discount from its 52-week high of $439.37 and a 12% premium from its 52-week low [5] - Home Depot's stock trades above its 200-day moving averages, indicating strong upward momentum and price stability [5] Growth Drivers - Home Depot has maintained consistent growth through its "One Home Depot" strategy, focusing on technology investments, supply-chain modernization, and digital transformation [8] - The company caters to both DIY customers and professional contractors, enhancing customer loyalty and market appeal [8][9] - A vast store network and a growing online presence position Home Depot well to meet evolving consumer demands [9] Operational Challenges - Home Depot faces challenges such as softened demand and pressure in high-ticket discretionary categories, affecting total and comparable sales [10] - For fiscal 2025, the company projects a 2.8% year-over-year increase in sales, a slowdown from the 4.5% growth in fiscal 2024, with comparable sales expected to rise just 1% [10] - The gross margin is forecast to remain flat at 33.4%, and the operating margin is projected at 13% [10] Profitability Pressures - Elevated interest rates are impacting consumer behavior and financing costs, with net interest expenses expected to rise to $2.2 billion in fiscal 2025 from $2.1 billion in the prior year [11] - Home Depot anticipates a 3% decline in GAAP earnings per share and a 2% year-over-year fall in adjusted EPS [12] Earnings Estimates - Home Depot's earnings estimates for fiscal 2025 have shown an uptrend, with a 0.2% increase in the Zacks Consensus Estimate for earnings per share in the last seven days [13] - The consensus estimate for fiscal 2025 sales implies 2.7% year-over-year growth, while earnings per share suggest a decline of 1.5% [13] Valuation - Home Depot's stock is currently trading at a forward 12-month P/E multiple of 23.56X, higher than the industry average of 20.55X and the S&P 500's average of 20.65X [14][15] - Competitors like Lowe's, Williams-Sonoma, and Haverty Furniture have lower forward 12-month P/E ratios, indicating that Home Depot's valuation may seem expensive [15] Investment Outlook - Despite the premium valuation and cautious outlook, Home Depot's growth initiatives and strong Pro customer sales position it well for the long term [18] - The prevailing headwinds necessitate a thorough evaluation of recent developments before making investment decisions [19]

Core Insights - Home Depot is well-positioned to continue its earnings-beat streak in the upcoming report, having surpassed earnings estimates consistently in the last two quarters [1][4]. Earnings Performance - For the last reported quarter, Home Depot achieved earnings of $3.13 per share, exceeding the Zacks Consensus Estimate of $3.04 per share by 2.96% [2]. - In the previous quarter, the company reported earnings of $3.78 per share against an expected $3.64 per share, resulting in a surprise of 3.85% [2]. Earnings Estimates - There has been a favorable change in earnings estimates for Home Depot, with a positive Earnings ESP (Expected Surprise Prediction) indicating a strong likelihood of an earnings beat [4][7]. - The current Earnings ESP for Home Depot is +0.43%, suggesting analysts are optimistic about its near-term earnings potential [7]. Predictive Metrics - Stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have a nearly 70% chance of producing a positive surprise [5]. - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, reflecting the latest analyst revisions [6]. Upcoming Earnings Report - Home Depot's next earnings report is anticipated to be released on May 20, 2025 [7].

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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]

当沃尔玛、家得宝、塔吉特三大零售巨头的CEO从白宫密谈归来，一场影响全球供应链的博弈正式进入白热化。4月21日的闭门会议后，这些掌控着美国 70%消费品流通的商业巨头突然宣布：恢复从中国供应商的全部订单，145%关税由美方全额承担。这一动作不仅震惊了华尔街，更让全球贸易观察家嗅到 了暴风雨前的气息——船运周期显示，零售商们已笃定特朗普政府将在一个月内大幅下调关税，否则他们将面临"超市货架清空"的灭顶之灾。 一、白宫密谈：零售三巨头的最后通牒 4月21日的白宫椭圆形办公室里，沃尔玛CEO道格·麦克米伦抛出了一个残酷的事实："若关税维持现状，两周内全美30%的超市货架将空空如也。" 这绝非危 言耸听——自4月初特朗普宣布对华商品加征三位数关税后，美国零售业已陷入"断供恐慌"。 • 供应链瘫痪：洛杉矶港数据显示，从中国出发的货船数量暴跌33%，玩具、服装、电子产品等依赖中国供应链的商品库存已降至安全线以下。 • 物价失控：亚马逊、Shein等平台商品价格集体飙升30%，纽约消费者艾米丽在社交媒体晒出订单截图："20美元的T恤涨到26美元，关税正在掏空我的钱 包。" • 政治威胁：三大巨头联合警告特朗普："若货架空了 ...