After Home Depot's solid quarter, investors are turning to Lowe's. Stronger same-store sales trends and a lower valuation could give it an edge. ...

We're back on Morning Trade Live. Here is where the biggest names in the home improvement space are trading this morning. That comes after Home Depot reporting earnings ahead of the bell today.So, we've got Home Depot shares up 3.4%. So, they did something right in this quarter. We'll discuss that.Lowe's is tracking high by just over 2% as well and the rest are all up in trade this morning. Obviously, we are tracking this storm that is hitting the northeast of the country as well. And some of these stocks d ...

Core Insights - Economic concerns, particularly job losses and affordability, are significantly impacting home improvement retailers like Home Depot, which reported nearly flat comparable sales growth for the quarter and full fiscal year [1] Group 1: Consumer Sentiment and Spending - Continued consumer uncertainty is the primary reason customers are hesitant to invest in large home improvement projects, as highlighted by CEO Ted Decker [2] - High prices and low existing mortgage rates have kept homeowners from selling, while high borrowing costs and layoffs have dampened enthusiasm for financing renovations [3] Group 2: Market Outlook - Concerns over housing affordability and job losses are increasing, leading to a cautious approach for the upcoming spring season, which typically sees higher activity for Home Depot [4] - The company is not relying on tax stimulus for support, as it anticipates that funds may be used for debt repayment or savings rather than home improvement projects [5] Group 3: Financial Health and Stock Performance - Home Depot and its competitor Lowe's have managed the current uncertainty with discipline, resulting in an increase in stock prices following Home Depot's earnings report [5] - The CFO noted that even financially healthy households are showing reluctance to invest in renovations due to economic uncertainties [3]

Key Takeaways Home Depot Q4 EPS beat estimates, while sales fell 3.8% and missed estimates.Home Depot's gross margin fell 20 bps and the operating margin contracted 120 bps y/y.Home Depot expects FY26 sales to rise 2.5-4.5%, with EPS projected between flat and 4% growth.The Home Depot Inc. (HD) has reported fourth-quarter fiscal 2025 results, wherein the bottom line beat the Zacks Consensus Estimate, while the top line missed the same. However, sales and earnings per share (EPS) declined year over year.The ...

Core Insights - Home Depot is shifting its focus towards professional customers, which now account for nearly half of its revenue, through a multi-year "Supply House" strategy aimed at embedding itself in contractors' workflows [1][5][19] - The company reported fourth-quarter 2025 adjusted earnings per share of $2.72 on revenue of $38.2 billion, which, despite being down 3.8% year over year, exceeded Wall Street expectations [3][4] - The growth of Home Depot's professional business reflects a structural repositioning rather than a temporary shift due to market conditions [5][7] Business Strategy - Home Depot is evolving from a traditional big-box retailer to a construction-supply distributor by integrating digital tools and direct job-site delivery [1][6] - The company has developed a "parallel distribution system" with Specialized Distribution Centers and a logistics fleet of over 8,000 trucks to facilitate direct delivery to construction sites [13][14] - The introduction of the AI-powered "Blueprint Takeoff" tool aims to streamline the estimation process for contractors, enhancing operational efficiency [16] Market Dynamics - The professional contractor segment, referred to as "Complex Pro," is characterized by longer project cycles and needs-based repairs, making it more resilient compared to the discretionary DIY market [7][15] - Home Depot's financials indicate a decline in transactions by 8.5% year over year, while the average ticket size increased by 2.4%, highlighting a shift in consumer behavior [9] - The company plans to limit new store openings to about 15 locations in 2026, focusing instead on enhancing supply chain capabilities and digital tools [19] Industry Trends - The retail landscape is shifting, with major players like Home Depot blurring the lines between merchant and service platform, similar to trends seen in eCommerce [6][8] - The divergence in performance between Pro-heavy categories and consumer-driven renovations underscores the impact of housing turnover on retail home improvement demand [18] - If successful, Home Depot may redefine its role in the construction economy, transitioning from a cyclical retailer to a hybrid distributor [20]

The Home Depot, Inc. (HD) shares rose 3.26 percent to $389.27, up $12.28 on Tuesday, even after the company reported lower fourth-quarter profit and revenue compared with the same period last year.The stock is currently trading at $389.27, compared with a previous close of $376.99 on the New York Stock Exchange. It opened at $389.11 and has traded between $386.22 and $394.17 during the session. Trading volume stands at 1.45 million shares, below its average volume of 4.41 million shares. For the fourth q ...

Home Depot Beats Estimates for First Time in a Year as Shares Jump 3.5% - 24/7 Wall St.[S&P 5006,880.10 +0.47%][Dow Jones49,222.20 +0.76%][Nasdaq 10024,952.70 +0.84%][Russell 20002,654.67 +1.00%][FTSE 10010,715.60 +0.30%][Nikkei 22557,915.30 +1.96%][Stock Market Live February 24, 2026: S&P 500 (SPY) Rebounding from Monday Disaster][Investing]# Home Depot Beats Estimates for First Time in a Year as Shares Jump 3.5%### Quick ReadHome Depot (HD) beat adjusted EPS expectations at $2.72 versus $2.54 consensus fo ...

The Home Depot (NYSE:HD) Q4 2026 Earnings call February 24, 2026 09:00 AM ET Company ParticipantsAnn-Marie Campbell - Senior EVPBilly Bastek - EVP of MerchandisingIsabel Janci - VP of Investor Relations and TreasurerRichard McPhail - CFOSimeon Gutman - Managing DirectorTed Decker - Chair, President, and CEONone - Company RepresentativeConference Call ParticipantsMichael Lasser - Equity Research AnalystSteven Forbes - Senior AnalystSteven Zaccone - Equity Research AnalystZach Fadem - Managing Director and Se ...

The Home Depot (NYSE:HD) Q4 2026 Earnings call February 24, 2026 09:00 AM ET Company ParticipantsAnn-Marie Campbell - Senior EVPBilly Bastek - EVP of MerchandisingIsabel Janci - VP of Investor Relations and TreasurerMike Rowe - EVPRichard McPhail - CFOSimeon Gutman - Managing DirectorTed Decker - Chair, President, and CEOConference Call ParticipantsMichael Lasser - Equity Research AnalystSteven Forbes - Senior AnalystSteven Zaccone - Equity Research AnalystZach Fadem - Managing Director and Senior Equity An ...

The Home Depot (NYSE:HD) Q4 2026 Earnings call February 24, 2026 09:00 AM ET Speaker4Greetings, and welcome to The Home Depot 4th quarter 2025 earnings conference call. At this time, all participants are in a listen-only mode. A brief question-and-answer session will follow the formal presentation. If anyone should require operator assistance during the conference, please press star 0 on your telephone keypad. As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Is ...