Well, let's talk more about the opportunities now in retail. Joining us now is New Burger Burman analyst John San Marco. John, good to see you today.When you're looking at the earnings that have come out recently, it really does appear that there has been some resilience in the face of tariffs. How do you explain it. >> Yeah, great to see you.Thanks for having me on. That that's well put. Um, you know, I think tariffs are, you know, one, manifesting a bit slow, more slowly than expected.Um, two, I I think t ...

Today, I shall initiate coverage on Lowe's Companies (NYSE: LOW ) and Home Depot (NYSE: HD ), the two mainstays of the home improvement market in the United States. Retail is one space where tariffs have hadA freight forwarding professional with over 20 years in the industry, I am an enthusiastic market participant with a flair for picking gems from the general rubble. My industry experience has given me insights into human behavior, investment psychology, and the need to make money work for you instead of ...

Home Depot has been hosting its earnings call this hour. Let's get to Courtney Reagan with some highlights. Morning, Courtney.>> Hi, Carl. Yeah, so despite missing the street's expectations for earnings and revenue for the first time since May of 2014, shares are higher on the reaffirmed guidance for the full year. Comparable sales also disappointed slightly, only the second positive comp in 11 quarters.though sales did continue to get stronger each month of the quarter and McFale just said the CFO on the c ...

For her calm. >> All right. As we've been talking about Home Depot reporting earnings this morning, the company missed on the bottom line, but did show improvement in their US comps over the last three months, every month of the quarter.Joining us right now for his reaction is Brian Nagle. He is Oppenheimer senior equity research analyst. And Brian, just tell me what you think about what you saw from this release.>> Well, good morning Becky. Look, I think it's largely more of the same from Home Depot. I kno ...

Retail is dominating the earnings story this week with Home Depot, Lowe's, Walmart, and Target all reporting in the coming days. Joining us this morning is Evercore analyst Greg Melich, who has some thoughts on at least some of them today. Greg, good to see you.Thanks for joining us. Hey Carl, great to be here. Target's a really interesting debate.We had a uh downgrade on Friday to sell, but today you added to tactical outperform. Can you talk about why. Yeah, we we just think that uh it needs to be pretty ...

My next guest is tracking the impact of tariffs in retail and says there are several names positioned to mitigate tariff risk better than others. Here with his top retail defense plays is Brian Nagel, senior analyst at Oppenheimer. Okay, Brian, what are they.>> Well, good afternoon. So, look, we my as a retail analyst, as an analyst studying consumer, you know, I've spent a lot of time lately studying and watching tariffs and trying to make sense of what's happening out there. And you'll look before I talk ...

2025年，湖南省商务厅联合发展改革、财政等部门，加力扩围推进消费品以旧换新工作，为促消费、惠 民生注入强劲动力。上半年，全省社会消费品零售总额达10391.81亿元，同比增长6.2%，增速高于全国 平均水平1.2个百分点，在经济十强省中增幅位居第三。 湖南省商务厅在消费品以旧换新工作中打出一套"组合拳"。在扩围拓品方面，汽车报废领域将符合条件 的国四排放标准燃油车纳入补贴范围；数码产品购新领域新增手机、平板、智能手表手环3类产品；家 电以旧换新在原有8类基础上新增8类家电产品；家装厨卫"焕新"领域则将湘绣、湘瓷等湖南特色产品列 入补贴清单，极大地丰富了消费者的选择。 据介绍，湖南省以旧换新活动覆盖全省14个市州，参与的企业25347家、门店31300个，覆盖汽车、家 电、数码和家装等重点领域。截至2025年6月30日，全省消费品以旧换新共计有970.38万笔申领补贴， 累计申领金额75.3亿元，累计带动销售金额570.57亿元。 湖南省汽车以旧换新成绩突出，约18.25万台汽车"参与"，其中新能源汽车占比约47%，带动销售261.63 亿元，有力推动了汽车产业绿色升级。家电领域，519.68万台家电实现以旧 ...

Investor Second Quarter 2025 Presentation Disclaimer Certain matters discussed in this presentation contain forward-looking statements concerning our business, operations and financial performance and conditions, as well as our plans, objectives and expectations for our business operations and financial performance and condition. These statements may be preceded by, followed by or include the words "may," "expect," "will," "will likely result," "should," "estimate," "plan" and other similar expressions that ...

Core Insights - Home Depot and Lowe's are the leading companies in the U.S. home improvement retail sector, each pursuing different strategies in a challenging market characterized by high interest rates and selective consumer spending [1][2] Home Depot (HD) - Home Depot is focusing on leveraging its scale, supply-chain strength, and relationships with Pro customers to maintain market share [1] - The acquisition of SRS Distribution enhances Home Depot's Pro segment by adding complementary verticals and improving its trade credit program, which is vital for attracting large-scale Pro clients [3] - Investment in technology has improved delivery speed and customer engagement through an interconnected retail model, with AI tools enhancing store operations [4] - Home Depot's supply-chain diversification strategy reduces reliance on any single country, with over half of purchases sourced domestically, mitigating geopolitical risks [5] - Challenges include rising costs affecting margins, soft demand for big-ticket remodels due to high interest rates, and increased inventory levels [6] Lowe's (LOW) - Lowe's is strengthening its position in the Pro customer segment, with Pro sales increasing in the mid-single digits, supported by the MyLowe's Pro Rewards program [7] - The acquisition of Artisan Design Group positions Lowe's to tap into a fragmented $50 billion market and address the demand for new homes in the U.S. [8] - Lowe's is pursuing growth initiatives such as rural market expansion and new store openings, focusing on Pro sales and online growth through technology investments [9] - Online sales increased by 6% year-over-year, driven by higher traffic and improved conversion rates, with the launch of a home improvement product marketplace expanding offerings [10] - Operational efficiency initiatives have improved gross margins, but softness in big-ticket DIY categories remains a challenge, with comparable sales down 1.7% in the first quarter [11][12] Comparative Analysis - Home Depot's fiscal 2025 sales and EPS estimates suggest year-over-year growth of 3.1% and a decline of 1.4%, respectively [13] - Lowe's fiscal 2025 sales and EPS estimates indicate growth of 0.8% and 2.4%, respectively [14] - Home Depot's stock has gained 12.2% over the past year, outperforming Lowe's, which has risen 4.4% [16] - Home Depot trades at a forward price-to-sales (P/S) multiple of 2.29, while Lowe's is at 1.57, indicating Home Depot is priced higher [18] - The competitive edge currently favors Home Depot due to its scale, Pro relationships, and strategic acquisitions, while Lowe's faces challenges from macro-sensitive DIY categories and tariff risks [20]

Big-Box Retailing Tycoon’s Wealth Takes A Hit As Filipinos Skimp On Home Improvement https://t.co/jQNYabY37V https://t.co/jQNYabY37V ...