家得宝表示，公司赢得了更多的市场份额，同时电子商务实现了连续三个季度的两位数增长。尽管如 此，住房需求的实质性改变尚未显现。该公司预计2026财年总销售额同比增长约2.5%至4.5%，低于此 前预估的4.06%的同比增长率。同店销售额增长预计在0%至2.0%。 周二，家得宝(HD.US)开盘涨近4%，报389.69美元。消息面上，家得宝四季度营收达382亿美元，同比 下降3.8%，超出预期1亿美元;调整后每股收益为2.72美元，超出预期0.20美元。在截至2月1日的财季 中，衡量开业至少一年店面业绩的同店销售额增长了0.4%，优于平均预期值。这些结果表明，尽管利 率处于高位且通胀担忧持续存在，但家庭装修项目的需求依然保持稳定。 ...

Core Viewpoint - Analysts suggest that Home Depot (HD.US) stockholders can expect continued growth in dividends, with the quarterly dividend currently at $2.30 per share, a 53% increase from $1.50 in 2020 [1] Dividend Growth - Home Depot has consistently increased its dividends, with the current dividend yield at 2.18% as of September 12 [1] - The payout ratio stands at approximately 62%, indicating room for future dividend growth [1] Sales Performance - Despite a challenging economic environment leading to a slowdown in consumer spending, Home Depot anticipates a 1% growth in comparable sales for the fiscal year ending in January [1] Investment Appeal - In addition to robust dividend growth, Home Depot's strong brand and solid financial position make it an attractive long-term investment option [1]

Group 1 - President Trump pressured Walmart to absorb tariff costs without raising prices [1] - Target Corporation lowered its full-year sales forecast after a weak quarterly performance, downplaying plans for price increases related to tariffs [1][3] - Target's comparable sales fell by 3.8% in the quarter ending May 3, exceeding analyst expectations [3] Group 2 - Home improvement retailers Lowe's and Home Depot are exploring strategies to manage tariff costs without comprehensive price increases [3] - Home Depot indicated that while there won't be overall price hikes, some individual product prices may adjust, and certain items might disappear from shelves [3] - Lowe's executives emphasized maintaining price competitiveness and minimizing consumer impact [3] Group 3 - Nike avoided mentioning tariffs but announced price increases on various footwear and apparel products, with specific increases of $5 for shoes priced between $100 and $150, and $10 for shoes over $150 [5] - Major U.S. retailers are facing dual challenges of high costs from tariffs and the need to avoid alienating consumers or the White House [5] Group 4 - A recent Reuters survey indicated that economists believe U.S. government policies have negatively impacted the economy, with over 55% stating it caused severe damage [6] - Current tariff rates are significantly higher than at the beginning of the year, contributing to high policy uncertainty and recession risks [6] - Economists expect U.S. inflation to remain above the Federal Reserve's 2% target at least until 2027 [6]