Core Viewpoint - Home Depot reported an unexpected increase in fourth-quarter same-store sales, indicating resilience in U.S. demand despite challenges in the housing market and limited storm activity [1] Group 1: Sales Performance - Comparable sales rose 0.4% for the quarter, surpassing consensus forecasts of a 0.36% decline [1] - In the U.S., same-store sales increased by 0.3%, compared to expectations of a 0.54% decrease [1] - Adjusted earnings per share for the three months ended February 1 were $2.72, exceeding analyst estimates of $2.55 [1] Group 2: Management Insights - CEO Ted Decker noted that results were largely in line with internal expectations, attributing limited inclement weather to reduced demand for storm-related materials [2] - Management highlighted ongoing consumer uncertainty and pressures in the housing market, with elevated home prices and subdued hiring trends affecting housing demand [3] - CFO Richard McPhail indicated that consumer caution related to cost-of-living pressures is expected to continue, with no clear catalyst for housing activity [3] Group 3: Future Outlook - Home Depot reiterated its fiscal 2026 outlook, projecting flat to 2% comparable sales growth and adjusted earnings per share ranging from flat to up 4% [4]

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 ...

Pre-market futures are busy climbing out of the deep hole Monday’s market dug for itself, particularly on the blue-chip Dow index. Tariff concerns and possible military conflict with Iran are issues that have not gone away, but neither have they poisoned the well. The Dow is up +138 points, the S&P 500 is +11, the Nasdaq +113 and the small-cap Russell 2000 is +4 points at this hour. Q4 Earnings Roundup This Morning: HD, PLNT & MoreHome Depot (HD)  beat earnings estimates in its Q4 report out this morning by ...

Nasdaq, Dow Jones recover as new Trump tariffs begin, IMB and Salesforce rebound Proactive uses images sourced from Shutterstock 11:30am: Rally resumes US stocks have recovered some of Monday’s losses, with the Nasdaq up 0.9%, the Dow Jones up 0.8% and the S&P 500 up 0.6% late morning. “Most global stock indices recovered despite mixed economic data while cryptocurrencies stayed under pressure amid investor fatigue,” IG chief technical analyst Axel Rudolph said. “While Bitcoin dipped below the $63,000 ...

New distribution networks, direct job-site delivery, and digital tools (e.g., AI estimating) aim to embed Home Depot in contractors’ workflows, positioning it more like a construction-supply distributor than a traditional big-box chain.The retailer’s multi-year “Supply House” strategy is shifting focus to professional customers which are now nearly half of revenue.Home Depot is learning to grow even when housing does not.By completing this form, you agree to receive marketing communications from PYMNTS and ...

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 ...