Lowe's (LOW) Workforce Reduction Comes as Bernstein Maintains Bullish Rating
Lowe's Companies, Inc. announced plans to cut approximately 600 corporate and support positions, less than 1% of its workforce, to focus more on store operations and customer interaction. Concurrently, Bernstein raised its price target for Lowe's to $313 from $284 while reiterating an Outperform rating, despite anticipating modest Q4 earnings due to winter storms. The company stated it would provide financial support and career assistance to affected employees.
Weekly Market Update: Stocks Gain 1.03% as Communication Services Rise and Consumer Defensives Fall
The Morningstar US Market Index increased by 1.03% this week, driven by strong performance in communication services and industrials, while consumer defensives and utilities saw declines. RingCentral and Tandem Diabetes Care were the top-performing stocks, significantly rising, while Cogent Communications and Klarna Group experienced the sharpest drops. The article also provides a summary of bond and commodity movements, along with upcoming economic reports and earnings announcements.
Mechanical Locks Market Size, Demand & Trends 2025 to 2035
The global mechanical locks market is projected to grow from USD 7.75 billion in 2025 to USD 11.15 billion by 2035, exhibiting a CAGR of 3.7%. This growth is driven by increasing security concerns and construction activities, especially in emerging economies. Deadbolt locks are expected to dominate the product segment, while departmental stores will remain the leading sales channel.
BUILDING MATERIALS DRIVERS AT HOME DEPOT-OWNED TEMCO LOGISTICS JOIN TEAMSTERS
Nearly 100 drivers at Temco Logistics, a wholly-owned subsidiary of Home Depot, have voted to join Teamsters Local 528, marking the first union organizing victory at any Home Depot company. This victory comes despite an intense anti-union campaign from the company, with drivers seeking better pay, dignity, and respect at work. The Teamsters General President Sean M. O'Brien stated that these workers are taking a history-defining step and will prove the union's power when they win their first contract.
Is Home Depot (HD) a 'Buy' Ahead of Its Upcoming Earnings Announcement?
Home Depot (HD) is preparing to announce its fourth-quarter earnings, with analysts expecting a decline in earnings per share and revenues. Despite missing earnings in three of the last four quarters, the stock is showing renewed momentum. The company's business is supported by steady demand for repair projects and strategic investments in its omnichannel and supply chain.
Morgan Stanley issues sharp take on the stock market
Morgan Stanley's Katie Huberty argues that the recent stock market sell-off has been "indiscriminate," leading to a rotation where leadership is broadening beyond big tech and AI builders to AI adopters. The firm's analysis suggests that businesses effectively integrating AI are seeing margin expansion, and recent sector performance in autos, homebuilders, and retail supports this shift.
YETI Holdings, Inc. (NYSE:YETI) Receives Consensus Recommendation of "Moderate Buy" from Analysts
Sixteen analysts have issued a "Moderate Buy" consensus recommendation for YETI Holdings, Inc. (NYSE:YETI), with an average 12-month price target of $46.85. The company reported a 7% increase in Q4 net sales, driven by strong international growth, and plans further share repurchases in FY2026. However, tariffs are expected to negatively impact margins by approximately 200 basis points.
YETI Q4 Deep Dive: Tariff Headwinds, International Growth, and Management Transition
YETI Holdings Inc (NYSE:YETI) reported Q4 CY2025 results, meeting revenue expectations and beating non-GAAP profit estimates. The company experienced strong international growth, especially in Europe and Australia, and product innovation contributed to its performance. However, profitability was impacted by tariff headwinds and increased promotional activity, with management anticipating continued pressures in the first half of 2026.
Sherwin-Williams Wall Paint: What US DIYers Are Getting Right (and Wrong)
This article analyzes Sherwin-Williams wall paint, comparing its various lines and their performance against cheaper brands for US DIYers. It highlights the importance of proper surface preparation and tool selection, even with premium paints, and emphasizes Sherwin-Williams' strengths in coverage, durability, and color accuracy. The piece concludes that while Sherwin-Williams paints are often worth the investment, particularly when purchased during sales, successful application depends on choosing the right product for the specific use case and adequate preparation.
Costco stock price slides below $990 as Walmart outlook sharpens focus on U.S. consumer
Costco Wholesale Corp shares fell 0.9% to $987.22 after Walmart's CEO, John Furner, expressed caution regarding consumer spending, particularly among lower-income families. This sentiment from Walmart, despite its solid sales and $30 billion stock buyback, has intensified investor scrutiny on the retail sector amidst mixed economic signals. Costco's upcoming fiscal Q2 results on March 5 will be closely watched for further indications of consumer behavior and potential impacts on its stock.
YETI Announces CFO Transition
YETI Holdings, Inc. announced the appointment of Scott Bomar as its new Senior Vice President, Chief Financial Officer, and Treasurer, effective February 23, 2026. Bomar, who previously held senior finance and operational roles at The Home Depot and Deluxe Corporation, succeeds Mike McMullen, who will serve in an advisory capacity until May 31, 2026, to ensure a smooth transition. The company anticipates that Bomar's extensive experience in financial and operational leadership will support YETI's strategic growth initiatives and drive long-term shareholder value.
Analysts Offer Insights on Consumer Cyclical Companies: CAVA Group, Inc. (CAVA) and Home Depot (HD)
UBS analyst Dennis Geiger maintained a Hold rating on CAVA Group, Inc. (CAVA) with a price target of $69.00, noting the company's shares are near their 52-week low. Wells Fargo analyst Zachary Fadem maintained a Buy rating on Home Depot (HD) with a price target of $395.00. Both companies received further analyst coverage, with CAVA having a Moderate Buy consensus and Home Depot a Strong Buy consensus.
Home Depot Q4 Earnings: Will HD Continue to Outpace the S&P 500 After Earnings?
Home Depot is set to report its Q4 earnings on February 24, with expectations for an EPS of $2.53 on $38.11 billion in revenue. The company faces headwinds from a slowing housing market and consumer spending on home improvements, having previously provided Q4 guidance below analyst expectations. Despite a challenging outlook, a potential recovery in the housing market could provide an upside to its 2026 sales growth projections.
Home Depot vs. Lowe's: Which Home Improvement Stock Has More Upside?
This article compares Home Depot (HD) and Lowe's (LOW), two major players in the home improvement sector, analyzing their strategies, market positioning, and financial outlook. While both companies face challenges from cautious consumer spending and slower housing turnover, Home Depot's focus on its Pro ecosystem and advanced AI tools for contractors gives it a slight edge. Lowe's, with its "Total Home Strategy" and emphasis on higher-growth categories, also shows strong potential, but Home Depot is currently considered better positioned due to its broader scale and deeper integration.
Lowe's mass layoffs to impact dozens of Georgia employees
Lowe's has announced mass layoffs that will affect approximately 600 corporate and support employees across the nation. Dozens of these impacted employees are based in Georgia. This news comes as other related articles discuss Home Depot's recent moves regarding its workforce and AI tools.
Home Depot vs. Lowe's: Which Home Improvement Stock Has More Upside?
This article analyzes Home Depot (HD) and Lowe's (LOW), two leading home improvement retailers, comparing their strategies, market positions, and financial outlooks. Home Depot's focus on professional contractors and its advanced AI tools for project planning are highlighted as key strengths, while Lowe's "Total Home Strategy" and technology integration also position it strongly. Despite Home Depot's larger scale and deeper integration, Lowe's has shown better year-to-date stock performance, although Home Depot is seen as having a more defensible competitive moat.
Curious about Home Depot (HD) Q4 Performance? Explore Wall Street Estimates for Key Metrics
Wall Street analysts forecast Home Depot (HD) to report Q4 earnings of $2.51 per share, a nearly 20% decline year-over-year, with revenues expected to drop by 3.7% to $38.25 billion. Key metrics like sales per store and customer transactions are also predicted to decrease compared to the previous year, although average ticket size is expected to slightly increase. The consensus EPS estimate has seen a 0.2% downward revision over the last 30 days.
7 Best New Dollar Tree Kitchen Finds Hitting Shelves This Week
Dollar Tree is a popular destination for affordable kitchen items, offering significant deals compared to other retailers. This article highlights seven new kitchen finds available this week, including wooden spatulas, a Snacklebox dupe, organization bins, Disney-themed gear, coffee bean containers, viral stools that double as tables, and DIY candle holder components.
Analysts Offer Insights on Consumer Cyclical Companies: CAVA Group, Inc. (CAVA) and Home Depot (HD)
Analysts have provided insights into two consumer cyclical companies: CAVA Group, Inc. (CAVA) and Home Depot (HD). UBS maintained a Hold rating on CAVA with a $69.00 price target, while Wells Fargo maintained a Buy rating on Home Depot with a $395.00 price target. CAVA has a consensus of "Moderate Buy" with a 20.5% upside, and Home Depot has a "Strong Buy" consensus with a 4.7% upside.
Analysts Offer Insights on Consumer Cyclical Companies: CAVA Group, Inc. (CAVA) and Home Depot (HD)
Analysts have provided insights on two consumer cyclical companies: CAVA Group, Inc. (CAVA) and Home Depot (HD). UBS maintained a Hold rating on CAVA with a $69.00 price target, while Wells Fargo maintained a Buy rating on Home Depot with a $395.00 price target. CAVA has a "Moderate Buy" consensus with a 20.5% upside, and Home Depot has a "Strong Buy" consensus implying a 4.7% upside.
A Crucial Test for the Inverse Retail ETF
The ProShares Decline of the Retail Store ETF, which bets against traditional brick-and-mortar retailers, is facing a critical test as major U.S. retailers report fourth-quarter earnings. The sector is struggling with rising costs, weakening consumer sentiment, and a slowdown in retail sales, leading to pressure on profitability. The ETF's performance is tied to the health of physical retail, and upcoming earnings reports, particularly from Home Depot, will offer further insights into whether the industry's stagnation is temporary or indicative of a deeper structural decline.
YETI Announces CFO Transition
YETI Holdings, Inc. announced the appointment of Scott Bomar as their new Senior Vice President, Chief Financial Officer, and Treasurer, effective February 23, 2026. Bomar, previously with The Home Depot, replaces Mike McMullen, who will transition to an advisory role until May 31, 2026, to ensure a smooth handover. YETI's CEO, Matt Reintjes, highlighted Bomar's extensive financial and operational leadership experience and strong track record in driving growth and efficiency.
Home Depot veteran to steer YETI’s finances after decade-long CFO tenure
YETI Holdings has appointed Scott Bomar, a former Home Depot finance SVP, as its new Senior Vice President, Chief Financial Officer, and Treasurer, effective February 23, 2026. Bomar brings over 20 years of retail finance and operational leadership experience, including prior CFO experience at Deluxe Corporation and leading Home Depot's $5 billion Home Services unit. Outgoing CFO Mike McMullen, who served YETI for a decade and was involved in its 2018 IPO, will step down but will remain in an advisory role until May 31, 2026, to ensure a smooth transition.
Beyond the Cooler: The 2026 Resurgence of YETI Holdings, Inc.
YETI Holdings, Inc. is positioning itself for a resurgence in 2026 after navigating a challenging 2025 marked by supply chain restructuring and a shifting retail landscape. The company aims for international growth and category diversification beyond its iconic coolers, focusing on a strong Direct-to-Consumer model and new product verticals like cookware and backpacks. Despite market saturation concerns and geopolitical risks, YETI's robust balance sheet and strategic initiatives suggest a path towards increased revenue and market expansion, particularly in international markets.
With housing still soft, Home Depot and Lowe's focus on cost controls
Amid a soft US housing market, Home Depot and Lowe's are implementing cost-cutting measures, including job cuts and revised bonus structures, to protect margins. The retailers face challenges like slowing sales, declining builder sentiment, and elevated mortgage rates, leading them to lower their full-year 2025 outlooks. By focusing on cost controls and efficiency, they aim to navigate the current downturn and prepare for future market improvements.
Jim Cramer Believes He Got the Last Laugh With Home Depot (HD) Stock
Jim Cramer expressed confidence in his past recommendation to buy Home Depot (HD) stock for his charitable trust, stating that critics who laughed at him are no longer doing so. Despite a 5.3% dip over the past year, Home Depot's shares are up 10.5% year-to-date, with analysts like Truist and TD Cowen raising their price targets due to strong card data, holiday updates, and potential benefits from customer tax refunds. The article notes that while HD has potential, Insider Monkey's conviction lies in certain AI stocks for higher returns and lower risk.
SKYX Provides Corporate Update including New Product Launches, NVIDIA Collaboration, and $29 Million in Recent Investments from Fundamental Institutions
SKYX Platforms Corp. announced a corporate update highlighted by a collaboration with NVIDIA AI Ecosystem Connect Program, the launch of new products like SKYFAN and Turbo Heater at major retailers including Home Depot, Target, Walmart, and Lowe's, and securing over $33 million in investments from fundamental institutions. The company expects continued growth, aims for cash-flow positivity, and is progressing towards mandating its safety standardization for ceiling outlets in homes and buildings. SKYX also anticipates deploying over 1 million units of its smart home technologies in upcoming projects in the U.S. and globally.
NetApp Gearing Up to Report Q3 Earnings: Here's What to Expect
NetApp (NTAP) is scheduled to release its third-quarter fiscal 2026 earnings on February 26, with expectations of non-GAAP earnings per share between $2.01 and $2.11 and net sales between $1.615 billion and $1.765 billion. The company is benefiting from strong demand for its all-flash arrays and cloud storage solutions, particularly its partnerships with Amazon and Microsoft. However, potential headwinds include an uncertain macroeconomic environment, weakness in the U.S. public sector, and intense competition.
Home Depot's New Spring Countdown Is Like an Advent Calendar for DIY Lovers (Exclusive)
Home Depot has launched its first-ever "Let It Spring Countdown Calendar," similar to an Advent calendar, to help DIY enthusiasts prepare for spring projects. The 20-day calendar, leading up to March 20, costs $49.99 and contains over $250 worth of practical tools and seasonal essentials. It will be released in two limited online drops on February 20 and February 25 at 2 p.m. ET, focusing on revitalizing outdoor spaces.
Stop buying your Ryobi tools from Home Depot, here's where to buy instead
The article suggests that consumers looking for Ryobi tools can find better deals and often better quality at Direct Tools Outlet (DTO) rather than Home Depot. DTO, owned by Ryobi's parent company TTI, specializes in selling refurbished or used tools that undergo rigorous testing and often come with a generous warranty. While Home Depot only sells new or clearance items, DTO provides a cost-effective alternative for budget-conscious buyers, whether through their physical stores or online shop.
Jim Cramer Believes He Got the Last Laugh With Home Depot (HD) Stock
Jim Cramer expressed satisfaction with his decision to buy Home Depot (HD) stock for his charitable trust, stating that critics are "not laughing now." Analysts from Truist and TD Cowen have raised their price targets for Home Depot (HD) in January, maintaining Buy ratings due to strong card data, holiday updates, potential tax refund benefits, and its strong market positioning. Despite recent stock fluctuations, Cramer's conviction reinforces bullish sentiment among some financial professionals.
Home Depot Pre-Q4 Earnings: Is it Wise to Buy Before the Release?
Home Depot (HD) is set to report its fiscal Q4 2025 earnings on February 24, with expectations of year-over-year declines in revenue and EPS. Despite challenges like soft big-ticket discretionary spending and lack of storm activity, the company's "One Home Depot" strategy, acquisition of GMS Inc., and focus on Pro and DIY customer engagement are expected to contribute positively to its performance. Investors are evaluating whether to buy before the earnings release, considering the company's premium valuation and ongoing macroeconomic pressures, balanced against its strategic strengths and market leadership.
53-year-old Home Depot rival closing down, no bankruptcy
Blossom True Value Hardware, a 53-year-old Home Depot rival in Mountain View, California, is closing down in summer 2026 when its lease expires. The store owner attributes the closure to a loss of half its business since the COVID-19 pandemic, increased competition from Amazon and Ace Hardware, and rising tariffs on imported goods. This follows a trend of independent hardware stores struggling against big-box retailers and the rise of online shopping.
Lowe's (LOW) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
Lowe's (LOW) is expected to announce a year-over-year increase in earnings and higher revenues for the quarter ending January 2026. The company is projected to post quarterly earnings of $1.95 per share, up 1%, with revenues reaching $20.36 billion, a 9.8% increase. Despite a positive Earnings ESP, Lowe's current Zacks Rank of #4 makes a definitive prediction of an earnings beat difficult.
Walmart & 3 More Retail Stocks Set to Beat This Earnings Season
This article identifies four retail stocks—Dollar General Corporation (DG), Walmart Inc. (WMT), The Home Depot, Inc. (HD), and Dollar Tree, Inc. (DLTR)—that are expected to surpass earnings expectations this earnings season. These companies are highlighted for their strong business models, strategic initiatives, and favorable Zacks Ranks and Earnings ESPs, positioning them for potential positive surprises despite a challenging macroeconomic backdrop.
Home Depot Pre-Q4 Earnings: Is it Wise to Buy Before the Release?
The Home Depot (HD) is expected to report its Q4 fiscal 2025 earnings on February 24, with anticipated year-over-year declines in revenue and EPS potentially influenced by softened big-ticket discretionary spending and an absence of storm-related activity. Despite these headwinds, strategic initiatives like the "One Home Depot" plan, enhanced interconnected shopping experience, and expansion of its Pro ecosystem are expected to contribute to stability and long-term growth. The article suggests that while short-term challenges exist, Home Depot's market leadership and operational discipline position it strongly for future value creation.
11 Best Home Depot Sales Starting This Week
This article highlights the 11 best Home Depot sales starting this week, offering significant discounts on various home improvement products. Shoppers can find deals on power tools, appliances, gardening equipment, and home decor items. The sales provide opportunities for consumers to save on DIY projects and essential household upgrades.
Going Into Earnings, Is Home Depot Stock a Buy, a Sell, or Fairly Valued?
Morningstar is assessing whether Home Depot (HD) stock is a buy, sell, or fairly valued ahead of its Q4 2025 earnings report. The company is rated with a 2-star "moderately overvalued" status with a fair value estimate of $325. Analysts will be closely watching the progression of Home Depot's pro-business segment, the impact of recent acquisitions, and preliminary 2026 guidance, particularly regarding operating margin and potential green shoots in the housing market.
Truist Financial Keeps Their Hold Rating on Advance Auto Parts (AAP)
Truist Financial has maintained a Hold rating on Advance Auto Parts (AAP) with a price target of $57.00, following a report from analyst Scot Ciccarelli. This rating comes despite the company reporting quarterly revenue of $1.97 billion and a net profit of $6 million in its latest earnings, compared to a net loss in the previous year. Other analysts have offered mixed ratings, with some reiterating a Sell while others have raised price targets.
Louisiana-Pacific (LPX) Earnings Call Transcript
Louisiana-Pacific (LPX) reported full-year financial performance, with Siding revenue growth and margin expansion offsetting declines in OSB. Management highlighted challenging Q1 guidance due to elevated Siding inventories and weaker order files, particularly in the shed segment, but expects sequential improvement through 2026. The company remains focused on strategic growth in Siding and flexible capital allocation.
Best Consumer Stock to Buy Right Now: Costco or Home Depot?
This article compares Costco (COST) and Home Depot (HD) as top consumer stock investments. It highlights Costco's consistent growth, stable demand, and expanding warehouse model, contrasting it with Home Depot's cyclical demand tied to interest rates and consumer confidence, despite its market leadership in home improvement. The author suggests investors prioritize either Costco's high quality at a steeper valuation or Home Depot's better valuation despite its current struggles.
Best Consumer Stock to Buy Right Now: Costco or Home Depot?
This article evaluates Costco (COST) and Home Depot (HD) as top consumer stocks, highlighting their business models, growth prospects, and valuations. Costco is presented as a high-quality business with stable demand and a strong membership model, but with a high P/E ratio. Home Depot, while facing cyclical demand, is a leader in a large market with long-term growth potential, and trades at a lower valuation.
Best Consumer Stock to Buy Right Now: Costco or Home Depot?
This article compares Costco Wholesale (COST) and Home Depot (HD) as investment opportunities, highlighting Costco's consistent performance, membership model, and growth, versus Home Depot's cyclical demand and leadership in the home improvement market. While Costco exhibits higher quality, its valuation is steep, whereas Home Depot offers a potentially better value despite recent demand softening. The author provides a detailed analysis of each company's strengths and market position.
HD Jumps 17% in 3 Months: Should You Buy, Hold or Sell the Stock?
Home Depot (HD) shares have risen 17% in the last three months, outpacing the broader market but lagging some peers. The company is strengthening its position through Pro ecosystem expansion, digital innovation, and efficient capital allocation, though downward estimate revisions and a premium valuation tempered by high interest rates and subdued housing turnover raise concerns about short-term growth.
Home Depot's Capital Discipline Drives Long-Term Shareholder Value
Home Depot (HD) is maintaining its long-term growth trajectory through a disciplined capital allocation strategy, focusing on strategic investments and consistent shareholder returns despite a challenging demand environment. The company invested $900 million in Q3 fiscal 2025 in store expansions, supply chain enhancements, and technology, while also returning $2.3 billion to shareholders through dividends. Home Depot's approach is supported by strong liquidity and cash generation, balancing reinvestment with sustained shareholder value creation.
Hillman Solutions Corp. SEC 10-K Report
Hillman Solutions Corp. has released its 2025 10-K report, highlighting significant financial growth including a 5.4% increase in net sales to $1,552.2 million and a 28.3% rise in income from operations. The report details strategic realignments, such as the Intex DIY acquisition, and efforts to manage challenges like tariffs and supply chain risks. The company also outlined its future outlook, focusing on sustained growth, capital management, and addressing market risks.
Baird Adjusts Price Target on Home Depot to $430 From $400, Maintains Outperform Rating
Baird has raised its price target for Home Depot (HD) shares to $430 from $400, while reiterating an "Outperform" rating on the stock. This adjustment reflects Baird's continued positive outlook on the home improvement retailer. The article also provides a brief company profile for Home Depot, detailing its product categories and geographic sales distribution.
Home Depot (HD) Expected to Beat Earnings Estimates: What to Know Ahead of Q4 Release
Home Depot (HD) is expected to beat Q4 earnings estimates, with a forecasted 19.8% year-over-year decline in EPS to $2.51 per share and a 3.7% revenue decrease to $38.25 billion. The Zacks Earnings ESP of +5.61% combined with a Zacks Rank #3 suggests a high probability of an earnings beat, despite a recent negative surprise in the previous quarter. Investors are advised to consider other factors alongside these indicators when evaluating the stock.
SiteOne ramps up digital push as online sales jump in 2025
SiteOne Landscape Supply reported a significant surge in digital sales, increasing over 120% in 2025 as the company expanded its e-commerce platform and delivery technology. This digital push contributed to an overall net sales increase of 4% to $4.7048 billion for the fiscal year. CEO Doug Black expects digital sales to reach a double-digit percentage of total sales in 2026, driven by increased customer engagement and improved operational efficiency.
Home Depot faces lawsuit alleging FMLA retaliation and race discrimination
A Home Depot employee, Robert Green, has filed a federal lawsuit against the company, alleging FMLA retaliation and race discrimination. Green claims he was fired after requesting medical leave for epilepsy, and that his condition was referenced during an interrogation about an alleged theft, leading to his termination. The lawsuit details claims of FMLA interference, retaliation, and race discrimination under the Civil Rights Act, emphasizing the importance for HR leaders to consider the timing and context of employment decisions related to medical leave requests.
