Thoughts Post HD, LOW Earnings

Inflation Overwhelming Near-Term Comps Risk

Friday, November 19, 2021

Homecenters Company-Specific Homecenters

Within our research coverage of public building products companies and the homecenters, we offer reports that are incremental to our recurring publications and intertwine our sector conclusions with company-specific dynamics. These include broad-based earnings previews, adjustments to our financial models and updated perspectives on valuation.

Related reports

Friday, October 6, 2023

Zelman Ratings System Update: Homecenter Sector Rated at Underweight
Thursday, March 2, 2023

Thoughts Post HD, LOW Earnings: Cyclical Risks Becoming More Transparent
Thursday, May 19, 2022

Thoughts Post HD, LOW Earnings: Pandemic Darlings Face Mounting Macro Challenges
Thursday, April 15, 2021

Fundamental Upside Better Reflected: Downgrading HD, LOW to Hold
Friday, February 12, 2021

Housing, Stimulus Providing Enormous Tailwind: Upgrading HD and LOW to Buy
Thursday, May 21, 2020

Government Stimulus Muting Reality: Home Improvement Outlook After HD, LOW Results
Friday, April 5, 2019

HD and LOW Gross Margin: Is the Best Over?
Tuesday, February 17, 2015

Survey Underpins Homecenter Outlook: Growth Solid But Modestly Softer than Fiscal 3Q14
Friday, November 14, 2014

Valuation Trumps Cycle For Now: Downgrading HD and LOW to Hold from Buy
Friday, November 9, 2012

Homecenter Outlook Ahead of Earnings: Balancing Cycle Opportunity Against Near-Term Valuation
Friday, February 10, 2012

January Jump in Demand Drives HD, LOW Upside: Raising 4Q11Estimates, Outlook Solid
Friday, November 11, 2011

Homecenter Comps Tracking at 2%: HD Captures Upside to Prior Estimates