Joe Raedle/Getty Images NewsIntroduction Over the past two months, I wrote several articles covering what I would call "retail" or "brick and mortar" businesses, including Starbucks (SBUX), Dollarama Inc. (TSX:DOL:CA)(OTCPK:DLMAF), Costco Wholesale (COST) and Walmart (WMT). As a (early disclosure) shareholder of Home Depot (NYSE:HD), I want to keep up my coverage of these retail-type businesses and share my opinion on HD and its major competitor Lowe's Companies (NYSE:LOW) in this article. I will skip a ...

Just How Safe Is Lowe's Stock's Dividend? Bruce Bennett / Getty Images News via Getty Images A key component of income investing is a portfolio that includes safe dividends, those that are unlikely to shrink or disappear. Recognizing when a dividend is stable and safe can be a challenge. Yet, certain metrics can offer clear signs for the investor looking to establish or shore up such a portfolio. What do these metrics tell us about the quarterly dividend at Lowe’s Companies Inc. (NYSE: LOW)?The most recen ...

While artificial intelligence (AI) stole all the attention in 2023, investors shouldn't ignore other areas of the economy. The situation with the housing market is one that might have implications for your portfolio.In 2023, home sales in the U.S. decreased 19% compared to the previous year, and this was after they had already fallen 18% in 2022. The culprit? In early 2022, the Federal Reserve embarked on an aggressive rate-hiking cycle that lasted through the summer of last year. The resulting higher mortg ...

If you're on the hunt for profitable, well-established businesses to put in your dividend portfolio, Home Depot (HD 1.23%) and Coca-Cola (KO 0.35%) both deserve a closer look. These giants dominate their respective industries and generate ample cash flow. Their management teams prioritize returning that cash to shareholders through a steadily rising dividend payment that's well covered by earnings.Their businesses have different characteristics that might make one a better fit than the other for your portfo ...

Home Depot (HD 1.23%) stock is a favorite for many income investors. That's all thanks to qualities like its market leadership position in the home improvement industry and the company's impressive financial strength. Owning this retailer stock today delivers a good chance at capital appreciation as its market recovers, plus immediate passive income in the form of a robust dividend payment.Yet you might consider a fellow member of the Dow Jones Industrial Average as an even better dividend stock to buy for ...

Home Depot (HD) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.Over the past month, shares of this home-improvement retailer have returned -0.4%, compared to the Zacks S&P 500 composite's +2.5% change. During this period, the Zacks Building Products - Retail industry, which Home Depot falls in, has lost 1.2%. The key question now is: What could be the stock's futu ...

ATLANTA, Jan. 23, 2024  /PRNewswire/ -- The Home Depot is kicking off its 2024 Retool Your School program, which provides career development opportunities and improves campuses at Historically Black Colleges and Universities (HBCUs). The 2024 program marks the 15th year that The Home Depot has supported campus renovations that uplift HBCU students across the nation. This year, The Home Depot is expected to surpass $10 million in financial support since the program began in 2009. A portion of The Home Depot' ...

公司业绩 - Home Depot 在2023财年第三季度销售额同比下降3.0%，净收益也下降[2] - 预计2023财年整体销售额和可比销售额将比2022财年下降3-4%，运营利润率和稀释每股收益也将下降[3] - 公司在过去十年中，净利润率呈上升趋势，毛利率呈下降趋势[17] 公司运营 - 公司致力于在店铺运营上保持卓越，扩大店铺规模，占据更多市场份额[5] - 公司的盈利能力是其财务状况中最好的部分，净利润率处于最高水平[15] - 公司被认为是公平定价的，具有非常强大的盈利能力和稳定性[24] 风险与挑战 - 存在估值风险，现有和未来的市盈率GAAP比率较高[22] - 存在公司盈利增长放缓或行业竞争加剧的风险，可能导致股价波动和低回报[25] - 当前的经济环境，包括高利率和高通货膨胀水平，会对公司股票产生影响[26] 资产负债表 - 公司的资产负债表疲弱，98.11%的资产由负债平衡，引起投资者担忧[27]

Home Depot Inc. and Lowe’s Cos. stocks dipped in premarket trading on Monday after Oppenheimer downgraded the two construction-material and hardware giants to perform from outperform and cut their target prices.Upcoming initial 2024 guidance from Home Depot and Lowe’s “could prove unfavorable catalysts for shares.”Home Depot is due to release its fourth-quarter results on Feb. 20, followed by Lowe’s on Feb. 28. Home Depot’s stock HD, +1.26% fell 0.9%, while Lowe’s LOW, +0.82% retreated by about 0.7%. Oppen ...

公司业绩 - Home Depot是一家领先的家居装修零售公司，尽管面临经济放缓和高利率等挑战，但公司表现出了韧性[2] - 在过去十年中，Home Depot的每股收益（EPS）增长了315%，反映了其经营效率和销售增长[5] - Home Depot展现了对股息的一贯承诺，连续35年支付股息，并且过去14年每年都增加股息[7] - 公司通过股票回购计划进一步增加股东价值，过去十年中减少了28%的股数[9] - 第三季度销售额为377亿美元，同比下降3%，美国门店的销售额同比下降3.1%[24] 增长机会 - 公司最大的增长机会之一是提升专业客户的体验，通过投资于各种举措来满足专业客户的独特需求[15] - 另一个增长机会是扩大数字和电子商务能力，提升数字体验，包括改善订单沟通、退货流程和订单修改[17] - 另一个更具战术性的增长机会是提高店铺生产力，确保产品的现货供应[20] - 公司通过机器学习技术和计算机视觉帮助员工快速找到货架上的产品，并通过Sidekick系统指导员工前往库位，以解决货架上的产品缺货问题[21] 风险和挑战 - 主要风险包括经济放缓和利率上升，这导致了销售下降，特别是大额、自由支配的购买减少，客户更倾向于进行较小的项目而非大规模翻新[23] - 商品价格波动，特别是木材和铜等核心商品价格波动对公司的收入和利润率产生了不利影响[26] - 经营费用占销售额的比例增加，部分原因是小时工资和其他投资的增加，这对公司的经营利润率造成了压力[29] - 第三季度，经营费用占销售额的比例增加了约120个基点，达到19.4%[30] 评价和建议 - 公司的基本面强劲，收入和每股收益显著增长，战略性收购和有机增长策略取得了成功，公司有望在"Pro"客户体验、扩大数字化业务和提高运营效率方面获得增长机会[32] - 尽管公司的基本面和增长机会令人信服，但面临着需求方面的显著风险，同时当前的市场估值表明公司存在一定程度的高估，因此我认为公司应该持有，并且在市盈率为17-19时会更具吸引力[33]