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Ca$htag$: Home Depot (HD) vs Lowe’s (LOW)

Ca$htag$: Home Depot (HD) vs Lowe’s (LOW)

Schwab Network · Schwab Network

February 23, 20267m 21s

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Show Notes

Likefolio’s Andy Swan previews Home Depot (HD) ahead of its earnings tomorrow morning. He thinks HD and its competitor Lowe’s (LOW) need more reasons for consumers to visit their stores, with a lack of storms last year to do damage. Still, there are tailwinds. “Consumers are kind of stuck in the home that they’ve been in for a while,” which is creating a resurgence in DIY and remodeling activity, he argues. Andy is watching profit margins in the report as consumers push for deals.


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