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Schwab Network

Ca$htag$: HD Earnings Setup Strong v. LOW as Demand Builds

8 min17 augusti 2026

LikeFolio's Andy Swan previews Home Depot's (HD) earnings report, highlighting a 16% year-over-year increase in consumer demand. He argues accelerating demand and market share gains versus Lowe's (LOW) support a bullish outlook for the home improvement sector. Swan also points to the $1.2 trillion home repair market and potential upside as interest rates begin to decline.


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