Home Depot’s (HD) Playbook for a Slowing Housing Market

Amanda O'Neill and John Blank break down Home Depot's (HD) earnings, highlighting stronger-than-expected comparable sales driven largely by pricing rather than an increase in big-ticket purchases. They discuss what the results say about today's more selective consumer, the challenges posed by a weak housing market, and the potential read-through for Lowe's (LOW). The pair also examine how Home Depot's digital strategy and cross-selling efforts could support future growth despite macroeconomic headwinds.

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