Lowe's said it faces housing-market headwinds and near-term economic uncertainty, but kept its 2025 earnings projections in place.
Home Depot's CEO expressed tariff resiliency on the most recent earnings call, counter to what Walmart expressed. With 50% of products sourced from within the US, the company also aims to have no more than 10% exposure to any one country outside the US. Revenue streams are diverse, with about 30% in each of the major 3 segments Home Depot sells.
‘We don't see broad-based price increases for our customers at all going forward,' exec says
Home-improvement retailers are generally better insulated to shifts in trade policy than other retailers, analysts say, but they're not immune.
HD's Q1 sales reflect gains from customer engagement in smaller projects and spring events. Earnings continue to reflect higher costs and soft margins.
On today's Catalysts, host Madison Mills and guest host Chris Versace, Tematica Research Chief Investment Officer, break down key market and political developments. Monica Guerra, Morgan Stanley Wealth Management Head of US Policy, weighs in on President Trump's tax and budget plan and the GOP divide over spending cuts.
Amid tariff pressures, Home Depot is maintaining stable prices, contrasting with other retailers like Walmart that warned of potential price hikes.
Leading Economic Indicator Drops in April.
The Home Depot, Inc. (NYSE:HD ) Q1 2025 Earnings Conference Call May 20, 2025 9:00 AM ET Company Participants Isabel Janci - VP of IR and Treasurer Ted Decker - Chair, President & CEO Ann-Marie Campbell - SEVP Billy Bastek - EVP of Merchandising Richard McPhail - EVP & CFO Conference Call Participants Christopher Horvers - JPMorgan Simeon Gutman - Morgan Stanley Michael Lasser - UBS Scot Ciccarelli - Truist Zhihan Ma - Bernstein Zach Fadem - Wells Fargo Seth Sigman - Barclays Chuck Grom - Gordon Haskett Steven Zaccone - Citi Operator Greetings and welcome to the Home Depot First Quarter 2025 Earnings Conference Call. At this time, all participants are in a listen only mode.
Home Depot Inc (NYSE:HD, ETR:HDI) shares edged higher as the home retailer reported mixed earnings for the first quarter but reaffirmed its full-year forecast amid tariff-related uncertainty. Revenue increased 9.4% year-over-year to $39.9 billion, ahead of Wall Street estimates of $39.3 billion.
The headline numbers for Home Depot (HD) give insight into how the company performed in the quarter ended April 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
President Trump has escalated his public feud with major retailers like Walmart and Mattel for warning consumers of potential price hikes.