Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Yahoo Finance Executive Editor Brian Sozzi sits down with ScottsMiracle-Gro CEO Nate Baxter to discuss why the 160-year-old brand is radically reinventing itself as a "lifestyle" company.
Both Home Depot and Lowe's are fighting the same frozen housing market, but their Q2 earnings reveal a widening gap between two very different strategies. One company is gaining ground while the other is quietly retreating.
Williams-Sonoma stock dropped on Wednesday even though the home specialty retailer delivered a beat-and-raise quarter in tough times for housing. The stock is up 25% this year, but down 11% from its all-time closing high of $251.78 on Aug. 7, according to Dow Jones Market Data. While other retailers are logging tariff refunds, Williams-Sonoma is feeling a sting.
The distribution arm inside Home Depot has gone from dragging comparable sales down to comping above the company average, and that shift is the clearest upside lever left while housing stays frozen.
WSM beats fiscal Q2 earnings and revenue estimates and raises its 2026 outlook, but shares dip as tariffs pressure adjusted margins.
Walmart is investing its $2.9 billion return into price cuts, while Target plans for additional reimbursements and Home Depot and Lowe’s offset higher costs.
Dave Sekera cited Lowe’s 15% discount to fair value and stronger long-term prospects.
Since the period 15 years ago when it was trading sideways, this blue chip retailer has become a multibagger.
The Home Depot, Inc. (NYSE:HD) reported a stronger-than-expected fiscal second quarter, although the results did not establish a broad home-improvement recovery. Sales increased 5.7% to $47.86 billion, above the $47.27 billion consensus estimate. Company-defined non-GAAP adjusted diluted EPS rose to $4.92 from $4.68 and exceeded the $4.73 estimate. That measure excludes acquired intangible-asset amortization but […]
Investors can collect the retailer's dividend payments while waiting for economic conditions to improve.
Smaller projects drive growth as housing affordability pressures big-ticket demand.
Arctos reached an agreement Thursday to acquire a 10% interest in the Atlanta Falcons at a reported enterprise valuation of $10.6 billion, a transaction that would add to the private equity firm’s growing footprint in NFL franchises. CNBC reported that...
The latest filings covering President Donald Trump’s assets show that securities held on his behalf included purchases of Mastercard (NYSE: MA) and Home Depot (NYSE: HD) in June. The Q2 filings also show Home Depot among the holdings of the Bill Gates Foundation Trust, while billionaire investor Bill Ackman’s Pershing Square initiated a new position […]
Walmart beat estimates, raised guidance, and still shed nearly 10% of its value in a week. The reason the market sold it off anyway reveals a quiet battle between what Walmart is choosing to become and what investors thought they were paying for.
Walmart shares fell 9% on decelerating comps despite an earnings beat, while Home Depot rose slightly on higher tickets, highlighting a diverging, K-shaped consumer spending pattern.
Trump just unloaded a major position in one of America's most popular dividend ETFs while leaving the other untouched, and the fund he kept has been quietly crushing the S&P 500 in 2026 for reasons most investors have not connected yet.
Home improvement retailers The Home Depot, Inc. (NYSE:HD) and Lowe’s Companies, Inc. (NYSE:LOW)’s shares are down by more than 14% over the past year. The housing market continues to undergo a period of turmoil as 30-year fixed mortgages have remained volatile and fluctuated between 6% to 6.8%. Additionally, supply is constrained as, according to WSJ, […]
The Gates Foundation Trust opened a new position in the newly public company weeks after it began trading as a standalone business.
Given the nature of this business, investors can't really ignore macroeconomic conditions.
In August 2026, Home Depot reported second-quarter sales of US$47,861 million and net income of US$4,766 million, reaffirmed its fiscal 2026 guidance, declared a US$2.33 quarterly dividend payable on September 17, 2026, and temporarily reassigned CEO duties during Edward Decker’s medical leave. These developments, including a one-time tariff refund that supported margins and ongoing dividend continuity, have sharpened investor focus on how sustainable Home Depot’s earnings power and...
The Gates Foundation Trust cut its Berkshire Hathaway stake while opening a new position in a home-improvement giant.
While investors are focused on Dell Technologies’ artificial-intelligence compute segment, we think Dell’s storage portfolio remains underappreciated and should enable not just revenue but also profit acceleration. As enterprises begin to repatriate workloads back on-premises, we think storage will see an uptick in demand, and notably, Dell could be unique in providing a more end-to-end AI offering.... 3) Dell is shifting the portfolio away from lower-value third-party offerings and toward more Dell-controlled intellectual property, software-defined storage, and AI-relevant platforms....
Jim Cramer sees Home Depot and Lowe's blowout quarters as a signal pointing straight at a supplier most investors are overlooking, but the numbers behind Stanley Black and Decker tell a more complicated story about whether this is a trade or something worth holding.
Home Depot is navigating a difficult housing market, but BofA sees several reasons the retailer could keep gaining ground.
Investment firm Arctos Partners agrees to buy a minority stake in the Atlanta Falcons at a $10.6 billion valuation, CNBC reports.
Retail earnings this week so far paint a mixed picture—both about how U.S. consumers are fairing and how large retailers are navigating those waters. Target and Walmart, mainstream retailers that sell a range of goods including groceries, both reported higher sales, but flagged that shoppers continue to be cautious, in part because of higher gas prices. Target said comparable sales rose 3.8% in the most recent quarter, its second quarter of solid growth after enduring a yearslong string of weak quarterly sales results.
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