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HD
USConsumer Discretionary · Home Improvement Retail
Each weekday: the watchlist of pullbacks inside uptrends, every new ticker teardown, and the bubble shifts that move names like this one. Free. Education, not advice.
Free when you join: the $HOOD Teardown Dossier (Robinhood Markets), the full desk file we sell in the shop. One per new reader.
No spam. One email per day max, unsubscribe in one click. Pro ($49/mo) includes every dossier and report in the shop.
Cyclical read on US housing turnover and Pro contractor spend, not a secular growth story. Comp sales have run negative for 8 consecutive quarters as existing-home sales sit near 30-year lows and high mortgage rates lock homeowners into low-rate refis.
SRS Distribution ($18.25B deal, closed 2024) accelerates the Pro pivot - adds ~$10B revenue and pulls Pro mix toward 50%+, but dilutes operating margin near-term (SRS runs ~9% vs HD core ~14%).
It reads our $HD data (thesis, key levels, peers, a year of prices) and any chart screenshot you paste, then explains the setup in plain English. Free with an email login, 5 questions a day. Education only: it never tells you to buy or sell, and it can be wrong, so check the numbers.
High-signal only
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.