Home Depot and Lowe’s report earnings this week amid big headwinds, including a stalled U.S. housing market recovery, tariffs, and a consumer allergic to big spending, with investors clamoring for insight on when the storm may pass.
Strong brand power and competitive pricing give the two top home-improvement chains a wide moat and “they continue to take market share,” said Joe Feldman, an analyst at Telsey Advisory Group, though their tariff rates are higher than a quarter ago.
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