The home improvement landscape is facing a prolonged winter of stagnation. On February 24, 2026, Home Depot (NYSE:HD) released its fourth-quarter and full-year fiscal 2025 results, delivering a sobering message to investors: the American housing market remains "frozen." Despite beating Wall Street's earnings expectations, the retail giant warned that
The American consumer is proving more resilient than many on Wall Street dared to hope. In a surprise turn of events, the Conference Board reported on February 25, 2026, that its Consumer Confidence Index climbed to 91.2 in February, a significant jump from January’s revised reading of 89.
MOORESVILLE, N.C. – In a stark reminder of the cooling winds hitting the retail sector, Lowe’s Companies Inc. (NYSE: LOW) issued a cautious annual forecast on Wednesday, February 25, 2026, overshadowing a fourth-quarter earnings beat. The home improvement giant warned that the "frozen" housing market and persistent economic headwinds
In a housing market still chilled by persistent interest rates and a "lock-in" effect that has sidelined millions of homeowners, Lowe’s Companies, Inc. (NYSE: LOW) reported fourth-quarter 2025 earnings today that signaled a profound transformation in its business model. The Mooresville, North Carolina-based retailer posted a surprise comparable sales
Lowe’s Companies Inc. (NYSE:LOW) reported fourth-quarter earnings on February 25, 2026, delivering a performance that surpassed Wall Street’s expectations and offered a rare glimmer of optimism for the broader home improvement sector. Despite a macroeconomic climate characterized by stubborn mortgage rates and cautious discretionary spending, the Mooresville-based
Home improvement retailer Lowe’s (NYSE:LOW) reported Q4 CY2025 results beating Wall Street’s revenue expectations, with sales up 10.9% year on year to $20.58 billion. The company expects the full year’s revenue to be around $93 billion, close to analysts’ estimates. Its non-GAAP profit of $1.98 per share was 1.9% above analysts’ consensus estimates.
In a seismic shift for global trade and constitutional law, the Supreme Court of the United States ruled on February 20, 2026, that the executive branch lacks the authority to unilaterally impose broad-based tariffs under the International Emergency Economic Powers Act (IEEPA). The 6–3 decision in the consolidated cases
Home Depot (NYSE: HD) reported its fourth-quarter and full-year fiscal 2025 results on Tuesday, February 24, 2026, delivering a performance that exceeded analyst expectations and provided a cautiously optimistic outlook for the year ahead. The home improvement giant posted quarterly revenue of $38.2 billion, topping Wall Street's consensus estimates
As of February 24, 2026, The Home Depot, Inc. (NYSE: HD) stands at a critical juncture in its nearly 50-year history. Known globally for its cavernous "orange box" warehouses and the signature orange aprons of its associates, the company is no longer just a retailer; it is a sprawling logistics and professional supply powerhouse. In [...]
The Northeast United States is currently reeling under the weight of "Winter Storm Fernando," a historic bomb cyclone that has effectively brought the region’s economic and logistical heart to a standstill. As of Monday, February 23, 2026, a combination of record-breaking snowfall and mandatory travel bans across major hubs
In a weekend move that has sent shockwaves through global markets, President Donald Trump announced a new 15% global import surcharge, invoking the long-dormant Section 122 of the Trade Act of 1974. The announcement follows a stinging defeat at the Supreme Court on Friday, February 20, 2026, which invalidated the
The aviation sector faced a brutal start to the week as a massive winter storm, dubbed "Winter Storm Fernando" by meteorologists, tore through the Northeast United States on February 23, 2026. Characterized as a "bomb cyclone," the storm brought historic snowfall and high winds to the I-95 corridor, forcing the
As of February 23, 2026, The Home Depot, Inc. (NYSE: HD) stands at a critical juncture in its nearly 50-year history. Traditionally viewed as the orange-clad titan of the "Do-It-Yourself" (DIY) era, the company has spent the last 24 months executing a profound strategic pivot. In an environment defined by stabilizing but historically elevated interest [...]
The American housing market, long shackled by the "lock-in effect" and a multi-year inventory drought, showed unexpected signs of a robust thaw this week. In a report released by the U.S. Census Bureau on February 18, 2026, housing starts for the previous period jumped a staggering 6.2%, signaling
Walmart (NYSE:WMT) shares tumbled more than 3% in premarket trading on Thursday, despite the retail behemoth delivering a robust holiday earnings beat. Investors appeared less focused on the record-breaking fourth-quarter results and more concerned with a cautious outlook for the 2026 fiscal year, which management described as a "volatile
As of today, February 17, 2026, DoorDash (NASDAQ: DASH) stands as the undisputed titan of the North American delivery landscape, commanding a market share that has effectively sidelined its domestic competition. With its Q4 2025 earnings report scheduled for release tomorrow, investors and analysts are bracing for what could be a watershed moment for the [...]
Retailers are evolving to meet the expectations of modern, tech-savvy shoppers. This includes developing an online presence to fend off e-commerce competitors, a strategy that has helped the industry maintain steady demand by giving it more sales channels.
In turn, retail stocks were up 9.4% over the past six months, on par with the S&P 500.
