Home Depot Holds Prices Stedy Despite Tariffs, Reaffirms Full-Year Outlook

US-Centric Supply Chain Shields Home Depot from Tariff Exposure ACCORDING TO MCPHAP, Over Half of Home Depot’s Merchandise Is Sourced From The Us, and Ongoing Efforts to Diversify Import Origins Have Further Reedris. By Next Year, No Individual Foreign Nation Will Account for More than 10% of the Company’s Imports. This Strategic Supply Shift Helps Limit Tariff Exposure, Particularly from China, Allowing The Retaler To Stabilize Pricing and Avoid Cost Pass-Thugh to Consuments.

Q1 Results: Sales Beat, Earnings Miss Home Depot Posted $ 39.86 Billion in Revenue for Q1, Beating Wall Street’s Estimate of $ 39.32 Billion, While Adjusted Earnings Per Share Came in at $ 3.56 – Just. Net Income Fell To $ 3.43 Billion, Down from $ 3.60 Billion A Year Earlier. Comparable Sales Declined 0.3% Company-Wide, Thought US Compps Edged Up 0.2%. Sales Gained Momentum as The Quarter Progressed, With April Seeing A 1.8% Year-Over-Year Increase After Weather Dragged Down February’s Results.

Professional Segment, SRS Deal Drive Revenue Growth The SRS DISTRIBUTION ACQUISION HAS STARTED TO PAY OFF. Roughly $ 2.6 Billion of Home Depot’s $ 3.44 Billion Year-Over-Year Revenue Growth Came from the SRS Business. The Deal Positions Home Depot to Expand Its Footprint Among Home Professionals – Area Area of ​​Strength As Diy Specting Cools. AVERAGE Transaction Values ​​Held Steady at $ 90.71, While Total Transactions Rose 2.1%, Indicating Steady Demand Among Core Customers Despite Macroeconsomic Headwinds.

Homeowners Still Spending, But Favoring Smaller Projects Home Depot’s More Affluent, Home-Nowning Customer Base Has Shown Resilien. However, Many Are Deferring Large Remodels in Favor of Smaller Seasonal Projects. Categories Like Applians, Garden, and Plumbing Performed Well, While High-Ticket Areas Like Kitchens and Baths Lagged. The Company Reported Strong Engagement Dringing Its Spring Black Friday Event, with Continued Mmentum Into May.

Market Forecast: Cautiooously Bullish with Key Support from Professional Demand Despite Soft Spots in Big-Ticket Diy Spending, Home Depot’s US-Focused Sourcing Strategy, Diversified Imports, and Strong Pro Segment Support AAuthoush. Stable Prting Amid Broader Inflation Pressures Offers a Key Competitive Advantage. Traders Should Monitor Continued Performance in Contractor-Driven Sales and Tariff Developments for Further Signals.

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