$HD (The Home Depot, Inc.)

$HD {{ '2015-08-18T13:58:59+0000' | timeago}} • Webcast

$HD 2Q15 Call: Total comp transactions grew by 2.5%, while comp average ticket increased 1.7%. On top of impact of stronger USD, our average ticket increase was negatively impacted by commodity price deflation mainly from Lumber, Copper & Building Materials. The total impacted tickets growth from commodity price deflation was approx. negative 19BP.

$HD {{ '2017-12-06T19:54:28+0000' | timeago}} • Announcement

$HD's BoD announced a $15Bil share repurchase program, replacing its previous authorization. Since 2002 and through 3Q17, the company has returned about $73Bil of cash to shareholders through repurchases, repurchasing about 1.3Bil shares.

$HD {{ '2017-12-06T19:53:34+0000' | timeago}} • Announcement

Looking ahead into the long-term FY20, $HD expects total sales of about $114.7-119.8Bil. This is a compounded annual sales growth rate from the end of FY17 ranging about 4.5-6%. The company sees operating margin of 14.4-15%, annual capital spending of about 2.5% of sales and return on invested capital of about 36.4-39.6%.

$HD {{ '2017-12-06T19:50:51+0000' | timeago}} • Announcement

$HD reaffirmed its FY17 sales growth outlook of about 6.3%, with comparable store sales of about 6.5%. The company also predicts EPS to grow about 14% to $7.36. The EPS forecast includes the benefit of its intent to repurchase an additional $2.1Bil of shares in 4Q, bringing total FY17 share repurchases to $8Bil.

$WMT {{ '2017-11-30T15:34:45+0000' | timeago}} • Infographic

This year, the Thanksgiving weekend witnessed a marked growth in sales compared to the previous years. Online sales reached record levels on Cyber Monday and surpassed expectations, driven primarily by the promotional pricing offered by retailers. $WMT $TGT $AMZN $KSS $M $COST $BBY $GME $HD $LOW

$TGT {{ '2017-11-30T14:28:22+0000' | timeago}} • Infographic

During the Thanksgiving weekend, a large number of consumers turned to their smartphones and computer screens for their shopping needs. Amazon, as expected, gobbled up a lion's share of the online transactions. Lets take a look at the other retailers that made a killing last weekend. $TGT $WMT $AMZN $KSS $M $COST $BBY $GME $HD $LOW

$LOW {{ '2017-11-27T18:01:51+0000' | timeago}} • Announcement

$LOW's sales and profit rose in 3Q17 as the home improvement retailer got a boost from disaster-related sales due to hurricanes and wildfires. The disasters contributed roughly $200MM to the sales. Though it was a good quarter for Lowe's, it's not as good as $HD, which posted same-store sales growth of 7.9% whereas Lowe's reported only 5.7%.

$HD {{ '2017-11-15T17:55:49+0000' | timeago}} • Webcast

$HD certainly expects to see continued sales increase from the hurricane as it moves into 2018, specifically till 1H18. Based on the first two weeks of its sales in November, $HD's forecast would appear to be conservative. When looking at the year-on-year impact, $HD expects that there would be no comp DWIT next year as a result of the hurricanes.

$HD {{ '2017-11-15T17:50:28+0000' | timeago}} • Webcast

For the balance of 2017, $HD continues to see underlying strength and momentum in its core business. The macro environment remains supportive, and the company believes housing is a tailwind for its business. In addition, $HD expects the hurricane recovery efforts to continue across a number of its markets.

$HD {{ '2017-11-15T17:48:54+0000' | timeago}} • Webcast

For 4Q17, $HD continued to demonstrate the product authority with lithium-ion cordless power tools. $HD introduced Dewalt Flexvolt cordless air compressor. Adding to the lineup of professional-grade power tools, the company introduced a new product lineup from Makita that offers 36-volt power.

$HD {{ '2017-11-15T17:42:01+0000' | timeago}} • Webcast

$HD has five departments record double-digit comps in 3Q17. This included lumber, appliances, electrical, indoor garden and tools. Building materials and flooring were also above $HD's average comp. Decor, hardware, paint, millwork, plumbing, kitchen, bath and outdoor garden were positive, but below average. Lighting was slightly negative.

$HD {{ '2017-11-15T17:39:24+0000' | timeago}} • Webcast

$HD said its solid performance in 3Q17 was driven by outstanding execution across the entire organization, though the results were not solely due to storm-related activities. The company saw a broad-based growth across its geographies. Internationally, both Mexico and Canada posted another quarter of positive comps in local currency.

$DKS {{ '2017-11-14T18:14:20+0000' | timeago}} • Webcast

$DKS said Paul Gaffney, who has held senior leadership positions at $HD, will join the company as EVP and Chief Technology Officer to lead the digital transformation. With an array of new products getting ready for launch next year, Dick’s Sporting expects the value of its private brands business to reach $1Bil in the near term.

$HD {{ '2017-11-14T12:39:46+0000' | timeago}} • Infographic

$HD The Home Depot Earnings AlphaGraphic: Q3 2017 Highlights

$HD {{ '2017-11-14T11:46:23+0000' | timeago}} • Announcement

$HD estimates that hurricane-related sales positively impacted comparable store sales growth by about $282MM in 3Q17. The gross margin on these hurricane-related sales was considerably less than its average. In 3Q, the company also incurred about $104MM of hurricane-related expense and operating profit was negatively impacted by about $51MM.

$HD {{ '2017-11-14T11:44:00+0000' | timeago}} • Announcement

At the end of 3Q17, $HD operated a total of 2,283 retail stores in all 50 states, the District of Columbia, Puerto Rico, U.S. Virgin Islands, Guam, 10 Canadian provinces and Mexico. The number of customer transaction rose 2.5% to 389.5MM and average ticket increased 5.1% to $62.84. Sales per square foot grew 7.9% to $412.49.

$HD {{ '2017-11-14T11:41:12+0000' | timeago}} • Announcement

$HD lifted its 2017 sales growth outlook to about 6.5% from about 5.3% and its comp sales growth estimate to about 6.5% from about 5.5%. The company now expects 2017 EPS growth of about 14% from FY16 to $7.36, compared to prior forecast of up 13% to $7.29. The EPS estimate includes the impact of $8Bil of share repurchases for FY17.

$HD {{ '2017-11-14T11:40:58+0000' | timeago}} • Announcement

$HD reported a 10% growth in 3Q17 earnings driven by higher sales and an increase in global comparable store sales. Net income rose to $2.17Bil or $1.84 per share from $1.97Bil or $1.60 per share last year. Net sales grew 8.1% to $25.03Bil. Comparable store sales were positive 7.9% and comp sales for U.S. stores were positive 7.7%.

$LOW {{ '2017-08-28T14:46:22+0000' | timeago}} • Announcement

$LOW's comparable-store sales improved 4.5% for 2Q17, a solid acceleration over the prior quarter's 2%. However, this growth only implies that $LOW lost more market share to its rival $HD, which grew comps by over 6% in its recent quarter. $LOW now sees its full-year comps to grow 3.5%, whereas $HD sees a 5.5% growth.

$WMT {{ '2017-08-17T11:24:55+0000' | timeago}} • Announcement

Multi-format retailer $WMT posted a 1.8% rise in US comparable sales in 2Q18 helped by strong traffic, marking the 12th consecutive growth. Profit plunged 23% annually to $2.9Bil, owing mainly to higher expenses, despite a 2.1% gain in revenues. Sales of Wal-Mart’s peers $TGT and $HD rose 6% and 2% respectively in their most recent quarter.

$HD {{ '2017-08-15T19:23:02+0000' | timeago}} • Webcast

$HD said Flooring is a very big category and there are actually lot of competitors. $HD sees consumer demand very strong and the consumer is responding to its value proposition. The company has new technology and exclusive launches. And $HD has worked very hard on in-store selling model as seen from the double-digit comps for the category.

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