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24.02.26 - 19:24
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Home Depot Posts Biggest EPS Beat In 16 Quarters As Big Remodeling Projects Sidelined (ZeroHedge)
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Home Depot Posts Biggest EPS Beat In 16 Quarters As Big Remodeling Projects Sidelined
Shares of Home Depot are up 3.5% in early U.S. trading after the home-improvement retailer reported what Goldman consumer expert Scott Feiler called the "biggest EPS beat in 16 quarters."
Feiler explained:
We had positioning marked as just a 3 out of 10 in our pre-EPS positioning scorecard. That compared to LOW at a 5. Historically, we rarely have HD below a 5.
A small sales miss was expected and instead, we got a beat. This was also the first time they beat operating margins in the last 5 quarters and led to their biggest EPS beat in 16 quarters. The upside was driven by gross margins, so we will need to hear if that's sustainable.
Is this a thesis changer? No. However, it removes some of the recent near-term concerns that had begun to be more discussed (margin misses, small top-line miss/negative comps had been expected and no current buyback to support EPS upside).
Fourth quarter details:
4Q EPS...
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24.02.26 - 17:48
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Net Case for AI is Bullish, Bumpy Ride: Bordlemay (Bloomberg)
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Katherine Bordlemay, Co-Head of Equity Client Portfolio Management at Goldman Sachs Asset Management, says the net case for AI is bullish although it will be a bumpy ride. She speaks to Bloomberg's Dani Burger and Matt Miller on 'Open Interest.' (Source: Bloomberg)...
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