Home Depot, Lowe's Seen Outperforming Amid Market Share Gains -- Market Talk

Dow Jones

Jun 25, 2025

1305 ET - Home Depot and Lowe's are set to generate above-average growth, benefiting from either--or both--a rebound in the home improvement cycle or continued share gains, UBS analysts say in a note. The home improvement market could start to recover even as rates remain steady, since deferred projects eventually move from discretionary to essential, the analysts say. The stocks will also get a boost if the retailers can grow market share across categories they don't currently lead, like decor, as well as in fragmented categories like lighting and plumbing, they say. Such dynamics should help the companies generate average annual growth of about 4%-5% for the next several years, the analysts say. (kelly.cloonan@wsj.com)

(END) Dow Jones Newswires

June 24, 2025 13:05 ET (17:05 GMT)

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The home improvement market could start to recover even as rates remain steady, since deferred projects eventually move from discretionary to essential, the analysts say. The stocks will also get a boost if the retailers can grow market share across categories they don't currently lead, like decor, as well as in fragmented categories like lighting and plumbing, they say. Such dynamics should help the companies generate average annual growth of about 4%-5% for the next several years, the analysts say. (kelly.cloonan@wsj.com) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 24, 2025 13:05 ET (17:05 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Home Depot, Lowe's Seen Outperforming Amid Market Share Gains -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHome Depot, Lowe's Seen Outperforming Amid Market Share Gains -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-06-25 01:05</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1305 ET - Home Depot and Lowe's are set to generate above-average growth, benefiting from either--or both--a rebound in the home improvement cycle or continued share gains, UBS analysts say in a note. The home improvement market could start to recover even as rates remain steady, since deferred projects eventually move from discretionary to essential, the analysts say. The stocks will also get a boost if the retailers can grow market share across categories they don't currently lead, like decor, as well as in fragmented categories like lighting and plumbing, they say. Such dynamics should help the companies generate average annual growth of about 4%-5% for the next several years, the analysts say. (kelly.cloonan@wsj.com) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 24, 2025 13:05 ET (17:05 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"CFA.SI","symbol_name":"NikkoAM-STC Asia REIT","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2546988232","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2546988232","pubTimestamp":1750784700,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1305 ET - Home Depot and Lowe's are set to generate above-average growth, benefiting from either--or both--a rebound in the home improvement cycle or continued share gains, UBS analysts say in a note. 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","collect":0,"end_time":0,"defaultTopTitle":"","property":["rate"],"viewcount":null,"language":"en","relate_stocks":{"CFA.SI":"NikkoAM-STC Asia REIT","LOW":"劳氏","HD":"家得宝"},"translate_title":"家得宝(Home Depot)和劳氏(Lowe's)在市场份额增长中表现出色——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CFA.SI":1,"HD":1,"LOW":1},"content_text":"1305 ET - Home Depot and Lowe's are set to generate above-average growth, benefiting from either--or both--a rebound in the home improvement cycle or continued share gains, UBS analysts say in a note. The home improvement market could start to recover even as rates remain steady, since deferred projects eventually move from discretionary to essential, the analysts say. The stocks will also get a boost if the retailers can grow market share across categories they don't currently lead, like decor, as well as in fragmented categories like lighting and plumbing, they say. Such dynamics should help the companies generate average annual growth of about 4%-5% for the next several years, the analysts say. (kelly.cloonan@wsj.com) \n\n\n  (END) Dow Jones Newswires\n\n\n  June 24, 2025 13:05 ET (17:05 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}