Matt Carey to Retire from The Home Depot After 16 Years of Service ATLANTA, May 30, 2024 /PRNewswire/ -- The Home Depot®, the world's largest home improvement retailer, appointed Jordan Broggi as executive vice president (EVP) of customer experience and president of online, effective June 3, 2024. In the role of EVP of customer experience, he will be responsible for leading the vision, design, and development of new and innovative solutions to drive a seamless experience for the millions of customers who tu ...

文章核心观点 - 这些公司拥有数十年持续增长股息的明确发展路径 [1][3] - 公司提供长期被动收益的能力取决于收益增长,而非当前股息水平 [1][2] - 投资者过于关注当前股息收益率可能会产生错误,即使公司持续增加股息 [2] 行业总结 家居装修行业 - 房地产市场放缓会影响家得宝的业绩,因为房主在买卖房屋前后会进行装修维修 [4][5][6] - 但家得宝的股息水平是可持续的,有望随着房地产市场改善而增长 [7] 公用事业行业 - 约克水务公司拥有200多年历史,是最早的投资者拥有的公用事业公司之一 [9][12] - 公司业务模式简单稳健,即使在经济衰退时期客户也不太可能减少用水量 [13] - 公司过去25年来收入和息税折旧及摊销前利润(EBITDA)保持一致增长 [13] - 公司财务健康,过去10年平均派息率为61%,是一家值得关注的长期被动收益股票 [14] 零售行业 - 沃尔玛作为新晋"股息王"最近提高了9%的季度派息,这是10多年来最大涨幅 [16] - 公司一季度经调整的营业利润增长13.7%,销售额增长6%,体现了公司的盈利能力提升 [17][18] - 公司电商业务增长21%,同时大幅降低了单次送货成本,显示出良好的运营效率 [18][19] - 公司股价涨幅超过股息增长,导致目前股息收益率仅为1.4% [20] - 但公司仍有进一步提升盈利和股息的潜力 [20][21]

文章核心观点 - 该公司正在通过扩大供应链设施、技术投资和提升数字体验来丰富客户体验 [1] - 该公司与Instacart合作,提供同日送货服务,扩大了产品选择范围,增强了电子商务能力 [2][3][4] - 该公司的专业客户(Pro)业务是关键的增长驱动力,公司正在投资建立专业客户生态系统 [6] 根据相关目录分别进行总结 公司业务发展 - 公司正在执行"One Home Depot"投资计划,聚焦于扩大供应链设施、技术投资和提升数字体验 [1] - 公司与Instacart合作,提供同日送货服务,扩大了产品选择范围,包括园艺、建材、灯具等家居改造产品 [2][3][4] - 公司的专业客户(Pro)业务保持强劲增长,公司正在投资建立专业客户生态系统,包括专业级产品、独家品牌、增强的交付、信贷、数字能力、现场销售支持、租赁等 [6] 行业表现 - 公司股价在过去一年内上涨17.1%,优于行业15.2%的涨幅 [7] - 公司目前评级为Zacks Rank 3(Hold) [7] - 同行业中,Gap、American Eagle和Deckers等公司表现较好 [8][9][12][14]

The U.S. retail sector, recognized as the world’s largest, has demonstrated remarkable resilience. It expanded by nearly 20% in 2021 with strong growth continuing into 2022. This surge, fueled by $800 billion in stimulus checks and additional programs, presents attractive investment opportunities in retail stocks. And, it highlights the sector’s robust potential for continued profitability. Despite the volatile environment marked by a 40-year inflation high in June 2022 and 11 Federal Reserve rate hikes by ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Home Depot. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

They provide passive income under any circumstances. Inflation, recession, or not, investors are getting more pumped about the economy. The S&P 500 hit a new high last week and is up 11% year to date, and many companies are reporting growth and stability. Home Depot (HD -1.65%) is reporting declining sales, but investors are cheering its resilience despite inflation and getting ready for a rebound. Realty Income (O -2.47%), conversely, is still suffering from negative investor sentiment related to high inte ...

M. Suhail/iStock Editorial via Getty Images During the first-quarter period, Home Depot, Inc. (NYSE:HD) recorded better-than-expected earnings figures but fell short on revenues. Specifically, the home repair retailer posted EPS figures of $3.63 (against the market’s consensus estimates of $3.60) on revenues of $36.42 billion (against the market’s consensus estimates of $36.66 billion). Concerns are circulating with respect to the average consumer's willingness to invest in large-scale home renovation proje ...

Not your thing? Then check out our tips on how to evaluate exchange-traded funds. In this podcast, Motley Fool analyst Jim Gillies and host Ricky Mulvey discuss the surge in short-term speculation over meme stocks, and the long-term investment story at Home Depot. Motley Fool host Alison Southwick and personal finance expert Robert Brokamp discuss how investors can evaluate exchange-traded funds. To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center. To get started inve ...

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净销售额和净利润 - 2024年第一季度，公司净销售额为364.18亿美元，同比下降2.25%[10] - 2024年第一季度，公司净利润为36亿美元，同比下降7.1%[10] - 在2024财年第一季度，公司的净销售额为364.18亿美元，毛利为124.33亿美元，运营支出为73.54亿美元，净利润为36亿美元[64] 现金流和资金情况 - 2024年第一季度，公司现金及现金等价物为42.64亿美元，较上季度增长13.6%[16] - 2024年第一季度，公司经营活动产生的净现金流为54.97亿美元，较去年同期略有下降[16] - 2024年第一季度，公司投资活动产生的净现金流为-8.3亿美元，主要用于资本支出[16] - 2024年第一季度，公司融资活动产生的净现金流为-41.46亿美元，主要用于偿还长期债务和回购股票[16] - 截至2024年4月28日，公司现金及现金等价物为43亿美元，其中外国子公司持有6.64亿美元[85] - 2024财年第一季度经营活动净现金流减少1.17亿美元，主要由净利润下降和营运资本变动导致[96] - 2024财年第一季度投资活动净现金流减少7300万美元，主要由资本支出减少导致[98] - 2024财年第一季度融资活动净现金流主要反映支付的22亿美元股息，12亿美元长期债务偿还以及暂停股票回购前的6.49亿美元回购[99] 股票回购和股息 - 公司在2023年8月批准了150亿美元的股票回购授权，截至2024年4月28日，仍有约117亿美元的回购授权可用[41] - 公司通过公开市场购买完成了2亿股普通股的回购，总成本为6亿美元[42] - 公司在2024财年第一季度回购了总计1,973,939股股票，平均价格为367.53美元[107] - 2024财年第一季度支付股息22亿美元，偿还长期债务12亿美元，暂停股票回购前的回购金额为6.49亿美元[99] 产品销售额 - 公司在2024财年第一季度将主要产品线的净销售额分别列为建筑材料526.61亿美元，装饰品519.45亿美元，硬件48.06亿美元[114] - 2023年建筑材料销售额为526.61亿美元，装饰品销售额为519.45亿美元，硬件销售额为480.63亿美元[114] - 2023年电器销售额为139.17亿美元，浴室销售额为66.3亿美元，建筑材料销售额为121.18亿美元[114] - 2023年灯具销售额为45.31亿美元，木材销售额为117.21亿美元，油漆销售额为109.51亿美元[114] - 2023年管道销售额为124.83亿美元，电源销售额为128.64亿美元，存储与组织销售额为56.28亿美元[114] 公司收购和合并 - 在2024年3月27日，公司达成了收购SRS Distribution Inc.的协议，预计将支付182.5亿美元的总代价，交易预计将在2024财年结束前完成[49] - 公司于2024年3月27日签署了《合并协议和计划》，涉及The Home Depot, Inc.、Star Acquisition Merger Sub Inc.、Shingle Acquisition Holdings, Inc.和Shingle Acquisition, LP[117] 公司治理和股票发行 - 公司董事会于2023年8月14日批准了150亿美元的股票回购授权，取代了之前于2022年8月18日批准的150亿美元授权[108] - 公司在2024财年第一季度通过非注册证券发行了531个推迟股票单位[109] - 在2024财年第一季度，公司通过非员工董事延期股票单位计划发行了531个延期股票单位[109] - 在2024财年第一季度，公司根据《恢复计划》向参与者账户授予了7,658个延期股票单位[110] - 在2024财年第一季度，公司没有任何董事或高管采取或终止“Rule 10b5-1交易安排”或“非Rule 10b5-1交易安排”[111]