The Home Depot (HD 0.06%) hit an intraday and all-time high on Feb. 12 before pulling back with the rest of the market after a hotter-than-expected inflation print the following day. Home Depot is one of the most well-known brands in home improvement. It's also an incredibly valuable dividend stock, with a market cap of $355.9 billion. -- making it the third-highest weighted component of the consumer discretionary sector. Let's find out why such a well-known, massive company is still underrated after hittin ...

公司业绩 - Home Depot Inc. (HD)在2023财年第四季度取得了稳健的业绩，销售额和每股收益超过了Zacks Consensus Estimate[1] - 公司的净销售额下降了2.9%，但超过了Zacks Consensus Estimate[5] - Home Depot的可比销售额在报告季度下降了3.5%，在2023财年下降了2.7%[6] 业务发展 - 公司对于加强业务的举措充满信心，包括投资于为客户打造最佳互联体验、改善专业钱包和扩大门店等[2] 股价表现 - Home Depot的股价在2月20日盘前交易中下跌了2%，主要受到软弱的销售和盈利数据的影响[3] 未来展望 - 公司预计2024财年销售额将增长1%，包括来自第53周的23亿美元销售贡献[11] - Home Depot预计2024财年每股收益将同比增长10%，第53周将为2024财年每股收益贡献30美分[13]

业绩总结 - 2023财年销售额为1527亿美元，较上一年下降3%[11] - 2023财年每股 diluted earnings 为15.11美元，较上一年的16.69美元下降[11] - 公司在2023年投资了约10亿美元用于提高员工薪酬，以改善客户服务和吸引人才[13] - 公司成功应对通货紧缩环境，有效管理成本变动，同时保持了强大的价值主张[14] - 公司在2023年实现了库存的合理规模，提高了库存和货架可用性水平[15] - 公司承诺在2024年前将固定成本降低约5亿美元[16] 新产品和新技术研发 - 公司于2023年12月收购了Construction Resources，这是一家专注于为专业承包商提供设计导向表面、家电和建筑特色产品的领先分销商[17] - 公司计划在2024年继续扩大对专业承包商的产品和服务范围，包括新的订单管理能力和贸易信贷选项[19] 市场扩张和并购 - 公司于2023年12月收购了Construction Resources，这是一家专注于为专业承包商提供设计导向表面、家电和建筑特色产品的领先分销商[17] - 公司计划在2024年继续扩大对专业承包商的产品和服务范围，包括新的订单管理能力和贸易信贷选项[19] 未来展望 - 在2024财年，公司预计总销售增长约为正1%，而店内销售增长约为负1%[54] - 在2024财年，公司预计毛利率约为33.9%，较2023财年增加了约50个基点[55] - 在2024财年，公司预计每股 diluted earnings 的增长率约为1%，额外的一周将贡献约30美分[56] 其他新策略和有价值的信息 - 公司将继续致力于提供最佳的互联体验，通过独特的生态系统能力增加专业承包商的市场份额，并开设新店[23] - 公司将专注于改善售后体验，提高在线订单管理和退货流程的便利性，以及提高库存管理和客户服务水平[25] - 公司在2023年的成果得益于团队的高效运作和供应链的提高[103]

Key Takeaways Home Depot reported fiscal 2023 fourth-quarter revenue and profit that exceeded analysts' expectations, but sales guidance that disappointed investors. The home improvement retailer projects comparable sales to decline about 1% in fiscal 2024 as customers defer large projects and big-ticket purchases in an environment of still-high interest rates. Home Depot said that while the home improvement market still faces headwinds, the pressure on sales won't be as significant as it was in 2023. Home ...

Home Depot (HD) reported $34.79 billion in revenue for the quarter ended January 2024, representing a year- over-year decline of 2.9%. EPS of $2.82 for the same period compares to $3.30 a year ago. The reported revenue compares to the Zacks Consensus Estimate of $34.55 billion, representing a surprise of +0.68%. The company delivered an EPS surprise of +1.81%, with the consensus EPS estimate being $2.77. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall St ...

About this content About William Farrington William kickstarted his career as a researcher and reporter for a global legal publication, covering everything from public law to M&A. Before moving to Proactive Investors, he worked as a reporter for a major fintech company with a focus on cryptocurrency and blockchain technology. Harking from Queensland, Australia, William obtained first-class honours in journalism and media from Birkbeck University before going on to complete an MA in creative and critical wri ...

零售行业财报发布 - 大型零售商如沃尔玛（WMT）、家得宝（HD）、劳氏（LOW）和塔吉特（TGT）等即将发布财报[1] - 零售行业预计实现28.1%的盈利增长和6.4%的营收增长[2] S&P 500指数数据 - 33家零售商中有17家发布了财报，收入同比增长了72.4%，营收增长了10.7%[2] - 88.2%的公司超过了每股收益预期，58.8%的公司超过了营收预期[2] 零售ETF表现 - SPDR标普零售ETF（XRT）今年迄今上涨了1.7%[3] - VanEck矢量零售ETF（RTH）今年迄今上涨了5.6%[3]

Home Depot第四季度业绩 - Home Depot第四季度每股收益为2.82美元，超过了分析师预期[1] - Home Depot在过去四个季度中四次超过了市场预期的每股收益[2] - Home Depot第四季度营收为347.9亿美元，略高于市场预期[3] Home Depot股价表现 - Home Depot股价在年初以来上涨了4.6%[4] 投资者关注点 - 投资者关注Home Depot未来的盈利前景[5] - 投资者可以通过追踪盈利预期修订来预测股价走势[6] Home Depot未来展望 - Home Depot目前的盈利预期为每股3.68美元，营收368.2亿美元[8] 行业前景影响 - 建筑产品-零售行业的前景对股票表现有重要影响[9]

Shares of Home Depot Inc. HD, +0.35% shed 1.8% in premarket Tuesday, after the home improvement retail giant reported fiscal fourth-quarter same-U.S. store sales that missed expectations and provided a downbeat full- year outlook, but raised its dividend by 7.7%. Net income for the quarter to Jan. 28 fell to $2.8 billion, or $2.82 a share, from $3.36 billion, or $3.30 a share, in the year-ago period, to beat the FactSet consensus of $2.77. Sales fell 2.9% to $34.79 billion, above the FactSet consensus of $3 ...

ATLANTA, Feb. 20, 2024 /PRNewswire/ -- The Home Depot®, the world's largest home improvement retailer, today reported fourth quarter and fiscal 2023 results. Fourth Quarter 2023 Sales for the fourth quarter of fiscal 2023 were $34.8 billion, a decrease of 2.9% from the fourth quarter of fiscal 2022. Comparable sales for the fourth quarter of fiscal 2023 decreased 3.5%, and comparable sales in the U.S. decreased 4.0%. Net earnings for the fourth quarter of fiscal 2023 were $2.8 billion, or $2.82 per diluted ...