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TD Cowen on Home Depot (HD): 'Expertly Playing Offense Despite A Tougher Macro'

Thu, 12 Mar 2026 09:30:35 -0400

TD Cowen analyst Max Rakhlenko reiterated a Buy rating and $450.00 price target on Home Depot (NYSE: HD).

The analyst commented: "We hosted HD's CFO, Richard McPhail and Isabel Janci, VP-IR & Treasurer for a group meeting. HD is playing offense in a backdrop that remains tough as mgmt continues to scale its Complex Pro business with a focus on organic ecosystems, M&A, and integrating all assets through increased cross-selling. Comps can approach high end of FY26 guide with impressive cost control. HD remains our #2 pick

CFO Meeting Takeaways: Expertly Playing Offense Despite A Tougher Macro; Top Takeaways: (1) Housing fundamentals

Bernstein on US Broadlines & Hardlines: 'What happens to retail stores and who stand to win?'

Wed, 11 Mar 2026 07:59:32 -0400

Bernstein analyst Zhihan Ma examines the future of retail stores as e-commerce continues to render parts of the traditional store network redundant.

The analyst commented: "The US has become the most over-retailed country in the world. What will happen to retail stores in the next decade, as more are made redundant by e-commerce?

Small box converted to dark stores: Dollar stores remain somewhat insulated from ecommerce today as e-commerce is too expensive for their core customers. Dark stores could help lower the cost of fulfillment while shortening the last mile, as long as there’s enough volume to justify fixed costs. If Walmart

Bernstein on US Broadlines & Hardlines: 'What happens to retail stores and who stand to win?'

Wed, 11 Mar 2026 07:59:32 -0400

Bernstein analyst Zhihan Ma examines the future of retail stores as e-commerce continues to render parts of the traditional store network redundant.

The analyst commented: "The US has become the most over-retailed country in the world. What will happen to retail stores in the next decade, as more are made redundant by e-commerce?

Bernstein on US Broadlines & Hardlines: 'What happens to retail stores and who stand to win?'

Wed, 11 Mar 2026 07:59:32 -0400

Bernstein analyst Zhihan Ma examines the future of retail stores as e-commerce continues to render parts of the traditional store network redundant.

The analyst commented: "The US has become the most over-retailed country in the world. What will happen to retail stores in the next decade, as more are made redundant by e-commerce?

Bernstein on US Broadlines & Hardlines: 'What happens to retail stores and who stand to win?'

Wed, 11 Mar 2026 07:59:32 -0400

Bernstein analyst Zhihan Ma examines the future of retail stores as e-commerce continues to render parts of the traditional store network redundant.

The analyst commented: "The US has become the most over-retailed country in the world. What will happen to retail stores in the next decade, as more are made redundant by e-commerce?

Bernstein on US Broadlines & Hardlines: 'What happens to retail stores and who stand to win?'

Wed, 11 Mar 2026 07:59:32 -0400

Bernstein analyst Zhihan Ma examines the future of retail stores as e-commerce continues to render parts of the traditional store network redundant.

The analyst commented: "The US has become the most over-retailed country in the world. What will happen to retail stores in the next decade, as more are made redundant by e-commerce?

Bernstein on US Broadlines & Hardlines: 'What happens to retail stores and who stand to win?'

Wed, 11 Mar 2026 07:59:32 -0400

Bernstein analyst Zhihan Ma examines the future of retail stores as e-commerce continues to render parts of the traditional store network redundant.

The analyst commented: "The US has become the most over-retailed country in the world. What will happen to retail stores in the next decade, as more are made redundant by e-commerce?

Bernstein on US Broadlines & Hardlines: 'What happens to retail stores and who stand to win?'

Wed, 11 Mar 2026 07:59:32 -0400

Bernstein analyst Zhihan Ma examines the future of retail stores as e-commerce continues to render parts of the traditional store network redundant.

The analyst commented: "The US has become the most over-retailed country in the world. What will happen to retail stores in the next decade, as more are made redundant by e-commerce?

Bernstein on US Broadlines & Hardlines: 'What happens to retail stores and who stand to win?'

Wed, 11 Mar 2026 07:59:32 -0400

Bernstein analyst Zhihan Ma examines the future of retail stores as e-commerce continues to render parts of the traditional store network redundant.

The analyst commented: "The US has become the most over-retailed country in the world. What will happen to retail stores in the next decade, as more are made redundant by e-commerce?

Bernstein on US Broadlines & Hardlines: 'What happens to retail stores and who stand to win?'

Wed, 11 Mar 2026 07:59:32 -0400

Bernstein analyst Zhihan Ma examines the future of retail stores as e-commerce continues to render parts of the traditional store network redundant.

The analyst commented: "The US has become the most over-retailed country in the world. What will happen to retail stores in the next decade, as more are made redundant by e-commerce?

The Home Depot Foundation Helps Revitalize "Shop Class" with Nationwide Grants