$HD
5 long-form articles and 2 pre-market mentions covering $HD from AskMelon Research.
Home Depot grows sales 4.8% but earnings fall, comps barely move, and the stock still prices a housing thaw
Home Depot reported $41.8 billion in first-quarter fiscal 2026 sales on May 19, up 4.8% year over year, and the headline read like a turnaround — but the engine underneath is stalled. Comparable sales…
Sherwin-Williams sells $5.67B of paint, admits no recovery is coming, and trades like one already arrived
Sherwin-Williams posted 6.8% revenue growth in the first quarter of 2026 and the market called it strength — but pull the receipt apart and the growth is bought, not built: an October 2025 Brazilian a…
Pool Corp's $5.3B revenue is flat for a third year while new-pool builds sit 40% below their peak
Pool Corporation calls itself the indispensable plumbing of an 11-million-pool installed base, and on the maintenance layer that claim is fair: chemicals and replacement parts flow whether or not a ho…
Tractor Supply's growth is rented from new stores while its old ones lose customers
Tractor Supply sells a story of secular rural strength — 2,300-plus stores, a 40-million-member Neighbor's Club, decades of compounding. But strip away the new-store openings and the first quarter of …
Floor & Decor sells more stores than flooring as comps fall 3.7% on a frozen housing market
Floor & Decor opened six warehouses in a quarter when its existing ones sold less, and that single sentence is the whole forensic problem. First-quarter fiscal 2026 net sales of $1.15 billion fell 0.7…
Saturday, May 23, 2026
Your Saturday morning market coffee. The week NVIDIA reported the largest semiconductor corporate quarter in history — $81.6 billion — and its stock fell ~3.4%; SpaceX filed the most anticipated S-1 s…
Tuesday, May 19, 2026
Monday's three simultaneous shocks — Moody's Aaa→Aa1, UAE Barakah nuclear plant strike, China April data triple-miss — sent the S&P slightly lower (~−0.07%), ending the prior winning run. Tuesday begi…