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13:00
May 19 ◎
May 19 ◎
GMS
CARR
RBA
SWK
HD
▾
HIGH
The new HVAC acquisition (Mingledorff's) is compared favorably to GMS, which is a peer in distribution. Ticker GMS is likely directly impacted by competition and consolidation in the building materials distribution space.
"we are super excited about Mingledorf. ... We have always liked the HVAC business. They are a leader in the five southeastern states. I mentioned, again, why do we like things like roofing and pool and landscape in HVAC? It is more repair,"
GMS WATCH
Home Depot and SRS are winning significant share in the $100B HVAC distribution market with the recent Mingledorff's acquisition, which will be a new platform for growth. — Shows a major retailer is aggressively consolidating a fragmented market, which could shift pricing power. It also indicates a strong relationship with Carrier, potentially boosting CARR's volumes.
"Mingledorf is a leading distributor in the Southeast. As I mentioned, they're a carrier-focused distributor."
CARR WATCH
Mentions strong demand for cordless outdoor power equipment, benefiting suppliers like Ryobi (TTI) and Milwaukee (TTI).
"our lineup of battery-powered tools across Ryobi, Milwaukee, DeWalt, and Makita is unmatched"
RBA WATCH
Strong demand for cordless outdoor equipment benefits DeWalt, a brand owned by Stanley Black & Decker (SWK).
"our lineup of battery-powered tools across Ryobi, Milwaukee, DeWalt, and Makita is unmatched"
SWK WATCH
The guidance is reaffirmed but there is clear commentary about a more volatile external environment, particularly around interest rates and energy prices. This indicates a 'neutral' tone - they are holding guidance but acknowledging the challenges.
"And, Michael, we reaffirmed our commitment comp guidance with a range of flat 2%. And I'd say two comments about that. Number one, yes, the environment is different than it was three months ago, probably a more volatile external"
HD WATCH
SRS is beating the market by 300+ basis points. This gives margin and share strength, especially in a weak demand environment. — This signals that SRS is not just growing with the market but is taking significant market share from peers like BECN, which is a bearish signal for those competitors.
"It's remarkable, SRS's performance in Q1. They beat their competition in each sector by hundreds and hundreds of basis points."
BECN WATCH
Ram Board (ticker R, likely a company named Ram Board, but more likely referring to the brand of the same name) gains exclusive retail distribution through HD, which could significantly increase its volumes.
"This quarter, I'm excited to announce that Ramboard will be exclusive to the Home Depot and the Big Box retail channel."
R WATCH
Highlights strong sales in power categories, which for Milwaukee is a key brand for TTI (Teck Hong International).
"our lineup of battery-powered tools across Ryobi, Milwaukee, DeWalt, and Makita is unmatched"
TTI WATCH
Makita is part of the strong cordless power tool lineup mentioned by the company. This signals strong demand for the brand's products through Home Depot.
"our lineup of battery-powered tools across Ryobi, Milwaukee, DeWalt, and Makita is unmatched"
MKTAY WATCH
HIGH
14:00
Feb 24 ◎
Feb 24 ◎
SRS
GMS
HD
OC
▾
HIGH
Despite a severe industry downturn, SRS likely gained significant share, signaling competitive strength. SRS is guided to grow organic sales mid-single digit in FY26.
"SRS was down low single digit comps year over year for the fourth quarter. But if you look at the industry, in the fourth quarter, according to ARMA data, total industry shipments of shingle squares were down 28% year over year."
SRS WATCH
The GMS acquisition is performing as expected and is contributing to overall sales growth.
"we've owned them for five months of the year and we're pleased with their performance and very happy to welcome them to the Home Depot family"
GMS WATCH
Guidance is for flat but positive growth, reflecting a stable but unimproving market. The company expects to take share but not see a material recovery in housing demand.
"We affirm the preliminary fiscal 2026 guidance we provided at our investor conference. We expect to continue to grow our market share and for our comp sales to range between flat to 2% growth"
HD WATCH
Roofing industry shipments dropped 28% in Q4, making 2025 the lowest volume year since 2019, which likely indicates severe distress for industry players like GAF and Owens Corning. — This indicates a more severe demand downturn in the roofing materials industry than headline housing data suggests, impacting manufacturers' volumes.
"according to ARMA data, total industry shipments of shingle squares were down 28% year over year. That's the lowest industry volume since 2019."
OC WATCH
HIGH
14:00
Nov 18 ◎
Nov 18 ◎
034220.KS
005930.KS
WHR
GE
AMZN
▾
HIGH
LG appliances are a key part of Home Depot's Black Friday promotions, potentially driving sales volume.
"And in appliances for Black Friday, we have exciting offers on LG, Samsung, Bosch, Whirlpool, GE, and Frigidaire."
034220.KS WATCH
Samsung appliances are featured in Home Depot's Black Friday promotions.
"And in appliances for Black Friday, we have exciting offers on LG, Samsung, Bosch, Whirlpool, GE, and Frigidaire."
005930.KS WATCH
Whirlpool appliances are featured in Home Depot's Black Friday promotions, a key supplier for the holiday season.
"And in appliances for Black Friday, we have exciting offers on LG, Samsung, Bosch, Whirlpool, GE, and Frigidaire."
WHR WATCH
GE appliances are featured in Home Depot's Black Friday promotions.
"And in appliances for Black Friday, we have exciting offers on LG, Samsung, Bosch, Whirlpool, GE, and Frigidaire."
GE WATCH
Home Depot's online sales grew ~11% in Q3, significantly outpacing total sales growth of 2.8%, driven by faster delivery speeds from its DFC network. — The accelerating shift to online and the success of the DFC network could intensify competition with other online retailers in the home improvement space.
"Turning to total company online comp sales, sales leveraging our digital platforms increased approximately 11% compared to the third quarter of last year."
AMZN WATCH
SRS, which is heavily exposed to the roofing market, comped flat in Q3 while industry roofing shipments were down mid-teens, indicating substantial market share gains. — SRS's resilience in a downturn highlights its growing competitive position, potentially pressuring roofing material suppliers and smaller distributors.
"We know that shipments are down double digits from the absence of storm activity this year. SRS actually comped flat for Q3, and so we think that they are taking significant share."
OC WATCH
CSR WATCH
HIGH
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