Home Depot is positioned for housing turnover recovery as the Fed cuts rates and existing home sales normalize. Pro customer focus (SRS Distribution acquisition) deepens contractor relationships and grows wallet share in the $1T+ Pro market. Storm activity creates near-term comp tailwinds. Inventory disciplined. Margins should recover as freight normalizes and product mix improves. Housing cycle is the dominant variable.
Signals scoped to US · Company-specific tagging coming soon.