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   <title>Home Depot (HD) PT Raised to $410 at TD Cowen</title>
   <link>http://www.streetinsider.com/Analyst+PT+Change/Home+Depot+%28HD%29+PT+Raised+to+%24410+at+TD+Cowen/26894480.html</link>
   <description>TD Cowen analyst Max Rakhlenko raised the price target on Home Depot (NYSE: HD) to $410.00  (from $375.00) while maintaining a  rating.</description>
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   <pubDate>Mon, 10 Aug 2026 07:42:55 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">HD</category>
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   <title>Evercore raises 2026 home improvement growth view to 2%</title>
   <link>http://www.streetinsider.com/General+News/Evercore+raises+2026+home+improvement+growth+view+to+2%25/26878074.html</link>
   <description>&lt;p&gt;Investing.com -- Evercore adjusted its 2026 home improvement category growth estimate to 2% from 1%, citing stronger first-half performance rather than an improved outlook for the sector.&lt;/p&gt;&lt;p&gt;The firm's Home Improvement Lead Indicator declined 18 basis points month-over-month to 2.8% in June, marking the fifth consecutive reading near 3%. The decrease came from weaker consumer sentiment comparisons and a narrowing mortgage rate tailwind, which offset gains from better home prices and project-related spending.&lt;/p&gt;&lt;p&gt;First-half 2026 Census category sales reached 3.9%, exceeding the path implied in Evercore's previous 1% estimate. The firm kept its second-half outlook unchanged, which mechanically produces approximately 2% growth</description>
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   <pubDate>Thu, 06 Aug 2026 06:50:15 -0400</pubDate>
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   <title>Evercore raises 2026 home improvement growth view to 2%</title>
   <link>http://www.streetinsider.com/General+News/Evercore+raises+2026+home+improvement+growth+view+to+2%25/26878074.html</link>
   <description>&lt;p&gt;Investing.com -- Evercore adjusted its 2026 home improvement category growth estimate to 2% from 1%, citing stronger first-half performance rather than an improved outlook for the sector.&lt;/p&gt;&lt;p&gt;The firm's Home Improvement Lead Indicator declined 18 basis points month-over-month to 2.8% in June, marking the fifth consecutive reading near 3%. The decrease came from weaker consumer sentiment comparisons and a narrowing mortgage rate tailwind, which offset gains from better home prices and project-related spending.&lt;/p&gt;&lt;p&gt;First-half 2026 Census category sales reached 3.9%, exceeding the path implied in Evercore's previous 1% estimate. The firm kept its second-half outlook unchanged, which mechanically produces approximately 2% growth</description>
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   <pubDate>Thu, 06 Aug 2026 06:50:15 -0400</pubDate>
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   <title>Evercore raises 2026 home improvement growth view to 2%</title>
   <link>http://www.streetinsider.com/General+News/Evercore+raises+2026+home+improvement+growth+view+to+2%25/26878074.html</link>
   <description>&lt;p&gt;Investing.com -- Evercore adjusted its 2026 home improvement category growth estimate to 2% from 1%, citing stronger first-half performance rather than an improved outlook for the sector.&lt;/p&gt;&lt;p&gt;The firm's Home Improvement Lead Indicator declined 18 basis points month-over-month to 2.8% in June, marking the fifth consecutive reading near 3%. The decrease came from weaker consumer sentiment comparisons and a narrowing mortgage rate tailwind, which offset gains from better home prices and project-related spending.&lt;/p&gt;&lt;p&gt;First-half 2026 Census category sales reached 3.9%, exceeding the path implied in Evercore's previous 1% estimate. The firm kept its second-half outlook unchanged, which mechanically produces approximately 2% growth</description>
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   <pubDate>Thu, 06 Aug 2026 06:50:15 -0400</pubDate>
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   <title>Evercore raises 2026 home improvement growth view to 2%</title>
   <link>http://www.streetinsider.com/General+News/Evercore+raises+2026+home+improvement+growth+view+to+2%25/26878074.html</link>
   <description>&lt;p&gt;Investing.com -- Evercore adjusted its 2026 home improvement category growth estimate to 2% from 1%, citing stronger first-half performance rather than an improved outlook for the sector.&lt;/p&gt;&lt;p&gt;The firm's Home Improvement Lead Indicator declined 18 basis points month-over-month to 2.8% in June, marking the fifth consecutive reading near 3%. The decrease came from weaker consumer sentiment comparisons and a narrowing mortgage rate tailwind, which offset gains from better home prices and project-related spending.&lt;/p&gt;&lt;p&gt;First-half 2026 Census category sales reached 3.9%, exceeding the path implied in Evercore's previous 1% estimate. The firm kept its second-half outlook unchanged, which mechanically produces approximately 2% growth</description>
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   <pubDate>Thu, 06 Aug 2026 06:50:15 -0400</pubDate>
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   <title>The Home Depot to Host Second Quarter Earnings Conference Call on August 18</title>
   <link>http://www.streetinsider.com/Press+Releases/The+Home+Depot+to+Host+Second+Quarter+Earnings+Conference+Call+on+August+18/26861838.html</link>
   <description>
&lt;div class=&quot;xn-content&quot;&gt;
&lt;p&gt;&lt;span class=&quot;legendSpanClass&quot;&gt;&lt;location value=&quot;LU/us.ga.atlnta&quot; idsrc=&quot;xmltag.org&quot; &gt;ATLANTA&lt;/location&gt;&lt;/span&gt;, &lt;span class=&quot;legendSpanClass&quot;&gt;&lt;chron&gt;Aug. 4, 2026&lt;/chron&gt;&lt;/span&gt; /PRNewswire/ -- The &lt;span value=&quot;NYSE:HD&quot; idsrc=&quot;xmltag.org&quot;&gt;Home Depot&lt;/span&gt;&lt;sup&gt;®&lt;/sup&gt;, the world's largest home improvement retailer, announced today that it will hold its Second Quarter Earnings Conference Call on &lt;chron&gt;Tuesday, August 18&lt;/chron&gt;, at &lt;chron&gt;9 a.m. ET&lt;/chron&gt;.&lt;/p&gt;
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                    &lt;img src=&quot;https://mmx.prnewswire.com/media/MS263834/THE-HOME-DEPOT-LOGO-v1.jpg?id=OA2822346&quot; title=&quot;The Home Depot logo. (PRNewsFoto/The Home Depot) (PRNewsFoto/)&quot; alt=&quot;The Home Depot logo. (PRNewsFoto/The Home</description>
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   <pubDate>Tue, 04 Aug 2026 08:00:00 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">HD</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">O.22072902</category>
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   <title>The Home Depot to Host Second Quarter Earnings Conference Call on August 18</title>
   <link>http://www.streetinsider.com/Press+Releases/The+Home+Depot+to+Host+Second+Quarter+Earnings+Conference+Call+on+August+18/26861838.html</link>
   <description>
&lt;div class=&quot;xn-content&quot;&gt;
&lt;p&gt;&lt;span class=&quot;legendSpanClass&quot;&gt;&lt;location value=&quot;LU/us.ga.atlnta&quot; idsrc=&quot;xmltag.org&quot; &gt;ATLANTA&lt;/location&gt;&lt;/span&gt;, &lt;span class=&quot;legendSpanClass&quot;&gt;&lt;chron&gt;Aug. 4, 2026&lt;/chron&gt;&lt;/span&gt; /PRNewswire/ -- The &lt;span value=&quot;NYSE:HD&quot; idsrc=&quot;xmltag.org&quot;&gt;Home Depot&lt;/span&gt;&lt;sup&gt;®&lt;/sup&gt;, the world's largest home improvement retailer, announced today that it will hold its Second Quarter Earnings Conference Call on &lt;chron&gt;Tuesday, August 18&lt;/chron&gt;, at &lt;chron&gt;9 a.m. ET&lt;/chron&gt;.&lt;/p&gt;
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                    &lt;img src=&quot;https://mmx.prnewswire.com/media/MS263834/THE-HOME-DEPOT-LOGO-v1.jpg?id=OA2822346&quot; title=&quot;The Home Depot logo. (PRNewsFoto/The Home Depot) (PRNewsFoto/)&quot; alt=&quot;The Home Depot logo. (PRNewsFoto/The Home</description>
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   <pubDate>Tue, 04 Aug 2026 08:00:00 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">HD</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">O.22072902</category>
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   <title>The Home Depot to Host Second Quarter Earnings Conference Call on August 18</title>
   <link>http://www.streetinsider.com/PRNewswire/The+Home+Depot+to+Host+Second+Quarter+Earnings+Conference+Call+on+August+18/26861838.html</link>
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&lt;div class=&quot;xn-content&quot;&gt;
&lt;p&gt;&lt;span class=&quot;legendSpanClass&quot;&gt;&lt;location value=&quot;LU/us.ga.atlnta&quot; idsrc=&quot;xmltag.org&quot; &gt;ATLANTA&lt;/location&gt;&lt;/span&gt;, &lt;span class=&quot;legendSpanClass&quot;&gt;&lt;chron&gt;Aug. 4, 2026&lt;/chron&gt;&lt;/span&gt; /PRNewswire/ -- The &lt;span value=&quot;NYSE:HD&quot; idsrc=&quot;xmltag.org&quot;&gt;Home Depot&lt;/span&gt;&lt;sup&gt;®&lt;/sup&gt;, the world's largest home improvement retailer, announced today that it will hold its Second Quarter Earnings Conference Call on &lt;chron&gt;Tuesday, August 18&lt;/chron&gt;, at &lt;chron&gt;9 a.m. ET&lt;/chron&gt;.&lt;/p&gt;
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                    &lt;img src=&quot;https://mmx.prnewswire.com/media/MS263834/THE-HOME-DEPOT-LOGO-v1.jpg?id=OA2822346&quot; title=&quot;The Home Depot logo. (PRNewsFoto/The Home Depot) (PRNewsFoto/)&quot; alt=&quot;The Home Depot logo. (PRNewsFoto/The Home</description>
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   <pubDate>Tue, 04 Aug 2026 08:00:00 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">HD</category>
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   <title>The Home Depot to Host Second Quarter Earnings Conference Call on August 18</title>
   <link>http://www.streetinsider.com/PRNewswire/The+Home+Depot+to+Host+Second+Quarter+Earnings+Conference+Call+on+August+18/26861838.html</link>
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&lt;div class=&quot;xn-content&quot;&gt;
&lt;p&gt;&lt;span class=&quot;legendSpanClass&quot;&gt;&lt;location value=&quot;LU/us.ga.atlnta&quot; idsrc=&quot;xmltag.org&quot; &gt;ATLANTA&lt;/location&gt;&lt;/span&gt;, &lt;span class=&quot;legendSpanClass&quot;&gt;&lt;chron&gt;Aug. 4, 2026&lt;/chron&gt;&lt;/span&gt; /PRNewswire/ -- The &lt;span value=&quot;NYSE:HD&quot; idsrc=&quot;xmltag.org&quot;&gt;Home Depot&lt;/span&gt;&lt;sup&gt;®&lt;/sup&gt;, the world's largest home improvement retailer, announced today that it will hold its Second Quarter Earnings Conference Call on &lt;chron&gt;Tuesday, August 18&lt;/chron&gt;, at &lt;chron&gt;9 a.m. ET&lt;/chron&gt;.&lt;/p&gt;
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                    &lt;img src=&quot;https://mmx.prnewswire.com/media/MS263834/THE-HOME-DEPOT-LOGO-v1.jpg?id=OA2822346&quot; title=&quot;The Home Depot logo. (PRNewsFoto/The Home Depot) (PRNewsFoto/)&quot; alt=&quot;The Home Depot logo. (PRNewsFoto/The Home</description>
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   <pubDate>Tue, 04 Aug 2026 08:00:00 -0400</pubDate>
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   <title>Barclays expects Home Depot, Lowe's Q2 results in line</title>
   <link>http://www.streetinsider.com/General+News/Barclays+expects+Home+Depot%2C+Lowe%27s+Q2+results+in+line/26853341.html</link>
   <description>&lt;p&gt;Investing.com -- Barclays anticipates second-quarter results for Home Depot and Lowe's to align with consensus estimates despite ongoing housing market weakness and consumer uncertainty.&lt;/p&gt;&lt;p&gt;The investment bank stated that home improvement demand appears stable to slightly improving, which should support results that meet expectations. Sales are currently running slightly positive without significant housing market support, according to the note.&lt;/p&gt;&lt;p&gt;Barclays noted that spring was lackluster for housing. The firm said comparisons will ease and estimates appear reasonable for this year, with valuations remaining attractive.&lt;/p&gt;&lt;p&gt;Both stocks have returned toward their lows, which Barclays attributed to recent rate movements and the risk of further</description>
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   <pubDate>Mon, 03 Aug 2026 06:14:54 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">HD</category>
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   <title>Barclays expects Home Depot, Lowe's Q2 results in line</title>
   <link>http://www.streetinsider.com/General+News/Barclays+expects+Home+Depot%2C+Lowe%27s+Q2+results+in+line/26853341.html</link>
   <description>&lt;p&gt;Investing.com -- Barclays anticipates second-quarter results for Home Depot and Lowe's to align with consensus estimates despite ongoing housing market weakness and consumer uncertainty.&lt;/p&gt;&lt;p&gt;The investment bank stated that home improvement demand appears stable to slightly improving, which should support results that meet expectations. Sales are currently running slightly positive without significant housing market support, according to the note.&lt;/p&gt;&lt;p&gt;Barclays noted that spring was lackluster for housing. The firm said comparisons will ease and estimates appear reasonable for this year, with valuations remaining attractive.&lt;/p&gt;&lt;p&gt;Both stocks have returned toward their lows, which Barclays attributed to recent rate movements and the risk of further</description>
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   <pubDate>Mon, 03 Aug 2026 06:14:54 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">HD</category>
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   <title>Home Depot announces leadership and organizational restructuring</title>
   <link>http://www.streetinsider.com/Corporate+News/Home+Depot+announces+leadership+and+organizational+restructuring/26843608.html</link>
   <description>&lt;p&gt;The Home Depot (NYSE: HD) announced a series of leadership portfolio changes on July 30, 2026, restructuring key areas of its organization across merchandising, loyalty, finance, pro services, and technology.&lt;/p&gt;&lt;p&gt;The company said it has merged its private label merchants into its core merchandising organization, now led by Billy Bastek, executive vice president of merchandising. Jordan Broggi, EVP of interconnected retail, will oversee a unified group combining customer experience, online, financial services, and loyalty teams.&lt;/p&gt;&lt;p&gt;The Home Depot also announced it is renaming its Office of Integration to the Office of Pro Acceleration, which will be led by Richard McPhail, EVP and</description>
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   <pubDate>Thu, 30 Jul 2026 16:08:14 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">HD</category>
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  <item>
   <title>Home Depot announces leadership and organizational restructuring</title>
   <link>http://www.streetinsider.com/Management+Changes/Home+Depot+announces+leadership+and+organizational+restructuring/26843608.html</link>
   <description>&lt;p&gt;The Home Depot (NYSE: HD) announced a series of leadership portfolio changes on July 30, 2026, restructuring key areas of its organization across merchandising, loyalty, finance, pro services, and technology.&lt;/p&gt;&lt;p&gt;The company said it has merged its private label merchants into its core merchandising organization, now led by Billy Bastek, executive vice president of merchandising. Jordan Broggi, EVP of interconnected retail, will oversee a unified group combining customer experience, online, financial services, and loyalty teams.&lt;/p&gt;&lt;p&gt;The Home Depot also announced it is renaming its Office of Integration to the Office of Pro Acceleration, which will be led by Richard McPhail, EVP and</description>
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   <pubDate>Thu, 30 Jul 2026 16:08:14 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">HD</category>
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   <title>The Home Depot Announces Organizational Realignment to Provide a More Seamless Customer Experience, Drive Growth and Capture Market Share</title>
   <link>http://www.streetinsider.com/Press+Releases/The+Home+Depot+Announces+Organizational+Realignment+to+Provide+a+More+Seamless+Customer+Experience%2C+Drive+Growth+and+Capture+Market+Share/26843581.html</link>
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&lt;p&gt;&lt;span class=&quot;legendSpanClass&quot;&gt;&lt;location value=&quot;LU/us.ga.atlnta&quot; idsrc=&quot;xmltag.org&quot; &gt;ATLANTA&lt;/location&gt;&lt;/span&gt;, &lt;span class=&quot;legendSpanClass&quot;&gt;&lt;chron&gt;July 30, 2026&lt;/chron&gt;&lt;/span&gt; /PRNewswire/ -- The &lt;span value=&quot;NYSE:HD&quot; idsrc=&quot;xmltag.org&quot;&gt;Home Depot&lt;/span&gt;, the world's largest home improvement retailer, today announced leadership portfolio changes to accelerate innovation and capture greater share of a large and fragmented total addressable market worth &lt;money&gt;$1.2 trillion&lt;/money&gt;.&lt;/p&gt;
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                    &lt;img src=&quot;https://mmx.prnewswire.com/media/MS263834/THE-HOME-DEPOT-LOGO-v1.jpg?id=OA2818196&quot; title=&quot;The Home Depot logo. (PRNewsFoto/The Home Depot) (PRNewsFoto/)&quot; alt=&quot;The Home Depot logo.</description>
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   <pubDate>Thu, 30 Jul 2026 16:06:00 -0400</pubDate>
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   <title>The Home Depot Announces Organizational Realignment to Provide a More Seamless Customer Experience, Drive Growth and Capture Market Share</title>
   <link>http://www.streetinsider.com/Press+Releases/The+Home+Depot+Announces+Organizational+Realignment+to+Provide+a+More+Seamless+Customer+Experience%2C+Drive+Growth+and+Capture+Market+Share/26843581.html</link>
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&lt;div class=&quot;xn-content&quot;&gt;
&lt;p&gt;&lt;span class=&quot;legendSpanClass&quot;&gt;&lt;location value=&quot;LU/us.ga.atlnta&quot; idsrc=&quot;xmltag.org&quot; &gt;ATLANTA&lt;/location&gt;&lt;/span&gt;, &lt;span class=&quot;legendSpanClass&quot;&gt;&lt;chron&gt;July 30, 2026&lt;/chron&gt;&lt;/span&gt; /PRNewswire/ -- The &lt;span value=&quot;NYSE:HD&quot; idsrc=&quot;xmltag.org&quot;&gt;Home Depot&lt;/span&gt;, the world's largest home improvement retailer, today announced leadership portfolio changes to accelerate innovation and capture greater share of a large and fragmented total addressable market worth &lt;money&gt;$1.2 trillion&lt;/money&gt;.&lt;/p&gt;
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                    &lt;img src=&quot;https://mmx.prnewswire.com/media/MS263834/THE-HOME-DEPOT-LOGO-v1.jpg?id=OA2818196&quot; title=&quot;The Home Depot logo. (PRNewsFoto/The Home Depot) (PRNewsFoto/)&quot; alt=&quot;The Home Depot logo.</description>
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   <pubDate>Thu, 30 Jul 2026 16:06:00 -0400</pubDate>
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   <title>The Home Depot Announces Organizational Realignment to Provide a More Seamless Customer Experience, Drive Growth and Capture Market Share</title>
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&lt;p&gt;&lt;span class=&quot;legendSpanClass&quot;&gt;&lt;location value=&quot;LU/us.ga.atlnta&quot; idsrc=&quot;xmltag.org&quot; &gt;ATLANTA&lt;/location&gt;&lt;/span&gt;, &lt;span class=&quot;legendSpanClass&quot;&gt;&lt;chron&gt;July 30, 2026&lt;/chron&gt;&lt;/span&gt; /PRNewswire/ -- The &lt;span value=&quot;NYSE:HD&quot; idsrc=&quot;xmltag.org&quot;&gt;Home Depot&lt;/span&gt;, the world's largest home improvement retailer, today announced leadership portfolio changes to accelerate innovation and capture greater share of a large and fragmented total addressable market worth &lt;money&gt;$1.2 trillion&lt;/money&gt;.&lt;/p&gt;
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                    &lt;img src=&quot;https://mmx.prnewswire.com/media/MS263834/THE-HOME-DEPOT-LOGO-v1.jpg?id=OA2818196&quot; title=&quot;The Home Depot logo. (PRNewsFoto/The Home Depot) (PRNewsFoto/)&quot; alt=&quot;The Home Depot logo.</description>
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   <title>The Home Depot Announces Organizational Realignment to Provide a More Seamless Customer Experience, Drive Growth and Capture Market Share</title>
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                    &lt;img src=&quot;https://mmx.prnewswire.com/media/MS263834/THE-HOME-DEPOT-LOGO-v1.jpg?id=OA2818196&quot; title=&quot;The Home Depot logo. (PRNewsFoto/The Home Depot) (PRNewsFoto/)&quot; alt=&quot;The Home Depot logo.</description>
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   <title>The Home Depot Announces Organizational Realignment to Provide a More Seamless Customer Experience, Drive Growth and Capture Market Share</title>
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   <title>The Home Depot Announces Organizational Realignment to Provide a More Seamless Customer Experience, Drive Growth and Capture Market Share</title>
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   <title>The Home Depot Announces Organizational Realignment to Provide a More Seamless Customer Experience, Drive Growth and Capture Market Share</title>
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   <title>The Home Depot Announces Organizational Realignment to Provide a More Seamless Customer Experience, Drive Growth and Capture Market Share</title>
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   <title>DA Davidson Reiterates Buy Rating on Home Depot (HD) on Roofing Data</title>
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   <description>&lt;p&gt;DA Davidson analyst Michael Baker reiterated a Buy rating and $377.00 price target on Home Depot (NYSE: HD).&lt;/p&gt;&lt;p&gt;The analyst commented, &quot;We track shingles shipment data to get a sense of roofing related trends, which is relevant for Home Depot and Lowe’s in our space, more so for HD. 2Q26 data, released mid last week, shows a 1% increase in shipments in North America, a nice improvement from down 12% last quarter and down 27% in 4Q25. Roofing trends had been weak over the last few quarters due to a tepid hurricane season in 2025, which cycled an active 2024 season.</description>
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   <pubDate>Mon, 27 Jul 2026 09:01:08 -0400</pubDate>
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   <title>Guggenheim Reiterates Buy Rating on Home Depot (HD)</title>
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   <description>&lt;p&gt;Guggenheim analyst Steven Forbes reiterated a Buy rating and $425.00 price target on Home Depot (NYSE: HD).&lt;/p&gt;&lt;p&gt;The analyst commented: &quot;Late last week, we hosted a tour of Construction Resources' (&quot;CR&quot;) ~50,000 square foot Atlanta (Westside) Design Center—featuring a) Mitch Hires—Chief Executive Officer of Construction Resources, b) Chip Devine—Senior Vice President, Pro Sales, c) Isabel Janci—Vice President, Investor Relations &amp; Treasurer, d) Jacob Ashcraft—Director, Investor Relations, and e) Rachael Sparrow—Director, Investor Relations. Bottom line, with a go-to-market strategy that spans 10 product categories—1) countertops, 2) cabinets, 3) luxury appliances, 4) plumbing fixtures, 5) lighting, 6) flooring &amp; tile, 7) glass &amp;</description>
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   <pubDate>Mon, 20 Jul 2026 07:08:20 -0400</pubDate>
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   <title>Stifel: 'PNR Update a Positive for HAYW'</title>
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   <description>&lt;p&gt;Stifel: 'PNR Update a Positive for HAYW'.&lt;/p&gt;&lt;p&gt;The analyst comments &quot;We had a full day of conversations around Pentair (PNR; $64.33; Hold; covered by Nathan Jones) implications with PNR reducing revenue guidance principally due to channel inventory movements. We believe category trends remain stable. We believe this is neutral for Latham Group (SWIM; $5.88; Buy) with market share gains supporting our +5.2% FY26E organic growth against flat new pool construction. We acknowledge a potential negative read-through for Pool Corporation (POOL; $202.37; Hold) given PNR’s performance is due in part to a weaker sell-out performance. PNR over indexes to POOL. But we</description>
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   <pubDate>Thu, 16 Jul 2026 09:06:22 -0400</pubDate>
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   <title>Stifel: 'PNR Update a Positive for HAYW'</title>
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   <description>&lt;p&gt;Stifel: 'PNR Update a Positive for HAYW'.&lt;/p&gt;&lt;p&gt;The analyst comments &quot;We had a full day of conversations around Pentair (PNR; $64.33; Hold; covered by Nathan Jones) implications with PNR reducing revenue guidance principally due to channel inventory movements. We believe category trends remain stable. We believe this is neutral for Latham Group (SWIM; $5.88; Buy) with market share gains supporting our +5.2% FY26E organic growth against flat new pool construction. We acknowledge a potential negative read-through for Pool Corporation (POOL; $202.37; Hold) given PNR’s performance is due in part to a weaker sell-out performance. PNR over indexes to POOL. But we</description>
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   <pubDate>Thu, 16 Jul 2026 09:06:22 -0400</pubDate>
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