A comprehensive view of home improvement/hardware stores. This page highlights a small sample of our full coverage.
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RBC Capital: Lowe's expects home improvement sector to shrink in 2022, but Pro category's outperformance likely favors wood products; OSB best positioned on higher exposure to Pro segment R&R demand, while lumber's more exposed to R&R, home center channel

Ad Age names home improvement industry among marketing losers of the week; after several quarters of growth, industry seeing downward slide as consumers turn to other investments like travel, and Lowe's CFO says sector likely to contract modestly in 2022

Zacks: Lowe's is Bull of the Day on Dec. 8, as Q3 earnings impress Wall Street and management expects sales trends to continue into Q4 now that weather is getting colder, people spending more time at home; CEO attributes momentum to return of DIY projects

Zacks: Home Depot is Bull of the Day on Nov. 24, as company beat earnings estimates over last four quarters; stock rated strong buy, and over last week alone, 12 analysts have raised retailer's 2021 and 2022 earnings estimates

Hardware and building materials dealer R.P. Lumber gains a foothold in Wisconsin with acquisition of long-time competitor Alexander Lumber, operating in Illinois, Wisconsin, Iowa; financial terms of transaction were not disclosed, expected to close Dec. 3

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