Loading…
Loading…
Did you size the potential savings from things like prepaying your card or line breaking from your associates?
under your tenure, Costco has had a greater willingness to move with speed, embrace technology
You mentioned that you would expect your renewal rate to continue to fall as some of the digital sign-ups accrete
it seemed like you were sending a reminder that you will soon lap this outsized growth from precious metals
With core on core margin being down modestly this quarter, can we take that as a sign that the recent string of margin
do you think that's going to linger beyond the first quarter? And are you seeing signals of that behavior happening in anywhere beyond just the roofing category such that it could lead to more vola...
If you had perfect insight that housing turnover was going to remain muted through 2027, would that change any of your capital allocation priorities
has The Home Depot increased its fixed cost structure such that it's now experiencing deleverage as sales are under pressure
can home improvement demand recover without some assistance from either an increase in underlying housing activity or a reduction in interest rates
Are these calls driven by something that you are seeing that is changing in the home improvement market
the decision to reduce promotional activity during the quarter was tied to the tariff situation
there could be $50 billion of deferred demand in home improvement if we just simply apply Home Depot's market share
How is the Home Depot approaching that from a pricing standpoint?
What market share assumption have you embedded into your twenty twenty five outlook?
There's been a lot of focus on the impact that the government efficiency measures and or immigration policy implementation could have on the US consumer
How did you factor that there could be other unknowns into your outlook this year
the timing of this leadership succession is a signal of an inflection point
How do you dispel this concern and make the case that this is a one-off rather than beginning of a trend
would you consider the current level of tariffs to be elevated
Now is Walmart entering a phase where there's just simply more economic sensitivity