The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how home furnishing and improvement retail stocks fared in Q4, starting with Lowe's (NYSE:LOW).
If the Street can anticipate a resolution to all tariff issues over the next 12-18 months, the analyst notes the most significant opportunity for certain names in his e-commerce coverage group.
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Floor And Decor (NYSE:FND) and the rest of the home furnishing and improvement retail stocks fared in Q4.
BofA warns 2025 tariffs could severely impact U.S. home furnishing retailers like Wayfair (NYSE: W) and RH (NYSE: RH), with potential price hikes up to 30% due to sourcing from Asia. Rising costs, weak demand, and recession fears may further hurt sales.
RH gives details on tariff exposure, demand trends and free cash flow guidance. Analyst expects growth due to reduced China exposure and increased U.S. exposure.
Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Home Depot (NYSE:HD) and the best and worst performers in the home furnishing and improvement retail industry.
Earnings results often indicate what direction a company will take in the months ahead. With Q4 behind us, let’s have a look at RH (NYSE:RH) and its peers.
The stock market experienced a significant downturn today, with the S&P 500 dropping nearly 5% to 5,396.52, marking its worst session since September 2022.
Goldman Sachs analyst Brooke Roach warns that U.S. tariff hikes will significantly impact retail, with China's tariff rate soaring to 54% and key sourcing nations like Vietnam (46%) and Cambodia (49%) facing steep increases. Apparel and footwear tariffs will average 38%, forcing brands to adjust pricing and negotiate costs.
