Tranzactioneaza Lowe's Companies (US.LOW) - 216.47 USD (%) Tranzactioneaza
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Loweâs a mentinut prognoza pentru 2025, sustinuta de cresterea vanzarilor catre profesionisti, in ciuda unei scaderi de 1.7% a vanzarilor comparabile si a unei incetiniri in zona DIY (Do-It-Yourself). In T1, compania a raportat venituri de 20.93 mld. USD, aproximativ in linie cu estiamarile de 20.94 mld. USD, si un profit pe actiune de 2.92 USD, peste asteptarile analistilor de 2.88 USD. De asemenea, profitul net a scazut la 1.64 mld. USD, de la 1.76 mld. USD in perioada similara din anul precedent. Loweâs estimeaza venituri anuale de pana la 84.5 mld. USD si un profit pe actiune de maximum 12.40 USD. (Sursa: lowes low q1 earnings 2025)
Loweâs a depasit estimarile Wall Street pentru T3 2024, raportand venituri de 20.17 mld. USD, peste asteptarile de 19.95 mld. USD, si un profit ajustat pe actiune de 2.89 USD, fata de estimarile de 2.82 USD. Totusi, compania anticipeaza o scadere anuala a vanzarilor comparabile intre 3% - 3.5%, usor mai buna decat prognoza anterioara de -3.5% pana la -4%. Loweâs estimeaza, de asemenea, venituri totale intre 83 â 83.5 mld. USD pentru 2024, ajustate fata de previziunea anterioara. (Sursa: lowes low q3 earnings 2024)
In mai, preturile caselor din SUA articles in medie cu 3.1% vs perioada similara din 2022, marcand cel mai sever declin dupa decembrie 2011. Vanzarile articles cu peste 20% vs perioada similara din 2022.
In schimb, increderea dezvoltatorilor imobiliari din SUA 061928742023 in iunie pentru a 6-a luna consecutiv, indicand o expansiune a activitatii pentru prima data in ultimele 11 luni.
Prezent ieri si miercuri in Congresul SUA, cu ocazia prezentarii raportului semestrial de politica monetara, Jerome Powell, presedintele Rezervei Federale, powell expects more fed rate hikes ahead as inflation fight has a long way to go 2023 ca dobanda cheie ar putea fi majorata din nou pana la finalul acestui an.
In aceasta dupa-amiaza, investitorii cme fedwatch tool o probabilitate de 76% pentru o majorare de 25 bps a dobanzii cheie, la 5.5%, cu ocazia urmatorului anunt de politica monetara al Rezervei Federale din 26 iulie.
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Home Depot, marele retailer american care opereaza magazine de bricolaj, a declarat ca va plati un dividend trimestrial de 1.90 USD/actiune, in linie cu cel declarat anterior. Randamentul anualizat al dividendului pentru urmatoarele 12 luni este de 2.37%, raportand calculul la ultimul pret de inchidere din sedinta de ieri. Dupa ultimul trimestru, Home Depot, dar si rivalii de la Loweâs (US.LOW), au raportat rezultate bune, datorita unei cereri puternice pentru articole de bricolaj. Cu toate acestea, companiile anticipeaza o diminuare a cererii, incepand cu aceasta luna. (Sursa: Seeking Alpha.com, CNBC.com)
Wood prices were a leading indicator of the supply-chain problems and inflation that followed pandemic lockdowns. Prices shot up in the summer of 2020 as cooped-up Americans remodeled en masse and demand for suburban houses soared. By last spring, lumber cost more than twice the prepandemic high. Now, two-by-four prices are flashing caution. Lumber futures for July delivery ended Friday at $695.10 per thousand board feet, down 52% from a high in early March. On-the-spot wood prices have plunged, too. Pricing service Random Lengths said Friday that its framing composite index, which tracks cash sales, fell about 12% last week to end at $794. That is down from $1,334 in March, just before the Federal Reserve raised interest rates for the first time since 2018. 
Canfor Corp. , one of the continentâs biggest lumber producers, said Thursday that it was extending reduced operating schedules at its sawmills in Western Canada and will implement two-week rotating downtimes this summer because lumber is stacking up in its yards. Canfor said its Canadian sawmills have been operating at about 80% of production capacity since late March. Besides home construction, lumber traders and analysts are eyeing the aisles of Home Depot (US.HD) and Loweâs (US.LOW). They are looking for signs that consumers are shifting spending away from home-improvement projects to entertainment and vacations.
Many large companies, including retailers, have been able to increase profits during the Covid-19 pandemic even while facing rising costs for shipping and staffing. Passing along price increases to customers while cutting expenses has been a common path to raising profit margins, but the latest results suggest there might be limits to that strategy amid current economic conditions. 
The broader concerns within the retail and consumer-goods sectors weighed on companies including Best Buy Co. (US.BBY), Macyâs Inc. (US.M), Dickâs Sporting Goods Inc. (US.DKS), Dollar General Corp. (US.DG) and Costco Wholesale Corp. (US.COST) in Wednesday trading. Shares of those companies dropped more than 10% on Wednesday. Loweâs (US.LOW) Cos. said comparable sales fell 4% in its first quarter, driven lower by cooler weather and reduced spending from consumers completing their own home renovations. Home Depot Inc. (US.HD) reported a quarterly sales increase of 3.8%, but said fewer shoppers visited the home-improvement chainâs stores.