

Taking the Measure of Consumer Spending at Home Depot
Nov 12, 2023
This podcast discusses the upcoming earnings report of Home Depot and how factors like the housing market, consumer spending, and supply chains play a role in their success. It also examines the impact of slowing inflation on corporate profits and analyzes the expected earnings from Target and Walmart. The podcast offers insights into the state of the consumer and the effects of inflation on retail spending.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 4min
Analysis of Corporate Profits and Home Depot Performance
04:06 • 5min
Expectations for Home Depot's Performance and Impact of Supply Chain Improvements
08:48 • 2min
Examining the Influence of Supply Chain Costs and the State of the Consumer on Home Depot's Earnings
10:27 • 2min
Analyzing Decline in Shipping Costs and Upcoming Earnings from Target and Walmart
12:21 • 3min