Squawk on the Street Cramer’s Morning Take: Home Depot 11/14/25
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Nov 14, 2025 Cramer addresses concerns over Home Depot's recent downgrade while highlighting the resilient demand for home remodeling. He explains how home purchases drive remodeling, supporting a positive long-term outlook for the company. There’s a discussion on potential risks from federal actions that could impact shoppers. The talk also covers mortgage-rate headwinds impacting near-term sales but notes significant pent-up demand for improvements. Lastly, the hosts preview upcoming earnings from TJX, emphasizing its strong track record.
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Home Depot's Long-Term Strength
- Jim Cramer argues Home Depot remains strong long-term despite a recent downgrade tied to interest rates.
- He expects pent-up housing demand to drive remodeling once existing home sales recover.
Watch Rates And Earnings Closely
- Consider the interest-rate outlook when evaluating downgrades; if rates fall, the downgrade may be wrong.
- Watch Home Depot's upcoming earnings and inventory commentary for near-term clarity.
Buying A Home Usually Means Remodeling
- Cramer describes the typical homeowner behavior of remodeling or replacing when they buy a new home.
- He uses this common example to explain why Home Depot benefits from housing turnover.