Consumer Discretionary
Home Improvement Retail
2 companies under coverage.
Coverage
Home Improvement Retail
Equity Research
The Home Depot Inc (HD)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $609, +73% vs spot. It needs Gross Margin to surprise to the upside.
Equity Research
Lowe's Companies Inc (LOW)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $400, +81% vs spot. It needs Gross Margin to surprise to the upside.