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2021-05-20
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Are Home Depot And Lowe's Amazon-Proof?<blockquote>家得宝和劳氏是亚马逊证明吗？</blockquote>
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We delivered over 30% growth in Pro, over 18% growth in all 15 U.S. regions and growth in Canada that outpaced the U.S.,\" said Marvin Ellison, president and CEO of Lowe's.</p><p><blockquote>“我们本季度继续保持出色的业绩，实现了强劲的销售增长和营业利润率扩大。我们的 Pro 增长超过 30%，美国所有 15 个地区增长超过 18%，加拿大的增长超过了美国，”劳氏总裁兼首席执行官马文·埃里森 (Marvin Ellison) 说道。</blockquote></p><p><b>Sharma Comments: </b>Rahul Sharma, founder and managing director of Neev Capital, told Benzinga that Home Depot and Lowe's are the only two major players in the large home improvement market and this gives the pair cost advantages.</p><p><blockquote><b>夏尔马评论：</b>Neev Capital 创始人兼董事总经理拉胡尔·夏尔马 (Rahul Sharma) 告诉 Benzinga，家得宝 (Home Depot) 和劳氏 (Lowe's) 是大型家装市场中仅有的两家主要参与者，这使得两家公司具有成本优势。</blockquote></p><p>But big story is how strong DIY duopoly is. $230bn+ in sales & comping 20%+. Absolutely hoovering share even in ‘grand re-opening’ $LOW $HD $XRT https://t.co/PoeEtHPy3H— Rahul Sharma (@Retail_Guru) May 19, 2021\"Housing is in the sweet spot,\" Sharma said, adding that the industry is relatively \"Amazon-proof.\"</p><p><blockquote>但重要的是 DIY 双头垄断有多强大。销售额超过2300亿美元，同比增长20%以上。即使在 “盛大重新开业” $LOW $HD $XRT https://t.co/PoeEtHPy3H— Rahul Sharma (@Retail_Guru) 2021 年 5 月 19 日 “房地产行业正处于最佳状态，”Sharma 说，并补充说该行业相对 “亚马逊防范”。</blockquote></p><p>The two companies' growth prospects benefited when they were deemed essential and allowed to remain open during the COVID-19 pandemic, he said, adding that the two companies made the most of the opportunity.</p><p><blockquote>他说，当两家公司被认为至关重要并允许在 COVID-19 大流行期间保持开放时，这两家公司的增长前景受益，并补充说，两家公司充分利用了这个机会。</blockquote></p><p>Sharma noted Home Depot and Lowe's became significant beneficiaries of rising housing prices coupled with people being forced to spend much more time at home.</p><p><blockquote>夏尔马指出，家得宝和劳氏成为房价上涨以及人们被迫花更多时间在家的重要受益者。</blockquote></p><p>\"Overall, I think these gains are more sticky than most believed,\" Sharma mentioned.</p><p><blockquote>“总体而言，我认为这些收益比大多数人认为的更具粘性，”夏尔马提到。</blockquote></p><p>Both companies were able to invest in service and digital offerings while building margins, which added to the retailers' market dominance, he said.</p><p><blockquote>他说，两家公司都能够投资服务和数字产品，同时提高利润率，这增加了零售商的市场主导地位。</blockquote></p><p>Sharma told Benzinga if Home Depot meets its forecasts for the remainder of 2021, the company will reap massive market share gains compared to the rest of retail.</p><p><blockquote>夏尔马告诉 Benzinga，如果家得宝实现其对 2021 年剩余时间的预测，与其他零售业相比，该公司将获得巨大的市场份额增长。</blockquote></p><p>People thought Home Depot had \"peaked at $150, then $200 and here we are north of $300,\" Sharma said.</p><p><blockquote>夏尔马说，人们认为家得宝“峰值为 150 美元，然后是 200 美元，现在我们超过了 300 美元”。</blockquote></p><p><b>Price Action: </b>Home Depot closed down 0.7% at $314.45 and Lowe's was down 1.05% at $190.72.</p><p><blockquote><b>价格行为：</b>家得宝 (Home Depot) 收盘下跌 0.7%，至 314.45 美元；劳氏 (Lowe's) 下跌 1.05%，至 190.72 美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAre Home Depot And Lowe's Amazon-Proof?<blockquote>家得宝和劳氏是亚马逊证明吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-05-20 11:00</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b>Home Depot Inc </b>(NYSE:HD) and <b>Lowe's Companies Inc</b> (NYSE:LOW) traded lower Wednesday after both of the home improvement retailers reported better-than-expected financial results.</p><p><blockquote><b>家得宝公司</b>（纽约证券交易所代码：HD）和<b>劳氏公司</b>（纽约证券交易所股票代码：LOW）周三交易走低，此前两家家装零售商公布了好于预期的财务业绩。</blockquote></p><p><b>Home Depot Earnings:</b> Home Depot reported first-quarter earnings of $3.86 per share, which beat the estimate of $3.07, and reported quarterly revenue of $37.5 billion, which beat the estimate of $34.89 billion.</p><p><blockquote><b>家得宝收益：</b>家得宝公布第一季度每股收益为 3.86 美元，超出预期的 3.07 美元，季度营收为 375 亿美元，超出预期的 348.9 亿美元。</blockquote></p><p>“Fiscal 2021 is off to a strong start as we continue to build on the momentum from our strategic investments and effectively manage the unprecedented demand for home improvement projects,” said Craig Menear, chairman and CEO of Home Depot.</p><p><blockquote>“家得宝董事长兼首席执行官克雷格-梅内尔（Craig Menear）表示：”2021 财年开局强劲，我们将继续在战略投资的基础上再接再厉，并有效管理对家装项目前所未有的需求。</blockquote></p><p><i>See Also: How Home Depot Is Winning And Could Keep Momentum</i></p><p><blockquote><i>另请参阅：家得宝如何获胜并保持势头</i></blockquote></p><p><b>Lowe's Earnings:</b> Lowe's reported first-quarter earnings of $3.21 per share, which beat the estimate of $2.54, and reported quarterly revenue of $24.4 billion, which beat the estimate of $23.35 billion.</p><p><blockquote><b>劳氏收益：</b>劳氏公布第一季度每股收益为 3.21 美元，超出预期的 2.54 美元，季度营收为 244 亿美元，超出预期的 233.5 亿美元。</blockquote></p><p>\"Our outstanding performance continued this quarter, as we delivered strong sales growth and operating margin expansion. We delivered over 30% growth in Pro, over 18% growth in all 15 U.S. regions and growth in Canada that outpaced the U.S.,\" said Marvin Ellison, president and CEO of Lowe's.</p><p><blockquote>“我们本季度继续保持出色的业绩，实现了强劲的销售增长和营业利润率扩大。我们的 Pro 增长超过 30%，美国所有 15 个地区增长超过 18%，加拿大的增长超过了美国，”劳氏总裁兼首席执行官马文·埃里森 (Marvin Ellison) 说道。</blockquote></p><p><b>Sharma Comments: </b>Rahul Sharma, founder and managing director of Neev Capital, told Benzinga that Home Depot and Lowe's are the only two major players in the large home improvement market and this gives the pair cost advantages.</p><p><blockquote><b>夏尔马评论：</b>Neev Capital 创始人兼董事总经理拉胡尔·夏尔马 (Rahul Sharma) 告诉 Benzinga，家得宝 (Home Depot) 和劳氏 (Lowe's) 是大型家装市场中仅有的两家主要参与者，这使得两家公司具有成本优势。</blockquote></p><p>But big story is how strong DIY duopoly is. $230bn+ in sales & comping 20%+. Absolutely hoovering share even in ‘grand re-opening’ $LOW $HD $XRT https://t.co/PoeEtHPy3H— Rahul Sharma (@Retail_Guru) May 19, 2021\"Housing is in the sweet spot,\" Sharma said, adding that the industry is relatively \"Amazon-proof.\"</p><p><blockquote>但重要的是 DIY 双头垄断有多强大。销售额超过2300亿美元，同比增长20%以上。即使在 “盛大重新开业” $LOW $HD $XRT https://t.co/PoeEtHPy3H— Rahul Sharma (@Retail_Guru) 2021 年 5 月 19 日 “房地产行业正处于最佳状态，”Sharma 说，并补充说该行业相对 “亚马逊防范”。</blockquote></p><p>The two companies' growth prospects benefited when they were deemed essential and allowed to remain open during the COVID-19 pandemic, he said, adding that the two companies made the most of the opportunity.</p><p><blockquote>他说，当两家公司被认为至关重要并允许在 COVID-19 大流行期间保持开放时，这两家公司的增长前景受益，并补充说，两家公司充分利用了这个机会。</blockquote></p><p>Sharma noted Home Depot and Lowe's became significant beneficiaries of rising housing prices coupled with people being forced to spend much more time at home.</p><p><blockquote>夏尔马指出，家得宝和劳氏成为房价上涨以及人们被迫花更多时间在家的重要受益者。</blockquote></p><p>\"Overall, I think these gains are more sticky than most believed,\" Sharma mentioned.</p><p><blockquote>“总体而言，我认为这些收益比大多数人认为的更具粘性，”夏尔马提到。</blockquote></p><p>Both companies were able to invest in service and digital offerings while building margins, which added to the retailers' market dominance, he said.</p><p><blockquote>他说，两家公司都能够投资服务和数字产品，同时提高利润率，这增加了零售商的市场主导地位。</blockquote></p><p>Sharma told Benzinga if Home Depot meets its forecasts for the remainder of 2021, the company will reap massive market share gains compared to the rest of retail.</p><p><blockquote>夏尔马告诉 Benzinga，如果家得宝实现其对 2021 年剩余时间的预测，与其他零售业相比，该公司将获得巨大的市场份额增长。</blockquote></p><p>People thought Home Depot had \"peaked at $150, then $200 and here we are north of $300,\" Sharma said.</p><p><blockquote>夏尔马说，人们认为家得宝“峰值为 150 美元，然后是 200 美元，现在我们超过了 300 美元”。</blockquote></p><p><b>Price Action: </b>Home Depot closed down 0.7% at $314.45 and Lowe's was down 1.05% at $190.72.</p><p><blockquote><b>价格行为：</b>家得宝 (Home Depot) 收盘下跌 0.7%，至 314.45 美元；劳氏 (Lowe's) 下跌 1.05%，至 190.72 美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HD":"家得宝","AMZN":"亚马逊","LOW":"劳氏"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2136946099","content_text":"Home Depot Inc (NYSE:HD) and Lowe's Companies Inc (NYSE:LOW) traded lower Wednesday after both of the home improvement retailers reported better-than-expected financial results.Home Depot Earnings: Home Depot reported first-quarter earnings of $3.86 per share, which beat the estimate of $3.07, and reported quarterly revenue of $37.5 billion, which beat the estimate of $34.89 billion.“Fiscal 2021 is off to a strong start as we continue to build on the momentum from our strategic investments and effectively manage the unprecedented demand for home improvement projects,” said Craig Menear, chairman and CEO of Home Depot.See Also: How Home Depot Is Winning And Could Keep MomentumLowe's Earnings: Lowe's reported first-quarter earnings of $3.21 per share, which beat the estimate of $2.54, and reported quarterly revenue of $24.4 billion, which beat the estimate of $23.35 billion.\"Our outstanding performance continued this quarter, as we delivered strong sales growth and operating margin expansion. We delivered over 30% growth in Pro, over 18% growth in all 15 U.S. regions and growth in Canada that outpaced the U.S.,\" said Marvin Ellison, president and CEO of Lowe's.Sharma Comments: Rahul Sharma, founder and managing director of Neev Capital, told Benzinga that Home Depot and Lowe's are the only two major players in the large home improvement market and this gives the pair cost advantages.But big story is how strong DIY duopoly is. $230bn+ in sales & comping 20%+. Absolutely hoovering share even in ‘grand re-opening’ $LOW $HD $XRT https://t.co/PoeEtHPy3H— Rahul Sharma (@Retail_Guru) May 19, 2021\"Housing is in the sweet spot,\" Sharma said, adding that the industry is relatively \"Amazon-proof.\"The two companies' growth prospects benefited when they were deemed essential and allowed to remain open during the COVID-19 pandemic, he said, adding that the two companies made the most of the opportunity.Sharma noted Home Depot and Lowe's became significant beneficiaries of rising housing prices coupled with people being forced to spend much more time at home.\"Overall, I think these gains are more sticky than most believed,\" Sharma mentioned.Both companies were able to invest in service and digital offerings while building margins, which added to the retailers' market dominance, he said.Sharma told Benzinga if Home Depot meets its forecasts for the remainder of 2021, the company will reap massive market share gains compared to the rest of retail.People thought Home Depot had \"peaked at $150, then $200 and here we are north of $300,\" Sharma said.Price Action: Home Depot closed down 0.7% at $314.45 and Lowe's was down 1.05% at $190.72.","news_type":1,"symbols_score_info":{"HD":0.9,"AMZN":0.9,"LOW":0.9}},"isVote":1,"tweetType":1,"viewCount":1511,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":17,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/197421386"}
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