Home Depot (HD) Stock Impact Analysis: Full-Year Outlook Cut & Earnings Miss

Home Depot (HD) announced a full-year outlook cut on the back of sluggish housing market conditions and consumer uncertainty, triggering a 4% pre-market stock drop [0]. Q3 results showed revenue slightly beating estimates but earnings missing, with same-store sales growth slowing to a sharp crawl [0]. The company’s revised guidance includes slightly positive comps and a 5% decline in adjusted EPS for 2025, reflecting ongoing pressure from macroeconomic factors [0].

The outlook cut highlights the direct link between housing market health and Home Depot’s performance, as consumer spending on home improvement projects wanes amid uncertainty [0]. The slowdown in same-store sales indicates shifting consumer priorities away from discretionary home projects [0]. Investor sentiment was immediately impacted, as seen in the pre-market stock drop [0].

: Ongoing housing market weakness, sustained consumer uncertainty, and potential further earnings pressure [0]. These factors could continue to weigh on HD’s stock performance in the short term.
: A rebound in the housing market or stabilization of consumer confidence could reverse some of the negative trends, though no immediate catalysts are apparent [0].

Home Depot’s full-year outlook cut is driven by sluggish housing and consumer uncertainty, leading to a 4% pre-market stock drop. Q3 earnings missed estimates while revenue slightly beat, with same-store sales growth slowing sharply. Revised guidance includes slightly positive comps and a 5% decline in adjusted EPS for 2025 [0].