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LexRetail sector
Home Depot has bet $18bn on US housing market paralysis Premium content
...As America’s largest home-improvement retailer, Home Depot is often seen as a proxy for the US housing market....
April 2, 2024
News updates from February 27: McKinsey touted its advice to Chinese government, EU parliament bars Amazon lobbyists
What to watch in North America today
...Lowe’s: The retailer is forecast to report an 18 per cent revenue decline to $18.4bn in the fourth quarter, as consumers rein in spending on home improvement projects....
February 27, 2024
FT Live
Business of Luxury Summit
Gathering leaders in luxury for the 20th year
Sunday, 19 MayVenice, Italy
ObituaryCharlie Munger
Charlie Munger, Berkshire Hathaway vice-chair, 1924-2023
...His straightforward approach to investing, as well as his belief in operating a business honestly, helped endear him to everyday Americans who watched as business and markets became increasingly complex....
November 28, 2023
Boeing Co
‘It ain’t working’: Boeing’s quality pledges in question after Max 9 incident
...“Have they made sufficient improvements? The Alaska incident would suggest not,” he added....
January 15, 2024
News in-depthNIO, Inc
Inside Nio: Electric car group’s boss William Li and his fight for survival
...Still, Li has not managed what Musk succeeded in doing in converting online enthusiasm into profits....
December 29, 2023
Unhedged
It’s a good time to be Rick Rieder Premium content
...Even the best in the business were crushed in 2022....
December 1, 2023
FT Live
FT Women in Business Summit
Power and parity: Rewriting the rules for the future
Tuesday, 11 JuneLondon Marriott Hotel Grosvenor Square, Grosvenor Square, London, UK
ExplainerBrexit
Can Starmer reset Britain’s Brexit deal?
...London could also take unilateral steps to reduce frictions for business, as it has already by partially recognising the EU “CE” standards mark....
September 19, 2023
FT Globetrotter
Desk appeal: six of Tokyo’s quirkiest co-working spaces
...And in this new era of telecommuting and always-on work culture, business can beckon at any moment. So where should one go in Japan’s capital to get a job done — and, ideally, enjoy doing it?...
January 9, 2024
FirstFT
FirstFT: US debt deal remains elusive
...Here’s what else I’m watching today: Results: Lowe’s is forecast to report that its revenue declined 8.7 per cent to $21.6bn, as consumers rein in spending on home improvement projects....
May 23, 2023
Transcript
Transcript: Is Japan at a turning point?
...And so answering that with a large number of people coming in to work in nursing homes and so on, is part of the Japanese debate. It’s just it’s not being framed as a yeah, as an immigrant . . ....
April 4, 2024
ExplainerMarket Questions
Will eurozone core inflation remain stubbornly high?
...Retail giants Costco and Target, home improvement store Lowe’s and budget-friendly Dollar Tree are among those reporting, alongside big names like oil company Occidental Petroleum and tech business Salesforce...
February 26, 2023
House & Home
Ally Pally at 150: celebrating London’s ‘people’s palace’
...Inside, in the Palm Court, Haringey Vox, a choir from schools in Alexandra Palace’s local north London borough, were singing “Home” and “I Am Magic”, songs composed by Ty Lowe, their conductor....
June 7, 2023
Brexit: the next phase
The UK-Australia trade deal: ‘too much for far too little’
...groups and trade experts are warning the UK must be more strategic when cutting future agreements, while also doing more to win public support at home for international trade....
December 1, 2022
Retail sector
Walmart and Home Depot ease fears of recession even as inflation persists
...Home Depot, the DIY chain, said spending on home improvement had been “incredibly high”, with its business accelerating in recent weeks....
August 16, 2022
Working It
How to communicate better at work
...People are also more likely to speak rudely to others when they’re doing so behind a computer screen....
January 25, 2023
FT Live
Future of Business Education: Spotlight on Executive MBA
Enhancing your leadership skills
Wednesday, 16 OctoberDigital Conference
Transcript
US property industry braces for downturn
...So you’ll see job losses in construction as well, potentially all the way down to the people who work the checkout lanes at stores like Home Depot and Lowe’s....
October 11, 2022
Coronavirus: Biden tells nursing homes to vaccinate staff or lose federal funding - as it happened
Lowe’s boosts outlook as home contractors drive sales growth
...Home improvement retailers reported blockbuster sales over the past year, when stuck-at-home Americans took up do-it-yourself projects and stocked up on items such as paint and garden supplies....
August 18, 2021
On Wall StreetPatrick Temple-West
Abortion and other ESG issues rise up the AGM agenda
...Shareholder proposals demanding more such information won 30 per cent shareholder support at TJ Maxx, a retailer, and Lowe’s, a home improvement chain....
July 2, 2022
Transcript
FT Business Book of the Year longlist
...Walmart and Lowe’s did better than expected. Home Depot reported its highest quarterly sales and earnings on record....
August 19, 2022
News in-depthTechnology regulation
Big Tech pulls out all the stops to halt ‘self-preferencing’ antitrust bill
...“The internet giants are in Yolo [you only live once] mode — they are desperate and are doing whatever they can to change the trajectory,” said Luther Lowe, senior vice-president of public policy at Yelp...
June 6, 2022
LexHome Depot Inc
Home Depot/Lowe’s: housing scramble furnishes rooms for improvement Premium content
...America’s two biggest home improvement retailers have built their businesses on solid foundations....
May 19, 2021
Transcript
Climate tech to save the planet: How to keep flying
...Let’s stay at home. Or, you know, more, more Zoom, less Boom”. And I think that’s a, not only is it a depressing future for humanity, I think it’s unnecessary....
November 1, 2022
UnhedgedRobert Armstrong
UK stocks are cheap, and may get cheaper Premium content
...Rahul Sharma at Neev Capital, our favourite retail analyst, notes that Lowe’s and Home Depot can protect margins in part because they compose a home-improvement duopoly, with 80 per cent joint market share...
November 19, 2021
FirstFT
FirstFT: Dimon suffers stinging rebuke over pay
...Home improvement retailer Lowe’s and department store operator TJX Companies also report earnings this morning. Cisco and Bath & Body Works will report after the bell....
May 18, 2022
LexUS retail
DIY retailers: falling lumber prices will not knock down returns Premium content
...The fall is being viewed as an early warning for the earnings of home improvement retailers....
June 21, 2021

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