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| 24.08.25 18:23:00 |
The S&P 500 Hasn't Yielded This Little Since the Dot-Com Bubble. Here's What Investors Can Do. |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
Key Points
The S&P 500's rising yield is similar to what happened before the dot-com bubble burst. This time, the S&P 500 is being driven by earnings growth. Taking out the 20 largest S&P 500 components would push the index's yield close to 2%. 10 stocks we like better than Vanguard S&P 500 ETF ›
The S&P 500(SNPINDEX: ^GSPC)yields just 1.2% at the time of this writing. According to data by Multpl, that is the lowest monthly reading since November 2000 when the S&P 500 yielded 1.18% -- before the sell-off in the Nasdaq Composite(NASDAQINDEX: ^IXIC) accelerated as the dot-com bubble burst. Many top growth stocks would go on to suffer brutal losses that took years or even over a decade to recover.
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Here's what the S&P 500's current low yield says about the state of the U.S. stock market and what you can do about it.
Image source: Getty Images.
There's a clear explanation for the S&P 500's falling yield
With 500 holdings, the S&P 500 seems like a great way to invest in hundreds of top U.S. companies at once. But the index has become less diversified in recent years.
Just 4% of S&P 500 components make up 48% of the Vanguard S&P 500 ETF(NYSEMKT: VOO), an exchange-traded fund that closely tracks the index. Since the S&P 500 is weighted by market cap, massive companies can really move the index in a way smaller companies cannot.
Single companies are now worth the equivalent of entire stock market sectors, or multiple sectors. Nvidia(NASDAQ: NVDA) plus Microsoft(NASDAQ: MSFT) make up more than the combined value of the materials, real estate, utilities, energy, and consumer staples sectors -- illustrating the top-heavy nature of the index.
The following table shows the 20 largest S&P 500 components by market cap and their dividend yields as I write on Aug. 18. The "weighted yield" column is the dividend yield multiplied by the percentage weighting in the Vanguard S&P 500 ETF -- which shows the impact each stock has on the index's yield. Company Percentage of Vanguard S&P 500 ETF Dividend Yield Weighted Yield Nvidia 8.06% 0.02% 0.002% Microsoft 7.37% 0.62% 0.046% Apple 5.76% 0.44% 0.025% Amazon 4.11% 0% 0% Alphabet 3.76% 0.4% 0.015% Meta Platforms 3.12% 0.26% 0.008% Broadcom 2.57% 0.75% 0.019% Berkshire Hathaway 1.61% 0% 0% Tesla 1.61% 0% 0% JPMorgan Chase 1.48% 1.82% 0.027% Visa 1.09% 0.69% 0.008% Eli Lilly 1.08% 0.83% 0.009% Netflix 0.92% 0% 0% ExxonMobil 0.89% 3.72% 0.033% Mastercard 0.85% 0.64% 0.005% Walmart 0.79% 0.91% 0.007% Costco Wholesale 0.78% 0.51% 0.004% Oracle 0.77% 0.89% 0.007% Johnson & Johnson 0.74% 2.84% 0.021% Home Depot 0.62% 2.28% 0.014%Sum 47.98% N/A 0.25%
Data sources: Vanguard, YCharts.
The key takeaway is that 48% of the S&P 500 contributes just 0.25% of the index's yield. Meaning that if you took out the 20 largest stocks, the S&P 500 would yield around 2% -- just like it did a decade ago.
So it's not that companies have stopped paying dividends, it's just that low- or no-yield megacap growth stocks like the "Ten Titans" now make up such a large share of the index that the overall S&P 500 yield is lower.
A justified rally
The S&P 500 and Nasdaq Composite underwent massive surges heading into the turn of the millennium that made stock prices go up faster than dividends. Similar to today's market, many of the top holdings in these indexes shifted to growth companies that prioritize reinvesting in their underlying businesses rather than distributing a portion of profits to shareholders through dividends.
The S&P 500's low yield illustrates the extent to which growth stocks dominate the stock market. But unlike the lead-up to the dot-com bust, this rally is much healthier because it is being driven largely by earnings growth and positive sentiment rather than euphoria.
Nvidia is a good example of a company with both a surging stock price and earnings that have compounded several-fold in just a few years. Investors aren't betting on what Nvidia could do in the future if everything goes right. Rather, they are betting on sustained momentum for what Nvidia is delivering right now.
As of Aug. 1, the forward price-to-earnings (P/E) ratio of the S&P 500 was 22.2 -- which is about a 20% premium to its 10-year average. However, the quality of the S&P 500's earnings and growth rate is arguably better today than over that 10-year average. So buying the S&P 500 still makes sense if you agree that the quality is worth paying up for. By this metric, the S&P 500 is pricey, but it's not remotely at nosebleed levels like we saw during the dot-com bubble.
Achieving a more balanced portfolio
The S&P 500 can still be a great tool for building long-term wealth. However, risk-averse investors may be looking for stocks at less expensive valuations and higher dividend yields.
The simplest way to counteract the S&P 500's premium valuation and low yield is to allocate other portions of your portfolio to help fulfill value and income objectives. That can be done by investing directly in top dividend-paying value stocks or value-focused ETFs.
It's important to understand what makes up the S&P 500 and let the index work for you rather than accidentally investing too much in the index and taking on more exposure to growth stocks than you're comfortable with.
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JPMorgan Chase is an advertising partner of Motley Fool Money. Daniel Foelber has positions in Nvidia. The Motley Fool has positions in and recommends Alphabet, Amazon, Apple, Berkshire Hathaway, Costco Wholesale, Home Depot, JPMorgan Chase, Mastercard, Meta Platforms, Microsoft, Netflix, Nvidia, Oracle, Tesla, Vanguard S&P 500 ETF, Visa, and Walmart. The Motley Fool recommends Broadcom and Johnson & Johnson and recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. |
| 24.08.25 17:09:17 |
Guru Fundamental Report for HD |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
Below is Validea's guru fundamental report for HOME DEPOT INC (HD). Of the 22 guru strategies we follow, HD rates highest using our Multi-Factor Investor model based on the published strategy of Pim van Vliet. This multi-factor model seeks low volatility stocks that also have strong momentum and high net payout yields.
HOME DEPOT INC (HD) is a large-cap growth stock in the Retail (Home Improvement) industry. The rating using this strategy is 87% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria. MARKET CAP:PASSSTANDARD DEVIATION:PASSTWELVE MINUS ONE MOMENTUM:NEUTRALNET PAYOUT YIELD:NEUTRALFINAL RANK:PASS
Detailed Analysis of HOME DEPOT INC
HD Guru Analysis
HD Fundamental Analysis
More Information on Pim van Vliet
Pim van Vliet Portfolio
About Pim van Vliet: In investing, you typically need to take more risk to get more return. There is one major exception to this in the factor investing world, though. Low volatility stocks have been proven to outperform their high volatility counterparts, and do so with less risk. Pim van Vliet is the head of Conservative Equities at Robeco Asset Management. His research into conservative factor investing led to the creation of this strategy and the publication of the book "High Returns From Low Risk: A Remarkable Stock Market Paradox". Van Vliet holds a PhD in Financial and Business Economics from Erasmus University Rotterdam.
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About Validea: Validea is aninvestment researchservice that follows the published strategies of investment legends. Validea offers both stock analysis and model portfolios based on gurus who have outperformed the market over the long-term, including Warren Buffett, Benjamin Graham, Peter Lynch and Martin Zweig. For more information about Validea, click here
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. |
| 24.08.25 15:55:46 |
Here's What Big Retailers Are Saying About Consumer Trends and the Impact of Tariffs on Prices |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
Spencer Platt / Getty Images Americans continue to focus on value while shopping, company executives say.
Key Takeaways
Major retailers shared their perspectives on how consumers are faring and what tariffs mean for the industry on conference calls following the release of quarterly results last week. Americans remain value-minded while shopping, and in some cases are pulling back on discretionary items even though tariffs haven't fully affected prices yet. Yet, home improvement suppliers said shoppers have been making more big purchases, including appliances.
Household finances are tight. Inflation is elevated, and tariffs may exacerbate the pressure.
So how are consumers—and companies—faring? Several retailers offered insight while discussing their quarterly results on conference calls over the past week. Executives from big-box stores to furniture specialists weighed in on consumer spending, the impact of tariffs, and what it all means for corporate balance sheets.
Here's what stood out:
The Hunt For Savings Hasn't Let Up
Americans are shopping cautiously, and in some cases retreating from discretionary items, Target (TGT) and Walmart (WMT) executives said.
“They’re looking to stretch their budget,” Target Chief Commercial Officer Rick Gomez said, according to a transcript made available by AlphaSense. “So, value is very top of mind.”
In the wake of price increases, discretionary item sales have slipped as shoppers switch to alternative products or categories, Walmart CEO Doug McMillon said.
All the value-seeking contributed to soft cosmetic sales, according to Covergirl’s parent company Coty (COTY), but drove a 4% year-over-year rise in comparable sales at TJX Companies (TJX) last quarter. Demand for deals prompted the group behind TJ Maxx and HomeGoods to raise its outlook for the full fiscal year.
Bigger Purchases Are Up—Unless Borrowing Is Involved
Shoppers bought more appliances at Home Depot (HD) and Lowe’s (LOW), but remain wary of borrowing for big home improvement projects.
The average transaction price rose at Lowe’s as appliance and flooring sales picked up, said William Boltz, executive vice president of merchandising. And the number of $1,000-plus transactions at Home Depot grew 2.6% year-over-year last quarter, said merchandising executive Billy Bastek.
“However, we continue to see softer engagement in larger discretionary projects, where customers typically use financing to fund the renovation project,” Bastek said.
Tariff Costs Aren't Being Tacked Onto Prices Yet
Charging customers more to offset tariffs will be a slow, calibrated process, according to executives wary of hiking prices before competitors do.
Story Continues
In fact, Walmart and Estée Lauder (EL) told analysts they have lowered some prices, and La-Z-Boy Inc. (LZB) said it offered more discounts.
Amer Sports Inc. (AS), a Finland-based athletic gear company, increased prices about 10% for Wilson—a brand known for tennis rackets—but hasn’t incorporated tariffs into prices for its Salomon or Arc’teryx brands, CFO Andrew Page said.
“The impact of tariffs has been gradual enough that any behavioral adjustments by the customer have been somewhat muted,” Walmart's McMillon said. Still, as the retailer replenishes inventory at "post -tariff prices," its costs are increasing each week, McMillon said.
Some Firms See Upside in the Tariff Era
Tariffs may provide some perks to companies with domestic production facilities.
The “vast majority” of La-Z-Boy manufacturing occurs in North America, which should shield its furniture from import taxes, CEO Melinda Whittington said. That may make La-Z-Boy merchandise more attractive to major retailers, she said.
Coty called tariffs a “major headwind,” but said it was reshoring production of fragrances bound for the U.S. This will give Coty a “relative cost advantage versus our peers, who all produce in Europe,” said CEO Sue Nabi.
Read the original article on Investopedia
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| 24.08.25 10:01:00 |
Why Joby Aviation Stock Plummeted This Week |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
Key Points
Joby Aviation stock moved lower early in the week in response to inflation-related pressures. A report from MIT that raised skepticism about AI also caused sell-offs for the stock. Joby stock saw some recovery on Friday in response to the shifts in the outlook on the Federal Reserve's interest-rate policy.10 stocks we like better than Joby Aviation ›
Joby Aviation(NYSE: JOBY) stock plunged over the last week of trading as investors adopted more risk-averse positions in response to macroeconomic risk factors. The electric vertical take-off and landing (eVTOL) company's share price dipped 10.1% over the stretch compared to its pricing level at the previous week's market close.
Joby Aviation suffered substantial sell-offs throughout most of last week's trading as concerns about inflationary trends and valuations for artificial intelligence (AI) companies drove big sell-offs for growth stocks. On the other hand, the company's share price saw some significant recovery in Friday's trading after investors got some good news on the interest rate front.
Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue »
Image source: Getty Images.
Joby stock sank on inflation and AI news
Joby stock got hit with big valuation pressures early in this week's trading as risk factors related to inflation and valuations for companies with significant exposure to AI trends came into focus. After the Bureau of Labor Statistics published Producer Price Index data for July last week that raised fears that higher inflation faced by wholesalers would soon cascade down to the consumer economy, Home Depot and Target published second-quarter reports this week that reinforced and added to those concerns.
Joby also saw valuation pullbacks in response to new research published by the Massachusetts Institute of Technology (MIT) that said that 95% of businesses hadn't achieved profitability on their investments in generative AI. While Joby's eVTOL craft aren't directly part of the artificial intelligence market, investors are betting that AI technologies will pave the way for self-driving capabilities that open up big growth avenues for the business.
What's next for Joby Aviation?
Joby Aviation stock got a boost at the end of last week's trading thanks to a speech given by Federal Reserve Chair Jerome Powell. In the speech, Powell indicated that the U.S. economy was continuing to see some concerning inflationary pressures -- but he also suggested that weaker overall economic activity had become the bigger concern. In light of weaker-than-expected jobs data, it seems like the Federal Reserve is on track to cut interest rates in September -- and that's good news for Joby stock.
Last week, Joby announced that it had completed its first trip between two U.S. airports in airspace governed by the Federal Aviation Administration (FAA). Notably, there were also other aircraft active in the proximity. Joby continues to make meaningful progress, but investors should understand that big risks remain along regulatory lines.
Should you invest $1,000 in Joby Aviation right now?
Before you buy stock in Joby Aviation, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Joby Aviation wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $649,657!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,090,993!*
Now, it’s worth noting Stock Advisor’s total average return is 1,057% — a market-crushing outperformance compared to 185% for the S&P 500. Don’t miss out on the latest top 10 list, available when you join Stock Advisor.
See the 10 stocks »
*Stock Advisor returns as of August 18, 2025
Keith Noonan has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. |
| 24.08.25 09:30:02 |
Has home improvement finally bottomed? |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
Investing.com --Lowe’s Cos is showing signs of a recovery in home improvement demand, with July sales strengthening and an $8.8 billion acquisition set to expand its reach in the professional contractor market.
Mizuho said Lowe’s (NYSE:LOW) July same-store sales growth of 4.7%, which is ahead of Home Depot’s 3.3%, was evidence of improving demand across core categories.
Overall second-quarter comparable sales rose 1.1%, supported by late-quarter seasonal strength and online growth.
Quarterly revenue rose 1.6% to about $24 billion, matching analyst estimates. Adjusted earnings of $4.33 a share topped Wall Street’s $4.24 forecast, while gross margins expanded by nearly 40 basis points on cost controls and better product mix.
The company also announced the purchase of Foundation Building Materials (NYSE:FBM) for $8.8 billion, adding more than 370 locations and about $6.5 billion in annualized revenue.
The deal cements Lowe’s position in the large, complex professional segment, giving it scale comparable to peers such as SRS Distribution, Mizuho said.
Lowe’s expects third-quarter comparable sales to grow between 0% and 2.5%. It raised full-year earnings guidance slightly to between $12.20 and $12.45 a share, and projected revenue of $84.5 billion to $85.5 billion.
Mizuho kept its Outperform rating on the stock, citing steady improvement in both DIY and professional sales and the long-term growth potential of the FBM acquisition. |
| 24.08.25 07:50:00 |
2 Top Stocks to Buy Now if You Want Decades of Passive Income |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
Key Points
The two companies remain committed to paying dividends. Paying dividends remains one of Home Depot's top capital allocation priorities. Target recently raised its dividend, running its streak to 54 years.10 stocks we like better than Home Depot ›
Many investors think about a stock's appreciation potential. But those looking to receive a regular income can also find equities to invest in. In fact, it's one of the ways you can earn passive income.
Of course, you still have to do your homework. That's especially true when you have an investment time horizon measured in decades. These two stocks have a history of raising payouts year after year and higher dividend yields than the market, as measured by the S&P 500 index.
Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue »
The stocks also offer potential price appreciation, making them ideal for patient investors seeking attractive total returns.
Image source: Getty Images.
1. Home Depot
Home Depot (NYSE: HD) produces the highest sales among home improvement retailers. This ubiquitous presence, combined with attractive prices, makes it a popular shopping destination for individuals and professional contractors.
Home Depot's sales have been sluggish lately. But that's because homeowners have been putting off major projects due to factors like high interest rates that have raised the cost of borrowing, and inflation eating away at their spending power.
The company's fiscal second-quarter same-store sales (comps) increased 1%, although foreign currency translations subtracted 0.4 percentage points. Broken out, traffic took away 0.4 percentage points, while spending added 1.4 percentage points. The period ended Aug. 3.
I'm confident that homeowners will conduct major renovations, out of necessity or the desire to change their homes. It's merely a question of timing. When they do, it seems likely that they'll go to Home Depot given its convenience and price advantage.
In the meantime, paying dividends remains one of management's top capital allocation priorities. It comes right after investing in growth initiatives.
The board of directors has increased the payout every year since 2010. Even during the challenging years of the Great Recession, Home Depot kept its quarterly dividend constant.
Currently, the company has plenty of free cash flow (FCF) to support dividends. Home Depot produced $7.2 billion in FCF during the first half of the year compared to $4.6 billion in dividends.
The stock has a 2.3% dividend yield, more than 1 percentage point higher than the S&P 500's 1.2%.
2. Target
Target (NYSE: TGT) became a popular shopping destination for consumers looking for basic items and differentiated merchandise sold exclusively at its locations. It proved a successful formula for a long time, but the company's sales have been impacted by several factors over the last few years.
These include persistently high prices that have hurt its customers' ability to spend at Target and, more recently, a boycott when management decided to curtail diversity, equity, and inclusion initiatives. However, when the inflationary cycle ends, shoppers will undoubtedly increase spending at Target stores. The company has also been meeting with community leaders to address certain issues that led to the boycotts.
Target's fiscal second-quarter comps dropped 1.9% for the period that ended Aug. 2. Lower traffic accounted for 1.3 percentage points of the decline, and reduced spending was responsible for the balance.
Target also announced that it will promote Chief Operating Officer Michael Fiddelke to CEO next February. He promises urgent action to accelerate sales and profit growth.
Meanwhile, Target remains committed to increasing dividends. In June, it announced a 1.8% increase in the quarterly payout to $1.14. The company has paid dividends since 1967 and raised them for 54 straight years. That makes Target a Dividend King. With a 52% payout ratio, the company can easily afford the higher payments.
At the new dividend rate, Target's stock yields about 4.6%.
Should you invest $1,000 in Home Depot right now?
Before you buy stock in Home Depot, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Home Depot wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $649,657!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,090,993!*
Now, it’s worth noting Stock Advisor’s total average return is 1,057% — a market-crushing outperformance compared to 185% for the S&P 500. Don’t miss out on the latest top 10 list, available when you join Stock Advisor.
See the 10 stocks »
*Stock Advisor returns as of August 18, 2025
Lawrence Rothman, CFA has positions in Target. The Motley Fool has positions in and recommends Home Depot and Target. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. |
| 23.08.25 17:33:00 |
Lowe’s struggles to fix a concerning customer problem |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
Like many other retailers nationwide, Lowe's (LOW) has been struggling to attract price-conscious customers who are concerned about inflation and tariffs. This has contributed to it facing lower-than-expected sales in the first three months of 2025.
However, the home improvement retailer recently saw a glimmer of hope, as its latest earnings report revealed that its comparable sales during the second quarter of this year increased by 1.1% year-over-year.
The average amount of money customers spent per purchase increased by 2.9%, but the number of comparable transactions declined by 1.8%.
Related: Home Depot raises red flag about customer behavior in stores
Despite higher sales, customers are still avoiding stores. Recent data from Placer.ai revealed that overall customer visits to Lowe’s stores decreased by 3.8% year-over-year during the quarter, while its top rival, Home Depot, saw its visits only decline by 2.2%.
The decrease in foot traffic comes during a time when the retail giant is facing a nationwide boycott from consumers over its business practices, which kicked off on Aug. 1 and will last until the end of the month.Lowe's notes that a housing market slump is impacting customer buying habits.Image source: Spencer Platt/Getty Images
Lowe's execs flag a major problem affecting customer behavior
During an earnings call on Aug. 21, Lowe’s flagged that the current state of the U.S. housing market is having an impact on sales, as it is causing consumers to delay tackling large home improvement projects and instead focus on smaller projects that involve repairs, remodeling, and maintenance.
“We're still working through some short-term challenges, including elevated mortgage rates, cautious consumer affordability remains a pressure point that results in the lock-in effect that we've been seeing and also a depressed housing market,” said Lowe’s Chief Financial Officer Brandon Sink during the call.
The average 30-year mortgage rate is has surpassed 6%, and consumers are purchasing new homes at a slow pace.
Related: Target customers may soon flee to Walmart due to alarming change
In July, existing-home sales increased by 2% month-over-month, while total housing inventory spiked by 0.6%, according to a recent report from the National Association of Realtors.
The report also found that the median existing-home sales price increased by 0.2% year-over-year, reaching $422,400.
“Unless mortgage rates move lower and stay there, the housing market will remain slow and regionally uneven, with locked-in sellers and rising inventory limiting both appreciation and the pace of home sale,” said Keller Williams Chief Economist Ruben Gonzalez in a statement to TheStreet.
Story Continues
Lowe's takes drastic action to address a growing threat to sales
As Lowe’s navigates the ripple effects of an uncertain housing market, it is also battling the growing threat of President Donald Trump’s tariffs on multiple countries. Tariffs are expected to result in higher prices for everyday goods, which is causing consumers to cut their spending.
According to a recent survey from Harris Poll and Bloomberg News, 3 in 5 Americans said they are reducing their spending due to concerns about a potential recession.
More Retail:
Target has another big problem amid alarming customer behavior Dollar General announces big store change to win back customers Amazon pulls the plug on a free service for customers
During the earnings call, Lowe’s CEO Marvin Ellison said that the company has been managing tariffs by diversifying where it sources its products.
“We have done, in my estimation, an excellent job of working cross-functionally relative to looking for diversification,” said Ellison. “I mean, right now, roughly 60% of the goods we source are coming out of the U.S. And it wasn't that way seven years ago.”
He also said that Lowe’s stores have been relying on “dynamic” pricing, where prices for products “fluctuate up and down” based on multiple factors, to help lessen the blow of higher costs associated with tariffs.
“Pricing is incredibly dynamic,” said Ellison. “And it's driven a lot by a set of business rules that we have internally based on competitive pricing, and based on our own internal data on elasticity. And so we understand what our customers want (and) what they don't want, and we understand the breakpoint on units when you start to price in a way that you see demand go down. And so we're managing this literally real-time because this is uncharted waters.”
Related: Amazon shuts down free service for customers after 14 years
This story was originally reported by TheStreet on Aug 23, 2025, where it first appeared in the Retail, Shopping Malls, Chain Stores News & Analysis section. Add TheStreet as a Preferred Source by clicking here.
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| 23.08.25 16:01:33 |
Warum Powells Signal zur Zinssenkung die nicht-technischen Aktien am meisten angehoben hat? |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
Here’s a 400-word summary of the text, translated into German:
**Zusammenfassung: Eine wackelige Woche auf Wall Street dank eines starken Freitagshypes**
Die vergangene Woche war für die Wall Street von Turbulenzen geprägt, die durch einen Verlust am Donnerstag begünstigt wurden. Doch ein starker Freitagshype, angetrieben von Andeutungen des Federal Reserve Chairman Jerome Powell über mögliche Zinssenkungen, rettete die Märkte. Powells Rede auf dem Wirtschaftssymposium in Jackson Hole, Wyoming, erfüllte die Erwartungen der Investoren und führte zu einem Aufschwung, insbesondere bei Unternehmen, die von niedrigeren Zinsen profitieren.
Zyklische Unternehmen wie DuPont und Home Depot waren die Gewinner der Woche, während defensivere Branchen, darunter Bristol Myers Squibb und Costco, zurückfielen. Trotz der potenziell positiven Auswirkungen niedrigerer Zinsen, verzeichneten einige große Technologieaktien wie Meta Platforms und Microsoft nur leichte Gewinne. Ihr Erfolg hängt stärker von der aktuellen KI-Euphorie als auch von den Zinssenkungen ab.
Der Dow Jones Industrial Average erreichte am Freitag ein neues Allzeithoch und übertraf seinen vorherigen Rekord aus dem frühen Dezember. Auch der S&P 500 und der Nasdaq Composite stiegen am Freitag, allerdings nicht genug, um die Verluste der letzten Woche auszugleichen. Während der Dow und der S&P 500 insgesamt zunahmen, verzeichnete der Nasdaq eine wöchentliche Verlustserie.
Ein besonderes Highlight war der lang erwartete Start der ESPN Streaming-App von Disney, die das Sportkanalangebot als eigenständige Streaming-Plattform etabliert. Disney CEO Bob Iger betonte, dass die Erfolgsmessung nicht auf unmittelbare Abonnentenzahlen, sondern auf die langfristige Steigerung der Nutzerbindung abzielen sollte.
Auch die Quartalsergebnisse von Palo Alto Networks, die deutlich über den Erwartungen lagen und positive Ausblicke für das kommende Jahr gaben, trugen zu einem starken Kursanstieg des Unternehmens bei und bestätigten die Investitionen im Zusammenhang mit der geplanten Akquisition von CyberArk.
Home Depot hingegen verfehlte die Erwartungen der Analysten und markierte damit erstmals seit 2014 eine negative Umsatzentwicklung, was den Aktienkurs vorübergehend belastete.
**Deutsche Übersetzung (Translation of the Summary):**
**Zusammenfassung: Eine wackelige Woche auf Wall Street dank eines starken Freitagshypes**
Die vergangene Woche war für die Wall Street von Turbulenzen geprägt, die durch einen Verlust am Donnerstag begünstigt wurden. Doch ein starker Freitagshype, angetrieben von Andeutungen des Federal Reserve Chairman Jerome Powell über mögliche Zinssenkungen, rettete die Märkte. Powells Rede auf dem Wirtschaftssymposium in Jackson Hole, Wyoming, erfüllte die Erwartungen der Investoren und führte zu einem Aufschwung, insbesondere bei Unternehmen, die von niedrigeren Zinsen profitieren.
Zyklische Unternehmen wie DuPont und Home Depot waren die Gewinner der Woche, während defensivere Branchen, darunter Bristol Myers Squibb und Costco, zurückfielen. Trotz der potenziell positiven Auswirkungen niedrigerer Zinsen, verzeichnete einige große Technologieaktien wie Meta Platforms und Microsoft nur leichte Gewinne. Ihr Erfolg hängt stärker von der aktuellen KI-Euphorie als auch von den Zinssenkungen ab.
Der Dow Jones Industrial Average erreichte am Freitag ein neues Allzeithoch und übertraf seinen vorherigen Rekord aus dem frühen Dezember. Auch der S&P 500 und der Nasdaq Composite stiegen am Freitag, allerdings nicht genug, um die Verluste der letzten Woche auszugleichen. Während der Dow und der S&P 500 insgesamt zunahmen, verzeichnete der Nasdaq eine wöchentliche Verlustserie.
Ein besonderes Highlight war der lang erwartete Start der ESPN Streaming-App von Disney, die das Sportkanalangebot als eigenständige Streaming-Plattform etabliert. Disney CEO Bob Iger betonte, dass die Erfolgsmessung nicht auf unmittelbare Abonnentenzahlen, sondern auf die langfristige Steigerung der Nutzerbindung abzielen sollte.
Ein besonderes Highlight war der lang erwartete Start der ESPN Streaming-App von Disney, die das Sportkanalangebot als eigenständige Streaming-Plattform etabliert. Disney CEO Bob Iger betonte, dass die Erfolgsmessung nicht auf unmittelbare Abonnentenzahlen, sondern auf die langfristige Steigerung der Nutzerbindung abzielen sollte.
I hope this detailed translation and summary are helpful! |
| 23.08.25 15:03:00 |
Insiderhandel: Procter & Gamble, Boeing, McDonald’s – das sind einige der prominenten Namen diese Woche. |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
Here’s a 400-word summary of the insider trading activity, incorporating the SeekingAlpha links and translated into German:
**Insider Trading Activity – August 18-22**
This week witnessed significant insider trading activity across several major companies, including Procter & Gamble, Boeing, McDonald’s, Home Depot, and Twilio. The transactions reveal a mix of selling and buying, offering potential insights into company sentiment.
**Notable Selling Activity:**
* **Procter & Gamble (PG):** Several executives, including CEO Alexandra Keith and CFO Sundar Raman, sold substantial shares, collectively totaling over $1.8 million. This suggests a potential shift in confidence within the consumer goods giant.
* **Boeing (BA):** Director Mortimer Buckley sold 2,200 shares, amounting to nearly $500,000, indicating a reduction in their investment.
* **Delta Air Lines (DAL):** Director Michael Huerta sold 2,500 shares worth approximately $151,762.
* **McDonald’s (MCD):** Executive Vice President Jonathan Banner reduced his holdings by 1,000 shares.
* **Twilio (TWLO):** CFO Aidan Viggiano divested a larger block of shares, reflecting a change in position within the cloud communications platform.
**Notable Buying Activity:**
* **Energy Transfer (ET):** Director Kelcy Warren initiated a massive purchase of 2 million shares, demonstrating strong bullish sentiment and potentially signaling a future investment.
* **Under Armour (UAA):** Director Mohamed El-Erian acquired a large stake, indicating a belief in the company’s prospects.
* **Boeing (BA):** Director Mortimer Buckley purchased 2,200 shares, possibly a strategic investment.
**Context & Links:**
These transactions are detailed in filings with the SEC. Further analysis can be found on SeekingAlpha, including articles examining Energy Transfer’s dividend yields and Home Depot’s recent performance.
**German Translation of Key Information:**
Here's a brief German translation for key information:
* **Procter & Gamble (PG):** "Diese Woche gab es Insider-Transaktionen bei Unternehmen wie Procter & Gamble (PG)..." (This week there were insider transactions at companies like Procter & Gamble…)
* **Energy Transfer:** "Energy Transfer: Versteht man die Fehlinformationen und volatile Spotpreise? Sie führen zu einer reichen Dividendenrendite." (Energy Transfer: Misunderstood Guidance & Volatile Spot Prices Trigger Rich Dividend Yields)
* **Home Depot:** "Home Depot: Von einem Stützpferd zu einem Stillstand – aber wie lange?" (Home Depot: From Stalwart To Stalled Out But For How Long?)
**Disclaimer:** *This summary is based solely on the provided text. It does not constitute financial advice.*
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To translate the SeekingAlpha articles into German, please let me know if you would like me to do that. |
| 23.08.25 13:35:00 |
Wird der Home Depot Aktienkurs die Marktentwicklung in den nächsten 5 Jahren übertreffen? |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
Here's a 400-word summary of the text, translated into German:
**Home Depot: Eine Analyse der Zukunft (Deutsch)**
Home Depot ist der führende Einzelhändler für Heimwerkerbedarf und hat eine der erfolgreichsten Aktien der Geschichte. Das Unternehmen wurde 1981 gegründet und betreibt heute über 2.300 Geschäfte in den USA, Kanada und Mexiko. Trotz seiner Größe, die den amerikanischen Markt dominiert, ist das Unternehmen durch mehrere Faktoren unter Druck.
**Die aktuelle Situation:** Home Depot hat kaum noch Möglichkeiten, neue Standorte in seinen bestehenden Märkten zu eröffnen. Das Unternehmen ist praktisch bis an seine Kapazitätsgrenze gestoßen. Trotz seiner dominanten Position im heimischen Markt hat sich das Unternehmen in den letzten fünf Jahren hinter dem S&P 500 zurückgewiesen.
**Finanzielle Herausforderungen:** Die Finanzlage von Home Depot spiegelt ein reifes Geschäft wider. Trotz eines Umsatzwachstums von 7% im ersten Halbjahr 2025, sind die Kosten für Waren und Betriebskosten schneller gestiegen, was zu einem geringen Anstieg des operativen Einkommens von nur 0,6% geführt hat. Zudem ist die Gewinnmarge durch sinkende Zinserträge und steigende Zinsaufwendungen geschrumpft.
**Dividenden als Haupttreiber:** Die Dividende hat sich zu der Hauptmotivation für Investoren entwickelt. Seit 1987 hat sich die jährliche Dividende auf etwa 9,20 US-Dollar pro Aktie erhöht, was einem hohen Ertrag von 2,25% im Vergleich zum durchschnittlichen Ertrag des S&P 500 entspricht. Die regelmäßigen Dividendenzuwächse machen das Unternehmen besonders attraktiv für Einkommensinvestoren.
**Zukunftsperspektiven:** Es wird erwartet, dass Home Depot in den nächsten fünf Jahren weiterhin stabile, wenn auch nicht überdurchschnittliche Renditen erzielen wird, was wahrscheinlich nicht ausreicht, um den S&P 500 zu übertreffen. Trotzdem könnte das Unternehmen von einem langsamen, aber konstanten Wachstum profitieren. Die Aktienbewertung (KGV) von über 27 ist aktuell etwas hoch, was zu einer Verschiebung der Investorenwahl führen könnte.
**Fazit:** Home Depot ist ein etabliertes Unternehmen mit einer soliden Dividende. Trotz seiner Größe und Marktführerschaft sind die Wachstumsaussichten begrenzt, was die Aktie für einige Investoren möglicherweise weniger attraktiv macht.
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