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Industry top-down

Home Improvement Retail

Latest reported revenue & EPS across the covered companies in this industry, with year-over-year (YoY) change. From disclosed earnings — not investment advice.

5 companiesMedian revenue YoY: +3.0%EPS beat rate: —

AI industry top-down

The home improvement retail sector showed moderate momentum, posting median year-over-year revenue growth of 2.97%. Performance diverged across the industry: while large retailers such as Home Depot (5.7%) and Lowe's (8.3%) achieved top-line growth, some companies, including Tile Shop (-1.7%) and Live Ventures (-2.7%), experienced negative growth.

  • Continued solid top-line growth led by major large retailers (HD 5.7%, LOW 8.3%)
  • Modest top-line expansion with an industry-wide median revenue growth rate of around 2.97%
  • YoY EPS held steady or trended upward among major companies with reported earnings metrics
Where companies diverge: Divergence between revenue growth at large caps (HD, LOW) and contraction at smaller peers (TTSH, LIVE) · FND's strong EPS growth (+53.5%) contrasted with Lowe's flat YoY performance (0.0%)

AI synthesis of disclosed results and analyst research across these companies — not investment advice.

Companies — latest quarter

CompanyPeriodRevenueRev YoYEPSEPS YoYSurprise
HDHOME DEPOT, INC.FY2027 Q2$47.86B+5.7%$4.79+4.6%—
LOWLOWES COMPANIES INCFY2027 Q2$25.96B+8.3%$4.270.0%—
FNDFloor & Decor Holdings, Inc.FY2026 Q3$1.21B+3.0%$0.61+15.1%—
TTSHTILE SHOP HOLDINGS, INC.FY2025 Q3$83.06M-1.7%$-0.04——
LIVELIVE VENTURES IncFY2026 Q1$108.54M-2.7%$-0.02——

YoY = vs. the same quarter last year · Surprise = EPS actual vs. consensus. Latest reported quarter per company, from disclosed earnings filings. QoQ is omitted because quarterly filings don’t break out Q4 (US) and report cumulatively (KR).

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