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1 R40 article on The Home Depot, Inc. (HD). Latest, Aug 19, 2026: Home Depot's Gross Margin Rose 25 Basis Points. A $685 Million Customs Refund Was Worth 145.

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Home Depot's Gross Margin Rose 25 Basis Points. A $685 Million Customs Refund Was Worth 145.

Home Depot beat and reaffirmed — but $685M of tariff refunds lifted gross margin 145bps while reported margin rose 25, and comps came entirely from ticket.

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February 2026

News Feb 3, 2026

Dead Cat Bounce in Housing

Consumers tapped out; credit card data to hit, Home Depot to crash harder than software index.

@bullrungenius on X
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January 2026

News Jan 28, 2026

Home Depot Cutting Jobs at Vinings HQ

Eliminating 800 corporate jobs at Vinings HQ; new in-office policy notified Wednesday.

Atlanta Journal-Constitution
News Jan 28, 2026

Home Depot Lays Off 800 Workers

Cuts 800 corporate jobs, mandates 5-day office return starting April 6, 2026; aims to lower costs and tighten execution amid slowing sales.

CNBC
News Jan 22, 2026

Home Depot: Undervalued Turnaround Stock

Sale of Worldpac boosts stability; cost-cutting to 7% margins by 2027.

Seeking Alpha
News Jan 18, 2026

The Industrialization of Intelligence

Broader AI analysis; implications for retail like Home Depot.

Bill Shope