As the US economy improves Home Depot will improve. The correlation is almost 100%
Home Depot has returned about 20% of capital to shareholders through share buy backs and dividends. Any excess cash is allocated to dividends. This keeps valuations up with less capital.
An incremental retail strategy should impact the bottom line with more consumers that stay sticky.
No one has enough clout to disrupt the business model.
George Gutowski writes from a caveat emptor perspective.