Investing.com — Barclays expects Flooring & Decor Holdings Inc (NYSE:) and Dwelling Depot Inc (NYSE:) to learn as present dwelling gross sales pressures ease and charges ultimately decline, providing visibility into progress regardless of a gradual housing restoration.
Barclays (LON:) upgraded Flooring & Decor Holdings to “equal weight” from “underweight,” given diminished headwinds from present dwelling gross sales in 2025 and stronger gross margin help.
The brokerage raised its value goal to $91, noting improved EPS outlook however flagged considerations over new retailer efficiency and competitors.
Dwelling Depot stays “obese” with Barclays anticipating stabilizing gross sales and a gradual restoration in housing. Incremental progress drivers, together with skilled buyer demand and provide chain enhancements, are seen boosting earnings potential. However brokerage cautioned that consensus estimates for 2025 would possibly want adjustment because of expense progress.
