Home Depot (HD) 2026 deep-dive: Pro vs DIY revenue mix shift, SRS Distribution acquisition thesis, housing turnover correlation, aging housing stock structural tailwind, and lumber and weather sensitivity. Analysis for US retail investors.
Costco (COST) 2026 analysis: membership renewal rate moat, executive fee pricing power, special dividend cadence history, Kirkland Signature private-label margin, and e-commerce gap versus Amazon. Practical guide for US retail investors.
Walmart (WMT) 2026 deep-dive covering Walmart+ subscription growth, Walmart Connect advertising, automation capex, grocery market share versus Kroger and Costco, and tariff exposure — practical analysis for US retail investors.