Jim Cramer Says Home Depot 'Will Still Win' Even If Fed Doesn't Cut Rates: 'Company's Secular Characteristics Carry It Through The Cyclical Pain'
Jim Cramer Says Home Depot 'Will Still Win' Even If Fed Doesn't Cut Rates: 'Company's Secular Characteristics Carry It Through The Cyclical Pain'
Cramer identified several secular trends that contribute to Home Depot's success, including a shortage of new homes for sale, aging homes requiring renovations, a significant number of Millennial homeowners, and substantial home equity available for improvements. He also noted the retailer's professional business arm is thriving due to the housing shortage driving up new home prices.Amid ongoing discussions about the Federal Reserve's interest rate decisions, Jim Cramer has expressed confidence in Home Depot (NYSE:HD), emphasizing its resilience and potential for success regardless of the Fed's actions.
在關於聯儲局利率決定的持續討論中，吉姆·克雷默表示對家得寶（紐交所：HD）的信懇智能，強調其在無論聯儲局採取何種行動下都能夠展現出的韌性和成功潛力。
What Happened: The "Mad Money" host highlighted Home Depot's dual nature as both a secular and cyclical stock, suggesting that it is well-positioned to thrive, CNBC reported on Tuesday.
發生了什麼：《瘋狂金錢》主持人強調了家得寶作爲一種既有教派又有周期性的股票的雙重性質，並暗示該股票具有良好的發展前景，CNBC週二報道。
He stated, "The company's secular characteristics carry it through the cyclical pain, so even if the Fed doesn't move with alacrity to cut rates, Home Depot will still win."
他表示：「公司的教派特徵使其能夠度過週期性困境，因此即使聯儲局不急於減息，家得寶仍將成功。」
Cramer identified several secular trends that contribute to Home Depot's success, including a shortage of new homes for sale, aging homes requiring renovations, a significant number of Millennial homeowners, and substantial home equity available for improvements. He also noted the retailer's professional business arm is thriving due to the housing shortage driving up new home prices.
克雷默確定了幾種有助於家得寶成功的教派趨勢，包括新房供不應求、老舊住宅需要整修、大量千禧一代房主、以及可用於改善的豐富房屋淨值。他還指出，由於住房短缺推高了新房價格，該零售商的專業業務部門也在蓬勃發展。
He further highlighted Home Depot's historical growth, noting its stock has surged over one million percent since its 1981 market debut.
他進一步強調了家得寶的歷史增長，指出自1981年上市以來，其股價已經激增了一百多萬倍。
"There's a boom and bust portion of the business, but for most of that period since 1981, it kept growing regardless," Cramer remarked.
「業務中有繁榮和蕭條的部分，但自1981年以來的大部分時間，它都在不斷增長，」克雷默稱。
Why It Matters: Home Depot's recent performance has been under scrutiny, particularly after agreeing to a nearly $2 million settlement to address allegations from California prosecutors regarding overcharging customers due to price discrepancies. The company's stock has shown signs of being overbought, with its share price nearing a key resistance point. This situation often leads to potential sell-offs.
爲何重要：家得寶最近的表現受到了審視，特別是在同意支付近200萬美元的和解金以應對加利福尼亞檢察官因價格差異導致顧客被多收費的指控之後。公司股票顯示出存在超買跡象，其股價接近一個關鍵的支撐位。這種情況通常會導致潛在的賣出。
Moreover, Home Depot's sales have recently fallen short of expectations, with revenue for the second quarter reported at $43.1 billion, down 0.6% from the previous year and missing Wall Street's consensus of $43.3 billion.
此外，家得寶的銷售最近表現不佳，第二季度營業收入爲431億美元，較去年同期下降了0.6%，未達到華爾街預期的433億美元。
Price Action: Home Depot was trading slightly lower by 0.072% during pre-market hours on Tuesday, as per Benzinga Pro.
價格走勢：家得寶週二盤前交易微跌0.072%，據彭博專業版。
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Image via Shutterstock
圖片來自shutterstock。
This story was generated using Benzinga Neuro and edited by Pooja Rajkumari
本報道使用Benzinga Neuro生成，並由Pooja Rajkumari編輯
譯文內容由第三人軟體翻譯。
