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S18E1: Home Depot Keeps Prices Steady - or Does it? (Market Outsiders: May 20, 2025)

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Manage episode 483884937 series 2661694
Content provided by Management Consulted. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Management Consulted or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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In this Tuesday Market Outsiders episode, Jenny Rae and Namaan break down Home Depot’s claim of holding prices steady despite new tariffs - while Walmart hikes prices.

They dig into Home Depot’s first earnings miss since 2020, stagnant basket sizes, and whether strong employment and rising home values are really sustaining consumer spending.

From supplier pressure to diversification to a cooling housing market, they unpack what’s really behind the headlines - and what it signals for the broader economy.

Join Market Outsiders live every weekday at 9:15AM ET on LinkedIn and YouTube - and now, episodes are also available on Strategy Simplified every Monday, Tuesday, and Thursday.

Want the full daily experience? Follow the new Market Outsiders podcast to get every episode, Monday through Friday.

Connect With Management Consulted

  continue reading

528 episodes

Artwork
iconShare
 
Manage episode 483884937 series 2661694
Content provided by Management Consulted. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Management Consulted or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Send us a text

In this Tuesday Market Outsiders episode, Jenny Rae and Namaan break down Home Depot’s claim of holding prices steady despite new tariffs - while Walmart hikes prices.

They dig into Home Depot’s first earnings miss since 2020, stagnant basket sizes, and whether strong employment and rising home values are really sustaining consumer spending.

From supplier pressure to diversification to a cooling housing market, they unpack what’s really behind the headlines - and what it signals for the broader economy.

Join Market Outsiders live every weekday at 9:15AM ET on LinkedIn and YouTube - and now, episodes are also available on Strategy Simplified every Monday, Tuesday, and Thursday.

Want the full daily experience? Follow the new Market Outsiders podcast to get every episode, Monday through Friday.

Connect With Management Consulted

  continue reading

528 episodes

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