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S18E1: Home Depot Keeps Prices Steady - or Does it? (Market Outsiders: May 20, 2025)
Manage episode 483884937 series 2661694
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.
- Subscribe to the new Market Outsiders feed (Apple, Spotify)
- Follow Management Consulted on LinkedIn and subscribe on YouTube
- Connect with Namaan and Jenny Rae on LinkedIn
Connect With Management Consulted
- Schedule free 15min consultation with the MC Team.
- Watch the video version of the podcast on YouTube!
- Follow us on LinkedIn, Instagram, and TikTok for the latest updates and industry insights!
- Join an upcoming live event - case interviews demos, expert panels, and more.
- Email us ([email protected]) with questions or feedback.
528 episodes
Manage episode 483884937 series 2661694
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.
- Subscribe to the new Market Outsiders feed (Apple, Spotify)
- Follow Management Consulted on LinkedIn and subscribe on YouTube
- Connect with Namaan and Jenny Rae on LinkedIn
Connect With Management Consulted
- Schedule free 15min consultation with the MC Team.
- Watch the video version of the podcast on YouTube!
- Follow us on LinkedIn, Instagram, and TikTok for the latest updates and industry insights!
- Join an upcoming live event - case interviews demos, expert panels, and more.
- Email us ([email protected]) with questions or feedback.
528 episodes
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