Fast Money Blog- 8/22/25
The week on Wall Street saw earnings releases from some of our favorite Dow and S&P components. And they were really great!
On Tuesday, August 19th, The Home Depot, Inc. (HD) reported their Q2 2025 earnings, with top-line revenue of $45.28 billion, up 5% year-over-year.
Other Q2 Encouraging News for HD
Big-ticket transactions, which the company defines as over $1,000, rose 2.6% year-over-year.
Twelve of its 16 merchandising departments posted year-over-year sales gains.
And year-over-year sales trends improved in each month of the quarter, with comparable sales up 0.3% in May, 0.5% in June and 3.3% in July.
In addition, online sales rose about 12% from the year-ago quarter.
Looking ahead the company remains positive, as they believe this momentum in home improvement projects will continue, especially with the interest rate cut that is expected to come soon.
HD keeps performing well for shareholders, as it just keeps on winning.
Keeping with the home improvement sector, we also got Q2 2025 earnings on Wednesday, August 20th from Lowe’s Companies (LOW). Their quarterly top-line revenue came in at $20.9 billion, up 1.5% year-over-year.
The company saw solid performance from both do-it-yourselfers and home professionals.
Comparable sales in Q2 rose 1.1% year-over-year. In addition, sales trends improved with each month of the quarter, with comparable sales down 1% in May, up 0.3% in June and up 4.7% July.
In addition, online sales grew 7.5% during the quarter, as Lowe’s added more features to its website and gained traction with its customer loyalty program, MyLowe’s Rewards.
In an continued effort to improve its professional sales base and compete with Home Depot, the company announced that it has struck a deal for around $8.8 billion to acquire Foundation Building Materials, a distributor of drywall, insulation and other interior building products for large residential and commercial professionals. This will allow Lowe's to carry a wider range of products geared towards professional builders.
It’s important to note that Home Depot and Lowe’s both have an edge on Amazon when it comes to home improvement products, both on selection and price.
In the retail sector Walmart, Inc. (WMT) released its Q2 2026 earnings report on Thursday, August 21st with top-line revenue of $177.4 billion, up 4.8% year-over-year. The company pointed out there was high demand for groceries and health and wellness products.
Q2 Highlights
Total U.S. comparable sales jumped 4.6%
E-commerce sales increased 26% in the U.S., marking the 13th straight quarter of double-digit gains.
Global e-commerce sales rose 25% year over year.
Walmart also added that sales through their store-fulfilled delivery channels grew nearly 50%.
All of this is great news from Walmart, yet it is still too soon to tell if the costs of rising goods due to tariffs will have an impact on their revenue going forward. Walmart will have to decide whether to absorb the higher costs or raise product costs, which might affect consumer spending.
I think these Dow and S&P components have shown exactly why they are worthy of being Wealthy Investor favorites. The earnings success they each reported this week is what we look for in a stock, instead of chasing all of these fad and meme stocks.
Tyrone Jackson, The Wealthy Investor