In short: Passing mention — one of the retail sites Muse searches when asked to shop.
10:30See, up until now, when you ask Muse to shop for something, he'll actually open up his own browser and he'll start searching the web. He'll search on Shopify websites. He'll search on Lowe's or Home Depot or Target or Walmart or Sam's Club or wherever. It'll just search like a normal human would, but it does it a lot more passively because you're not wasting your time doing it.
In short: A muted outlook and a price-target cut, against a housing market the sector itself described as "frozen" the day before. Simpson, who owns Home Depot rather than Lowe's, makes the comparison explicit: Home Depot's "numbers were good, they exceeded my expectations, the pro side was fantastic, they did not lower guide. I thought it was better than what we saw out of Lowe's today." His only qualifier cuts the other way on valuation — Home Depot "trades at a much higher multiple than Lowe's does."
Lowe's gave a muted outlook and had its price target cut, into a housing market the industry itself described as frozen a day earlier. High mortgage rates keep existing owners in place, and home-improvement spending follows moves and renovations.
The direct comparison is what makes it negative rather than merely dull: Simpson, who owns Home Depot instead, said Home Depot's numbers exceeded his expectations, its professional business was strong and it did not lower guidance — "I thought it was better than what we saw out of Lowe's today." His one point in Lowe's favour is the cheaper valuation: Home Depot trades at a materially higher multiple.
In short: Among the big consumer brands ~19–20% off — the two-consumer divergence.
16:38But the bottom 60% of consumers are in a lot of pain and that's why you're seeing these wacky divergences. Restaurants getting really hammered this year. Same thing on the next chart with Home Depot. I mean, Home Depot almost 30% off. Think of these brands. Lowe's, Home Depot, McDonald's, all these stocks are essentially close to 19 to 20% off.
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