Camping World Holdings Q2 Revenue Exceeds Estimates, Adjusted EPS Below Expectations

Tuesday, Jul 29, 2025 4:24 pm ET1min read

Jim Cramer believes that Home Depot's shares have fallen due to Sherwin-Williams' bearish outlook for H2 2025. He attributes some of the weakness to a slow gardening season and a sluggish housing market. Cramer thinks that the housing market stinks, with not enough homes being sold, but sees an opportunity to buy Home Depot at a discount to its high. He believes that Home Depot's position in remodel and renovation has improved in the last year and sees it as a quality franchise that can be bought at a discount.

Jim Cramer, the renowned financial commentator, recently discussed Home Depot Inc. (NYSE: HD) and its recent share performance. According to Cramer, the company's shares have fallen by 2.9% year-to-date, largely due to persistent sluggishness in the housing market and a slow gardening season [1]. He also cited Sherwin-Williams' bearish outlook for the second half of 2025 as a contributing factor to the decline.

Cramer's analysis highlights the broader market conditions affecting Home Depot. The housing market, which he described as "stinking" due to insufficient home sales, has impacted the company's performance. However, Cramer sees an opportunity in Home Depot's position as a quality franchise in the remodeling and renovation sector. He believes that the company's recent improvements in this area make it a worthy investment at a discounted price.

Despite the current challenges, Cramer's optimism is rooted in Home Depot's strong market position and potential for future growth. He advises investors to consider buying the stock at its current discounted price, suggesting that it could be a good long-term investment.

References:
[1] https://finance.yahoo.com/news/home-depot-inc-hd-fell-201528186.html
[2] https://finance.yahoo.com/news/walmart-inc-wmt-didn-t-194217069.html

Camping World Holdings Q2 Revenue Exceeds Estimates, Adjusted EPS Below Expectations

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