HD Q1 Earnings Call Highlights Pro Push, Steady Outlook
Home Depot reaffirms fiscal 2026 guidance as Pro demand, digital gains and distribution expansion helps offset pressure on big-ticket projects.
Home Depot reaffirms fiscal 2026 guidance as Pro demand, digital gains and distribution expansion helps offset pressure on big-ticket projects.
StubHub is a market-dominant ticket resale platform trading at just 8–9x forward free cash flow after a 70% post-IPO decline. STUB's strong moat is reinforced by brand recognition, network effects, and a growing GMS, now 3x its closest competitor. Management guides for 9% GMS growth and 77% EBITDA growth to $400M in 2025, with significant operating leverage and margin expansion potential.