Finance
Home Depot Q1 earnings: What to expect amid tariff pressures
00:00 Speaker A
Home Depot set to report its latest quarterly earnings before the bell on Tuesday. Yahoo! Finance’s Brooke Palmer here with what to expect from the home improvement retailer. So what do we got?
00:08 Brooke Palmer
Well, Wall Street expects it’s going to be a slow start to the year for Home Depot, most certainly, and that’s really as two key points really weigh on consumers. That uncertainty around tariffs, and also those elevated home prices, elevated mortgage rates have really continued to create challenges around the housing market, and that’s expected to have weighed on Home Depot’s first quarter, certainly as potential buyers were spooked off by those higher prices. If we take a closer look at what Wall Street expects here, they still do expect revenue to grow year-over-year roughly 8% to $39.29 billion. Adjusted earnings are expected to decline year-over-year to $3.59. Now, one key area here that all Wall Street has watching is that same-store sales growth number. For eight straight quarters, we saw negative sales growth for Home Depot, and in the Q4, that number turned around. Now, more bad news is expected on the same-store sales growth front. Wall Street does expect that it did fall during this quarter down 0.2%, but experts tell me that Home Depot should be a key winner in the long term here. They say that they have this pro business that makes up about half of their customer base. We know that they recently acquired SRS distribution, that’s professional business segment for roughly $18.25 billion last summer. So Wall Street optimistic that that pro business will certainly turn the tide here.
02:06 Speaker A
And what does Walmart’s recent warning, what does that mean for Home Depot, potentially?
02:12 Brooke Palmer
Right, well, two key things here is that they warned that tariffs would create higher prices. Some experts telling me that they that may have opened up the floodgates here in order for others to say, we too have to raise prices because of tariffs. In addition to that, we also know that Walmart loves to tout that they make a majority of their goods here in the U.S. Home Depot, a similar notion. They said a majority of their goods that we sell are produced in the U.S. Both Walmart and Home Depot, they both have some exposure to China here. And so really, you sort of relating those two. They might have to raise higher prices. We also know that Walmart reiterated their guidance. Could we hear similar for not just from Home Depot, but Lowe’s reporting the following day and, of course, Target after that. And so Walmart perhaps might have set a precedent here on what these next earnings will look like.
03:11 Speaker A
All right, we’ll wait and see. Brooke, thank you. Appreciate it.
Harley-Davidson’s new CEO wants to transform how people think about the iconic motorcycle brand, so the company is trying something different.
This week, Harley announced a new strategy that focuses on lower-priced bikes, rather than relying on older, more affluent customers to buy its higher-margin touring models.
“Back to the Bricks builds on our core strengths and competitive advantages, harnessing the passion of our riders to deliver profitable growth for the Company and both our dealers and shareholders,” Harley CEO Artie Starrs said this week. “As we drive towards this new phase of growth, we remain committed to the craftsmanship and dedication that define our brand.”
Entry-level Harley-Davidsons cost about $13,000, while the higher-end Adventure Touring models average about $23,250, and the Premium Range &CVO models cost about $38,500, according to Reuters.
Harley’s new strategy targets a core profit of over $350 million from its motorcycle business by 2027 and over $150 million in cost reductions.
To kick off the new strategy, Harley is introducing Sprint, a new entry-level model powered by a smaller 440cc engine, later in the year.
What is Harley-Davidson’s “Back to the Bricks” strategy?
Harley’s new strategy relies on more than just pushing buyers toward cheaper vehicles to increase volume. The 123-year-old company has a set of five pillars on which it is building its future.
Harley-Davidson “Back to the Bricks” 5-point plan
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Deep appreciation of Harley-Davidson’s competitive advantages and legacy: The Company’s iconic brand, diversified and powerful revenue channels, and best-in-class dealer network provide a powerful foundation for growth.
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Renewed commitment to exclusive dealer network to drive enterprise profitability: Harley-Davidson’s dealers are a competitive advantage. The Company is planning actions to enable dealers to double profitability in 2026 and then double it again by 2029.
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Immediate actions to recapture share in areas where Harley-Davidson has right to win: Harley-Davidson has strong legacy equity in existing markets including new motorcycles, used motorcycles, Parts & Accessories, and Apparel & Licensing. The Company’s new strategy is focused on positioning the Company to regain share and drive meaningful volume growth in categories where it benefits from credibility, scale, and deep rider connection.
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Strong financial position with a path to stronger free cash flow and EBITDA margin: Cost and restructuring actions already underway support a path to stronger free cash flow and EBITDA margin over time.
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Bolstered management team with balance of fresh perspectives and institutional knowledge: Harley-Davidson has made a number of leadership appointments that support the Company as it leverages its innate strengths.
Written by Jitendra Parashar at The Motley Fool Canada
Dividend investing can be one of the simplest ways to build long-term wealth while creating a steady stream of passive income. But in my opinion, a good dividend stock is about much more than just a high yield. Beyond dividend yield, investors should also look for companies with durable businesses, reliable cash flows, and a history of rewarding shareholders consistently over time.
That’s exactly why many investors turn to financial stocks. Banks and asset managers often generate recurring earnings through lending, investing, and wealth management activities, allowing them to support stable dividend payments even during uncertain market conditions.
Two Canadian financial stocks that stand out right now are AGF Management (TSX:AGF.B) and Toronto-Dominion Bank (TSX:TD). Both companies offer attractive dividends backed by solid financial performance and long-term growth strategies. In this article, I’ll explain why these two financial stocks could be worth considering for income-focused investors right now.
AGF Management stock continues to reward shareholders
AGF Management is a Toronto-based asset manager with businesses across investments, private markets, and wealth management. Through these divisions, the company offers equity, fixed income, alternative, and multi-asset investment strategies to retail, institutional, and private wealth clients.
Following a 59% rally over the last 12 months, AGF stock currently trades at $16.67 per share with a market cap of roughly $1.1 billion. At current levels, the stock offers a quarterly dividend yield of 3.3%.
One reason behind AGF’s strong recent performance is its increasingly diversified business model. The company has expanded its investment capabilities and broadened its geographic reach, helping it perform well across varying market environments.
In the first quarter of its fiscal 2026 (ended in February), AGF posted free cash flow of $36 million, up 14% year over year (YoY), driven mainly by higher management, advisory, and administration fees. These fees climbed to $92.5 million as demand for the company’s investment offerings strengthened.
AGF has also been focusing on expanding its alternative investment business and introducing new investment products. With strong cash generation and growing demand for alternative investments, AGF Management looks well-positioned to continue rewarding investors over the long term.
TD Bank stock remains a dependable dividend giant
Toronto-Dominion Bank, or TD Bank, is one of North America’s largest banks, serving millions of customers through its Canadian banking, U.S. retail banking, wealth management and insurance, and wholesale banking operations.
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