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Homeowners may boost spending on repairs, benefiting Home Depot and Lowe's despite current struggles.

Market News
11 May 2026
Market Watch
View Source
Bullish
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Home Depot and Lowe's shares have fallen this year, but UBS analysts see potential growth ahead as many homes built during the mid-2000s housing boom reach 20 years old. This aging housing stock, along with older appliances and outdoor equipment purchased during the pandemic, is expected to drive an additional $1 billion to $2 billion in annual spending on home repairs and improvements. This trend could help these home-improvement retailers recover despite a slow housing market.

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