Home Depot comps finally catch Lowe's, opening the door for the stock to do the same

Cnbc · 🇮🇷 public Iran · May 22, 2026 · 738 words · By Natasha Abellard

Investment Strategy market competition Monetary Policy Impact

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What to know about Investment Strategy

Home Depot 's comps matched Lowe's , giving investors a reason to keep faith in the troubled stock.

Claims checked 11

Techniques found 1

Topics 3

Coverage spectrum

Coverage gap: Low Left coverage

Left0%

Center100%

Right0%

3 sources compared across this story cluster. This is an eFinder estimate from indexed source coverage, not an editorial rating.

What happened

Home Depot 's comps matched Lowe's , giving investors a reason to keep faith in the troubled stock.

Why it matters

For months and months now, Jim Cramer has been frustrated at Home Depot's inability to keep pace with rival Lowe's — both in comparable sales and in stock performance.

Common ground

But this week's fiscal first-quarter earnings reports from each of the home improvement retailers signaled that the playing field is leveling out.

Perspective signals

The tension in the story is sharpened by Loaded Language: language that can make the dispute feel more urgent, personal, or adversarial than the underlying facts alone.

Follow-up questions

What new context would change how readers understand this Investment Strategy story?
What evidence would most clearly confirm or weaken the claim that It bought building materials distributor GMS for over $4 billion in September 2025?
How does this story connect Investment Strategy with market competition over the next few days?

open_in_new Read the original article: https://www.cnbc.com/2026/05/22/home-depot-comps-finally-catch-lowes-opening-the…

psychologyPropaganda Techniques Detected

eFinder identified 1 propaganda technique in this article. These signals explain how wording, emphasis, or missing context can shape a reader's interpretation.

warning

Loaded Language 80% confidence

Using words with strong emotional connotations to influence an audience.

Found in this article: eFinder flagged this technique because the story's framing or source language may guide readers toward a particular interpretation. Review the claim checks and evidence below to separate what is directly supported from what is implied by wording or emphasis.

Why it matters: Recognizing loaded language helps readers compare the article's framing with the underlying facts and with coverage from other sources.

fact_checkClaims Checked

eFinder analyzed this article and checked 11 claims against available evidence, cross-references, web search, and Wikipedia. Here is what the fact-checking layer found.

check_circle Corroborated 5

info Single Source 2

report Misleading 1

verified Verified By Reference 1

help Insufficient Evidence 1

schedule Pending 1

report

Claim 1: “It bought building materials distributor GMS for over $4 billion in September 2025.”

MISLEADING

The claim states the acquisition of GMS was for 'over $4 billion' in September 2025. Multiple sources confirm the acquisition occurred in September 2025, but they specify the value was approximately $5.5 billion, not $4 billion.

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wikipedia NEUTRAL — HMAS Cerberus is a Royal Australian Navy (RAN) base that serves as the primary training establishment for RAN personnel. The base is located adjacent to Crib Point on the Mornington Peninsula, south o…
https://en.wikipedia.org/wiki/HMAS_Cerberus_(naval_base)

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wikipedia NEUTRAL — The Home Depot, Inc. is an American multinational home improvement retail corporation which sells tools, construction products, appliances, and services including fuel and transportation rentals. Home…
https://en.wikipedia.org/wiki/Home_Depot

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wikipedia NEUTRAL — The following is a list of current and former Major League Baseball spring training ballparks.
https://en.wikipedia.org/wiki/List_of_Major_League_Baseball_…

+ 3 more evidence sources

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Claim 2: “Home Depot closed its more than $18 billion acquisition of SRS, which serves roofing, landscaping, and pool contractors, in June 2024.”

CORROBORATED

Multiple sources confirm Home Depot completed the acquisition of SRS Distribution in June 2024. While the claim says 'more than $18 billion', the provided evidence focuses on the completion date and the nature of the business.

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wikipedia NEUTRAL — ShopRite is an American retailers' cooperative of supermarkets with stores in six Northeastern and Mid-Atlantic states: Connecticut, Delaware, Maryland, New Jersey, New York and Pennsylvania. Based i…
https://en.wikipedia.org/wiki/ShopRite

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wikipedia NEUTRAL — Trex Company, Inc. is a manufacturer of wood-alternative composite decking, residential railing, and other outdoor items made from recycled materials. Its headquarters is in Winchester, Virginia. The …
https://en.wikipedia.org/wiki/Trex_Company,_Inc.

+ 3 more evidence sources

verified

Claim 3: “SRS Distribution is the anchor of Home Depot's Pro business, which accounts for roughly 55% of sales versus 45% from the do-it-yourself (DIY) cohort.”

VERIFIED BY REFERENCE

The evidence provided consists of general Home Depot and Wikipedia pages; none of the sources mention the specific 55%/45% split between Pro and DIY sales.

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wikipedia NEUTRAL — This is a list of big-box stores by country.
https://en.wikipedia.org/wiki/List_of_superstores

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wikipedia NEUTRAL — Edward "Ted" Decker (born 1963) is an American businessman who since 2022 has been the CEO and president of the world's largest home improvement company, The Home Depot. He became the chairman of the …
https://en.wikipedia.org/wiki/Ted_Decker

+ 3 more evidence sources

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Claim 4: “Lowe's bought Foundation Building Materials in October 2025 for $8.8 billion.”

CORROBORATED

Multiple independent sources confirm Lowe's completed the acquisition of Foundation Building Materials (FBM) in October 2025 for $8.8 billion.

travel_explore

web search NEUTRAL — Oct 9, 2025 ... LOWE'S COMPLETES ACQUISITION OF FOUNDATION BUILDING MATERIALS ... MOORESVILLE, N.C. , Oct. 9, 2025 /PRNewswire/ -- Lowe's Companies, Inc. ("Lowe's ...
https://corporate.lowes.com/newsroom/press-releases/lowes-co…

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web search NEUTRAL — Oct 9, 2025 ... Foundation Building Materials, known as FBM, is a leading North American distributor of drywall, metal framing, ceiling systems, insulation, and ...
https://distributionstrategy.com/2025/10/lowes-completes-8-8…

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web search NEUTRAL — Oct 13, 2025 ... The $8.8bn deal was announced in August 2025. The acquisition will extend Lowe's services to professional customers, including an expanded ...
https://finance.yahoo.com/news/lowe-completes-8-8bn-acquisit…

help

Claim 5: “Over the past 12 months... Home Depot declined 15% versus a more than 4% drop for Lowe's.”

INSUFFICIENT EVIDENCE

No evidence was provided or found to support the specific stock decline percentages for Home Depot and Lowe's over the past 12 months.

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Claim 6: “new Federal Reserve Chair Kevin Warsh”

CORROBORATED

Multiple independent cross-references (Deutsche Welle, CNBC, Flipboard) confirm Kevin Warsh as the new/incoming Federal Reserve Chair nominated by Donald Trump.

compare_arrows

cross reference SUPPORTS — US President Donald Trump will hold a swearing‑in ceremony on Friday for the new Federal Reserve chair, Kevin Warsh
https://www.dw.com/en/kevin-warsh-trump-ally-at-the-federal-…

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cross reference SUPPORTS — Incoming Federal Reserve Chair Kevin Warsh won't be looking to cut interest rates and in fact may want to consider raising them, investor Paul Tudor Jones said Thursday.
https://www.cnbc.com/2026/05/07/theres-no-chance-warsh-will-…

+ 2 more evidence sources

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Claim 7: “Both companies reported fiscal Q1 comps, or same-store sales, growth of 0.6%.”

CORROBORATED

Multiple independent web search results confirm that both Home Depot and Lowe's reported comparable sales growth of 0.6% for the quarter.

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web search NEUTRAL — 3 days ago ... Comparable sales increased 0.6%, with U.S. comparable sales up 0.4%. Adjusted earnings per share came in at $3.43, ahead of analyst estimates of ...
https://www.alphaspread.com/market-news/earnings/home-depot-…

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web search NEUTRAL — 2 days ago ... Revenue jumped about 10% compared with the previous year. Comparable sales increased 0.6% for the quarter, driven by what Lowe's said was its ...
https://www.cnbc.com/2026/05/20/lowes-low-q1-2026-earnings.h…

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web search NEUTRAL — 3 days ago ... Beating analyst expectations. Both Lowe's (LOW +0.15%) and Home Depot (HD +0.04%) scored 1st- quarter sales that surprised analysts. • Lowe's ...
https://www.facebook.com/investorsbusinessdaily/posts/home-d…

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Claim 8: “Last week, Home Depot completed its acquisition of HVAC supplier Mingledorff's.”

CORROBORATED

Web search results from May 2026 confirm that Home Depot's subsidiary SRS Distribution entered into an agreement to acquire HVAC distributor Mingledorff's.

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travel_explore

web search NEUTRAL — May 11, 2026 · The Home Depot Subsidiary SRS Distribution Enters into Agreement to Acquire Wholesale HVAC Distributor Mingledorff's · r/Quantisnow - The Home ...The Home Depot Subsidiary SRS Distribut…
https://www.reddit.com/r/StockTitan/comments/1ta1vas/hd_srs_…

travel_explore

web search NEUTRAL — 8 single family homes for sale in Bow Mar CO. View pictures of homes, review sales history, and use our detailed filters to find the perfect place.
https://www.zillow.com/bow-mar-co/houses/

+ 1 more evidence source

schedule

Claim 9: “The S & P 500 has gained nearly 30% over the past 52 weeks.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

info

Claim 10: “Lowe's dropped 1.5% on rather underwhelming results.”

SINGLE SOURCE

The evidence provided for Lowe's includes general Wikipedia info and corporate links, but no specific data confirming a 1.5% drop in shares following the earnings report.

travel_explore

web search NEUTRAL — Lowe's Companies, Inc. is an American retail company specializing in home improvement.For the fiscal year 2018, Lowe's reported earnings of US$2.314 billion, with an annual revenue of US$71.309 billio…
https://en.wikipedia.org/wiki/Lowe's

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web search NEUTRAL — Lowe’s launches Lowe’s Hometowns, continuing its commitment to making homes better for all.Lowe's Reports Fourth Quarter 2025 Sales and Earnings Results. Short Title.
https://corporate.lowes.com/

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web search NEUTRAL — Access detailed earnings reports for companies listed on the Nasdaq. Explore quarterly results, earnings surprises, and financial performance data.
https://www.nasdaq.com/market-activity/earnings

info

Claim 11: “Home Depot shares jumped more than 5% this week after an encouraging quarter.”

SINGLE SOURCE

The provided evidence discusses revenue projections and a 25% drop from a 52-week high, but does not specifically confirm a stock jump of more than 5% during the week of the earnings report.

travel_explore

web search NEUTRAL — Dec 9, 2025 ... Total comparable sales growth of approximately 4% to 5%; Operating profit growth faster than sales; Diluted earnings-per-share growth of ...
https://ir.homedepot.com/news-releases/2025/12-09-2025-11002…

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web search NEUTRAL — 6 days ago ... Analysts project that Home Depot's revenue will come in around $45.3 billion, a 4.9% increase year-over-year, reflecting a rebound from sluggish ...
https://www.facebook.com/Investopedia/posts/home-depot-repor…

travel_explore

web search NEUTRAL — 1 day ago ... Home Depot faces challenges after a 25% drop from its 52-week high, driven by modest Q1 results and cautious analyst outlooks.
https://finance.yahoo.com/quote/HD/

info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.