Home Depot's leadership in total stores, brand recognition, and growing footprint overseas make it the dominant name in home improvement retail. Specifically, Home Depot's expansion into China could serve as a major growth driver over the next several years while domestic stores struggle amid a dramatic pullback in discretionary spending.
Lowe's has steadily been gaining market share over the past few years by opening more new stores, helping the big box retailer outperform Home Depot's same-store sales of late. Lowe's 60% Q4 drop due to declining sales and margins remains a major source of concern.
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