Welcome to Industry Focus. The Podcast that dives into a different sector of the stock market each day.

I'm your host Emily Flippin. I'm Jason Moser. I'm Nick Seidphle. I'm Dylan

Lewis. And today we're talking financials. Today we're talking consumer

goods. Wild Card Wednesday. And we're talking energy. And today we're talking Tech. Let's dive in.

Welcome to Industry Focus. I'm Nick Saipel. This week I'm excited to welcome

Molly full analyst John Rataanti back to the show to break down what's going on with Home Depot and Lowe's, America's two biggest hardware stores.

John, how's it going?

Doing well, Nick. Thanks for having me on. My fifth time.

Yeah, there you go.

Focus.

Yeah, and we're going to the hits here.

So we've played, you know, the B-sides, maybe with some under-the-radar companies.

And now we're going to these big stalwarts of American

commerce here with Home Depot and Lowe's. We'll get into these earnings reports with

Boch with which both came out last week before we we do, just setting the stage, I mean, think about like the

the role that Home Depot and Lowe's play in the American economy. Like, how can you put that in context for folks?

I mean, the way that I think about it, Nick Nick is that both the so the like you said

they're the two largest home improvement retailers in the US but really the world

even though they really only operate in in US, Canada, and Mexico.

They're the largest in the world by sales.

But housings, you know, they serve a crucial economic need.

Housing is really important as part of the American dream. It's where we are

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