The Daily Dose: More from the Retail Whisperer


Brian Sozzi

 | Aug 19, 2014 | 11:00 AM EDT
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Overall I would say that, in the recent avalanche of retail earnings, the companies that have been performing very well in the past year continue to do so. But I would caution that in the case of some -- say, a name such as Home Depot (HD) -- the results are starting to mature a little on key line items, notably gross margin.

For example, Home Depot's gross margin fell 1 basis point year over year. That's not a huge drop obviously, but it follows more moderate first-quarter expansion of 5 bps, year over year. The company's earnings beats are being increasingly fueled by share repurchases and expense leverage, and that represents a shift from what investors have been accustomed to during the home-improvement retailer's two-year recovery....582 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.

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