Episode Details

Homeowners are putting off big renovations, but they're still spending on the repairs they can't avoid. New earnings from Home Depot and Lowe's show professional contractors outperforming DIY customers as the housing market remains stuck in a low-turnover environment. Kathy Fettke breaks down what this shift tells us about homeowner spending, America's aging housing stock, and the maintenance costs real estate investors need to plan for.

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Sources: https://www.pymnts.com/earnings/2026/home-depot-and-lowes-battle-over-the-housing-markets-maintenance-economy/

https://corporate.homedepot.com/news/earnings/home-depot-announces-second-quarter-2026-earnings