- Bullish on consumer willingness to spend more on their homes, Goldman just gives a price-target boost to Neutral-rated Home Depot (HD +1%), but Lowe's (LOW +0.9%) gets an upgrade to Buy.
- "Looking at firms in our coverage we consider to operate outside of Amazon’s direct line-of-fire, with the ability to invest in omnichannel at their own pace, Lowe's 2014E EBIT margin is one of the furthest below its own peak, and its own mean," says analyst Matthew Fassler, explaining why Lowe's gets the Buy nod over, say, Home Depot.