industry intelligence Measured conclusion Latest qualified tape

Industry Sentiment Dossier

Home Improvement Retail sentiment intelligence

Company-news tone, narrative breadth, confidence, catalyst concentration and market confirmation examined as separate evidence layers.

Constructive but selective 59/100 narrative breadth 75/100 evidence confidence 35 qualified equities from 54 latest records
Peer rank31 of 157weighted group score
Qualified coverage65%19 records withheld
Direct evidence100%540 company matches
Story dispersion4.9cross-company score spread
Relative to context+2.2versus Consumer Cyclical
Latest refresh12 Aug 2026264 publisher signals

Executive Evidence Brief

A balanced headline masks a selective company tape

Aggregate tone remains near neutral, so breadth, catalysts and company-level outliers carry more information than the headline score alone.

Directional score54.1weighted polarity, separate from reliability
Breadth59constructive minus cautious participation
Confidence75depth, directness, freshness and agreement

Evidence that supports the read

Constructive participation reaches 59/100 across qualified company reads.

Evidence confidence is 75/100 across 35 qualified equities.

Direct company coverage supplies 100% of the measured article set.

Positive one-week price responses appear across 74% of measured equities.

Conditions that limit conviction

No material evidence constraint is currently dominant.

Narrative Breadth

How widely tone is shared

35 equities
59Breadth
Constructive617.1%
Balanced2982.9%
Cautious00.0%

Score Distribution

Shape of the company tape

Neutral range 43 to 57
0Strong caution
0Cautious
29Balanced
6Constructive
0Strongly constructive

Evidence Quality

Reliability of the read

Confidence is not polarity
75/100 group confidence
High confidence24
Usable evidence3
Developing8

540 relevant story observations across 264 publisher signals. 100% is direct company evidence.

13-Week Trajectory

Weighted tone and participation

Completed observations only
15 Jun: tone 51.9, breadth 51.4, 35 observations22 Jun: tone 51.5, breadth 50.0, 33 observations29 Jun: tone 51.5, breadth 50.0, 34 observations06 Jul: tone 52.0, breadth 54.3, 35 observations13 Jul: tone 52.4, breadth 54.3, 35 observations20 Jul: tone 51.5, breadth 50.0, 35 observations27 Jul: tone 52.1, breadth 52.9, 35 observations03 Aug: tone 52.4, breadth 54.2, 24 observations10 Aug: tone 55.0, breadth 66.7, 12 observations 100500
18 May29 Jun10 Aug
Weighted toneNarrative breadthNeutral 50

The path uses a fixed quality sample of up to 35 current constituents to keep the historical query reproducible. Earlier observations are not rewritten by later headlines.

Market Confirmation

How price is responding to the news tape

35 securities measured

Price response is a diagnostic cross-check. It does not alter the sentiment score, so agreement and disagreement remain visible.

Confirmed by price514% of qualified equities
News-price disagreement823% of qualified equities
Cautious news absorbed00% of qualified equities
No decisive price test2263% of qualified equities
Median 1W return+2.10%
Median 4W return+2.00%
Positive 1W response74%
Active trend signal26%
Above Fair Value40%
Median Fair Value gap-6.90%

Peer Comparison

Where this read sits in the ranked tape

Rank 31 of 157

Catalyst Lens

What is moving the narrative

Latest company observations
Market update2262.9% of equities · tone 52.3
Earnings1131.4% of equities · tone 57.3
Capital return12.9% of equities · tone 62.0
Deals and strategy12.9% of equities · tone 51.0

Publisher Lens

Where the latest observations came from

Not an independence count
TradingView1028.6% of equities · tone 50.6
finance.yahoo.com38.6% of equities · tone 62.1
simplywall.st38.6% of equities · tone 53.1
marketscreener.com38.6% of equities · tone 50.9
MarketBeat38.6% of equities · tone 49.5
TipRanks25.7% of equities · tone 58.8
Homepros12.9% of equities · tone 64.0
scanx.trade12.9% of equities · tone 57.0

Positioning Lens

What deserves attention

Score rank#31among 157 measured industries
Parent spread+2.2versus Consumer Cyclical
Cross-company dispersion4.9higher values mean a less uniform tape

Security Evidence

The equities behind the read

Open any ticker for its complete dossier

Constructive leaders

HD64
The Home Depot Inc

News confirmed by price · +7.1% 1W

Earnings · 93/100 confidence · 50 direct stories
The Home Depot, Inc.

News confirmed by price · +7.4% 1W

Market update · 77/100 confidence · 9 direct stories
HD63
The Home Depot, Inc.

News confirmed by price · +5.3% 1W

Earnings · 90/100 confidence · 28 direct stories
Komeri Co.,Ltd.

News confirmed by price · +10.4% 1W

Capital return · 75/100 confidence · 9 direct stories
Lowe's Companies, Inc.

Balanced read · +0.1% 1W

Earnings · 70/100 confidence · 5 direct stories
RUG58
RugVista Group AB (publ)

News confirmed by price · +1.2% 1W

Earnings · 41/100 confidence · 2 direct stories
Shankara Building Products Limited

Balanced read · +1.3% 1W

Market update · 75/100 confidence · 27 direct stories
Shankara Buildpro Limited

Balanced read · +0.5% 1W

Market update · 75/100 confidence · 26 direct stories

Cautious laggards

LOW44
Lowe's Companies, Inc.

Balanced read · +0.0% 1W

Market update · 56/100 confidence · 3 direct stories
Dohome Public Company Limited

Price moving ahead of tone · +5.3% 1W

Market update · 45/100 confidence · 4 direct stories
WIX46
Wickes Group plc

Balanced read · +3.1% 1W

Market update · 76/100 confidence · 13 direct stories
Live Ventures Inc

Balanced read · +0.2% 1W

Market update · 75/100 confidence · 34 direct stories
Siam Global House Public Company Limited

Balanced read · +3.4% 1W

Earnings · 80/100 confidence · 6 direct stories
LOW50
Lowe's Companies Inc

Balanced read · +0.1% 1W

Market update · 75/100 confidence · 18 direct stories
CSB50
Cashbuild Limited

Balanced read · +2.1% 1W

Market update · 75/100 confidence · 17 direct stories
MDM50
Maisons du Monde S.A.

Price moving ahead of tone · -10.1% 1W

Market update · 75/100 confidence · 10 direct stories

Attention leaders

FND52
Floor & Decor Holdings Inc

Price moving ahead of tone · +7.1% 1W

Earnings · 75/100 confidence · 54 direct stories
HD64
The Home Depot Inc

News confirmed by price · +7.1% 1W

Earnings · 93/100 confidence · 50 direct stories
HVT55
Haverty Furniture Companies Inc

Balanced read · -1.1% 1W

Earnings · 75/100 confidence · 43 direct stories
Live Ventures Inc

Balanced read · +0.2% 1W

Market update · 75/100 confidence · 34 direct stories
KGF51
Kingfisher plc

Balanced read · +3.0% 1W

Market update · 75/100 confidence · 32 direct stories
HD63
The Home Depot, Inc.

News confirmed by price · +5.3% 1W

Earnings · 90/100 confidence · 28 direct stories
Shankara Building Products Limited

Balanced read · +1.3% 1W

Market update · 75/100 confidence · 27 direct stories
Shankara Buildpro Limited

Balanced read · +0.5% 1W

Market update · 75/100 confidence · 26 direct stories

Latest Evidence Ledger

Recent company-level observations

18 displayed
HD55

Home Depot stock gains as analysts eye earnings and guidance

AD HOC NEWS · Market update · Price moving ahead of tone

92/100 confidence · 100% direct evidence
HD52

Cardinal Capital Management Inc. Grows Stock Holdings in The Home Depot, Inc. $HD

MarketBeat · Market update · Price moving ahead of tone

93/100 confidence · 100% direct evidence
HD64

Home Depot’s SRS to acquire Colorado HVAC distributor

Homepros · Earnings · News confirmed by price

93/100 confidence · 100% direct evidence
HD63

Stock Market Today: Dow Falls, Oil Rises Despite Iran Claim; Roger Federer Play Dives On This (Live Coverage)

finance.yahoo.com · Earnings · News confirmed by price

90/100 confidence · 100% direct evidence

Lowe's Invests $20 Million to Help Nonprofits and Community Organizations Fulfill Bucket List Renovations

finance.yahoo.com · Earnings · Balanced read

70/100 confidence · 100% direct evidence

Home Depot (HD) Sees a More Significant Dip Than Broader Market: Some Facts to Know

finance.yahoo.com · Market update · News confirmed by price

77/100 confidence · 100% direct evidence
HBH50

HORNBACH Holding AG & Co. KGaA: Release of a capital market information

TradingView · Market update · Balanced read

46/100 confidence · 100% direct evidence
LOW44

Lowe's Companies, Inc. $LOW Shares Sold by Franklin Street Advisors Inc. NC

MarketBeat · Market update · Balanced read

56/100 confidence · 100% direct evidence

Haverty Furniture Companies, Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

simplywall.st · Earnings · Price moving ahead of tone

89/100 confidence · 100% direct evidence
WIX46

Deutsche Bank downgrades B&M, Wickes, Currys and Dunelm

Sharecast.com · Market update · Balanced read

76/100 confidence · 100% direct evidence

Joyful Honda Tightens Internal Controls and Group Governance Framework

TipRanks · Market update · Price moving ahead of tone

76/100 confidence · 100% direct evidence

Shankara Buildpro consolidated net profit rises 11.04% in the June 2026 quarter

Business Standard · Market update · Balanced read

75/100 confidence · 100% direct evidence

Siam Global House Public Co., Ltd. NVDR Revenue Breakdown – SET:GLOBAL.R

TradingView · Earnings · Balanced read

80/100 confidence · 100% direct evidence
CSB50

Cashbuild Limited Revenue Breakdown – JSE:CSB

TradingView · Market update · Balanced read

75/100 confidence · 100% direct evidence
MRG53

MULTI RETAIL GROUP LTD Revenue Breakdown – TASE:MRG

TradingView · Market update · Balanced read

57/100 confidence · 100% direct evidence

Lowe's Companies, Inc. (LOW) Stock Price, News, Quote & History

Yahoo! Finance Canada · Market update · Balanced read

57/100 confidence · 100% direct evidence
LOW50

Pacer Advisors Inc. Has $6.70 Million Stock Holdings in Lowe's Companies, Inc. $LOW

MarketBeat · Market update · Balanced read

75/100 confidence · 100% direct evidence

Komeri Reports Initial Progress on Share Buyback Program

TipRanks · Capital return · News confirmed by price

75/100 confidence · 100% direct evidence

Reproducible Method

How to read this dossier

Direction

The score measures the polarity of qualified published news after relevance, source quality, event importance and freshness weighting. It is centred at 50.

Breadth

Breadth measures how widely constructive or cautious classifications are shared. A few extreme equities cannot create broad participation.

Confidence

Confidence measures sample depth, direct-company coverage, publisher diversity, freshness and agreement. It is intentionally separate from direction.

Market confirmation

Completed weekly price data tests whether the market confirms, rejects or absorbs the narrative. Price never feeds back into the sentiment score.

Coverage controls

Unqualified ticker records are excluded, and subgroup maps require at least five qualified securities. Thin slices are disclosed instead of ranked.

Interpretation

This is a current evidence classification, not a forecast, target, recommendation or measure of investor positioning.

Evidence context