Strategy Simplified

S18E1: Home Depot Keeps Prices Steady - or Does it? (Market Outsiders: May 20, 2025)


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In this Tuesday Market Outsiders episode, Jenny Rae and Namaan break down Home Depot’s claim of holding prices steady despite new tariffs - while Walmart hikes prices.

They dig into Home Depot’s first earnings miss since 2020, stagnant basket sizes, and whether strong employment and rising home values are really sustaining consumer spending. 

From supplier pressure to diversification to a cooling housing market, they unpack what’s really behind the headlines - and what it signals for the broader economy.

Join Market Outsiders live every weekday at 9:15AM ET on LinkedIn and YouTube - and now, episodes are also available on Strategy Simplified every Monday, Tuesday, and Thursday.

Want the full daily experience? Follow the new Market Outsiders podcast to get every episode, Monday through Friday.

  • Subscribe to the new Market Outsiders feed (Apple, Spotify)
  • Follow Management Consulted on LinkedIn and subscribe on YouTube
  • Connect with Namaan and Jenny Rae on LinkedIn

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