Walgreen appears to be gaining share from weaker chains, while 2006 should see benefits from the higher-profit generic transition cycle and potential Medicare traffic.
Home Depot is headed for a stall.
We've seen some existing home sales figures starting to look weak or negative. That's usually followed by a slowdown in sales at Home Depot or Lowe's after a six- to nine-month lag.
Existing home sales have slowed. Softness here is a forward-looking concern to be monitored.
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