Industry Insights

Home improvement trends for US equity investors

  • Public Equity
  • Consumer
  • North America

We have brought together some of Third Bridge Forum’s most topical and popular Interviews among US equity investors in H1 2023 across the healthcare, TMT, financials, consumer and IME sectors. This consumer-focused piece highlights DIY and home improvement trends in North America, including Lowe’s category strengths, and Home Depot’s position in the equipment and tool rental market.

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