Home Depot's Appliance Revenues May Suffer
This is a solid piece about how Home Depot ($HD) is "Amazon-proof." Color us skeptical. There are strong, well-articulated arguments therein but if you actually read to the end you get to this brief sort-of-footnote-like afterward that talks about how Amazon's foray into appliances COULD, in fact, do damage. Is it a bankruptcy candidate? No. Is its moat so wide that it's beyond the scope of disruption? No, again. Appliances make up a significant amount of HD's sales. Hmmm.