Home Depot [HD:NYSE]

• Final CER CEI—May 2012 - May 23, 2012
• Apr’12 Appliance Tracking - Shipments Still Pressured,  Inflation Moderates & Sell-Through Positive - May 16, 2012
• HD - Weather Benefit Runs Out, But Whispers of L-T Outlook Moderates Downside - May 16, 2012
• Apr’12 Gov’t Retail Sales - Clear Deceleration in More Discretionary Channels - May 15, 2012
• HD - 1QF12 Earnings Flash - May 15, 2012
• HD - 1QF12 Earnings Preview - May 14, 2012
• Is Consumer Re-Leveraging Sustainable If Job Growth Slows? - May 11, 2012
• Interim CER CEI—May ‘12 - May 10, 2012
• Apr’12 HPI Review - Clear Pull-Back in April, But Better Home Appraisals Still Lending Support - May 10, 2012
• CER US Consumer Tracker—APRIL 2012—MACRO - May 01, 2012
• State of the US Consumer—April 2012 - Apr 30, 2012
• Final CER CEI—April ‘12 - Apr 23, 2012
• Mar’12 Appliance Tracking Report - Apr 18, 2012
• 1Q12 Home Channel Survey (HCS) Review - Apr 18, 2012
• Mar’12 Gov’t Retail Sales - Apr 16, 2012
• HD/LOW: Raising NT Estimates on Early reads on 1QF12 Trends - Apr 16, 2012
• March 2012 Home Project Intentions (HPI) Review - Apr 16, 2012
• Interim CER CEI—April ‘12 - Apr 12, 2012
• 2012 Appliance Market Outlook - Apr 09, 2012
• CER US Consumer Tracker—MARCH 2012—MACRO - Mar 30, 2012
• CER US Tracker—Continued Momentum for US Consumer but Signs of Pressure - Mar 28, 2012
• CER’s US Consumer Tracker—March 2012—Final CER CEI - Mar 22, 2012
• CER’s US Consumer Tracker—March 2012—Interim CER CEI - Mar 14, 2012
• Feb’12 Gov’t Retail Sales Review - Strong but Leap Year Helped - Mar 13, 2012
• Gas Price Inflation is Not As Directly Impactful as One Might Think - Mar 13, 2012
• CER US Tracker—Flat to Slight Deterioration Likely in Unemployment Picture - Mar 08, 2012
• CER Global Consumer Playbook 3-7-12 - Mar 07, 2012
• Feb’12 Home Project Intentions (HPI) Review - Intentions Fall for the First time Since August - Mar 06, 2012
• CER China Tracker—Evidence of increasing pressure on the China consumer - Mar 02, 2012
• CER’s US Consumer Tracker—February 2012—MACRO - Mar 02, 2012
• Short Interest Summary - Retail & Staples - Feb 28, 2012
• CER US Tracker—Consumer Spending Slowing in Recent Weeks - Feb 28, 2012
• HD 4Q11 - Another Strong Quarter, Valuation Full, But Momentum, Relative Safety Continues to Favor - Feb 22, 2012
• HD: 4Q’11 Earnings Flash - Feb 21, 2012
• CER’s US Consumer Tracker—February 2012—Final CER CEI - Feb 21, 2012
• Global Consumer Playbook - 2-17-12 - Feb 17, 2012
• HD & LOW 4QF11 - Expect Solid 4Q with Still Conservative 2012 Outlook - Feb 17, 2012
• Gov’t Retail Sales Jan’12 - Retail Sales Miss, But Hardlines Channels Show Relative Strength - Feb 14, 2012
• CER’s US Consumer Tracker—February 2012—Interim CER CEI - Feb 08, 2012
• CER Global Consumer Playbook 2-3-12 - Feb 03, 2012
• CER’s US Consumer Tracker—January 2012—HIGHLIGHTS - Jan 27, 2012
• Short Interest Summary - Retail & Staples - Jan 26, 2012
• CER’s US Consumer Tracker—January 2012—MACRO - Jan 26, 2012
• Home Project Intentions Survey (HPI) - January 2012 Review - Jan 25, 2012
• CER’s measure of US consumer confidence:  Final CER CEI for Jan ‘12 - Jan 20, 2012
• CER Home Channel Survey (HCS) Review - Q4’11 Edition - Jan 19, 2012
• Short Interest Summary - Retail & Staples as of Dec 30th - Jan 12, 2012
• Government Retail Sales Review - December’11 Edition - Jan 12, 2012
• Interim CER Consumer Economic Index (CER CEI)—January 2012 - Jan 10, 2012
• Short Interest Summary - Retail & Staples - Dec 27, 2011
• US Consumer Tracker:  DECEMBER 2011—HIGHLIGHTS - Dec 22, 2011
• US Consumer Tracker:  DECEMBER 2011—MACRO - Dec 21, 2011
• Home Improvement Retail: Home Project Intentions Survey (HPI) December 2011 Review - Dec 21, 2011
• CER’s US Consumer Confidence:  Final CER CEI for December 2011 - Dec 19, 2011
• Government Retail Sales Review - Nov’11 Edition - Dec 13, 2011
• CHINA Consumer Tracker:  NOVEMBER 2011—MACRO - Dec 09, 2011
• US Consumer Tracker:  Interim CER CEI for first 7 days of December 2011 - Dec 07, 2011
• US Consumer Tracker:  NOVEMBER 2011—HIGHLIGHTS - Dec 06, 2011
• US Consumer Tracker:  NOVEMBER 2011—MACRO - Dec 05, 2011
• CER Global Consumer Playbook 12-2-11 - Dec 02, 2011
• HD Sellside Meeting Notes - Nov 30, 2011
• Home Project Intentions Survey - Nov’11 - Nov 29, 2011
• Short Interest Summary - Retail & Staples - Nov 28, 2011
• CER’s US Consumer Confidence:  Final CER CEI for November 2011 - Nov 22, 2011
• CER Global Consumer Playbook 11-18-11 - Nov 18, 2011
• HD & LOW 3QF11 Review - Capital Allocation Shifts Trump Operating Performance Trends - Nov 16, 2011
• Government Retail Sales Review - October’11 Edition - Nov 15, 2011
• Home Depot (HD) 3QF11 Earnings Flash - Nov 15, 2011
• Home Project Intentions Survey (HPI) - October 2011 Review - Nov 09, 2011
• Home Improvement (HD, LOW) : 3QF2011 Preview - Nov 08, 2011
• CER Home Channel Survey (HCS) Review - Q3’11 Edition - Oct 20, 2011
• Retail Government Retail Sales Review September Edition - Oct 14, 2011
• Home Improvement Retail: Remodeling Spending August 2011 Review - Oct 03, 2011
• Home Improvement Retail - Home Project Intentions Survey (HPI) - September 2011 Review - Sep 29, 2011
• Home Project Intentions Survey (HPI) August 2011 - Sep 06, 2011
• Home Improvement Retail: HD & LOW 2QF11 Review - Aug 17, 2011
• HD 2QF11 Earnings Flash - Aug 16, 2011
• Home Improvement Q2 2011 Earnings Preview - Aug 12, 2011
• Home Project Intentions Survey (HPI) July 2011 - Jul 20, 2011
• US Hardlines Retail Conf Call Deck - Jul 18, 2011
• Hardlines Initiation Conference Call - Jul 15, 2011
• Home Depot (HD) Initiating: Still Turning Up Trumps, But Are All The Cards On The Table? - Jul 14, 2011
• Home Improvement Retail : Past the Crash, but Still Living in a House of Cards with a Deep Shadow - Jul 14, 2011
• CER Global Consumer Playbook 7-1-11 - Jul 01, 2011
• US Consumer Tracker:  JUNE 2011—MACRO - Jun 28, 2011
• US Consumer Tracker:  JUNE 2011 HIGHLIGHTS - Jun 27, 2011
• Interim CER Consumer Economic Index (CER CEI):  June 2011 - Jun 14, 2011
• CER Global Consumer Playbook 6-10-11 - Jun 10, 2011
• CER Global Consumer Playbook 6-3-11 - Jun 03, 2011
• CER May 2011 Tracker— HOME IMPROVEMENT - May 31, 2011
• CER May 2011 Tracker— MACRO - May 31, 2011
• CER May 2011 Tracker - Highlights - May 31, 2011
• CER Global Consumer Playbook 5-27-11 - May 26, 2011
• CER Consumer Economic Index Final May - May 24, 2011
• China Consumer Tracker Conference Call - May 16, 2011
• CER Global Consumer Playbook 5-13-2011 - May 13, 2011
• Interim US CER CEI for the first 11 days of May 2011 - May 12, 2011
• CER Global Consumer Playbook 5-6-2011 - May 06, 2011
• CER April Tracker - Home Improvement - May 06, 2011
• CER April Tracker - Marco - May 06, 2011