HDS - HD Supply Holdings Faces Revenue Crunch; To Unlock Value Through Business Separation
HDS Can See Deceleration Before The Upside
HD Supply Holdings (HDS) distributes industrial distributors to contractors, home builders, industrial businesses, maintenance professionals, and government entities in North America. Over the medium-term, much will depend on how proficiently the company deploys capital between the two units after the business is separated. However, I do not think the current headwinds in the industrial activity and energy market will allow the stock price to move upwards in the short-term. If it can manage capital more efficiently including making earnings-accretive acquisitions, the valuation can expand significantly, and