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Jefferies says Mingledorff’s deal expands Home Depot-SRS’ TAM by $100B

Tipranks - Wed Mar 25, 9:12AM CDT

Jefferies says the announced acquisition of Mingledorff’s expands Home Depot’s (HD) and SRS Distribution’s aggregate TAM by $100B and provides a solid foundation for future growth in the HVAC distribution vertical. The firm continues to believe Home Depot’s consolidation of the building products distribution landscape will support long-term earnings power. Jefferies reiterates a Buy rating on the shares.

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