Home Depot is up. Lowe’s is down. What’s home improvement telling us?

Home Depot is up. Lowe’s is down.
Is it a sign of skittish shoppers or simple business: one home-improvement player beating out its top competitor?
Home Depot Inc. reported a better-than-expected fourth quarter with strong comparable-store sales, a tangible sign of consumer confidence.
“Home Depot’s numbers are important as they, perhaps more than those of other retailers, reflect underlying consumer confidence: the housing market and big-ticket spending are leading indicators