The Home Depot, Inc. Q4 2026 Earnings Call Summary

Performance was driven by stable underlying demand despite significant headwinds from historically low housing turnover and reduced affordability due to mortgage rates. The company achieved market share growth by focusing on the 'Pro' customer, specifically through the integration of SRS and GMS to capture complex project spend. Operational efficiency improved via the 'MET' team transition, shifting tasking away from store associates to allow more direct customer engagement and sales focus. Intercon ...