The Home Depot, Inc. (NYSE:HD) J.P. Morgan 9th Annual Retail Round-Up Conference March 30, 2023 9:00 AM ET Company Participants Richard McPhail - Executive Vice President and CFO Conference Call Participants Chris Horvers - J.P. Morgan Chris Horvers Okay. Great. We’re going to get started here. Thank you, everybody. Good morning, everybody, and let me, again, welcoming you to day two of our Ninth Annual Retail Roundup. I’m Chris Horvers, J.P. Morgan’s broadlines and hardlines retail analyst. This morning, i ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended January 29, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1-8207 THE HOME DEPOT, INC. (Exact name of registrant as specified in its charter) Delaware 95-3261426 (State or other jurisdiction of inc ...

The Home Depot, Inc. (NYSE:HD) Q4 2022 Earnings Conference Call February 21, 2023 9:00 AM ET Company Participants Isabel Janci - Vice President of Investor Relations Ted Decker - Chair, President & Chief Executive Officer Ann-Marie Campbell - Executive Vice President of US Stores & International Operations Jeff Kinnaird - Executive Vice President of Merchandising Richard McPhail - Executive Vice President & Chief Financial Officer Conference Call Participants Michael Lasser - UBS Scot Ciccarelli - Truist Si ...

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The Home Depot, Inc. (NYSE:HD) Q3 2022 Results Conference Call November 15, 2022 9:00 AM ET Company Participants Isabel Janci - VP, IR Ted Decker - Chair, President and CEO Jeff Kinnaird - EVP, Merchandising Richard McPhail - EVP and CFO Hector Padilla - EVP, Outside Sales & Service Jordan Broggi - SVP and President, Online Conference Call Participants Michael Lasser - UBS Simeon Gutman - Morgan Stanley Chris Horvers - JP Morgan Steven Zaccone - Citi Scot Ciccarelli - Truist Chuck Grom - Gordon Haskett Bria ...

Home Depot, Inc. Conference Call Summary Company Overview - **Company**: Home Depot, Inc. (NYSE: HD) - **Event**: Goldman Sachs 29th Annual Global Retailing Conference - **Date**: September 8, 2022 - **Participants**: - Ted Decker - Chief Executive Officer and President - Jeff Kinnaird - Executive Vice President of Merchandising - Isabel Janci - Investor Relations Key Points Industry and Market Dynamics - Home improvement industry has shown incredible growth, with Home Depot reporting $40 billion growth over the past two years and an additional $5 billion in the first half of the current year [2][3] - The value of homes has increased by approximately $8 trillion to $9 trillion over the last two years, contributing to a healthy consumer base [2] - Home prices have appreciated by 8% year-over-year, indicating a resilient housing market [3] Consumer Behavior - Both Pro and DIY customers remain engaged, with positive comparable sales reported [2] - Consumers are spending more time at home, leading to ongoing demand for home improvement projects [3][6] - The aging of homes is driving continuous demand for repair and remodeling projects [5][6] Project Demand and Shifts - Initial pandemic projects focused on outdoor spaces, but there has been a shift towards indoor projects as consumers spend more time at home [7][8] - Home Depot has seen a transition in project-related investments, with ongoing demand for renovations and repairs [9] Pro Customer Focus - Home Depot's business is balanced approximately 50/50 between Pro and consumer segments [13][14] - The company aims to capture a larger share of the Pro market, which is estimated to be a $900 billion total addressable market [14] - Investments in supply chain capabilities and a loyalty program are being developed to better serve Pro customers [15][16] Supply Chain Developments - Home Depot has been investing in supply chain capabilities since 2017, with significant progress expected to be completed by 2023 [19] - Three types of facilities are being built: flatbed distribution centers for bulky goods, direct fulfillment centers for e-commerce, and market delivery operations for last-mile delivery [20][22] - The supply chain improvements are expected to enhance sales and margins by ensuring timely and complete deliveries to job sites [18][22] Inventory Management - Inventory levels have increased, with inflation accounting for nearly half of the growth [31] - Home Depot is managing carryover inventory effectively, with low risk anticipated [33] - The company is seeing some relief in supply chain constraints, with improved container availability and shipping lanes [35][36] MRO Business Insights - The reacquisition of HD Supply has been successful, with significant integration and growth opportunities identified in the MRO space [38] - The total addressable market for MRO has been updated to $100 billion, with Home Depot currently holding less than 10% market share [39] Consumer Health and Pricing Strategy - Home Depot's core home improvement customer is expected to remain healthy and engaged into 2023 [43] - The company aims for a balanced mix of ticket and transaction growth, with a focus on innovation driving ticket increases [44][46] - Home Depot maintains a rational promotional strategy, focusing on everyday value rather than excessive promotions [51] Future Outlook - The company is optimistic about the ongoing demand for home improvement and the health of its consumer base [43] - Home Depot is preparing for seasonal promotions and product launches, including Halloween and Black Friday [52] Additional Insights - The company emphasizes the importance of innovation in product offerings, which has been a key driver of growth during the pandemic [46] - Home Depot is committed to enhancing customer service by optimizing supply chain operations and reducing inefficiencies in product delivery [24][25]

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The Home Depot, Inc. (NYSE:HD) Q2 2022 Earnings Conference Call August 16, 2022 9:00 AM ET Company Participants Isabel Janci - VP, Investor Relations & Treasurer Ted Decker - Chief Executive Officer & President Jeff Kinnaird - Executive Vice President of Merchandising Richard McPhail - Executive Vice President & Chief Financial Officer Hector Padilla - Executive Vice President, Outside Sales & Service Jordan Broggi - Senior Vice President of Finance Conference Call Participants Michael Lasser - UBS Simeon G ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended May 1, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 1-8207 THE HOME DEPOT, INC. (Exact name of registrant as specified in its charter) Delaware 95-3261426 (State or oth ...

The Home Depot, Inc. (NYSE:HD) Q1 2022 Earnings Conference Call May 17, 2022 9:00 AM ET Company Participants Isabel Janci - Investor Relations Ted Decker - President and Chief Executive Officer Jeff Kinnaird - Executive Vice President, Merchandising Richard McPhail - Executive Vice President and Chief Financial Officer Hector Padilla - Executive Vice President, Outside Sales & Service Conference Call Participants Michael Lasser - UBS Simeon Gutman - Morgan Stanley Michael Baker - D.A. Davidson Chris Horvers ...