New distribution networks, direct job-site delivery, and digital tools (e.g., AI estimating) aim to embed Home Depot in contractors’ workflows, positioning it more like a construction-supply distributor than a traditional big-box chain.The retailer’s multi-year “Supply House” strategy is shifting focus to professional customers which are now nearly half of revenue.Home Depot is learning to grow even when housing does not.By completing this form, you agree to receive marketing communications from PYMNTS and ...

Core Insights - Home Depot is shifting its focus towards professional customers, which now account for nearly half of its revenue, through a multi-year "Supply House" strategy aimed at embedding itself in contractors' workflows [1][5][19] - The company reported fourth-quarter 2025 adjusted earnings per share of $2.72 on revenue of $38.2 billion, which, despite being down 3.8% year over year, exceeded Wall Street expectations [3][4] - The growth of Home Depot's professional business reflects a structural repositioning rather than a temporary shift due to market conditions [5][7] Business Strategy - Home Depot is evolving from a traditional big-box retailer to a construction-supply distributor by integrating digital tools and direct job-site delivery [1][6] - The company has developed a "parallel distribution system" with Specialized Distribution Centers and a logistics fleet of over 8,000 trucks to facilitate direct delivery to construction sites [13][14] - The introduction of the AI-powered "Blueprint Takeoff" tool aims to streamline the estimation process for contractors, enhancing operational efficiency [16] Market Dynamics - The professional contractor segment, referred to as "Complex Pro," is characterized by longer project cycles and needs-based repairs, making it more resilient compared to the discretionary DIY market [7][15] - Home Depot's financials indicate a decline in transactions by 8.5% year over year, while the average ticket size increased by 2.4%, highlighting a shift in consumer behavior [9] - The company plans to limit new store openings to about 15 locations in 2026, focusing instead on enhancing supply chain capabilities and digital tools [19] Industry Trends - The retail landscape is shifting, with major players like Home Depot blurring the lines between merchant and service platform, similar to trends seen in eCommerce [6][8] - The divergence in performance between Pro-heavy categories and consumer-driven renovations underscores the impact of housing turnover on retail home improvement demand [18] - If successful, Home Depot may redefine its role in the construction economy, transitioning from a cyclical retailer to a hybrid distributor [20]

The Home Depot, Inc. (HD) shares rose 3.26 percent to $389.27, up $12.28 on Tuesday, even after the company reported lower fourth-quarter profit and revenue compared with the same period last year.The stock is currently trading at $389.27, compared with a previous close of $376.99 on the New York Stock Exchange. It opened at $389.11 and has traded between $386.22 and $394.17 during the session. Trading volume stands at 1.45 million shares, below its average volume of 4.41 million shares. For the fourth q ...

We came across a bullish thesis on Masco Corporation on CompoundingLab’s Substack. In this article, we will summarize the bulls’ thesis on MAS. Masco Corporation's share was trading at $71.61 as of February 9th. MAS’s trailing and forward P/E were 18.31 and 17.06 respectively according to Yahoo Finance. Strong Revenue Report Lifts Comfort Systems (FIX) Shares Andrey_Popov/Shutterstock.com Masco Corporation provides home improvement and building products in North America, Europe, and internationally. MAS ...

Home Depot Beats Estimates for First Time in a Year as Shares Jump 3.5% - 24/7 Wall St.[S&P 5006,880.10 +0.47%][Dow Jones49,222.20 +0.76%][Nasdaq 10024,952.70 +0.84%][Russell 20002,654.67 +1.00%][FTSE 10010,715.60 +0.30%][Nikkei 22557,915.30 +1.96%][Stock Market Live February 24, 2026: S&P 500 (SPY) Rebounding from Monday Disaster][Investing]# Home Depot Beats Estimates for First Time in a Year as Shares Jump 3.5%### Quick ReadHome Depot (HD) beat adjusted EPS expectations at $2.72 versus $2.54 consensus fo ...

Key Takeaways Lowe's is set to report Q4 results on Feb. 25, with revenues seen rising 9.8% to $20.36B.Lowe's Total Home Strategy and Pro segment expansion likely supported sales and engagement.High rates and weak housing turnover may have curbed demand for big-ticket projects.As Lowe's Companies, Inc. (LOW) prepares to unveil its fourth-quarter fiscal 2025 earnings on Feb. 25, before the opening bell, investors are eager to see if the company can beat market expectations. The Zacks Consensus Estimate for r ...

The Home Depot (NYSE:HD) Q4 2026 Earnings call February 24, 2026 09:00 AM ET Company ParticipantsAnn-Marie Campbell - Senior EVPBilly Bastek - EVP of MerchandisingIsabel Janci - VP of Investor Relations and TreasurerRichard McPhail - CFOSimeon Gutman - Managing DirectorTed Decker - Chair, President, and CEONone - Company RepresentativeConference Call ParticipantsMichael Lasser - Equity Research AnalystSteven Forbes - Senior AnalystSteven Zaccone - Equity Research AnalystZach Fadem - Managing Director and Se ...

The Home Depot (NYSE:HD) Q4 2026 Earnings call February 24, 2026 09:00 AM ET Company ParticipantsAnn-Marie Campbell - Senior EVPBilly Bastek - EVP of MerchandisingIsabel Janci - VP of Investor Relations and TreasurerMike Rowe - EVPRichard McPhail - CFOSimeon Gutman - Managing DirectorTed Decker - Chair, President, and CEOConference Call ParticipantsMichael Lasser - Equity Research AnalystSteven Forbes - Senior AnalystSteven Zaccone - Equity Research AnalystZach Fadem - Managing Director and Senior Equity An ...

The Home Depot (NYSE:HD) Q4 2026 Earnings call February 24, 2026 09:00 AM ET Speaker4Greetings, and welcome to The Home Depot 4th quarter 2025 earnings conference call. At this time, all participants are in a listen-only mode. A brief question-and-answer session will follow the formal presentation. If anyone should require operator assistance during the conference, please press star 0 on your telephone keypad. As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Is ...

Home Depot Stock Rises After Earnings. Weak Housing Demand Weighs on Guidance. - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# Home Depot Rises After Earnings. Weak Housing Demand Weighs on Guidance.By [Sabrina Escobar]and [George Glover]Sh ...