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Company research7 May 2025
Lowe's Companies: Building a One-Stop Shop for Home Improvement
Lowe's Companies began as a single store in 1921 and has steadily expanded its footprint and offerings, now operating 1,750 stores across the U.S.
The Home Depot
The Home Depot (HD) investor relations material
The Home Depot Goldman Sachs Global Consumer and Retail Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Goldman Sachs Global Consumer and Retail Conference summary15 Sep, 2026
Business performance and category strength
Achieved broad-based demand in 13 of 16 merchandising categories, with core areas like plumbing, electrical, hardware, and tools performing strongly both in-store and online.
Maintenance and core home improvement categories remained resilient throughout the first half of the year.
Accelerating share gains attributed to investments and operational scale.
Competitive landscape and operational investments
Leveraged scale, real estate footprint, and associate base to capture share in a pressured sector.
Investments in tools, delivery, and supply chain have differentiated the business and improved customer service.
Delivery enhancements include 65% of parcel shipments delivered same or next day, and 55% of big and bulky products within two days.
Delivery strategy, set over a decade ago, now enables two-hour delivery for much of the assortment.
Pricing, value, and margin management
Significant tariff refunds in Q2 were used to maintain customer value and support everyday low pricing.
Maintained gross margin guidance for the year, with less promotional activity and focus on price stability.
Collaborated closely with suppliers to plan promotional cadence and protect value.
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Latest events from The Home Depot
- FY2023 moderation brought lower sales and earnings; FY2024 sales growth guidance is ~1%.HD
Q4 2024 - Q2 2026 sales up 5.7% to $47.9B, net earnings $4.8B, adjusted EPS up 5.1%, guidance reaffirmed.HDQ2 2027
- Strong cost discipline, U.S. sourcing, and pro segment expansion drive resilient growth.HDAnnual Retail Round Up Conference
- Board and management proposals passed; shareholder proposals rejected; sales and dividends grew.HDAGM 2026
- Q1 sales up 4.8% to $41.8B; net earnings $3.3B; 2026 guidance reaffirmed.HDQ1 2027
- Growth strategy targets $1.1T market, leveraging digital, Pro focus, and scale for share gains.HDInvestor Day 2025
- Q3 sales up 2.8% to $41.4B; GMS boosted sales; adjusted EPS down; 2025 outlook: 3% growth.HDQ3 2026
- Q3 sales up 6.6% to $40.2B, but comps and EPS declined; 2024 outlook cautious.HDQ3 2025
- Q2 sales up 0.6% to $43.2B, SRS added $1.3B, comps fell 3.3%, 2024 guidance lowered.HDQ2 2025
Next The Home Depot earnings date
Q3 202717 Nov, 2026
The Home Depot
Next The Home Depot earnings date
Q3 202717 Nov, 2026
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The Home Depot: The World's Largest Home Improvement Retailer
The Home Depot was founded in 1979 and has ever since applied its successful strategy of expansion to grow its business substantially, now operating 2,347 stores.
Frequently asked questions
Home is where the heart is
The Home Depot is a leading home improvement retailer that operates a chain of stores across the United States and Canada. The company offers a wide range of products and services for both DIY (do-it-yourself) enthusiasts and professional contractors. The Home Depot stores are known for their selection of building materials, tools, hardware, appliances, and home improvement products. In addition to its retail operations, The Home Depot also provides various installation services and offers digital platforms for online shopping and project planning. Placing a heavy emphasis on customer service, their retail spaces have become appreciated due to their ability to meet the needs of both homeowners, DIY-enthusiasts and professional contractors alike.
A fascinating tale of entrepreneurship and growth
The Home Depot was founded in 1978 by avid DIY’ers and enthusiasts Bernie Marcu and Arthur Blank with help from Ron Brill and Pat Farrah. The idea behind the company was to create a one-stop shop for home improvement needs, offering a wide selection of products at affordable prices. This is something they proved to be very good at, and after opening their first two stores in Atlanta, Georgia, the company grew rapidly. While focusing on customer service, competitive pricing, and a vast product assortment, Home Depot expanded its footprint across the United States and later ventured into the Canadian market.
Further reading: Edward "Ted" Decker's Rise to the Top at Home Depot
Customer centric from the get-go
Marcu and Blank placed a strong emphasis on customer service right off the bat and ensured that shopping at Home Depot felt welcoming and accessible to all, regardless of whether they were doing their first DIY-project or if they were experienced industry professionals. This is something that is engraved in the company's DNA and is a key part of the culture at Home Depot. The company has a “Whatever it takes” motto and ensures that their staff are knowledgeable and able to offer advice and guidance, and also invests heavily in training for their employees.
Big retail spaces providing home improvement goods is however not something unique. Home Depot has several large competitors that are publicly traded, with some of the biggest ones including names such as Lowe’s and Floor & Decor.
All encompassing services
Home Depot might be best known for their massive retail spaces, but also offer a variety of online services. The company offers a comprehensive platform for product planning, as well as a traditional online retail section. Customers can browse a wide selection of products, access detailed product information, compare prices, and read customer reviews. Home Depot also offers customers professional installation services, tailored towards those completing projects that require a specific skill set or for customers with little interest in DIY at all.