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The Home Depot, Inc.

HDleader

The Home Depot is the world's largest home improvement retailer, operating approximately 2,300 stores across North America. It serves both do-it-yourself consumers and professional contractors.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($157.4B)

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U.S. Stores (92%)
Canada (5%)
Mexico (3%)

Segment Breakdown & Key Customers

Product Details

Building Materials & Décor35%

Lumber, flooring, paint, lighting, and kitchen/bath products

Hardlines30%

Hardware, tools, plumbing, and electrical products

Appliances & Garden20%

Major appliances, outdoor living, and garden products

Pro & Services15%

Professional contractor sales, tool rental, and installation services

Supply Chain Relationships

Competitors

Lowe's Companies, Inc.

Home improvement retail

Impact: Primary competitor

Key Suppliers

The Sherwin-Williams Company

Paints and coatings

Impact: Medium

Stanley Black & Decker

DeWalt and Stanley tools

Impact: Medium

Macro & Market Context

소비재 (경기민감)Sector News

프리미엄 vs 가성비 양극화 — 고소득 소비 견조, 중간층 압박 심화

미국 소매판매 증감 (MoM)

+0.4%

소비자신뢰지수 (Conference)

98.3

명품 시장 성장률 (글로벌)

+6% YoY

전자상거래 침투율

22%

Upcoming Catalysts

◆Amazon·Tesla Q1 실적 (2026.04~05)◆중국 5.4월 소매판매 데이터◆미국 4월 CPI·PCE 발표

Latest News

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AI Analysis

Click "Get AI Analysis" for an AI-powered supply chain analysis of The Home Depot, Inc..

Company Info

Headquarters

Atlanta, Georgia, USA

Founded

1978

Employees

465,000

Sector Overview — 소비재 (경기민감)

Sector News

프리미엄 vs 가성비 양극화 — 고소득 소비 견조, 중간층 압박 심화

미국 소매판매 증감 (MoM)

+0.4%

소비자신뢰지수 (Conference)

98.3

명품 시장 성장률 (글로벌)

+6% YoY

전자상거래 침투율

22%

Key Themes

  • •소비 양극화 — Amazon/LVMH 프리미엄 수요 vs Dollar General 가성비
  • •AI 개인화 추천 → 전환율 개선 — AMZN·JD 수혜
  • •중국 소비 회복 기대감 — LVMH·RMS 매출 반등 베팅

Upcoming Catalysts

  • ◆Amazon·Tesla Q1 실적 (2026.04~05)
  • ◆중국 5.4월 소매판매 데이터