NYSE:HD

Post Image
Home Depot Expands Nationwide Express Delivery With Three-Hour Fulfillment

Home Depot (NYSE: HD) announced the nationwide rollout of Express Delivery on Tuesday, expanding its fulfillment network to offer delivery of thousands of home improvement products in three hours or less across U.S. markets.

The service is available to both professional contractors and DIY customers for a small flat fee, with no subscription or membership required. Home Depot will use more than 2,000 U.S. stores as local fulfillment hubs, allowing products to move directly from nearby stores to homes and job sites.

Home Depot Targets Faster Last-Mile Delivery

Express Delivery covers thousands of products across categories including plumbing, electrical supplies, hardware, paint, tools and other everyday project materials.

The initiative is particularly aimed at time-sensitive purchases. Contractors running short of materials during a job, for example, could order replacement supplies without leaving the job site, while DIY customers can receive products needed to complete ongoing projects.

Customers will see whether a product qualifies for Express Delivery on individual product pages and during checkout.

Home Depot said it expects to introduce even faster delivery speeds in the coming months.

Stores Become Local Fulfillment Hubs

The strategy highlights the growing importance of Home Depot's physical store network as part of its digital fulfillment infrastructure. Rather than relying exclusively on centralized distribution centers, the retailer can use its large store footprint to position inventory closer to customers.

Express Delivery complements several other fulfillment initiatives already offered by the company. Home Depot provides free same-day delivery on qualifying orders of at least $25 placed by 4 p.m. Its broader delivery network currently allows more than 65% of in-stock parcel products to arrive the same or next day, while approximately 55% of in-stock large and bulky orders can be delivered within two days.

The company also offers next-day delivery of selected major appliances to roughly 60% of the U.S. population.

Home Depot Strengthens Its Pro and DIY Strategy

The nationwide rollout could be particularly important for Home Depot's professional customer business, where speed and product availability can directly affect construction and repair schedules.

The announcement comes on the same day Home Depot reported fiscal second-quarter 2026 results. The retailer posted $47.9 billion in quarterly sales, up 5.7% year over year, while comparable sales increased 1.7% and U.S. comparable sales rose 1.3%. The company also reaffirmed its fiscal 2026 guidance.

Together, faster fulfillment and continued investment in its interconnected retail network indicate Home Depot is seeking to compete not only on product assortment and store availability, but increasingly on delivery speed and convenience for both professional and consumer customers.
Home Depot Stock Slips 0.3% Despite Strong Q2 Results as 2026 Guidance Remains Unchanged

Home Depot (NYSE: HD) shares edged 0.3% lower Tuesday after the home-improvement retailer reported stronger second-quarter sales and earnings but maintained its existing full-year outlook, limiting investor enthusiasm following the results.

Second-quarter sales rose 5.7% year-over-year to $47.9 billion, an increase of $2.6 billion. Comparable sales increased 1.7%, while U.S. comparable sales grew a more modest 1.3%.

Net earnings increased to $4.8 billion from $4.6 billion a year earlier, while diluted EPS climbed to $4.79 from $4.58. Adjusted EPS rose 5.1% to $4.92 from $4.68.

Management described the quarter as better than expected, with broad-based demand across the business. Customers continued to spend on smaller home-improvement projects, providing support despite a still-challenging housing and consumer environment.

Strong Quarter, but No Guidance Upgrade

The muted stock reaction may reflect the absence of an upward revision to Home Depot's full-year outlook despite management saying Q2 exceeded expectations.

Home Depot reaffirmed fiscal 2026 guidance for total sales growth of approximately 2.5% to 4.5% and comparable sales growth ranging from flat to 2%. Adjusted operating margin is expected at 12.8% to 13.0%, while adjusted diluted EPS is projected to grow between flat and 4% from fiscal 2025's $14.69.

The company also expects IEEPA tariff refunds to partially offset higher-than-planned fuel, energy and other product input costs during the year, highlighting continued cost pressures.

Home Depot's results nevertheless provide an important read on the U.S. consumer and housing-related spending. Positive comparable sales and continued demand for smaller projects suggest consumers remain willing to spend on home maintenance and improvement, even as higher interest rates and housing affordability constraints continue to limit larger renovation activity.

Tuesday's modest 0.3% decline therefore points to a relatively neutral investor response: Q2 performance exceeded management's expectations and earnings improved, but unchanged full-year guidance suggests Home Depot is maintaining a cautious view of conditions through the remainder of fiscal 2026.
Home Depot Dips After Analyst Slightly Lowers Price Target, Maintains Buy Rating

Home Depot (HD) shares slipped about 1.2% after Jefferies modestly lowered its price target on the home improvement retailer from $361 to $360 while maintaining its Buy rating.

The minor adjustment suggests the analyst's long-term outlook for Home Depot remains largely unchanged despite recent market and economic uncertainties. With the stock trading around $309, the updated target still implies meaningful upside potential of more than 15%.

Investors continue to monitor the housing market and interest rate environment, which have weighed on home improvement spending over the past two years. Higher borrowing costs and slower housing turnover have created headwinds for large renovation projects, impacting demand across the sector.

Despite these challenges, analysts remain optimistic about Home Depot's long-term prospects. The company continues to benefit from its industry-leading market position, strong professional contractor business, and extensive store network. Many analysts expect demand to improve once interest rates begin to ease and housing activity recovers.

The decision by Jefferies to maintain a Buy rating despite the slight target reduction indicates confidence that Home Depot remains well positioned to benefit from an eventual rebound in home improvement spending. Today's decline appears more reflective of broader market weakness than any significant change in the company's fundamental outlook.
Home Depot Shares Tick Up 0.7% as In-Line Quarter Steadies Investor Nerves

Home Depot delivered a first quarter that was neither a surprise nor a disappointment today, with shares edging up 0.7% after the world's largest home improvement retailer posted results broadly in line with expectations and reaffirmed its full-year outlook despite a challenging consumer backdrop.

Sales for the first quarter of fiscal 2026 came in at $41.8 billion, up 4.8% from the same period last year. Comparable sales grew a modest 0.6%, with US comparable sales up just 0.4%, reflecting ongoing pressure from housing affordability concerns and cautious consumer spending. Foreign exchange rates contributed approximately 55 basis points to the comparable sales figure.

Net earnings came in at $3.3 billion, or $3.30 per diluted share, slightly below the $3.4 billion and $3.45 per diluted share recorded in Q1 fiscal 2025. On an adjusted basis, diluted EPS was $3.43, compared with $3.56 a year ago.

CEO Ted Decker struck a measured tone, noting that underlying demand was relatively similar to what the company observed throughout fiscal 2025, even as consumer uncertainty and housing affordability pressures weighed on the environment. The company opened no new stores of note in the quarter but plans approximately 15 new locations for the full year.

Crucially, Home Depot reaffirmed its full fiscal 2026 guidance, targeting total sales growth of 2.5% to 4.5%, comparable sales growth of flat to 2.0%, and adjusted diluted EPS growth of flat to 4.0% from last year's base of $14.69.

The muted 0.7% gain reflects a market that found comfort in the reaffirmed guidance rather than excitement in the numbers themselves — steady execution in a difficult environment rather than a breakout quarter.
Home Depot expands HVAC distribution with Mingledorff’s acquisition

March 24, 2026 — The Home Depot, through its subsidiary SRS Distribution, has agreed to acquire HVAC distributor Mingledorff’s, expanding its presence in specialty trade distribution.

Mingledorff’s operates 42 locations across five southeastern U.S. states, serving residential and commercial customers with heating, ventilation, and air conditioning equipment and supplies. The acquisition adds HVAC as a new vertical for SRS, complementing its existing roofing, construction, and landscape businesses.

The deal increases Home Depot’s total addressable market to approximately $1.2 trillion, with HVAC distribution alone representing about $100 billion.

The transaction is expected to close in the second quarter of fiscal 2026, subject to regulatory approvals, and will be funded through cash and debt. Financial terms were not disclosed.

Home Depot said the move strengthens its ability to serve professional contractors with a broader product offering and integrated distribution platform.
PRNewswire
The Home Depot Launches Spring Starts Event with Seasonal Promotions

The Home Depot announced the launch of its “Spring Starts” event, running from March 19 to April 1, offering discounts on a wide range of outdoor and home improvement products for both professional contractors and DIY customers.

The promotion features deals across gardening supplies, lawn equipment, power tools, grills, and patio furniture, alongside seasonal essentials aimed at outdoor projects and home upgrades. The company is also integrating AI-driven tools, including its “Magic Apron” feature, enabling customers to plan lawn care, visualize outdoor transformations, and diagnose plant issues online.

The initiative is part of Home Depot’s broader seasonal strategy to drive spring demand, with additional promotions planned through its Spring Black Friday event in April.
PRNewswire
The Home Depot (NYSE: HD) reported fourth quarter fiscal 2025 sales of $38.2 billion, down 3.8% year over year, reflecting one fewer week compared with the prior year’s 14-week quarter. Comparable sales rose 0.4%, with U.S. comparable sales up 0.3%.

Quarterly net earnings were $2.6 billion, or $2.58 per diluted share, compared with $3.0 billion, or $3.02 per share, a year earlier. Adjusted diluted earnings per share were $2.72, versus $3.13 in the prior-year period. The extra week in fiscal 2024 added approximately $2.5 billion in sales and about $0.30 in diluted EPS.

For fiscal 2025, sales increased 3.2% to $164.7 billion, with comparable sales up 0.3% and U.S. comparable sales up 0.5%. Net earnings totaled $14.2 billion, or $14.23 per diluted share, compared with $14.8 billion, or $14.91 per share, in fiscal 2024. Adjusted diluted EPS was $14.69, down from $15.24.

The company raised its quarterly dividend 1.3% to $2.33 per share, payable March 26, 2026, marking its 156th consecutive quarterly dividend.

For fiscal 2026, Home Depot expects total sales growth of 2.5% to 4.5%, comparable sales ranging from flat to up 2%, and diluted EPS growth of flat to 4%. The company plans to open approximately 15 new stores and invest about 2.5% of sales in capital expenditures.

PRNewswire

VantagePoint Vantagepoint A.I. Hot Stocks Outlook for January 16, 2026 Stocks $BA, $IPMLF, $SE, $MLKN, $AMC, $STNG

Register for a Free Live Training The Hot Stocks Outlook uses VantagePoint’s market forecasts that are up to 87.4% accurate, demonstrating how traders can improve their timing and direction. In this week’s video, VantagePoint Software reviews forecasts for Cameco ($CCJ), Bloom Energy($BE)

(vantagepointsoftware.com)
The Home Depot launched its new Creator Portal, a digital platform designed to connect influencers with home improvement enthusiasts while opening new revenue opportunities for creators. The portal serves as a centralized hub offering campaign opportunities, training resources, product catalogs and shoppable link tools that allow creators to earn commissions and collaborate with The Home Depot and its supplier network.

Thousands of creators have already enrolled, and applications are now open to the public. The program debuts alongside a star-studded “Starting Lineup” of influencers — including Trinity Rodman, Dude Perfect and several DIY experts — timed to drive engagement ahead of the world’s biggest soccer event. The initiative aims to inspire customers with project ideas and drive deeper community engagement.

The Home Depot said the platform reinforces its strategy to connect with customers through trusted voices while supporting creators with tools, perks and storefront capabilities. The company remains the world’s largest home improvement retailer, operating more than 2,300 stores across North America.

VantagePoint Vantagepoint A.I. Hot Stocks Outlook for November 21, 2025 Stocks $ACHC, $HD, $LLY, $CLSK, $QQQ, $BRK/B

Hot stocks for the week ...

(vantagepointsoftware.com)
Video Thumbnail
08-18-26WS News
Video Thumbnail
08-18-26WS News
Video Thumbnail
07-08-26WS News