HD · News · 20260826N

Pro Channel Momentum

HOME DEPOT, INC. · 2026-08-26 · Importance 34 · Surprise 42

Home Depot’s Pro segment is driving comparable-sales performance while the housing market remains frozen. Its SRS distribution arm has reportedly shifted from underperforming to leading company comparable sales. Home Depot is integrating SRS’s catalog into its stores and expanding reach to professional customers, although the broader assortment carries gross-margin implications. The improvement suggests Pro demand is currently stronger than DIY demand, with transaction-volume recovery still important to future growth.

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