HD · News · 20260901N

Customer Dynamics (Pro Demand)

HOME DEPOT, INC. · 2026-09-01 · Importance 17 · Surprise 24

Home Depot is experiencing weakness in its do-it-yourself business as cautious consumers defer large discretionary home-improvement projects. Pro customer sales, smaller repair projects, and digital engagement are showing strength despite the weaker DIY environment. Housing turnover remains constrained, with only 13.5% of Americans likely to change residence over the next year because of mortgage lock-in, and Home Depot’s CFO reported no sign of a housing-market turnaround.

Key facts

• Home Depot's management reaffirmed its fiscal 2026 comparable-sales guidance. source
• Home Depot is experiencing weakness in its do-it-yourself (DIY) business as cautious consumers defer large discretionary home-improvement projects. source
• Home Depot sees strength in Pro customer sales, smaller repair projects, digital engagement, and gains market share. source