HD · News · 20261008N

Macroeconomic Factors Impact

HOME DEPOT, INC. · 2026-10-08 · Importance 17 · Surprise 24

U.S. housing affordability pressures and the absence of a demand inflection are weighing on repair-and-remodel activity. Melius expects rising existing-home supply to eventually support existing-home sales and home-improvement demand, but management remains cautious on the timing. The market-demand outlook is linked to housing conditions rather than a quantified company investment or regulatory change.