HD · News · 20261015N

Customer Dynamics (Pro Demand)

HOME DEPOT, INC. · 2026-10-15 · Importance 20 · Surprise 24

Home Depot is seeing stronger sales momentum from higher customer spending and its Pro business. Transaction volumes and customer visits are declining, but larger average purchases and favorable product mix are offsetting the softer traffic. Consumer caution is weighing particularly on larger discretionary remodeling projects, while Pro demand is providing relative support.

Key facts

• Persistent consumer caution due to housing costs and economic uncertainty continues to impact larger discretionary remodeling projects for Home Depot. source