HD · 10-Q · 2026Q2 · Full report

Digital Channel and Delivery Growth

HOME DEPOT, INC. · 2026-05-27 · Importance 60 · Surprise 40 · Matches filing data

Online sales represented 16.5% of consolidated net sales in the quarter and grew 10.5% year-over-year, indicating meaningful adoption of digital channels. The filing specifies online sales are generated through the Company’s websites and mobile applications and excludes results from HD Supply and SRS. Online growth contributed materially to the company’s overall 4.8% net sales increase and aligns with management’s focus on an interconnected experience. The reported online mix and growth highlight e-commerce as a material distribution channel for product sales.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
revenuepositiverealized+1.6%Online sales represented 16.5% of net sales during the first quarter of fiscal 2026 and increased by 10.5% compared to the first quarter…