HD · 10-Q · 2026Q2 · Full report
Geographic Market Commentary
HOME DEPOT, INC. · 2026-05-27 · Importance 48 · Surprise 40 · No source text
The Company operates in the U.S., Canada and Mexico, which are aggregated into the Primary segment for reporting, with additional sales in SRS operations across the U.S. and Canada. U.S. net sales were $38.7 billion while sales outside the U.S. were $3.0 billion in the quarter; outside-U.S. sales rose roughly 15% year-over-year, reflecting faster growth internationally. Management also notes foreign exchange benefited consolidated sales, with a weaker U.S. dollar contributing about $220 million in the quarter. Approximately 13.8% of stores were located in Canada and Mexico at quarter end, and SRS locations operate extensively across the U.S. and Canada.
Key facts
- Net sales – in the U.S. for three months ended May 3, 2026: $38,733 million; net sales – outside the U.S.: $3,032 million. source
- Weaker U.S. dollar positively impacted net sales by $220 million during the first quarter of fiscal 2026 compared to the first quarter of fiscal 2025. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +92.7% | Net sales – in the U.S. for three months ended May 3, 2026: $38,733 million; net sales – outside the U.S.: $3,032 million. |
| revenue | positive | realized | +7.3% | Net sales – in the U.S. for three months ended May 3, 2026: $38,733 million; net sales – outside the U.S.: $3,032 million. |