Home Depot Stock Price, News & Analysis

The Home Depot, Inc. (NYSE: HD) is described in multiple company and partner communications as the world's largest home improvement specialty retailer. According to recent disclosures, the company operates thousands of retail locations and related branches across the United States, Canada, Mexico and U.S. territories, serving both homeowners and professional customers with home improvement and building materials needs.

Company statements note that The Home Depot operates retail stores and SRS locations across all 50 U.S. states, the District of Columbia, Puerto Rico, the U.S. Virgin Islands, Guam, 10 Canadian provinces and Mexico, and employs hundreds of thousands of associates. Its common stock trades on the New York Stock Exchange under the ticker symbol HD and is included in the Dow Jones Industrial Average and the Standard & Poor's 500 index, underscoring its role as a large-cap U.S. public company in the retail trade sector.

Business focus and retail footprint

Based on company and partner descriptions, The Home Depot focuses on home improvement retailing through large-format stores and related locations. Polygon data indicates that its stores offer building materials, home improvement products, lawn and garden products and decor products, and that it also provides services such as home improvement installation services and tool and equipment rentals. These activities position the company within the home centers industry of the retail trade sector.

Recent company communications further highlight an expanded footprint that includes retail stores, SRS locations and branches, reflecting a network that supports both consumer and professional project needs. Public information from news releases indicates that The Home Depot has also grown its reach in areas such as maintenance, repair and operations (MRO) and building product distribution through corporate transactions referenced in Polygon’s description, including activity related to Interline Brands, HD Supply, SRS and GMS.

Customers: homeowners and professional "pro" customers

Across recent news releases, The Home Depot repeatedly references serving both DIY homeowners and professional customers (pros), such as renovators, remodelers, builders and contractors. For example, the company describes AI-powered materials list features for pro customers, and an AI-powered Blueprint Takeoffs tool designed for professional renovators, remodelers and builders working on single-family projects. Other communications reference pros using the company as a single supplier for project materials.

At the same time, The Home Depot highlights offerings for homeowners and DIYers, such as conversational project guidance, decor inspiration and home improvement content. The Home Depot Creator portal is described as a platform that connects digital content creators with campaigns and product recommendations aimed at homeowners, pros and DIYers. This indicates that the company’s retail model supports a broad spectrum of project sizes and customer types, from small DIY tasks to larger professional builds.

Digital, AI and interconnected retail capabilities

Recent announcements emphasize The Home Depot’s focus on what it calls an interconnected retail experience. In partnership with Google Cloud, the company has introduced agentic AI tools that provide real-time assistance to homeowners and pros, including:

• Magic Apron assistant, described as a conversational digital companion that offers home improvement recommendations and project expertise across The Home Depot’s digital platforms.
• AI-powered product list builders and materials list features for pro customers, which interpret project descriptions and generate grouped materials lists, including suggested items that may be essential for the job.
• AI-powered route intelligence for last-mile delivery, which uses data such as operating hours, drop-off preferences, weather and road quality to help predict and mitigate delivery risks.

The company also announced a collaboration with Rilla, described as an AI-powered platform for field team performance. According to that announcement, Rilla’s tools will help The Home Depot’s service and sales professionals coach and develop teams by identifying patterns in communication and service delivery. These initiatives, along with AI-powered chat, SMS and voice support, illustrate how The Home Depot is using artificial intelligence to support both customer-facing and internal operations.

Support for professional projects and services

The Home Depot’s communications place particular emphasis on supporting professional customers through dedicated tools and services. The Blueprint Takeoffs solution, for example, is described as an AI-powered tool that generates faster, more accurate and cost-effective material lists and estimates for single-family project blueprints. The company states that this tool can deliver a complete material list and quote for an entire single-family project within days, allowing pros to purchase all required materials through The Home Depot.

In addition, the company references a suite of capabilities for pros, including trade credit for extended buying power, order management and delivery services (with options such as same-day, next-day or scheduled delivery and two-hour order pickup), project planning tools, customizable account management, dedicated sales and service support, and preferred pricing on frequently purchased materials. These offerings are presented as ways to reduce complexity for pros and to make The Home Depot a single source for project needs from planning through material delivery.

Creator and content ecosystem

The Home Depot Creator portal is described as a creator-first platform that connects digital content creators with The Home Depot and its network of suppliers and products. According to the company, the portal serves as a centralized hub where creators can access content inspiration, campaign opportunities and expertise to help them build content around home improvement, DIY projects and decor tips.

The company states that creators can earn commissions through shoppable links, access tools to maximize content opportunities and track performance, and benefit from storefront capabilities, product gifting, and other perks. This initiative positions The Home Depot within a broader digital ecosystem where content and social media play a role in inspiring and guiding home improvement projects.

Community impact and veteran support

The Home Depot’s philanthropic arm, The Home Depot Foundation, focuses on improving homes and lives for U.S. veterans, supporting communities impacted by natural disasters and training skilled tradespeople. A recent announcement notes that the Foundation has invested more than $600 million in veteran causes and improved more than 65,000 veteran homes and facilities, with a pledge to invest $750 million in veteran causes by 2030 and $50 million in training the next generation of skilled tradespeople by 2028.

Within veteran housing, the Foundation’s grants support construction of specially adapted, mortgage-free smart homes for catastrophically wounded veterans, ADA-compliant modifications, critical home repairs for senior, disabled and low-income veterans, and housing solutions for veterans who are unhoused or at risk of homelessness. These activities reflect a long-term commitment to veteran housing and community projects, which the company describes as closely tied to its culture and its large population of associates who are veterans, military spouses or active-duty service members.

Capital markets and corporate governance

The Home Depot regularly accesses capital markets and reports material events through SEC filings. For example, a Form 8-K dated September 15, 2025 describes the completion of a public offering of notes due in 2028, 2030 and 2035 under an existing shelf registration statement. Another Form 8-K dated September 10, 2025 describes the related underwriting agreement for those notes.

A separate Form 8-K dated November 20, 2025 outlines amendments to the company’s by-laws, including changes to advance notice windows for director nominations and other business, clarifications regarding the number of director nominees a shareholder may propose, revisions to informational requirements for nominations, and other updates aligned with changes in Delaware law. The filing also updates disclosure regarding deadlines for submission of shareholder proposals or director nominations under the amended advance notice provisions.

Scale and market role

Across its public communications, The Home Depot emphasizes its scale as the world’s largest home improvement specialty retailer. Company releases repeatedly reference thousands of retail stores and SRS locations, hundreds of thousands of associates, and operations spanning the U.S., Canada, Mexico and U.S. territories. Polygon’s description also highlights a broad product assortment in-store and online, along with services such as installation and rentals.

As a large-cap company in the home centers industry, included in major U.S. equity indices and filing regular reports with the SEC, The Home Depot is positioned as a central player in home improvement retail. Its public statements highlight strategies focused on driving its core business, delivering an interconnected experience across physical and digital channels, and serving professional customers, while also investing in AI capabilities and community initiatives.