Home Depot is positioned for housing turnover recovery as the Fed cuts rates and existing home sales normalize. Pro customer focus (SRS Distribution acquisition) deepens contractor relationships and grows wallet share in the $1T+ Pro market. Storm activity creates near-term comp tailwinds. Inventory disciplined. Margins should recover as freight normalizes and product mix improves. Housing cycle is the dominant variable.
Thesis reviewed May 29, 2026
The Home Depot Inc. is headquartered in United States, which is currently showing elevated risk signals.
🇺🇸United States72REDUCEView United States risk detail →🛍Consumer22NEUTRAL| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| JD | JD.com Inc | 28 | +13% | ↑2% | EARLY |
| NIO | NIO Inc | 28 | -10% | ↑2% | AVOID |
| LI | Li Auto Inc | 28 | +7% | ↑2% | NEUTRAL |
| BTI | British American Tobacco PLC | 28 | +14% | ↑2% | EARLY |
| ULVR.L | Unilever | 28 | — | ↑2% | NEUTRAL |
| DEO | Diageo PLC | 28 | +8% | ↑2% | NEUTRAL |
| RACE | Ferrari NV | 28 | +17% | ↑2% | EARLY |
Investors who hold HD may also have indirect exposure through these country funds.
Home Depot Pro sales outpace DIY for fourth consecutive quarter
Existing home sales reach 4.5M annualized pace, supporting big-ticket recovery
Estimates · Yahoo Finance · Not audited figures
[House Hearing, 119 Congress] [From the U.S. Government Publishing Office] DEFENSE THROUGH OFFENSE: EXAMINING U.S. CYBER CAPABILITIES TO DETER AND DISRUPT MALIGN FOREIGN ACTIVITY TARGETING THE HOMELAND ======================================================================= HEARING BEFORE THE SUBCOMMITTEE ON CYBERSECURITY …
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Jared MoskowitzFL | Buy | $1k–$15k | Jun 17, 26 | ||
| Alan Armstrong | Sell | $50k–$100k | Mar 24, 26 | ||
| Alan Armstrong | Sell | $15k–$50k | Mar 27, 26 | ||
| James A. HimesCT | Buy | $15k–$50k | Jul 20, 26 | ||
| Lloyd DoggettTX | Buy | $1k–$15k | Jun 18, 26 | ||
| David J. TaylorOH | R | Buy | $1k–$15k | May 15, 26 | -1.3% |
| Josh GottheimerNJ | D | Buy | $15k–$50k | Apr 9, 26 | +4.9% |
| Donald J. TrumpFL | R | Buy | $100k–$100k | Mar 2, 26 | +4.8% |
| Donald J. TrumpFL | R | Buy | $500k–$500k | Feb 12, 26 | +4.8% |
| Donald J. TrumpFL | R | Buy | $250k–$250k | Jan 6, 26 | +4.8% |
| David J. TaylorOH | R | Buy | $1k–$15k | Apr 27, 26 | -1.7% |
| Jared MoskowitzFL | D | Buy | $1k–$15k | Mar 31, 26 | -3.5% |
| Richard Dean Dr McCormickGA | R | Buy | $1k–$15k | Mar 19, 26 | -0.5% |
| Lloyd DoggettTX | D | Buy | $1k–$15k | Mar 26, 26 | -2.9% |
| David J. TaylorOH | R | Buy | $1k–$15k | Mar 12, 26 | -1.1% |
| Sheldon Whitehouse | Sell | $1k–$15k | Feb 23, 26 | -10.8% | |
| Gilbert CisnerosCA | D | Buy | $1k–$15k | Jan 30, 26 | -18.4% |
| Sheldon Whitehouse | Sell | $1k–$15k | Jan 9, 26 | -17.5% | |
| David J. TaylorOH | R | Buy | $1k–$15k | Jan 16, 26 | -15.6% |
| Markwayne Mullin | Buy | $15k–$50k | Dec 29, 25 | -16.0% |