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During its 2025 Investor and Analyst Conference, The Home Depot recently discussed key priorities and a preliminary outlook for 2026. The Home Depot reaffirmed its fiscal 2025 guidance and shared a preliminary outlook for fiscal 2026 that included forecasted comparable sales growth of approximately flat to 2% and total sales growth forecasted at around 2.5% to 4.5%. The company also provided a market recovery case, including total sales growth of approximately 5% to 6% and total comparable sales growth of approximately 4% to 5%.
As part of the conference, The Home Depot chair, president and CEO Ted Decker and other company execs looked closely at different operational areas. In the past year, The Home Depot has invested heavily in the pro segment, a priority that Decker reinforced during the call.
“We have enormous opportunity to grow our pro business. As we’ve said, both the market and our business is about 50/50 pro and consumer. Almost every type of pro shops at the Home Depot, and we’re building differentiated, capabilities to better serve them,” Decker says. “Our organic efforts will leverage our stores, digital properties and supply chain assets to capture more share of small to large residential pro who shop across multiple categories.”
One of the key value propositions The Home Depot has polished over the last year is the right selection of products and the ability to get in and out of the store quickly.
“We are relentlessly focused on this customer,” Decker says. “We are making investments in the store experience, brands that matter, inventory and fulfillment options to elevate customer service.”
Large pros utilize The Home Depot mainly for fill-in or emergency purchases, and the team is working on building the necessary capabilities to gain greater share of wallet, including a sales force, delivery capabilities and trade credit, in order to deliver the same type of service these customers get today from wholesale suppliers. The acquisition of SRS Distribution is one way the company is building the framework to better serve large pros.
“Our value proposition for these larger pros is unique, as they consolidate more of their spend with Home Depot. We can make their life simpler and ultimately speed up the cycle time of their jobs,” Decker says. “SRS is an extraordinary specialty platform, as it has strong market positions in growth opportunities in roofing, landscape, pool and now gypsum, with its recent acquisition of GMS.”
In addition to a renewed focus on the pro segment, The Home Depot also launched The Home Depot Creator portal, a creator-first platform designed to connect digital content creators to The Home Depot, helping them monetize their home improvement content and spark new ideas for future partnerships.
“The Home Depot Creator portal isn’t just a website—it’s a community that drives meaningful engagement with current and future customers through talented personalities who give them confidence to tackle their home improvement projects,” says Molly Battin, senior vice president and chief marketing officer at The Home Depot. “We know our customers love sports, so we’re especially excited to launch this program with our Starting Lineup that will deliver tailored soccer content such as how to transform your backyard for your own neighborhood soccer matches and viewing parties.”
The Home Depot Creator portal is 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. Creators can earn commissions through shoppable links, access tools to maximize content opportunities and track performance, all through the portal.
“I’m excited to partner with The Home Depot since they’ve always been a consistent and trusted brand,” says Trinity Rodman, member of the US Women’s National Team. “It is going to be a lot of fun to partner with them during the biggest sporting event in the world next year.”
