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Company Research7 May 2025
Lowe's Companies: Building a One-Stop Shop for Home Improvement
Lowe's Companies began as a single store in 1921 and has steadily expanded its footprint and offerings, now operating 1,750 stores across the U.S.
The Home Depot (HD) investor relations material
The Home Depot Investor Day 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Day 2025 summary9 Dec, 2025
Strategic Growth Priorities and Market Opportunity
Addressable market is $1.1 trillion, split between $500 billion consumer and $600 billion Pro segments, with current share at ~15%, leaving over $900 billion in opportunity.
Growth strategy focuses on driving the core business, delivering a seamless interconnected experience, and winning the Pro segment, leveraging scale, real estate, and distribution assets.
SRS Distribution and GMS acquisitions expand reach and capabilities, unlocking cross-sell opportunities and serving specialty trade customers.
Plans include opening 15-20 new stores annually, SRS aiming for 40-50 new branches per year, and ongoing tuck-in acquisitions to expand reach and product offerings.
Technology and AI investments underpin all initiatives, enhancing customer experience, operational efficiency, and productivity across stores, supply chain, and digital assets.
Pro Business and Ecosystem Development
Pro customers represent a $600 billion market, generating over $90 billion in annual sales, with a focus on deepening relationships and increasing share of wallet, especially among medium and large Pros.
Six new capabilities for Pros include a professional sales force, job site delivery, trade credit, preferred pricing, flexible order management, and a robust B2B digital experience.
Trade credit rollout is accelerating, with over 7,000 Pros enrolled and spending 30% more; full integration across channels expected by 2026.
Expanded delivery network, unified Pro team, and loyalty programs drive engagement and higher spend, with delivered sales up over 40% in two years.
Cross-selling between Home Depot and SRS/GMS customers generates incremental revenue and enterprise-wide relationships.
Customer Experience, Merchandising, and Digital Transformation
Over 2,350 stores and 470,000 associates drive 1.6 billion transactions annually, with 80% of sales transacted through stores.
E-commerce generates ~$25 billion in sales, with AI-driven enhancements improving conversion, personalization, and project management.
Over 55% of in-stock deliveries are same or next day, a 3x increase from 2022, with real-time tracking rolling out for bulky items.
Exclusive vendor relationships, private brands, and exclusive battery platforms drive product authority, innovation, and loyalty.
Investments in people, processes, and technology optimize merchandising, in-stock levels, and delivery speed, with record-high availability and sales lift.
Pro strategy's resilience to housing turnover?
AI's impact on operational efficiency gains?
Triggers for accelerated market recovery?
AI's role in future growth and efficiency
Long-term Pro market share opportunity
SRS branch expansion strategy
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Next The Home Depot earnings date
Q4 202624 Feb, 2026
Next The Home Depot earnings date
Q4 202624 Feb, 2026
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Marvin Ellison: Chairman, President, and CEO of Lowe's
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Company Research8 Apr 2025
The Home Depot: The World's Largest Home Improvement Retailer
The Home Depot was founded in 1979 and has ever since applied its successful strategy of expansion to grow its business substantially, now operating 2,347 stores.
Frequently asked questions
Home is where the heart is
The Home Depot is a leading home improvement retailer that operates a chain of stores across the United States and Canada. The company offers a wide range of products and services for both DIY (do-it-yourself) enthusiasts and professional contractors. The Home Depot stores are known for their selection of building materials, tools, hardware, appliances, and home improvement products. In addition to its retail operations, The Home Depot also provides various installation services and offers digital platforms for online shopping and project planning. Placing a heavy emphasis on customer service, their retail spaces have become appreciated due to their ability to meet the needs of both homeowners, DIY-enthusiasts and professional contractors alike.
A fascinating tale of entrepreneurship and growth
The Home Depot was founded in 1978 by avid DIY’ers and enthusiasts Bernie Marcu and Arthur Blank with help from Ron Brill and Pat Farrah. The idea behind the company was to create a one-stop shop for home improvement needs, offering a wide selection of products at affordable prices. This is something they proved to be very good at, and after opening their first two stores in Atlanta, Georgia, the company grew rapidly. While focusing on customer service, competitive pricing, and a vast product assortment, Home Depot expanded its footprint across the United States and later ventured into the Canadian market.
Further reading: Edward "Ted" Decker's Rise to the Top at Home Depot
Customer centric from the get-go
Marcu and Blank placed a strong emphasis on customer service right off the bat and ensured that shopping at Home Depot felt welcoming and accessible to all, regardless of whether they were doing their first DIY-project or if they were experienced industry professionals. This is something that is engraved in the company's DNA and is a key part of the culture at Home Depot. The company has a “Whatever it takes” motto and ensures that their staff are knowledgeable and able to offer advice and guidance, and also invests heavily in training for their employees.
Big retail spaces providing home improvement goods is however not something unique. Home Depot has several large competitors that are publicly traded, with some of the biggest ones including names such as Lowe’s and Floor & Decor.
All encompassing services
Home Depot might be best known for their massive retail spaces, but also offer a variety of online services. The company offers a comprehensive platform for product planning, as well as a traditional online retail section. Customers can browse a wide selection of products, access detailed product information, compare prices, and read customer reviews. Home Depot also offers customers professional installation services, tailored towards those completing projects that require a specific skill set or for customers with little interest in DIY at all.
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