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Home Depot Sets 2026 Targets Below Estimates as Housing Drag Persists

The outlook reflects weaker big-ticket DIY demand tied to a housing market that still curbs renovation spending.

Overview

  • Home Depot forecast fiscal 2026 comparable sales growth of flat to 2%, below the 2.34% average estimate compiled by LSEG and Bloomberg.
  • Adjusted earnings per share are projected to be flat to up 4%, short of analysts’ expectations for roughly 5.6% growth.
  • Management outlined a market-recovery scenario that would lift comparable sales by 4% to 5% if housing activity improves.
  • Executives detailed investments in employees, store operations, online services, and offerings for professional contractors, with 15 to 20 new stores planned annually.
  • Shares slipped following the guidance; the company maintained its fiscal 2025 outlook, and the stock is down about 10% year to date.