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Home Depot made a bid for GMS, a building products and tool supplier for both consumers and contractors, per The Wall Street Journal. Our take: Home Depot sees a significant opportunity to consolidate the fragmented construction supply and tool market鈥攁nd it's moving at a moment when the US housing shortfall could drive sustained demand for new construction and renovation.

What retailers reaffirming 2025 guidance have in common: Dick鈥檚, Walmart, and Home Depot are cutting supplier costs, diversifying supply chains, and raising prices strategically amid ongoing uncertainty.

Despite tough conditions, Home Depot is keeping its head above water: The company beat revenue expectations, came close on earnings, and isn鈥檛 flinching on its full-year outlook鈥攐r its prices.

Memorial Day sales are live at Amazon, Best Buy, Home Depot, and more: As consumers cut discretionary spending, retailers aim to boost sales through holiday-driven promotions.

The housing market may not improve this year: That鈥檚 forcing Lowe鈥檚 and Home Depot to push a lot of buttons to find paths to growth.

Home Depot expects sales to grow 2.8% this year: While the housing market is unlikely to thaw, the home improvement retailer sees signs that consumers will stop putting off projects.

Home Depot and Lowe鈥檚 doubled down on their professional contractor businesses, which offer more consistent demand than the cyclical DIY segment. Home Depot acquired SRS Distribution for $18.25 billion in June 2024, and Lowe鈥檚 completed its $1.32 billion acquisition of Artisan Design Group in April.

ICE raids targeting Home Depot stores have scared off day laborers, many of whom lack legal status but serve as a critical source of labor for contractors and homeowners. Deportation fears caused in-store shopping among Hispanic consumers to fall more YoY than among non-Hispanics, with supermarkets seeing the biggest drop at over 11%, according to data from Kantar.

Home Depot. Kohl鈥檚. Lowe鈥檚. Macy鈥檚. Moody鈥檚. Nordstrom. Nordstrom Rack. Placer.ai. Ross. Target. TJX. Walmart. Wayfair.

The furniture retailer maintained its full-year forecast, following in the footsteps of other housing-adjacent companies like Lowe鈥檚 and Home Depot, thanks to its push to establish itself as a luxury lifestyle brand and European expansion.

The broader perspective: Pressure from major retailers like Walmart, Target, and Home Depot has reportedly played a role in the administration鈥檚 shifting stance, with executives warning that current tariffs could lead to price spikes and product shortages.

Despite those challenges, both Home Depot and Lowe鈥檚 raised their full-year outlooks to reflect better-than-expected Q3 results and some further hurricane-related demand in Q4. Home Depot expects total sales to increase by about 4%, up from its previous range of 2.5% to 3.5%.

The retailer ranked No. 5 among the most trusted US brands in this year鈥檚 Axios Harris Poll 100, ahead of retail media competitors like The Home Depot (No. 15), Amazon (No. 19), Lowe鈥檚 (No. 23), and Walmart (No. 81). Nearly 6 in 10 (58%) of consumers are buying more private label products than they were a year ago, according to an Ipsos consumer survey from August 2024.

Notably, Lowe鈥檚 reaffirmed its full-year guidance鈥攎irroring Home Depot. At the high end, projected revenues would exceed last year鈥檚 total, and earnings per share would top fiscal 2024. Comparable sales are expected to be flat to up 1% YoY. Holding the line: Lowe鈥檚 is leaning on operational discipline and consistent execution to navigate near-term challenges while advancing long-term priorities:.

The Mars survey found that Amazon, Loblaw, and The Home Depot offer CTV integration in Canada. Domestic RMNs provide a wider range of advertising options by tapping into loyalty programs. Loblaw Advance targets nearly 16 million PC Optimum loyalty customers in Canada.

Home improvement retailers have long seized on the allure of sports鈥擫owe鈥檚 is an official partner of the NFL, and Home Depot has a longstanding sponsorship of ESPN鈥檚 鈥淐ollege GameDay.鈥�. Why it matters: Lowe鈥檚 is banking on video games as a path to cultivate digitally native demographics like Gen Z and gather data that will enhance its relationships with these future homeowners and DIYers.

They also include US subsidiaries of specialty retailers, like The Home Depot and Best Buy. Platform features are expanding, according to a fall 2024 Mars United Commerce survey of RMNs. The company polled six players in the market for the second year running with queries related to targeting, measurement, and available ad inventory.

Among non-grocers, Amazon and Target command 15.2% and 5.6% of SNAP recipients鈥� non-grocery spending, while Home Depot holds a notable 5.5% share鈥攈ighlighting just how far SNAP dollars extend across retail categories. Our take: 鈥淲hen we listen to the voice of our internal customers, we recognize that our SNAP customers are feeling more pressure,鈥� said Albertsons then-COO Susan Morris in April.

Affected retailers include Amazon, Home Depot, Ikea, Ralph Lauren, and Tractor Supply鈥攎eaning price impacts will ripple across a wide swath of consumer goods. The consumer view: Tariffs and inflation are top of mind for many consumers. More than a quarter (26%) of US consumers named 鈥渋nflation/prices鈥� as their most pressing concern; 98% called it 鈥渋mportant,鈥� per a recent Economist/YouGov poll.

The Home Depot also deployed digital twins to optimize store layouts and warehouse flows, achieving an 18% reduction in stockouts and improving checkout and service speed. 4. Modeling pricing and promotions.

That includes the CEOs of Walmart, Target, and Home Depot, who met with President Donald Trump to warn him that tariffs would upend supply chains and lead to higher prices and empty shelves. While that messaging appears to now be resonating with the president, it鈥檚 a concern consumers have been highly aware of for some time.