Analysis: The Home Depot, Inc.

US:HD

Why is The Home Depot, Inc. stock rising?

  • Home Depot plans to open about 15 new stores and 40 to 50 new SRS branches during fiscal 2026, adding retail and Pro distribution capacity.
  • Nationwide Express Delivery rollout gives customers a paid three-hour delivery option for tens of thousands of products, targeting urgent DIY and Pro needs.
  • Mingledorff's gives Home Depot an HVAC distribution platform, and management expects to build HVAC into SRS' fifth vertical by adding manufacturer geographies.
  • Home Depot plans to keep expanding next-day appliance delivery population coverage and SKUs throughout the year.
  • Home Depot will be the exclusive big-box launch partner for USG's ultralight tough gypsum panels, a new Pro-oriented building material.

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