The Home Depot Q4 2026 Earnings Call: Stable Demand, Market Share Growth, and Strategic Shifts

Home Depot Q4 2026 earnings were driven by stable demand despite headwinds from low housing turnover and reduced affordability. The company achieved market share growth by focusing on the "Pro" customer and improved operational efficiency. Interconnected retail remains a core pillar, with digital platforms growing 11% in Q4. Guidance for fiscal 2026 assumes persistent pressure on housing activity, with total sales growth of 2.5% to 4.5%, including contributions from the GMS acquisition.