Home Depot is seeing encouraging traction from investments aimed at helping professional customers handle larger and more complex purchases, with Pro sales posting positive comps and outperforming DIY in the second quarter of fiscal 2026. Strength came across Pro-heavy categories including portable power, decking, dimensional lumber, pipe and fittings, fasteners, hand tools, and concrete, while the company said it achieved its highest levels of on-time and complete performance for flatbed and box-truck deliveries. Home Depot is also using its SRS and GMS acquisitions to broaden the Pro catalog, and in the past 12 months 90% of Home Depot stores have completed a sale through SRS via QuoteCenter. Lowe's Companies and Floor & Decor are pursuing similar Pro strategies, with Floor & Decor reporting Pro sales growth of about 4% in the second quarter of 2026, representing roughly 55% of total sales. Home Depot shares have lost 27.7% in the past year versus the industry's decline of 31.9%, and the company carries a Zacks Rank #3 (Hold).
The Home Depot IncHome Depot's Pro sales posted positive comps and outperformed DIY in Q2 fiscal 2026, with strength across Pro-heavy categories and improved delivery performance.
Floor & Decor Holdings IncFloor & Decor reported Pro sales growth of about 4% in Q2 2026, roughly 55% of total sales, as it pursues a similar Pro strategy.
Lowe's Companies Inc