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Home Depot HD

Consumer & RetailMarket cap $380B14 connections

Home Depot is the world's largest home improvement retailer with 2,300+ stores and $157B in annual sales. Professional contractors drive 50%+ of revenue. Its acquisition of SRS Distribution made it the largest US roofing, pool, and landscaping distributor. Home Depot Pro Xtra loyalty program has 6M+ members. Every hurricane, freeze, or home renovation boom is a Home Depot revenue event.

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Suppliers 11

Companies that sell to Home Depot

Partners 1

Strategic partnerships, joint products and alliances

  • Lowe'sConsumer & Retail · $145BCompeting home improvement duopoly

Competitors 2

Companies it competes with

  • AmazonConsumer & Retail · $2.0THome improvement e-commerce
  • Tractor SupplyConsumer & Retail · $22BRural home and farm retail

Key relationships in depth

Home Depot & Amazon

Amazon has been steadily expanding into Home Depot's home improvement categories through Amazon Business (bulk hardware and MRO supplies), Amazon Fresh (home care products), and third-party sellers offering tools, lumber, and building materials. Home Depot's $164.7B in FY2025 revenue and 2,350 stores provide scale Amazon cannot easily replicate for large, heavy items like lumber and plywood.

Why it matters: Home improvement is the last major retail category where physical store proximity matters enormously: a contractor needs drywall tomorrow, not in two days. Home Depot's network of stores acts as same-day fulfillment centers for professional customers. Amazon's challenge is the last-mile logistics of heavy, bulky items that are expensive to ship.

Home Depot & Lowe's

Home Depot and Lowe's are the two dominant US home improvement retailers, collectively commanding approximately 85% of the professional and DIY home improvement market. Home Depot leads with $164.7B in FY2025 revenue versus Lowe's $84B, driven by Home Depot's superior penetration of professional (Pro) contractors who account for 50%+ of Home Depot's sales.

Why it matters: The US home improvement market is $650B+ annually, driven by housing turnover, renovation activity, and commercial construction. Home Depot and Lowe's occupy essentially every large format home improvement retail location in the US with roughly 2,000 stores each, creating a duopoly where location and contractor relationships determine market share.

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Relationships are compiled by VexMap from company filings, announcements and reporting, and last reviewed September 2026. Spotted something wrong? Tell us. Not investment advice.