HD | Weekly | Haru Insights

Home Depot secured a $750 million tariff refund after the U.S. Supreme Court invalidated Trump-era tariffs, marking one of the largest refunds among S&P 500 firms and delivering a significant windfall to its bottom line.
HD achieved a 45% reduction in lead times for bulky appliances over 18 months through a transformative integration of stores, distribution centers, and technology, enabling next-day delivery for nearly 60% of the U.S. population and under-one-hour Express Delivery in many markets.

HD’s supply-chain revolution is now a dominant competitive moat, turning operational excellence into tangible sales momentum and customer satisfaction, directly fueling brand loyalty and market share gains.
The company’s ability to deliver appliances in under one hour across vast swaths of the U.S. sets a new industry benchmark and reinforces its leadership in home improvement logistics.
HD’s next-day delivery coverage for nearly 60% of the U.S. population demonstrates unmatched scale and speed, positioning it as the most agile retailer in the category.
The $750 million tariff refund is a powerful tailwind, significantly boosting earnings without requiring new investments or pricing changes.
Integration of stores, distribution, and tech into a seamless network proves HD’s execution capability, offering a replicable model for future innovation.

The Home Depot, Inc. (HD)[Tv]