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The Home Depot, Inc.
HDleaderThe Home Depot is the world's largest home improvement retailer, operating approximately 2,300 stores across North America. It serves both do-it-yourself consumers and professional contractors.
产品与营收
产品营收占比
营收构成 ($157.4B)
静态数据（加载实时财务…）
U.S. Stores (92%)
Canada (5%)
Mexico (3%)
业务板块构成与主要客户
产品详情
Building Materials & Décor35%
Lumber, flooring, paint, lighting, and kitchen/bath products
Hardlines30%
Hardware, tools, plumbing, and electrical products
Appliances & Garden20%
Major appliances, outdoor living, and garden products
Pro & Services15%
Professional contractor sales, tool rental, and installation services
供应链关系
宏观与市场背景
소비재 (경기민감)行业新闻
프리미엄 vs 가성비 양극화 — 고소득 소비 견조, 중간층 압박 심화
미국 소매판매 증감 (MoM)
+0.4%
소비자신뢰지수 (Conference)
98.3
명품 시장 성장률 (글로벌)
+6% YoY
전자상거래 침투율
22%
近期催化剂
◆Amazon·Tesla Q1 실적 (2026.04~05)◆중국 5.4월 소매판매 데이터◆미국 4월 CPI·PCE 발표
机构信号
| 机构 | 操作 | 价值 | 季度 | 申报日期 |
|---|---|---|---|---|
| BlackRock | accumulating | $766M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $317M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $360M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $24M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $49M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $521M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $233M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $8.7B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $7.5B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $623M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $754M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $387M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $782M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $9M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $2.7B | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $91M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $17M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $64M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $71M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $16M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $478K | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $545M | 2024.06 | 2024-08-13↑ |
| Vanguard Group | accumulating | $638M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $747M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $2.0B | 2025.12 | 2026-01-29↑ |
| Vanguard Group | reducing | $1K | 2025.12 | 2026-01-29↓ |
| Vanguard Group | accumulating | $30.8B | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $3M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $161M | 2025.12 | 2026-01-29↑ |
| State Street | accumulating | $16.1B | 2025.12 | 2026-02-13↑ |
| Wellington Management | accumulating | $3.3B | 2025.12 | 2026-02-17↑ |
| Wellington Management | reducing | $33M | 2025.12 | 2026-02-17↓ |
| Wellington Management | reducing | $13M | 2025.12 | 2026-02-17↓ |
| Wellington Management | reducing | $66M | 2025.12 | 2026-02-17↓ |
| Wellington Management | reducing | $21M | 2025.12 | 2026-02-17↓ |
| Wellington Management | reducing | $23M | 2025.12 | 2026-02-17↓ |
| Wellington Management | accumulating | $113M | 2025.12 | 2026-02-17↑ |
| Wellington Management | reducing | $12M | 2025.12 | 2026-02-17↓ |
| Wellington Management | accumulating | $96M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $2.1B | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $658M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $623M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $17M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $218M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | reducing | $8M | 2025.12 | 2026-02-17↓ |
| FMR (Fidelity) | reducing | $0K | 2025.12 | 2026-02-17↓ |
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企业信息
行业概况 — 소비재 (경기민감)
行业新闻프리미엄 vs 가성비 양극화 — 고소득 소비 견조, 중간층 압박 심화
미국 소매판매 증감 (MoM)
+0.4%
소비자신뢰지수 (Conference)
98.3
명품 시장 성장률 (글로벌)
+6% YoY
전자상거래 침투율
22%
核心主题
- •소비 양극화 — Amazon/LVMH 프리미엄 수요 vs Dollar General 가성비
- •AI 개인화 추천 → 전환율 개선 — AMZN·JD 수혜
- •중국 소비 회복 기대감 — LVMH·RMS 매출 반등 베팅
近期催化剂
- ◆Amazon·Tesla Q1 실적 (2026.04~05)
- ◆중국 5.4월 소매판매 데이터