Home improvement demand tests the retail recovery race
- The Home Depot (NYSE:HD) reported fiscal Q2 2026 sales of $47.9 billion, up 5.7%, as comparable sales increased 1.7%.
- Lowe’s, Tractor Supply, Floor & Decor and Williams-Sonoma are facing similar consumer spending pressures across home projects, repairs and discretionary purchases.
- The sector outlook depends on housing activity, interest rates, consumer confidence and whether delayed renovation demand returns.










