Home Depot (HD) shares are down 10% so far in 2026, as investors worry that inflation is leading consumers to spend less and delay home renovation projects. Revenue growth recovered to just under 6% in the latest quarter, and the stock trades at 21 times trailing earnings, below the S&P 500 average of 23. The author argues that home repair needs are hard to postpone for long, so a recovery is likely, and points to a dividend yield of about 3% and 158 consecutive quarterly dividends. The author does not predict the results for the third quarter, which are due on Nov. 17.
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