Home Depot's management now emphasizes faster delivery rather than the global sourcing strategy it highlighted in 2025. On the August 18, 2026 call it announced the nationwide launch of Express Delivery, with arrival in 3 hours or less for tens of thousands of products, and said U.S. delivery lead times were cut by about 45% over 18 months. Digital sales rose 11% in the quarter ended August 2, 2026, versus 5.7% growth in total revenue, marking a fifth straight quarter of double-digit digital growth. Tariff refunds of $730 million helped lift gross margin to 33.7% from 33.4% a year earlier, as the refunds added about 145 basis points before higher costs took back about 60 of them. Based on management's own figures, the margin would have dropped below the prior-year level without the refunds, and management reaffirmed a full-year gross margin projection of about 33.1% while saying fuel, energy and input costs will fully offset the tariff benefits.
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Related tickers and likely impact
SPY
• NeutralSPDR S&P 500 ETF
Relevance: low
| Market | US stocks |
|---|---|
| Sector | ETF |
| Close on 10/19/2026 | 766.48 |
| Change that session | +0.42% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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