CLAIM #29700 · The Home Depot Inc (HD) · 2025Q4 earnings call · Feb 24, 2026 · due Jan 31, 2027
“As Billy said, for 2026, you're likely to see ticket reflect that 3 percentage point increase in retail as we end our -- or really are essentially done with our price actions.”
Billy Bastek · EVP Merchandising
How to check this claim
Look at: Average ticket growth (price/ticket component of comparable sales), fiscal year 2026
It came true if: Full-year average ticket growth approximately 3% (between 2.0% and 4.0%), trending higher in early quarters and lower by year-end
Where: Company earnings releases and call commentary on comparable sales components (ticket vs. transactions), fiscal 2026 quarterly and full-year
In context
“larger suppliers and builders of those commercial properties are also happy to use SRS' commercial roofing capabilities. So the vision of being a point of contact for that Pro and cross-selling is really gaining momentum, which we're really, really happy about. Operator: Next question comes from the line of Steven Zaccone with Citi. Steven Zaccone: I wanted to follow up on the same-store sales outlook. First question just on how to think about ticket versus transactions within the outlook? Any cadence to be mindful of there? And then big ticket saw an inflection in '25. How do you see that performing in 2026? Just curious on the balance between replacement cycles and innovation versus large private project activity still being a drag. Richard McPhail: Great. So thank you for the question. As Billy said, for 2026, you're likely to see ticket reflect that 3 percentage point increase in retail as we end our -- or really are essentially done with our price actions. You'll see that on average through the year. It will be a little higher at the beginning of the year, a little lower at the end of the year than that 3%. And right now, our guidance assumes negative transactions offsetting that ticket. And Billy, maybe talk about big ticket. William Bastek: Yes. We were pleased with our big-ticket comp transactions, as I mentioned, transactions over $1,000, up 1.3% for the quarter, that's now multiple quarters where we've seen positive impact. The dynamic of that was a little bit different as Ted alluded to around kind of the maintenance and repair. So you think of plumbing and electrical and certainly our power business in the quarter, all drove significant gains as it relates to that performance. And that's a little bit of a change as we've seen in some”
Verify independently
SEC filings for HD ↗ · Claim quote is verbatim from the 2025Q4 earnings call.