CLAIM #29701 · The Home Depot Inc (HD) · 2025Q4 earnings call · Feb 24, 2026 · due Jan 31, 2027
“And that's a little bit of a change as we've seen in some of the areas around appliances where it's a little more duress related at this point in time. But a similar composition, as I mentioned for the last quarter, and we look to see a very similar performance in 2026.”
Billy Bastek · EVP Merchandising
How to check this claim
Look at: Big-ticket comp transactions (transactions over $1,000), quarterly year-over-year growth
It came true if: Big-ticket comp transaction growth positive (>0%) in quarters throughout fiscal 2026, similar to the ~1.3% pace cited
Where: Company earnings call commentary / investor presentation on big-ticket transactions (HD quarterly earnings release and call)
In context
“-- 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 of the areas around appliances where it's a little more duress related at this point in time. But a similar composition, as I mentioned for the last quarter, and we look to see a very similar performance in 2026. Steven Zaccone: Okay, great. Then the follow-up I had is just I'm also looking at 2 feet of snow out my window, as Zach mentioned. Should we expect any differences like first quarter comps versus second quarter? Just being mindful of the fact has snow caused any sort of disruption? And then also, where we've had this prolonged winter, can that sometimes lead to a later start to spring in certain markets? Edward Decker: All of the above, Steven. I would say, again, as Richard said, we're looking for back half comps to be stronger than the first half, and that's really more of a normalized -- we don't plan for storms, but in the normal case, there are storms in your base. The timing of spring, you're right, when you have a really rough winter in the north, you get a lot of landscape damage”
Verify independently
SEC filings for HD ↗ · Claim quote is verbatim from the 2025Q4 earnings call.