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Market share gains and competitive positioning

33 statements on the record across 4 companies, ordered by how much each has said. Every quote is verbatim from its call.

THE FIFTEEN-SECOND READ

Large-format retailers broadly claim they are gaining or well positioned to gain market share, though the basis and confidence differ. COST frames itself as its own biggest competitor while still expecting share growth in fiscal 2026 through value [m3121, m3134, m3221, m3393]. HD has the most consistent and escalating share narrative, moving from repeated intent statements since November 2024 to explicit share gains across SRS verticals by May 2025, reaffirmed in November 2025, and tied directly to its value proposition by February 2026 [m3658, m3733, m3285, m3343]. LOW's share claim remains more conditional, initially tied to a DIY market inflection with acknowledged timing uncertainty, though by February 2025 and after Ellison broadened the claim to outperforming regardless of market conditions [m3252, m3235, m3527, m3529]. TGT shows the most granular, category-level share tracking, citing competitor closures as opportunity in March 2025, mixed results across 35 categories in May 2025, and gains across the significant majority of divisions and income brackets by May 2026 [m3303, m3675, m3478].

HD13TGT10LOW6COST4
HD13 statements

Since November 2024, CFO Richard McPhail has repeatedly stated Home Depot believes it will grow market share in any environment by strengthening its competitive position and customer experience. [m3658, m3440, m3726, m3163, m3282, m3363] In May 2025 CEO Ted Decker said Home Depot exceeded expectations and believed it was taking share in each of SRS's three verticals, promising more detail at the December investor conference. [m3733, m3730] By November 2025, Decker reaffirmed the team was executing at a high level and taking share, framing share gain as the company's fundamental job in any environment. [m3285, m3172, m3291] In February 2026, Decker stated Home Depot is now growing market share via its value proposition and is uniquely positioned to grow share of wallet with customers. [m3343, m3344]

Show the 13 verbatim statements
#m3658 · 2024-11-12 · Richard McPhail · STATED

We believe that we will grow market share in any environment. We are continuing to invest to strengthen our competitive position with our customers and leverage our scale and low cost position to drive growth faster than the market and deliver shareholder value.

#m3440 · 2025-02-25 · Richard McPhail · STATED

We believe that we will grow market share in any environment by strengthening our competitive position with our customers delivering the best customer experience and home improvement.

#m3733 · 2025-05-20 · Ted Decker · STATED

If you just look at their growth by the three verticals they operate in, we exceeded our expectation. We believe they're taking share in each of those three verticals.

#m3730 · 2025-05-20 · Ted Decker · STATED · by December investor conference

That would absolutely be the outside case where we're taking more share, Michael, and that's exactly what we hope to do. We'll talk more about that in December at our investor conference.

#m3726 · 2025-05-20 · Richard McPhail · STATED

We believe that we will grow market share in any environment by strengthening our competitive position with our customers and delivering the best customer experience and home improvement.

#m3285 · 2025-11-18 · Edward Decker · STATED

I think the good news is the team, as I said, is executing at a very high level, and we believe we're taking share.

#m3163 · 2025-11-18 · Richard McPhail · STATED

We believe that we will grow market share in any environment by strengthening our competitive position with our customers and delivering the best customer experience in home improvement.

#m3172 · 2025-11-18 · Edward Decker · STATED

But fundamentally, our job is to put great value propositions in front of the customer and take share in any environment. So can The Home Depot grow? The answer is yes.

#m3282 · 2025-11-18 · Richard McPhail · STATED

We believe that we will grow market share in any environment by strengthening our competitive position with our customers and delivering the best customer experience in home improvement.

#m3291 · 2025-11-18 · Edward Decker · STATED

But fundamentally, our job is to put great value propositions in front of the customer and take share in any environment. So can The Home Depot grow? The answer is yes. Will the industry have some shorter-term pressures with turnover in home price? Yes, as well.

#m3343 · 2026-02-24 · Edward Decker · STATED

we are growing market share by delivering the best value proposition in home improvement.

#m3344 · 2026-02-24 · Edward Decker · STATED

we are uniquely positioned to grow share of wallet with all our customers.

#m3363 · 2026-02-24 · Richard McPhail · STATED

We believe that we will grow market share in any environment by strengthening our competitive position with our customers and delivering the best customer experience in home improvement.

TGT10 statements

Cornell framed Target's differentiation in style, price, convenience and shopping experience as the foundation of its competitive position. [m3562, m3561] By March 2025, Cornell and Fiddelke pointed to competitor store closures and industry fallout as share opportunities, citing gains already achieved in Beauty, Apparel, Home, and areas of Hardlines. [m3303, m3341, m3310, m3305] In May 2025, Gomez reported holding or gaining share in 15 of 35 tracked categories over the trailing three months, with strength in apparel, seasonal, books, and produce and floral, and said newness at strong price points would continue to be leaned into. [m3675, m3676] By May 2026, Lee reported share gained or held in the significant majority of divisions and across income brackets, while Fiddelke pointed to Target's differentiated brand and business model as positioning it to keep gaining relevance with guests. [m3478, m3485]

Show the 10 verbatim statements
#m3562 · 2024-08-21 · Brian Cornell · STATED

We are a style leader. We're known for celebrating seasonal moments and we offer reliability on everyday wants and needs.

#m3561 · 2024-08-21 · Brian Cornell · STATED

The recent Target is so unique, and why we've developed such a special bond with consumers is because we offer something different than everyone else in the marketplace. We offer great prices, convenience, compelling promotions and a great shopping experience.

#m3303 · 2025-03-04 · Brian Cornell · STATED

We believe the answer to those questions lie in the distinct role Target plays in consumers' lives. We're not like other retailers, which is precisely what consumers have told us they value about Target.

#m3341 · 2025-03-04 · Brian Cornell · STATED

We think in a world where there is going to be further fallout in retail, it seems like almost every couple of weeks, we see one of our competitors saying they're closing stores, they're rationalizing their portfolio. Those are all share opportunities for us.

#m3310 · 2025-03-04 · Michael Fiddelke · STATED

So what does that tell us? There's a lot of market share up for grabs, and we're well positioned to continue to grow our share of the pie on the strength of a strategy that's uniquely ours.

#m3305 · 2025-03-04 · Brian Cornell · STATED

We had an outstanding year in Beauty. We saw nearly 7% sales growth and share gains. Apparel too grew share over the last 3 quarters. And over the holiday season, we gained share in Home and areas of Hardlines like books and toys.

#m3676 · 2025-05-21 · Rick Gomez · STATED

It also showed that newness in style at irresistible price points can drive demand in otherwise soft discretionary categories. This is something we'll continue to lean into going forward.

#m3675 · 2025-05-21 · Rick Gomez · STATED · by trailing three months

We held or gained share in 15 of those 35 over the trailing three months, with strong gains in apparel categories like women's swimwear, performance, and toddler, as well as gains in seasonal merchandise, books, and produce and floral.

#m3478 · 2026-05-20 · James Lee · STATED

we gained or held share in the significant majority of our divisions in the quarter and across income brackets as well.

#m3485 · 2026-05-20 · Michael Fiddelke · STATED

We have a differentiated brand, a unique combination of design, style, convenience and value and a business model that positions us to continue gaining relevance with guests over time.

LOW6 statements

Ellison stated Lowe's is positioned to take overall home improvement market share once the DIY market inflects, citing strength in Pro and online. [m3252] Ellison acknowledged the recovery timing is uncertain and that determining share gains or losses by DIY versus Pro category is difficult, but expressed confidence in being ready when the market inflects. [m3235, m3251] By February 2025, Sink and Ellison strengthened this stance, tying share gains to the updated Total Home strategy and productivity focus, still positioned to capture share when the market inflects. [m3527, m3505] Ellison further stated Lowe's believes it can outperform the market regardless of what the market gives, broadening the claim beyond waiting for an inflection. [m3529]

Show the 6 verbatim statements
#m3252 · 2024-08-20 · Marvin Ellison · STATED

So, we believe that when the DIY market inflect at some point in the future, we're in a perfect position to take overall market share in home improvement because of the strength we're seeing in Pro and online.

#m3235 · 2024-08-20 · Marvin Ellison · STATED

Although we are unable to call the date for the recovery in home improvement, we are confident that we'll be in a strong position to take share when the market begins to inflect.

#m3251 · 2024-08-20 · Marvin Ellison · STATED

I think what's difficult for us to determine in home improvement is where you're actually losing or gaining share specifically in the categories of DIY and Pro.

#m3527 · 2025-02-26 · Brandon Sink · STATED

We are confident that the new initiatives we laid out as part of our updated total home strategy will enable us to grow faster than the market and take share.

#m3505 · 2025-02-26 · Marvin Ellison · STATED

Together, our Total Home strategy coupled with our disciplined focus on productivity ensure that we are well-positioned to capitalize on the home improvement recovery and take share when the market inflects.

#m3529 · 2025-02-26 · Marvin Ellison · STATED

irrespective of what the market gives us, we believe we have the initiatives, the agility, and the strategic plan to outperform it.

COST4 statements

Millerchip stated Costco is generally growing share across most categories based on available data. [m3121] Millerchip framed Costco as its own biggest competitor, a view reiterated three months later. [m3134, m3221] Vachris said Costco remains confident it can grow market share in fiscal year 2026 despite macro uncertainty, by continuing to deliver high-quality items at the best value. [m3393]

Show the 4 verbatim statements
#m3121 · 2024-12-12 · Gary Millerchip · STATED

The data that we do see would tend to suggest that we're growing our share across most of the categories that I mentioned.

#m3134 · 2024-12-12 · Gary Millerchip · STATED

I think, you know, I think we're generally our own biggest competitor, honestly. That's generally how we approach the business.

#m3221 · 2025-03-06 · Gary Millerchip · STATED

We really tend to view ourselves as our own biggest competitor.

#m3393 · 2025-09-25 · Ron Vachris · STATED · by fiscal year 2026

As we look ahead to fiscal year 2026, despite the current macroeconomic uncertainty, we remain confident in our ability to grow market share by continuing to deliver exciting, high-quality items at the best value for our members.

OPEN is an unresolved commitment on the clock; STATED is on the record without a checkable bar and is never counted or scored. Method: methodology.