Home Depot’s Digital Strategy Gains Traction Amid Competitive Pressures
Home Depot's digital transformation is yielding measurable results, with online comparable sales surging 12% in Q2 2025—a stark contrast to its modest 1% overall comps growth. The home improvement retailer's machine learning-powered logistics and 'buy it again' features are proving effective against delivery-focused competitors.
Investors responded positively to the earnings disclosure, nudging HD shares slightly upward during Tuesday trading. The 12-point gap between digital and total comps underscores how e-commerce is driving performance while brick-and-mortar stagnates.