While some anticipated price hikes, Home Depot adopted a different strategy. The company emphasized its ability to avoid widespread price increases, thanks to its proactive supplier diversification. By sourcing from multiple countries,

Home Depot highlighted its supply chain diversification strategy during its earnings call, estimating "limited" tariff impact on the company.

Home Depot thrives with U.S.-focused sourcing and diverse revenue streams. Find out why I think the HD stock is a buy amid tariff resiliency.

It’s a tale of two retailers . Home Depot is leaning into tariffs by holding prices steady for customers. Meanwhile, Walmart said last week it will do the opposite and raise prices. That contrast tells you who’s playing offense and who’s playing defense.

HD faces near-term sales and EPS pressure. However, long-term growth plans and strong retail strategy keep investor sentiment cautiously optimistic.

President Trump's quarrel with Walmart didn’t change Home Depot’s calculus around prices, said its chief financial officer, and the company will continue to focus on its strategy to diversify its supply chain.

Q1 2025 Management View Ted Decker, Chair, President & CEO, highlighted that "Sales for the first quarter were $39.9 billion, up 9.4% from the same period last year. Comp sales declined 0.3% from the same period last year,