The Home Depot: The Pro Builder’s Choice

Sector

ConsumerRetailHome-Builders

Background

Sean Stannard-Stockton is the CEO of Ensemble Capital. We cover Home Depot's customer acquisition strategy, the difference between DIY builders and Pros, and what drove their decision to stop growing its store count.

Cover

Date

November 2, 2022

Episode Number

Transcript

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Introduction

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HD's Customer Strategy and How It's Different

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Store Footprint and Sources of Revenue Growth

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Supply Chain Dynamics and the Impact of COVID

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What a Recession Looks Like and Other Risks