The Home Depot, Inc. at Goldman Sachs Global Retailing Conference Transcript

Sep 15, 2026 / 02:00PM GMT
Release Date Price: $351.8
Kate McShane
Goldman Sachs International - Equity Analyst

My pleasure to introduce the members of the management team for Home Depot to moderate this fireside chat. Today we have with us Richard McPhail, Executive Vice President and CFO of Home Depot. And we have also with us Billy Bastek, Executive Vice President of Merchandising.

Questions & Answers

Kate McShane;Richard McPhail
Goldman Sachs International - Equity Analyst

I wondered if we could maybe start out. Obviously, we know very well the state of the housing environment. So I wondered if we could maybe talk to more of the areas of strength that you've seen in the context of a more difficult backdrop.

So during the second quarter, you experienced broad-based demand in 13 of your 16 merchandising categories pushing positive comps. Can you maybe talk about what you're seeing within those categories where the strength is coming from and how you position yourself to continue to take advantage of that over the long term if the macro backdrop stays the way it is?

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