Homecenter Comparable Financial Data
Public Company Information and Financial Ratios
Homecenter Survey
December Trends Mixed; Maintain Flat 4Q25 Comps
Macro Building Products Forecasts
Residential Weakness Drives Downward Revisions
Homecenter Survey
Muted November Trends, Maintain Flat 4Q25 Comps
The Home Depot
Near-Term Outlook Pressured, But Pro Initiatives Will Pay Off
The Home Depot Financial Model
Lowe's Companies
Waiting on the World to Change
Lowe's Companies Financial Model
Lowe's Companies
3Q25 Comps Below Consensus; 2025 Guidance Lowered
The Home Depot
The Long and Winding Road to Comp Recovery
Comprehensive Homecenter Research Insights
Zelman’s Homecenter research integrates real-time retailer metrics, structural market analysis, and company-level evaluation to provide a holistic view of the home improvement retail sector.
The Homecenter Survey captures key indicators, including transaction trends, ticket size, category strength, inventory conditions, pro versus DIY mix, promotional intensity, and forward expectations from store-level contacts.
Thematic Reports expand this perspective by examining macro and behavioral drivers, such as housing turnover, discretionary spending patterns, repair-and-remodel cycles, outdoor living trends, and competitive positioning within big-box and specialty retail.
Company-Specific Reports deliver detailed financial modeling, merchandising analysis, strategic initiatives, and market-share assessments for major home center chains and related retailers.
Together, these research components offer a clear understanding of performance dynamics, risks, and opportunities across the evolving home improvement retail ecosystem.
How Zelman Homecenter Research Shapes Market Outcomes
Zelman’s Homecenter research helps manufacturers, retailers, distributors, and investors navigate shifting demand, category volatility, and competitive pressures. By blending survey-based insights with thematic analysis and company-specific evaluation, we provide the forward-looking context needed to assess performance, anticipate consumer behavior, and guide strategic decision-making in the home improvement retail market.