Home Improvement Retailers Face Mixed Signals as Recovery Continues

The Home Depot reported fiscal Q2 2026 sales of $47.9 billion, up 5.7% year over year.

This represents a cautious recovery across the home improvement market, with comparable sales increasing by 1.7%, and U.S. comparable sales rising by 1.3%.

Lowe's, another major player in the sector, reported fiscal Q1 2026 sales of $20.9 billion, up just 0.2% year over year, with comparable sales declining by 1.7%

Tractor Supply Company and Floor & Decor Holdings also experienced growth, but their results were influenced by different factors.