Company

Home Depot

Type: public
Ticker: HD · NYSE
Market value: $400B

Home Depot is public, listed as HD on NYSE, in Real estate and housing.

What it sells: home improvement retail, pro supply, installation services.

In the language of this map it serves 3 solutions — Home improvement retail, Home renovation and Ageing-in-place home modifications — which between them relieve 4 human frictions.

Its neighbourhood

Everything this entry connects to directly. Click any point to follow it.

Sells

Home improvement retailHousehold formation
Home renovationMidlife
Ageing-in-place home modificationsRetirement

Human frictions it ultimately relieves

Reached through the solutions above, never directly.

Make the dwelling feel like a homeHousehold formation
The wealth is in the house and cannot be spentMidlife
The house has stairs and is far from the childrenRetirement
A fall can end independence in an afternoonDecline

Trends favouring it

Care moves homeCompounding now. Evidence is visible in company results and data.
Home electrification and the prosumer gridCompounding now. Evidence is visible in company results and data.
Multigenerational and co-living householdsCompounding now. Evidence is visible in company results and data.
The return of the tradesCompounding now. Evidence is visible in company results and data.

Trends pressuring it

Experiences over goodsAlready large; the question is how it resolves, not whether it happens.