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So Bad They Nuked Their IR Site: Recapping Home Depot's 3Q

Consensus Media's avatar
Consensus Media
Nov 18, 2025
∙ Paid

The irony is rich - all of Home Depot’s website is up and working except for their investor relations hub as a result of Cloudflare issues:

We teased that Home Depot would struggle to say anything positive about housing, and they had nothing positive to say about housing. Here are the actuals vs. Consensus expectations (noting that HD added revenue from the GMS deal, reflected in the revenue guidance to the tune of $2B):

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