Home Depot: Nobody's Moving, It's Home Improvement Time

  • Home Depot's CEO expressed tariff resiliency on the most recent earnings call, counter to what Walmart expressed. With 50% of products sourced from within the US, the company also aims to have no more than 10% exposure to any one country outside the US. Revenue streams are diverse, with about 30% in each of the major 3 segments Home Depot sells.