With the overall new construction market, as well as big DIY projects still stalled, the two largest national chains are prioritizing the professional contractor sector.
In reporting their most recent quarterly results—which together point to continuing tough conditions in the building trade—both Depot and Lowe’s said they see their pro sectors continuing to expand and drive their overall business.
“We are encouraged by the traction we see with the pro,” said Depot CEO Ted Decker. “Pros who are utilizing our Pro ecosystem of capabilities are spending more with us.”
It was a similar story at Lowe’s, which still trails its larger competitor in overall revenue but has lately outperformed it in several key areas. “We are building on our momentum by expanding our Pro sales force, which allows us to reach new customers while also growing share of wallet with existing Pros,” said Joseph McFarland, executive vice president of stores for Lowe’s.
In the fourth quarter of 2025, Lowe’s US comps outpaced those of Home Depot for the second straight time and Bill Boltz, executive vice president of merchandising, said the company scored positive comps in nine of its 14 merchandising divisions.
“Rough plumbing was a standout, with continued strength in water heaters, water treatment and HVAC, along with strength in other Pro-focused areas within our plumbing assortments,” he added.
Home Depot saw 8 of 16 merchandising departments hitting positive comps, including power, electrical, storage, indoor garden, hardware, plumbing, bath and kitchen.
“We were pleased with the performance we saw in categories such as power, plumbing and electrical; however, larger discretionary projects remain under pressure,” Depot’s Billy Bastek, executive vice president of merchandising, added.
“As the housing market continues to struggle throughout 2026, we’re likely to see big retailers continue to step up their efforts to sell the pro builder.”
