Home Depot Supply Chain Push Aims for Efficiency Amid Sector Slump

Home Depot is bolstering its supply chain infrastructure with a focus on efficiency and expanded coverage. The company's efforts aim to reach nearly 60% of the U.S. population with its logistical capabilities. In the second quarter of fiscal 2026, more than 65% of in-stock parcel deliveries met their targets, indicating progress in operational execution. Total inventory for the first half of fiscal 2026 saw a modest increase of 0.7%, reaching $1.1 billion, a move that reflects ongoing work on capital and inventory optimization.

These supply chain enhancements are occurring against a backdrop of sector-wide challenges. Home Depot shares have declined 23.5% in the past year, though this performance outpaced the broader industry's 29.4% decrease. Roughly 55% of stocked big-and-bulky deliveries are now handled by the expanded network, and the company has noted a 45% decline in these specific product costs within the United States.