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503 companies monitored
12,842 documents processed
97% source coverage
Last updated May 19, 2026 9:35 AM ET

The Home Depot, Inc. (HD)

Home improvement retail, professional contractor supply, and building products distribution.

NYSE·Consumer Discretionary·Home Improvement Retail·Market cap $345B·Next earnings Aug 18, 2026
Medium confidence · 74
Price
$344.02
-0.6 %
5D -1.4% · 20D -3.3%
Overall Sentiment
46
-4.3 pts
29th percentile vs SPY · z-score -0.9
Sentiment Momentum
33
-6.1 pts
Professional customer share and supply-chain normalization
Risk Language
64
+6.6 pts
Housing turnover weakness and big-ticket demand
News Volume
63
+5.0 pts
Abnormal volume score 55
Narrative Shift
58
-5.0 pts
Primary topic: Consumer demand weakness
Price-NLP Divergence
38
-2.9 pts
Highlights where language and price action moved in different directions.

What Changed?

Data window 5D · 3 evidence documents

Medium confidence · 74
Current narrative

HD sentiment weakened over the last five sessions as source language around professional customer share and supply-chain normalization was offset by risk-language acceleration.

Previous narrative

The prior baseline was less differentiated, with lower topic momentum and fewer high-importance documents tied to consumer demand weakness.

Positive drivers

Professional customer share and supply-chain normalization

Negative drivers

Housing turnover weakness and big-ticket demand

Emerging topics

Margin pressure, Consumer demand weakness, Interest rates

Contradictory signals

Source agreement is generally aligned with price and topic momentum.

Signal Time Series
Selectable overlays with source-backed confidence context

Topic Drivers

Topic-level sentiment, momentum, intensity percentile, risk level, source count, summary, and top source.

TopicCategorySentimentMomentumIntensityRiskSourcesSummaryTop source
Margin pressureFinancial Performance327786th pctRisk 78112Margin-risk language accelerated in consumer discretionary and autos, with sources citing pricing actions, promotions, and weaker mix.src-TSLA-1
Consumer demand weaknessRisk Theme367484th pctRisk 78105Consumer demand weakness is concentrated in discretionary baskets, apparel, quick-service traffic, and housing-linked categories.src-NKE-1
Interest ratesRisk Theme455768th pctRisk 5675Rate language is mixed, helping bank income debates while pressuring real estate, utilities financing, and discretionary affordability.src-BAC-1
Credit stressRisk Theme387078th pctRisk 7869Credit stress language is rising from a low base, concentrated in banks, consumer credit, and rate-sensitive real estate.src-JPM-1
Supply chain normalizationBusiness Momentum654555th pctRisk 3446Supply chain normalization continues to support industrial margin and inventory language, although aerospace bottlenecks remain company-specific.src-GE-1
Pricing actions and auto marginsFinancial Performance288292th pctRisk 7831Margin and pricing language accelerated sharply after earnings, with moderate source dispersion across analyst notes and high-reliability news.src-TSLA-1
Demand weakness and promotional intensityFinancial Performance307988th pctRisk 7821Weak demand and promotional language expanded after channel checks, with uncertainty around timing of product-cycle recovery.src-NKE-1

Source Evidence

Select any source to inspect summary, excerpt, metadata, reliability, and NLP contribution.

PublishedSource typePublisherTitleSentimentRiskTopicsImportanceNoveltyReliabilityNLP contribution
May 18, 11:40 AMEarnings TranscriptCompany Earnings CallThe Home Depot, Inc.: language monitor flags consumer demand weakness as primary driver42Risk 62Consumer demand weakness, Professional customer share6648High-0.6
May 18, 7:40 AMAlternative DataWeb Traffic PanelHD evidence update: Housing turnover weakness and big-ticket demand46Risk 70Consumer demand weakness, Professional customer share6351High-14.6
May 18, 3:40 AMNewsDow Jones NewswiresHD cross-source read-through for Home Improvement Retail50Risk 62Consumer demand weakness, Professional customer share6054Medium-0.6

Event Timeline

Narrative changes around earnings, filings, regulatory events, product updates, and market catalysts.

No event markers in this data window.
Peer Signal Comparison
Company versus sector peers on sentiment, risk, and confidence

Peer Table

Sector average sentiment 48 · SPY average sentiment 60

TickerSentiment5D changeRiskNews volumePrimary topicRegulatory riskConfidence
AMZN75+5.7 ptsRisk 4776Cloud demandBaselineHigh confidence · 85
TSLA33-12.4 ptsRisk 8195Margin pressureElevatedMedium confidence · 72
HD46-4.3 ptsRisk 6463Consumer demand weaknessBaselineMedium confidence · 74
NKE35-10.2 ptsRisk 7674Consumer demand weaknessBaselineMedium confidence · 70
MCD52-2.1 ptsRisk 5860Consumer demand weaknessBaselineMedium confidence · 73

Active Alerts

Ticker-specific alert feed with source count, driver, suggested workflow, status, and confidence.

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