Impact ledger
The Home Depot, Inc. (HD)
54 events mapped to this ticker since 2026-06-12.
Event impact log
| Date | Event | Channel | Direction | Horizon | Impact |
|---|---|---|---|---|---|
| 2026-07-16 | Event | Higher interest rates increase mortgage costs, potentially slowing the housing market and reducing demand for home improvement projects. Consumer spending may also be curtailed due to economic uncertainty. | Bearish | 1-3m | 0.65 |
| 2026-07-16 | Event | Lower inflation and reduced rate hike expectations could lead to lower mortgage rates over time, potentially stimulating the housing market and consumer spending on home improvement, benefiting HD. | Bullish | 1-3m | 0.55 |
| 2026-07-14 | Event | Demand for home improvement products and consumer spending trends. | watch | 1-3m | 0.40 |
| 2026-07-13 | Event | Second-order effect: Weak consumer health signals from bank earnings could lead to reduced discretionary spending on home improvement, impacting HD's sales. | Bearish | 3-12m | 0.35 |
| 2026-07-11 | Event | Second-order effect: WD-40 products are often sold in home improvement stores. Increased sales for WD-40 could imply healthy traffic or purchasing trends in these retail channels, benefiting retailers. | watch | 1-3m | 0.20 |
| 2026-07-08 | Event | Higher interest rates increase mortgage costs, dampening housing market activity and reducing demand for home improvement projects. Persistent inflation erodes consumer discretionary spending. | Bearish | 3-12m | 0.65 |
| 2026-07-08 | Event | Persistent core inflation and higher interest rates could dampen consumer spending on home improvement projects, particularly larger discretionary ones, and cool the housing market. | Bearish | 3-12m | 0.60 |
| 2026-07-08 | Event | Stubborn core inflation and potential for higher interest rates could dampen consumer spending on home improvement projects and reduce housing market activity. | Bearish | 3-12m | 0.50 |
| 2026-07-07 | Event | Potential for a broader market correction if the IPO boom is indicative of a bubble, impacting consumer spending and housing market sentiment. | watch | 3-12m | 0.30 |
| 2026-07-03 | Event | Higher for longer interest rates can dampen consumer spending on big-ticket items and home improvement projects, especially if mortgage rates remain elevated. Weak jobs data further pressures consumer discretionary spending. | Bearish | 3-12m | 0.60 |
| 2026-07-03 | Event | Housing market sensitivity to economic slowdown and consumer confidence; discretionary home improvement spending. A cooling labor market and sticky inflation could reduce consumer willingness and ability to undertake large home improvement projects. | Bearish | 3-12m | 0.70 |
| 2026-07-03 | Event | A weakening job market and higher unemployment could lead to reduced consumer spending on home improvement projects, impacting sales of building materials and related services. | Bearish | 3-12m | 0.60 |
| 2026-06-30 | Event | Higher interest rates can cool the housing market and reduce consumer discretionary spending on home improvement projects. | Bearish | 3-12m | 0.60 |
| 2026-06-30 | Event | Higher interest rates can cool the housing market, reducing demand for home improvement projects. Persistent inflation also erodes consumer discretionary spending, impacting big-ticket purchases and DIY projects. | Bearish | 3-12m | 0.60 |
| 2026-06-30 | Event | Higher interest rates increase mortgage costs and reduce housing affordability, potentially slowing the housing market and demand for home improvement goods. Persistent inflation also erodes consumer purchasing power. | Bearish | 3-12m | 0.60 |
| 2026-06-26 | Event | Higher inflation and interest rates can dampen consumer spending on discretionary home improvement projects and reduce housing market activity, impacting sales. | Bearish | 3-12m | 0.60 |
| 2026-06-26 | Event | Higher interest rates, resulting from persistent inflation and delayed rate cuts, can dampen consumer spending on big-ticket items and home improvement projects due to increased borrowing costs and reduced disposable income. | Bearish | 3-12m | 0.60 |
| 2026-06-26 | Event | Persistent high inflation, especially in energy, erodes consumer purchasing power. This could lead to reduced discretionary spending on home improvement projects, impacting sales volumes and potentially margins if input costs remain high. | Bearish | 1-3m | 0.50 |
| 2026-06-25 | Event | Indirectly, a resilient banking sector contributes to overall economic stability and consumer confidence. This could support consumer spending on home improvement, benefiting retailers like Home Depot. | Bullish | 3-12m | 0.20 |
| 2026-06-23 | Event | New order intake for shipbuilding division, contributing to backlog and revenue visibility. | Bullish | 1-3m | 0.40 |
| 2026-06-22 | Event | Potential competitive landscape shift in the building materials and installation services market if the merger proceeds, affecting demand for their products or services. | watch | 3-12m | 0.30 |
| 2026-06-21 | Event | Higher interest rates increase the cost of mortgages and home equity lines of credit, potentially cooling the housing market and reducing consumer spending on home improvement projects. This could lead to lower sales volumes. | Bearish | 3-12m | 0.60 |
| 2026-06-20 | Event | Higher interest rates increase mortgage costs, potentially slowing the housing market and reducing demand for home improvement projects. Consumer spending on discretionary items may also decrease. | Bearish | 3-12m | 0.60 |
| 2026-06-20 | Event | A strengthening housing market and increased homebuilding activity, as signaled by Berkshire's acquisition, would likely lead to higher demand for home improvement products and services. | Bullish | 3-12m | 0.40 |
| 2026-06-18 | Event | Higher interest rates increase borrowing costs for consumers (e.g., mortgages, home equity loans), potentially dampening demand for home improvement projects and big-ticket items. | Bearish | 3-12m | 0.60 |
| 2026-06-18 | Event | Higher interest rates increase mortgage costs, potentially cooling the housing market and reducing consumer spending on home improvement projects. Reduced disposable income due to higher borrowing costs for other consumer loans could also impact sales. | Bearish | 3-12m | 0.65 |
| 2026-06-18 | Event | Higher interest rates can cool the housing market, reducing demand for home improvement goods. Increased cost of financing for consumers. | Bearish | 3-12m | 0.50 |
| 2026-06-17 | Event | Rising interest rates can cool the housing market by increasing mortgage costs, potentially reducing demand for home improvement projects. High inflation could also squeeze consumer discretionary spending. | Bearish | 3-12m | 0.50 |
| 2026-06-17 | Event | Consumer discretionary spending, housing market sensitivity, interest rates on mortgages | Bearish | 3-12m | 0.55 |
| 2026-06-17 | Event | Higher interest rates can cool the housing market by increasing mortgage costs, potentially reducing demand for home improvement goods. Consumer spending might also be impacted by economic uncertainty. | Bearish | 3-12m | 0.50 |
| 2026-06-16 | Event | Potential changes in competitive landscape for building materials and installation services. QXO's increased scale could alter pricing or service offerings. | watch | 3-12m | 0.30 |
| 2026-06-16 | Event | Higher interest rates can cool the housing market and reduce consumer discretionary spending on home improvement projects. | Bearish | 3-12m | 0.50 |
| 2026-06-15 | Event | Higher interest rates can cool the housing market and reduce consumer spending on home improvement projects, impacting sales. Increased borrowing costs for the company could also be a factor. | Bearish | 3-12m | 0.60 |
| 2026-06-15 | Event | Sustained high interest rates can cool the housing market by increasing mortgage costs, which could reduce demand for home improvement projects and related retail sales. | Bearish | 3-12m | 0.50 |
| 2026-06-15 | Event | Higher interest rates can cool the housing market, reducing demand for home improvement projects. Reduced consumer discretionary spending due to inflation and tighter monetary policy. | Bearish | 3-12m | 0.60 |
| 2026-06-12 | Event | Higher short-term rates can translate to higher mortgage rates and reduced consumer discretionary spending on home improvement projects, particularly for larger, financed projects. | Bearish | 3-12m | 0.50 |
| 2026-06-12 | Event | A low unemployment rate generally supports consumer confidence and disposable income, which can drive home improvement spending. However, if the tight labor market leads to sustained higher interest rates, it could cool the housing market, potentially dampening demand for large-ticket home improveme | mixed | 3-12m | 0.50 |
| 2026-06-12 | Event | Consumer spending on home improvement, influenced by mortgage rates and consumer credit costs. A stable DFF at 3.62% suggests mortgage rates might also be stable, which could support housing market activity and big-ticket home improvement projects, but could also reflect a slower housing market. | watch | 3-12m | 0.50 |
| 2026-06-12 | Event | Higher mortgage rates and increased cost of consumer credit can dampen housing market activity and consumer spending on home improvement projects. | Bearish | 3-12m | 0.50 |
| 2026-06-12 | Event | A tight labor market and sustained economic growth could support consumer spending on home improvement. However, if higher interest rates lead to a slowdown in the housing market or increased mortgage costs, it could negatively impact demand for big-ticket items. | watch | 3-12m | 0.50 |
This ledger is regenerated from Market Ontology's public event pipeline. For live alerts on new assumption changes for HD, start a trial or view the HD entity page.