{"slug":"home-depot","name":"홈디포","name_en":"The Home Depot, Inc.","ticker":"HD","updated_at":"2026-09-24T11:12:48.264414+00:00","canonical":"https://valuechain.wiki/home-depot","citable":"밸류체인 그래프 기준 홈디포의 직접 연결 기업은 5곳(관계 기준 공급 5·매출 0)이고, 사슬을 2차까지 넓히면 8곳에 닿는다. 링크의 근거 출처는 11건이며 그중 1차공시가 4건이다 (valuechain.wiki, 2026-09-24 기준).","citable_en":"Per the valuechain.wiki graph, The Home Depot, Inc. is directly linked to 5 companies (5 supply, 0 revenue relationships) and reaches 8 companies within two hops; the links are backed by 11 dated sources, 4 of them primary filings (as of 2026-09-24).","kicker":"주택개량 유통 선두","kicker_en":"Home improvement retail leader","lead":"홈디포는 DIY 소비자와 전문 시공 고객에게 주택개량 제품, 건축자재와 관련 서비스를 판매한다. 상품 조달에서는 마스코와 스탠리 블랙앤데커 같은 대형 제조사에 의존하며, GMS 인수로 전문 건축자재 유통망을 넓혔다.","lead_en":"Home Depot sells home improvement products, building materials and related services to DIY consumers and professional contractors. It sources merchandise from major manufacturers including Masco and Stanley Black & Decker, while the GMS acquisition expanded its specialty building-products distribution network.","categories":[{"key":"home-improvement-furnishings-retail","ko":"주택개선·홈퍼니싱 소매","en":"Home Improvement & Furnishings Retail","theme":"consumer-commerce","theme_ko":"소비 브랜드·유통","theme_en":"Consumer Brands & Commerce","theme_kind":"sector","primary":true}],"segments":{"parts":[{"name":"건축자재","note":"FY2025 524억 3,900만 달러"},{"name":"장식재","note":"FY2025 516억 7,900만 달러"},{"name":"하드라인","note":"FY2025 478억 4,800만 달러"},{"name":"SRS·GMS 등 기타","note":"FY2025 127억 1,700만 달러"}],"total":"2026-02-01 종료 회계연도 총매출 1,646억 8,300만 달러 (배치 표기 FY2026, SEC XBRL)","track":"C"},"segments_en":{"parts":[{"name":"Building Materials","note":"US$52.439 billion in FY2025"},{"name":"Décor","note":"US$51.679 billion in FY2025"},{"name":"Hardlines","note":"US$47.848 billion in FY2025"},{"name":"Other, including SRS and GMS","note":"US$12.717 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It remained weak at -9.3% in 2025 and -4.7% in 2026. Its demand and supply links are known, but listed-counterparty return data is limited. It sources merchandise from major manufacturers including Masco and Stanley Black & Decker, while the GMS acquisition expanded its specialty building-products distribution network.","analysis_asof":"2026-09-04"},"edges":[{"direction":"investment","counterparty":"GMS Inc.","counterparty_slug":null,"confidence":"high","metric":{"type":"contract_value","unit":"USD","as_of":"2025-09-04","basis":"순부채를 포함한 GMS 인수 기업가치","value":5500000000,"period":"acquisition_completed_2025-09-04","basis_en":"Enterprise value of the GMS acquisition, including net debt","qualifier":null},"note":"홈디포는 자회사 SRS Distribution을 통해 2025년 9월 GMS를 인수했다. 이 거래는 건식벽체, 천장재와 철골 프레이밍을 포함하는 전문 건축자재 유통 역량을 확대했다.","note_en":"Home Depot acquired GMS through its SRS Distribution subsidiary in September 2025. The transaction expanded its specialty distribution capabilities in wallboard, ceilings, steel framing and complementary building products.","sources":[{"stance":"confirms","publisher":"홈디포","publisher_en":"The Home Depot","kind":"ir","lang":"en","published_at":"2025-09-04","url":"https://corporate.homedepot.com/news/company/home-depot-and-its-subsidiary-srs-distribution-complete-acquisition-gms","title":"홈디포와 자회사 SRS Distribution, GMS 인수 완료","title_en":"The Home Depot and its Subsidiary SRS Distribution Complete Acquisition of GMS","excerpt":"홈디포는 순부채를 포함한 약 55억 달러의 기업가치로 GMS 인수를 완료했다고 발표했다.","excerpt_en":"The Home Depot announced that it has completed the acquisition of GMS Inc."}]},{"direction":"cost","counterparty":"마스코","counterparty_slug":"masco","confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2026-02-10","basis":"마스코가 공시한 Home Depot향 순매출로 본 조달 관계 규모","value":2900000000,"period":"FY2025","basis_en":"Scale of the procurement relationship measured by Masco-reported net sales to Home Depot","qualifier":"counterparty_reported_sales"},"note":"홈디포는 마스코에서 Behr 페인트와 Delta 수전 등 주택개량 제품을 조달한다. 마스코가 공시한 2025년 Home Depot향 순매출은 29억 달러이며, 이는 홈디포의 상대별 조달 규모를 보여주는 공급사 기준 수치다.","note_en":"Home Depot sources home improvement products from Masco, including Behr paint and Delta faucets. Masco reported $2.9 billion of 2025 net sales to Home Depot, a supplier-reported measure of the relationship rather than Home Depot's own purchases figure.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-10","url":"https://www.sec.gov/Archives/edgar/data/62996/000006299626000005/mas-20251231.htm","title":"Masco Corporation 2025 Annual Report on Form 10-K","title_en":"Masco Corporation 2025 Annual Report on Form 10-K","excerpt":"마스코는 2025년 Home Depot향 순매출이 29억 달러로 연결 순매출의 약 38%였다고 공시했다.","excerpt_en":"In 2025, our net sales to The Home Depot were $2.9 billion, approximately 38 percent of consolidated net sales."},{"stance":"confirms","publisher":"마스코 투자자관계","publisher_en":"Masco Investor Relations","kind":"ir","lang":"en","published_at":"2025-10-29","url":"https://investor.masco.com/files/doc_events/2025/10/MAS-Q3-2025-Transcript.pdf","title":"Masco Corp. Q3 2025 Earnings Call Corrected Transcript","title_en":"Masco Corp. Q3 2025 Earnings Call Corrected Transcript","excerpt":"마스코 경영진은 Home Depot와의 관계가 40년 넘게 이어진 매우 강한 파트너십이라고 설명했다.","excerpt_en":"We certainly have a unique relationship with Home Depot. It spans 40-plus years, incredibly strong."}]},{"direction":"cost","counterparty":"익스페디터스 인터내셔널","counterparty_slug":"expeditors-international","confidence":"high","metric":{"type":"count","unit":"containers","as_of":"2018-02-07","basis":"홈디포 중국 공급사 원산지 화물관리에서 수 주 동안 처리한 컨테이너의 공개 최소치","value":4500,"period":"2017 response period","basis_en":"Publicly disclosed minimum number of containers handled over several weeks for Home Depot's China-origin cargo management","qualifier":"at_least"},"note":"홈디포는 중국 공급사 원산지 화물관리를 익스페디터스에 맡겨 수 주 동안 4,500개가 넘는 컨테이너를 처리했다. 양사는 당시 이미 10년 넘게 전략적 물류관계를 유지했고, 홈디포는 이 성과를 근거로 익스페디터스를 2017년 국제 파트너로 선정했다.","note_en":"The Home Depot entrusted Expeditors with origin cargo management for its China suppliers, covering more than 4,500 containers over several weeks. The companies had already maintained a strategic logistics relationship for more than ten years, and The Home Depot named Expeditors its 2017 International Partner of the Year based on this performance.","sources":[{"stance":"confirms","publisher":"익스페디터스","publisher_en":"Expeditors","kind":"news","lang":"en","published_at":"2018-02-07","url":"https://info.expeditors.com/horizon/expeditors-named-the-international-partner-of-the-year-by-the-home-depot","title":"홈디포, 익스페디터스를 올해의 국제 파트너로 선정","title_en":"Expeditors Named the International Partner of the Year by The Home Depot","excerpt":"수 주 동안 4,500개가 넘는 컨테이너를 성공적으로 관리했다.","excerpt_en":"More than 4,500 containers were successfully managed over the course of several weeks."}]},{"direction":"revenue","counterparty":"전문 시공·유지보수 고객","counterparty_slug":null,"confidence":"high","metric":{"type":"revenue_share","unit":"percent","as_of":"2025-05-23","basis":"뉴스핌이 보도한 홈디포 매출 중 프로 고객의 대략적 비중","value":50,"period":"2025-05","basis_en":"Approximate Pro customer share of Home Depot sales reported by Newspim","qualifier":"estimate"},"note":"전문 리모델러, 종합건설사, 주택건설사, 유지보수 사업자와 전문 기술자가 반복 구매하는 핵심 수요층이다. 홈디포는 정확한 매출 구성을 공시하지 않았고, 뉴스핌은 2025년 5월 이 고객군이 매출의 약 절반을 차지한다고 보도했다.","note_en":"Professional remodelers, general contractors, homebuilders, maintenance operators and tradespeople are a core source of recurring demand. Home Depot does not disclose the exact sales mix, while Newspim reported in May 2025 that Pros represented about half of sales.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-03-18","url":"https://www.sec.gov/Archives/edgar/data/354950/000162828026019436/hd-20260201.htm","title":"HOME DEPOT, INC. 10-K (2026-03-18)","title_en":"HOME DEPOT, INC. 10-K (2026-03-18)","excerpt":"회사는 전문 리모델러, 종합건설사, 주택건설사와 유지보수 사업자 등을 프로 고객으로 설명한다.","excerpt_en":"These customers are primarily professional renovators/remodelers, general contractors, homebuilders, maintenance professionals."},{"stance":"mentions","publisher":"뉴스핌","publisher_en":"Newspim","kind":"news","lang":"ko","published_at":"2025-05-23","url":"https://www.newspim.com/news/view/20250523000919","title":"[GAM] ②홈디포, 주택 리모델링 회복 수요 휩쓴다","title_en":"Home Depot Poised to Capture Recovering Remodeling Demand, Part 2","excerpt":"홈디포의 매출액 중 절반이 프로 고객에서 나오는 가운데 이들은 자재를 대량으로 정기적으로 구매한다.","excerpt_en":"About half of Home Depot's sales come from Pro customers, who purchase materials in large quantities and on a recurring basis."}]},{"direction":"cost","counterparty":"스탠리 블랙앤데커","counterparty_slug":"stanley-black-decker","confidence":"high","metric":{"type":"revenue_share","unit":"percent","as_of":"2026-02-24","basis":"스탠리 블랙앤데커 연결 순매출 중 Home Depot향 비중으로 본 조달 관계","value":15,"period":"FY2025","basis_en":"Procurement relationship measured by Home Depot's share of Stanley Black & Decker consolidated net sales","qualifier":"counterparty_reported_sales_share"},"note":"홈디포는 스탠리 블랙앤데커의 공구와 야외 장비를 판매하기 위해 상품을 조달한다. 스탠리 블랙앤데커는 2025년 연결 순매출의 약 15%가 Home Depot에서 발생했다고 공시했다.","note_en":"Home Depot procures Stanley Black & Decker tools and outdoor products for resale. Stanley Black & Decker disclosed that Home Depot represented approximately 15% of its consolidated net sales in 2025.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-24","url":"https://www.sec.gov/Archives/edgar/data/93556/000009355626000009/swk-20260103.htm","title":"STANLEY BLACK & DECKER, INC. 10-K (2026-02-24)","title_en":"STANLEY BLACK & DECKER, INC. 10-K (2026-02-24)","excerpt":"스탠리 블랙앤데커는 2025년 연결 순매출의 약 15%가 Home Depot에서 발생했다고 공시했다.","excerpt_en":"The Home Depot accounted for approximately 15% of the Company's consolidated net sales in 2025."}]},{"direction":"revenue","counterparty":"DIY·설치의뢰 소비자","counterparty_slug":null,"confidence":"high","metric":{"type":"revenue_share","unit":"percent","as_of":"2026-03-18","basis":"DIY 및 설치의뢰 소비자 고객의 매출 비중","value":null,"period":"FY2025","basis_en":"Share of revenue from DIY and do-it-for-me consumer customers","qualifier":"confirmed_no_disclosed_value"},"note":"주택 소유자가 직접 프로젝트를 수행하거나 홈디포를 통해 설치 서비스를 구매하는 수요층이다. 10-K는 이들을 프로 고객과 함께 두 핵심 고객군 중 하나로 제시하지만 별도 매출액은 공개하지 않는다.","note_en":"This customer group consists of homeowners who complete projects themselves or purchase installation services through Home Depot. The 10-K identifies consumers as one of two primary customer groups but does not disclose separate revenue for them.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-03-18","url":"https://www.sec.gov/Archives/edgar/data/354950/000162828026019436/hd-20260201.htm","title":"HOME DEPOT, INC. 10-K (2026-03-18)","title_en":"HOME DEPOT, INC. 10-K (2026-03-18)","excerpt":"DIY 고객은 보통 제품을 구매해 프로젝트와 설치를 직접 수행하는 주택 소유자다.","excerpt_en":"These customers are typically homeowners who purchase products and complete their own projects and installations."},{"stance":"mentions","publisher":"하버드대학교 주택연구 공동센터","publisher_en":"Harvard Joint Center for Housing Studies","kind":"research","lang":"en","published_at":"2025-04-10","url":"https://www.jchs.harvard.edu/blog/interactive-tool-highlights-disparities-remodeling-spending","title":"리모델링 지출 격차를 보여주는 인터랙티브 도구","title_en":"Interactive Tool Highlights Disparities in Remodeling Spending","excerpt":"연구는 주택 소유자의 전문 시공 및 DIY 주택개량 지출이 소득, 연령과 주택 특성에 따라 크게 달라진다고 분석했다.","excerpt_en":"What owners spend on both professional and DIY home improvement projects varies considerably by income, age, race, tenure, and housing characteristics."}]},{"direction":"cost","counterparty":"CRH","counterparty_slug":"crh","confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2025-12-09","basis":"홈디포가 매입하는 Oldcastle APG 제품 거래액","value":null,"period":"partnership shown 2025-12-09","basis_en":"Value of Oldcastle APG products purchased by Home Depot","qualifier":"confirmed_no_disclosed_value"},"note":"홈디포는 CRH 자회사 Oldcastle APG의 건축·야외 생활 제품을 판매하는 소매 고객이며 2025년 투자자 자료에서 Oldcastle APG를 제품 파트너로 제시했지만 거래액은 공개하지 않았다.","note_en":"Home Depot is a retail customer for building and outdoor-living products made by CRH subsidiary Oldcastle APG and identified Oldcastle APG as a product partner in its 2025 investor materials, but did not disclose the transaction value.","sources":[{"stance":"mentions","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-18","url":"https://www.sec.gov/Archives/edgar/data/849395/000162828026009043/crh-20251231.htm","title":"CRH PUBLIC LTD CO 10-K (2026-02-18)","title_en":"CRH PUBLIC LTD CO 10-K (2026-02-18)","excerpt":"CRH의 야외 생활 사업은 하드스케이프, 조적, 펜스, 난간과 포장 정원 제품을 공급한다.","excerpt_en":"a comprehensive suite of products including hardscapes, masonry, fencing, railing and packaged lawn and garden products"},{"stance":"confirms","publisher":"홈디포","publisher_en":"The Home Depot, Inc.","kind":"ir","lang":"en","published_at":"2025-12-09","url":"https://ir.homedepot.com/~/media/Files/H/HomeDepot-IR/reports-and-presentations/2025-investor-conference-presentation.pdf","title":"홈디포 2025 투자자 콘퍼런스 프레젠테이션","title_en":"The Home Depot 2025 Investor Conference Presentation","excerpt":"홈디포는 제품 파트너 목록에 CRH 계열 Oldcastle APG를 포함했다.","excerpt_en":"Oldcastle APG A CRH Company"}]},{"direction":"cost","counterparty":"캐리어 글로벌","counterparty_slug":"carrier-global","confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2025-04-09","basis":"홈디포 설치 채널을 통한 Carrier HVAC 장비 거래액","value":null,"period":"2025","basis_en":"Value of Carrier HVAC equipment sold through The Home Depot's installation channel","qualifier":"confirmed_no_disclosed_value"},"note":"홈디포는 미국에서 Carrier 브랜드 HVAC 장비의 설치 서비스를 제공하며, 공개 자료에는 Carrier 장비와 관련된 거래액이나 매출 비중이 없다.","note_en":"The Home Depot offers installation of Carrier-branded HVAC systems in the United States, while public materials do not disclose the value of Carrier-related sales or their share of Carrier revenue.","sources":[{"stance":"confirms","publisher":"홈디포","publisher_en":"The Home Depot","kind":"news","lang":"en","published_at":"2025-04-09","url":"https://www.homedepot.com/c/ab/choosing-the-best-hvac-brand-for-your-home/9ba683603be9fa5395fab905f29d6ed","title":"가정용 HVAC 브랜드 선택 가이드","title_en":"Choosing the Best HVAC Brand for Your Home","excerpt":"홈디포는 미국에서 설치하는 주요 HVAC 브랜드 중 하나로 Carrier를 명시한다.","excerpt_en":"The Home Depot proudly installs four of the top HVAC brands in the U.S.: Carrier, Rheem, Lennox and Amana."}]}]}