S&P 500 home improvement retail giants Lowe's and Home Depot maintained 2025 guidance this week as Lowe's reported better-than-expected first-quarter profit early Wednesday. This comes after Home Depot announced slightly worse-than-expected quarterly earnings on Tuesday.

Home Depot doesn't plan to increase prices because of tariffs, officials said during the company's quarterly earnings Tuesday. CEO Ted Decker said Tuesday he anticipates that 12 months from now "no single country outside of the United States will represent more than 10% of our purchases.

As Home Depot and Lowe’s get set to report earnings this week, April sales data from independent firms have investors gauging the likelihood of recession against the uncertainty of tariff whiplash.

Home Depot (NYSE: HD) missed earnings expectations, but the company's sales came in stronger than expected. Shares of Home Depot traded up as much as 3% early in the day, but were down 1% at 1 p.m. ET.

Home Depot’s revenue climbed in the first quarter as customers spent slightly more as they tackled smaller projects

President Trump's quarrel with Walmart didn’t change Home Depot’s calculus around prices, said its chief financial officer, and the company will continue to focus on its strategy to diversify its supply chain.