The Home Depot, Inc. (HD) Presents at J.P. Morgan Retail Round Up Forum 2026 Transcript

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Morgan Retail Round Up Forum 2026 April 9, 2026 9:00 AM EDT Company Participants Richard McPhail - Executive VP & CFO Conference Call Participants Christopher Horvers - JPMorgan Chase & Co, Research Division Presentation Christopher HorversJPMorgan Chase & Co, Research Division And welcome to day 2 of JPMorgan's 12th Annual Retail Roundup. Again, so happy to have all of you here and everybody that's on the line. And as a reminder, at 4:00 today, I will be interviewing Jamie Dimon in this room with our my coworker, Matt Boss, which is always exciting to hear what he has to say and there's no shortage of content right now for Jamie to respond to. So please come and please ask questions too. He's an open book. So with me today, I'm very pleased to welcome Home Depot's EVP and CFO, Richard McPhail, -- The Home Depot. Thank you for attending. Richard McPhailExecutive VP & CFO Thank you, Chris. Christopher HorversJPMorgan Chase & Co, Research Division It's a pleasure to have you. Richard McPhailExecutive VP & CFO Great to be here. We're in an awesome building, too. I mean just great for JPMorgan. Great for Manhattan. Fantastic. Christopher HorversJPMorgan Chase & Co, Research Division Yes. Yes. Yes. And we're renovating the old Bear Stearns building right next door. So we're going to have a nice corporate campus development. Richard McPhailExecutive VP & CFO That's beautiful. Question-and-Answer Session Christopher HorversJPMorgan Chase & Co, Research Division So at a macro level, let's just for a second, put oil prices aside and geopolitics. And what I'd like to set this table with is, can you narrate the demand environment in 2025 to help us think about the starting point, and then we can think about what potentially happens from here.