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Home improvement operating metrics

Home improvement operating metrics: cross-company comparison


Oxford Ledge compares 4 companies on 3 operating metrics extracted from their own SEC earnings exhibits. Reporting periods represented: Q1 2026, Q2 2026.

4
Companies
3
Operating Metrics

Home improvement growth rates — Retailers

Reporting periods represented: Q1 2026, Q2 2026.

CompanyFNDFloor & Decor Holdings, Inc.HDHome Depot, Inc.LOWLowes Companies Inc.TSCOTractor Supply Co.
Reported periodFY2026-Q1ended Mar 26, 2026FY2026-Q1FY2026-Q1ended May 1, 2026FY2026-Q2ended Jun 27, 2026
Comparable sales-3.70%+0.60%+0.60%-1.50%
Traffic growth-1.30%-1.70%
Average ticket growth+2.20%+0.20%

Metric coverage

  • Comparable sales: 4 of 4 companies report this on the canonical basis.
  • Traffic growth: 2 of 4 companies report this on the canonical basis.
  • Average ticket growth: 2 of 4 companies report this on the canonical basis.

Oxford Ledge Signal -- extracted from the issuer's own SEC earnings exhibit and normalized by Oxford Ledge. As reported by the issuer per regulatory convention, not re-audited by us; a figure our extractor could not verify is withheld, never shown. A metric is compared only across companies reporting it on the SAME basis and scope; a blank cell is an honest coverage gap, never a zero, and companies may report different quarters (see the period range). Every figure in this table is a CHANGE the issuer reported for the period, not a level. Growth rates and levels never share a column or a table -- a change read as a level is a different number entirely. Source: each issuer’s own SEC EDGAR earnings exhibit.

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