HDThe Home Depot, Inc.
AI adoption · Q1 2026 earnings call
Consumer DiscretionaryPiloting
2
extracted from this call
3 / 5
operational, no hard numbers
Not disclosed
no breakout in this call
AI was mentioned only once on this call, in Ann-Marie Campbell's prepared remarks, in the context of a specific Pro-facing digital tool — an AI-powered material list builder embedded within the new Pro Digital Workspace. No financial quantification of AI investment or revenue impact was provided. AI is clearly a supporting feature within a broader Pro digital strategy rather than a standalone strategic theme on this call.
Adopter
See full leaderboard →27/ 100
51
stage: piloting · max spec: 3
0
no quantified disclosure
35
1 scope
product_embedded
2 AI mentions from this call.
Extracted verbatim from the HD Q1 2026 earnings call transcript. Speaker, section, and specificity tier surfaced for each mention.
- T3Prepared remarks· Other· Product-embedded AI
“In previous quarters, we have talked about the product planning tool and other AI-enabled tools for Pros. We now have all of these tools under a single easy-to-use workspace that functions as a product management tool for Pro's day-to-day workflow.”
— Ann-Marie Campbell, HD earnings callPro Digital Workspace, product planning tool - T3Prepared remarks· Other· Product-embedded AI
“build material list more effectively through an AI-powered material list builder, track deliveries real time and view purchase history.”
— Ann-Marie Campbell, HD earnings callPro Digital Workspace, AI-powered material list builder, product planning tool
What management wouldn’t quantify.
Analyst questions where management declined to share a specific number. The pattern of refusals is often as informative as the disclosures.
- No quantification of AI investment (capex or opex) was provided.
- No adoption metrics for the AI-powered material list builder or Pro Digital Workspace were disclosed.
- No revenue or margin impact attributable to AI features was discussed.
- No analyst asked a direct question about AI strategy or AI investment, so there was no opportunity for management to elaborate or decline to quantify.
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