Home Depot realignment signals wider pressure on Big Lots and retailers

Home Depot said on July 30 it was realigning leadership and operations to create a more seamless customer experience, drive growth and capture market share. The company said the changes were meant to accelerate innovation and win a bigger share of a fragmented $1.2 trillion total addressable market, a reminder that corporate reorganizations often reach far beyond executive suites and into store-level routines.

For workers, the practical effects usually show up in reporting lines, staffing priorities and the pace of decision-making. A tighter organization can mean more coordination between merchandising, digital, logistics and store operations, along with more pressure on in-stock rates, customer service scores and speed at the register or on the sales floor. In a value-driven retail market, those standards tend to spread quickly from one chain to the next.

Home Depot’s scale helps explain why the move drew attention. In fiscal 2025, the company said net sales rose to $164.7 billion from $159.5 billion in fiscal 2024, while comparable sales increased 0.3% overall and 0.5% in the U.S. It operates more than 2,300 retail stores across the United States, Canada, Mexico, Puerto Rico, the U.S. Virgin Islands and Guam. Its current leadership structure already reflects that push to connect channels, with Jordan Broggi serving as executive vice president of customer experience and president, online, and Ningyu Chen as senior vice president of technology overseeing technology strategy and development for online, marketing and customer experience initiatives.

The July 30 move also fit a pattern. Home Depot reorganized again on Oct. 26, 2023, when it named Ann-Marie Campbell senior executive vice president and Hector Padilla executive vice president of U.S. stores and operations to align the company around growth. By May 19, 2026, it was reporting first-quarter fiscal 2026 sales of $41.8 billion, showing that the push to connect stores, online and fulfillment had already been underway before the latest reset.

For Big Lots employees, the contrast is sharp. Big Lots filed for Chapter 11 bankruptcy on Sept. 9, 2024. On Dec. 19, 2024, it said it would begin going-out-of-business sales at all remaining locations after a failed sale process with Nexus Capital Management, with 963 locations still operating at that point. The company later received approval on Jan. 1, 2025 for a last-minute sale of 200 to 400 stores. Home Depot’s realignment does not just signal a management shuffle at one retailer; it highlights how chains that can move faster, simplify execution and protect market share are setting the pace for everyone else still trying to keep stores lean, stocked and competitive.