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Home Depot breaks into NRF and Kantar global retail top 10

Home Depot climbed to No. 9 on the NRF and Kantar global retail list, but the bigger test is whether that scale shows up in stock, delivery and Pro service.

Marcus Chen2 min read
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Home Depot breaks into NRF and Kantar global retail top 10
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Home Depot’s move to No. 9 on the NRF and Kantar Top 50 Global Retailers list did not change what associates do on the floor, but it did confirm that the company’s size still matters in a volatile market. The ranking, announced April 10 and based on 2025 retail revenue, pushed Home Depot up one spot from No. 10 a year earlier and put it in a top 10 led by Walmart and Amazon, with IKEA, Walgreens and the rest of the upper tier filling out the field.

For store teams, the more meaningful part of the ranking is not the leaderboard itself. NRF and Kantar tied this year’s list to a year shaped by U.S. policy shifts, fast-moving tariffs, volatile commodity costs, uneven product availability and changing trade patterns. That is the same pressure Home Depot associates face when customers ask why one brand is out of stock, why a project material is delayed or why an alternative has to be offered on the spot. The companies that held up best were the ones able to move quickly when availability and costs changed.

That is where Home Depot’s scale starts to show up in a concrete way. The company said fiscal 2025 net sales reached $164.7 billion, with earnings of $14.2 billion. Comparable sales rose 0.3% overall and 0.5% in the United States, even as CEO Ted Decker pointed to ongoing consumer uncertainty and housing pressure. Those numbers do not translate into a new pay plan or a change in schedules, but they do explain why the chain remains a heavyweight: more than 2,300 stores in the United States, including Puerto Rico and the U.S. Virgin Islands, plus the supply chain, delivery network and Pro business that keep contractors and homeowners coming back.

The ranking also highlights a broader retail reality that matters inside stores. Retail leadership has been shifting at several major chains, and companies that stayed consistent in execution often gained an edge while rivals were in transition. In home improvement, that means the basics still decide the business: in-stock reliability, fast problem solving on the sales floor and a Pro operation that can keep a job moving when demand spikes.

Home Depot was founded in 1978 and is now the world’s largest home improvement specialty retailer. Breaking into the global top 10 does not change the workday by itself, but it does show that the company’s scale, execution and category strength remain powerful enough to compete with the biggest names in world retail.

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