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A credible in-market edge in delivery speed and lower fees can drive online orders and customer retention for HD, potentially improving online revenue mix and gross margins if scale is sustained. The test-based narrative reinforces HD's competitive position versus Walmart and Target, though execution risk and sample size limit durability claims.
What happened, with direct paths to the underlying reporting
Home Depot’s nationwide 3-hour delivery launched last week, delivering in about 27–28 minutes in a direct test and charging a $7 fee with a $25 minimum. The outcome suggests a meaningful service edge in e-commerce fulfillment that could lift online orders, loyalty, and margins if scale persists, potentially improving HD’s online-to-offline mix in the near term.
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