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Workshop

Quarterly Strategy Review

with Judith Davis at Home Depot

Thursday, June 18, 2026
3:00 PM (60 min)


Your Notes

Strategic check-in on Q1 progress and Q2 planning. This is the conversation referenced in the onboarding tour.

Participants

JD
Judith Davis
VP Strategy, Home Services Division at Home Depot
Champion16 conversations
SC
Sarah Chen
SVP Operations at Home Depot
Developing
DF
David Frank
Director, Project Management at Home Depot
Strong8 conversations

Meeting Context

Thursday, June 18, 2026
3:00 PM
60 minutes

Forces

2
8

Leadership Says Home Services, Resources Go to Pro

There is a fundamental disconnect between Home Depot leadership's stated priority of growing the Home Services division and the actual allocation of resources (headcount, engineering, marketing budget) which continues to favor the established Pro division. This creates organizational tension that undermines Home Services' ability to execute on its $5B growth target.

Tensionteam
9

Everyone Knows But Won't Say: Strategy Team Sidelined

The central strategy team has been effectively excluded from Home Services strategic work, which is being handled by divisional leadership. This is an open secret: Michael Torres stated it directly, and Judith's surprise suggested she didn't realize how visible the dynamic was. The sidelining means Home Services misses out on cross-divisional strategic analysis and data the central team possesses.

Unspoken Truthorganization

Related

Home Depot
Home Services Division Strategy & ImplementationHome Services Market Assessment
Home Depot: Forces Acting on Home Services Division