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DiscoveryReviewed

Discovery Call with Judith

with Judith Davis at Home Depot

Sunday, June 7, 2026
10:00 AM (45 min)

AI SummaryAI

Judith shared her frustration with the pace of Home Services investment. She revealed that the Q4 board presentation was well-received but the CEO wants to see "more proof points" before committing additional headcount. She's feeling the pressure of the VP promotion and needs a visible win within 6 months. We discussed the competitor landscape, and she was particularly concerned about Amazon's home services marketplace play. Judith asked if we could help build the business case for the leadership team presentation.


Key Moments

ConcernJudith expressed feeling isolated in the VP role: "I need allies who get it"
at 20:00

Action Items

Draft competitive landscape analysis focusing on Amazon home services threat

completedDue Jun 9Done Jun 8

Your Notes

Judith is our champion but she needs a win. We need to help her build that case.

Participants

JD
Judith Davis
VP Strategy, Home Services Division at Home Depot
Champion16 conversations

Meeting Context

Sunday, June 7, 2026
10:00 AM
45 minutes
google meet

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
7

Competitor Gaining Ground in Pro Segment

Lowe's is investing heavily in its Pro loyalty program, and Amazon is expanding into the home services marketplace. This competitive pressure on both the Pro and Home Services fronts means Home Depot can't afford to under-invest in either division, complicating the resource allocation tension.

Externalmarket

Related

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