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WorkshopReviewed

Q4 Strategy Review: Home Services

with Judith Davis at Home Depot

Monday, October 20, 2025
1:00 PM (60 min)

AI SummaryAI

Deep-dive strategy session reviewing the Home Services landscape heading into 2025. Judith walked through the competitive positioning versus Lowe's and Amazon, the SRS integration progress, and the emerging case for a dedicated VP-level strategy role. The conversation was the most strategic we have had. Judith is clearly thinking about this at an executive level now. We mapped out the organizational forces blocking growth and she asked for our perspective on how to frame the business case for leadership.


Key Moments

SurpriseJudith disclosed that a VP Strategy role for Home Services is being created and she has been told she is the leading candidate.
at 30:00
InsightWe mapped 5 organizational forces blocking Home Services growth. Judith called it "the clearest picture anyone has drawn of what we are up against."
at 40:00
CommitmentJudith committed to sharing our forces framework with the COO as part of her VP pitch.
at 53:20

Action Items

Prepare a polished forces map for Judith to present to the COO

completedDue Oct 27Done Oct 26

Your Notes

Judith is on the cusp of a major career move. If she gets the VP role, our relationship becomes even more strategically important. The assessment project built the foundation for this.

Participants

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

Meeting Context

Monday, October 20, 2025
1:00 PM
60 minutes
google meet

Related

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