Discovery with Judith
with Judith Davis at Home Depot
Meeting #16 in the series
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.
CEO wants proof points before committing headcount
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.
Amazon home services marketplace is top of mind
