Why it’s on the map
Lumber, plywood, paint, lighting, wallpaper — a large share of the Section 338 list is a Home Depot aisle. Q2 flattered by a $685M tariff refund; called housing 'frozen'.
Government money & contracts
None.
Customers & commercial
DIY/pro.
Catalysts
Q3.
Risk
Cap -19% YoY.
Tariff durability
Loser.