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Investor Presentaiton

Repair And Remodelling Statistics U.S. Repair & Remodelling Expenditures Remodelling Market Index WFP (US$ billions) $250 $239 $237 $229 90 $217 $208 $218 $220 00 $195 $181 $171 $160 $169 $150 70 $142 $143 '12 '13 '14 '15 '16 '17 '18 '19 '20 Source: Forest Economic Advisors (November 2023) 20 50 60 Above 50 means majority of survey participants are reporting better activity than prior quarter 30 '12 '21 '22 '23E 24E 25E '26E 27E '13 '14 '15 '16 '17 '18 '19 '20 '21 '22 Source: National Association of Homebuilders; Future Market Indicators; based on a quarterly survey of NAHB remodeler members that provides insight on current market conditions as well as future indicators for the remodeling market '23 Leading Indicator of Remodelling Activity (US$ billions) $470 $479 $406 $363 $323 $328 $265 $278 $280 $289 $250 $235 T T T T '12 '13 '14 '15 '16 '17 '18 '19 '20 '21 '22 '23E Home Centres - Same Store Sales Growth 1% 0% 0% -1% -2% -3% -3% °-3% -4% -8% -3%-4% -3% Nov-22 Dec-22 Jan-23 Feb-23 Mar-23 Apr-23 May-23 Jun-23 Jul-23 Aug-23 Sep-23 Source: Joint Center For Housing Studies of Harvard University; Home Improvement and Repair Activity trailing 12 months; the Leading Indicator of Remodelling Activity (LIRA) provides a short- term outlook of U.S. national home improvement and repair spending to owner-occupied homes Home Depot Source: Company reports; monthly values Oct-23 0% 1% || -1%-2%-2% -3% -4% -5% -6% -8% -7% Nov-22 Dec-22 Jan-23 Feb-23 Mar-23 Apr-23 Jun-23 May-23 Jul-23 Sep-23 00 Aug-23 Oct-23 Lowes 45
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