According to @QCompounding, Home Depot (HD) and Lowe’s (LOW) dominate U.S. home-improvement retail and tend to benefit both when housing markets expand and as the housing stock ages (source: @QCompounding on X, Dec 22, 2025). Company filings confirm they are the two largest U.S. home-improvement chains by sales, serving both professional contractors and DIY consumers, a mix that ties results to housing turnover and repair-remodel demand (source: Home Depot FY2023 Form 10-K; Lowe’s FY2023 Form 10-K). For trading setups, monitor U.S. housing starts and existing home sales for cyclical upside and the Harvard JCHS remodeling indicators for aging-home tailwinds, which historically drive home-improvement spend (source: U.S. Census Bureau; Harvard Joint Center for Housing Studies LIRA). For crypto read-through, risk-on phases in equities have coincided with higher BTC–equity correlation since 2020, making these housing data potential sentiment signals (source: Bank for International Settlements 2022 Bulletin).