Home Improvement Co.

ProHub Comment

This case guides candidates through a structured profitability analysis, starting with identifying profit margin decline (20% to 10%) and progressively drilling into cost drivers, specifically COGS. The case emphasizes the importance of quantitative rigor—calculating absolute and percentage changes, and working backwards from margin targets to determine feasible COGS levels. The interviewer guidance signals that strong candidates should notice both the absolute profit erosion and the margin compression, then propose supplier renegotiation as the key strategic lever.

Estimated Time 15 minutes
Difficulty Easy
Source Duke
50 / 100

Home Improvement Co. is a major home improvement retailer in the U.S. that sells tools, construction products, appliances, and services. Since 2020, the company has struggled to hit their profitability targets and are looking for possible solutions.

Our client, the CFO of the company, has hired us to come up with a plan reverse this trajectory and return the company to its profitability level from 3 years ago.

Clarifying Information

  1. Client/Company: $50B in Revenue in 2021. 3 distribution channels: In-store, buy online pick-up in-store, deliver to home.
  2. Industry/Competition: The improvement retail industry has been experiencing growth the last few years as consumers are spending more time at home with the pandemic and focusing a bigger share of their budget on home projects.
  3. Value Chain: Home Improvement Co. has dozens of suppliers for each category they sell in. Due to world supply chain constraints and increased demand, the lead time for lower turnover products has increased dramatically.
  4. Goal: Reach the same level of profitability of 3 years ago (2019)
  5. Market: Only the U.S.