Setter vs The Home Depot
Side-by-side comparison of AI visibility scores, market position, and capabilities
Toronto digital home maintenance concierge acquired by Thumbtack Dec 2020; raised $20M (Sequoia/NFX Series A 2018) connecting homeowners to vendors with full coordination competing with Angi for home maintenance management.
About
Setter was a Toronto, Ontario-based digital home management and concierge platform — backed with $20 million in total funding including a $10 million Series A in 2018 co-led by Sequoia Capital and NFX with DAG Ventures and Hustle Fund — that provided homeowners with a dedicated concierge service accessible via mobile app that handled all aspects of home maintenance: sourcing vendors, scheduling repairs, communicating job requirements, and ensuring completion quality for the full range of homeowner maintenance needs. Acquired by Thumbtack in December 2020, with co-founder David Steckel joining Thumbtack as President of Setter, integrating Setter's concierge capabilities into Thumbtack's marketplace of 250,000+ service professionals. Founded in 2016 by David Steckel and Guillaume Laliberte in Toronto.
Home Depot (NYSE: HD) reported $159.5B revenue FY2025 (+4.48%); 51% home improvement market share; #1 worldwide; 36.9% major appliances dollar share in Q2 2025;
About
The Home Depot is the world's largest home improvement retailer, founded in 1978 in Atlanta by Bernie Marcus and Arthur Blank, built on the revolutionary concept of a warehouse-format store that offered professional-grade products to DIY homeowners at contractor prices. The company's core competitive technology is its buying power and supply chain: purchasing at the scale of over 2,300 stores allows it to offer the broadest in-category selection — power tools, lumber, plumbing, electrical, flooring, appliances, garden — at prices and availability that regional hardware chains cannot match.\n\nThe Home Depot serves both DIY consumers and professional contractors (Pro customers), with the Pro segment representing a disproportionate share of revenue and growing faster than the consumer segment. The company has invested heavily in its Pro ecosystem — dedicated Pro desks, job site delivery, bulk pricing, and a Pro digital platform — as contractors increasingly use The Home Depot as a primary supply chain partner. Its major appliances business holds 36.9% dollar share as of Q2 2025, making it the dominant US appliance retailer ahead of Best Buy and Lowe's.\n\nThe Home Depot generated $159.5B in revenue in FY2025, a 4.48% increase, while holding a 51% share of the US home improvement market — a dominant position in a category large enough to make it one of the world's highest-revenue retailers. The company's 2024 acquisition of SRS Distribution for $18.3B deepened its professional roofing and exterior supply capabilities. As housing renovation spending remains elevated and the Pro contractor base grows, The Home Depot's combination of scale, supplier relationships, and Pro-focused investments continue to extend its lead over Lowe's and specialty retailers.
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