Thumbtack vs The Home Depot
Side-by-side comparison of AI visibility scores, market position, and capabilities
SF local services marketplace with 80M+ consumers and 250K+ pros across 1,000+ categories; $500M Sequoia/Tiger Global-backed shifting to pro subscription model competing with Angi and TaskRabbit for US home services marketplace.
About
Thumbtack is a San Francisco-based online marketplace for local home and professional services — backed by approximately $500 million in total funding from Sequoia Capital, Tiger Global, Google Capital, and Baillie Gifford — connecting 80+ million consumers with local professionals across home improvement (contractors, plumbers, electricians, painters, landscapers), events (photographers, DJs, caterers, florists), lessons (music, tutoring, fitness, language), and wellness (massage therapists, personal trainers, nutrition coaches) in 1,000+ service categories across the United States. Founded in 2008 by Marco Zappacosta, Sander Daniels, Jonathan Swanson, and Jeremy Tunnell, Thumbtack has shifted its business model from a marketplace where pros pay per lead to a subscription-based model (Thumbtack Pro Membership) where professionals pay monthly fees for profile promotion and customer connection tools.
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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