Daniel Martinez

Daniel Martinez developed expertise analyzing home improvement retail through his unique background starting in construction before joining Home Depot's store operations and eventually transitioning to equity research. Growing up working in his father's contracting business in Texas, Daniel learned the building trades before studying Business at Texas A&M. He spent years at Home Depot in various store management roles, learning merchandising, inventory management, and the critical differences between DIY and professional contractor customers. After earning his MBA from Emory, Daniel joined consumer retail research focusing on home improvement. His operational experience and construction knowledge distinguish him in analyzing Home Depot, Lowe's, and the specialized building materials retailers. Daniel excels at understanding same-store sales drivers, pro versus DIY mix, e-commerce fulfillment strategies, and how housing turnover and home prices impact demand. He was early to recognize that pandemic-driven home improvement spending would moderate but stabilize above historical levels. His analysis examines big-box retailers, specialty building products companies, and how the fragmented contractor supply market is evolving. Daniel also tracks how housing market dynamics—existing home sales, home prices, housing starts—impact repair and remodeling demand. Based in Atlanta, he's positioned near Home Depot's headquarters while analyzing this housing-linked retail sector.