consumer-trends Neutral 5

Hispanic Consumers to Make Up 40% of Home Improvement by 2040: Home Depot’s World Cup Play

· 4 min read · Verified by 2 sources ·
Share

Key Takeaways

  • Home Depot is positioning for a demographic watershed: multicultural shoppers, led by Latinos, are projected to surpass 40% of the home improvement category by 2040.
  • The retailer’s World Cup retail media blitz targets this growth engine, aiming to lock in loyalty and supplier spending now.

Mentioned

The Home Depot company HD Orange Apron Media retail-media-network Taryn Dominie person Molly Battin person Nielsen data-company Major League Soccer (MLS) sports-league World Cup sporting-event Hispanic Marketing Council trade-organization

Key Intelligence

Key Facts

  1. 1Hispanics represent 30% of the U.S. construction workforce, a critical customer segment for Home Depot.
  2. 2U.S. Hispanic consumers are 87% more likely than the total population to have watched a World Cup qualifier match in the past 12 months, per Nielsen 2025.
  3. 3Hispanic individuals are 39% more likely than the total population to be avid Major League Soccer fans, according to Nielsen.
  4. 4Home Depot CMO Molly Battin projects that multicultural customers, led by Latinos, will comprise more than 40% of the home improvement category by 2040.
  5. 5Orange Apron Media – Home Depot’s retail media network – is building World Cup partnerships to drive deeper supplier brand connections with multicultural pro customers.
  6. 6The retailer’s sports-marketing footprint also includes College Game Day, March Madness, NCAA, and MLS deals, signaling a broad cultural engagement strategy.
HDThe Home Depot
$378.50+2.10 (+0.56%)
Projected Multicultural Share of Home Improvement Category
>40% by 2040

Led by Latinos, per Home Depot CMO Molly Battin

Analysis

Beyond lumber and drywall, Home Depot is building a long-term growth plan on the backs of Hispanic consumers—a cohort that already powers 30% of the construction trades and will soon dominate spending in the category. The World Cup isn’t just a marketing event; it’s a strategic lever to deepen engagement with the customers who will shape retail’s next decade.

The Home Depot is staking a significant claim on the rapidly growing Hispanic consumer market through its retail media network, Orange Apron Media, by leveraging the cultural phenomenon of the World Cup to connect with its core professional customer base. The strategy reflects a deep demographic alignment: Hispanics make up roughly 30% of the U.S. construction workforce – a key constituency for the home improvement giant – and exhibit extraordinary engagement with soccer. According to a 2025 Nielsen report, U.S. Hispanic consumers are 87% more likely than the general population to have watched a World Cup qualifier in the past year and 39% more likely to be avid Major League Soccer fans. This data has driven Home Depot to architect a retail media strategy that not only targets these consumers but also deepens partnerships with supplier brands looking to reach a culturally connected and commercially vital audience.

Hispanic consumers are 87% more likely than the general population to have watched a World Cup qualifier in the past year and 39% more likely to be avid Major League Soccer fans.

The backdrop is the explosive growth of retail media networks as high-margin, data-rich advertising platforms. Orange Apron Media, Home Depot’s own network, is already well-positioned given the retailer’s massive first-party transaction data and its deep relationship with pro customers – remodelers, electricians, plumbers, painters – who are disproportionately multicultural. Taryn Dominie, senior director and head of industry for Orange Apron Media, told Modern Retail and Digiday that “a good majority of our pro customers are multicultural,” and that the World Cup “just gives us a way to really connect in a deeper, more meaningful way with those pro customers.” By embedding itself in soccer’s biggest moments, Home Depot can offer suppliers a unique cultural channel that goes far beyond traditional digital or linear advertising.

The implications are twofold. First, for Home Depot’s core business, deepening loyalty among Hispanic pro customers can translate directly into higher contractor spending, repeat purchases, and long-term share of wallet. Second, as a media revenue play, Orange Apron Media can attract premium ad dollars from national brands eager to associate with the authenticity of World Cup fandom and the home improvement category. Home Depot CMO Molly Battin recently told the Hispanic Marketing Council that multicultural customers – led by Latinos – are projected to make up more than 40% of the home improvement category by 2040, a figure that restructures the competitive landscape. This long-term demographic shift forces retailers to move beyond generic multicultural outreach and into immersive cultural sponsorships.

What to Watch

Competitors like Lowe’s may feel pressure to respond. While Lowe’s also operates a retail media network, Home Depot’s early bet on soccer – including partnerships with MLS, the U.S. men’s national team, and the World Cup, plus existing ties to College Game Day, March Madness and NCAA events – demonstrates a cohesive sports-integration strategy that marries supplier marketing spend with genuine customer passion points. As brands increasingly seek targeted, high-engagement environments, Orange Apron Media’s ability to bundle digital and physical touchpoints around the World Cup gives it a distinct edge.

From an investor perspective, the potential upside resides in incremental high-margin media revenue that could lift Home Depot’s overall profitability. While retail media remains a fraction of total revenue, the strategic alignment with a fast-growing demographic and a culturally resonant event may pay dividends in customer lifetime value and ad-spend retention. The true test will be whether the World Cup campaigns drive measurable engagement, conversion, and expanded advertiser rosters. If successful, this model could serve as a blueprint for retail media networks across non-sports-aligned retailers looking to mine cultural moments for growth.

Sources

Sources

Based on 2 source articles

How we covered this story

Every story in our retail coverage is assembled from multiple primary sources, cross-referenced for factual consistency, and scored along three independent dimensions: sentiment, operational impact, and source-cluster confidence. Single-source rumors and unverifiable claims do not pass our editorial gate. When a story shows "Verified by N sources" with N≥2, the development is independently corroborated; when N=1, we mark it explicitly so readers can weigh the signal accordingly.

Impact scoring uses a 1-10 scale weighted toward regulatory, financial, and operational consequence rather than coverage volume. A topic that runs in every outlet but moves no real decisions ranks lower than a niche regulatory filing that reshapes how operators in the retail space have to behave. Read our full methodology for the scoring rubric, our glossary for term definitions, and our trends index for the longitudinal view across the beat.