Table of contents
Organic search is still the largest single addressable traffic channel for home renovation retailers, running near 18% of total visits at major retailers even as paid search costs keep climbing in the same category. This page lines up 2025-2026 traffic, conversion and cost data from Semrush, WordStream, Census and Harvard JCHS so the SEO case can be made in the same units finance already uses for paid media.
Key Takeaways
- Organic search drove about 18% of traffic across 19 major retailers over the 2025 holiday season.
- That figure dipped to 16.9% on Cyber Monday as paid and direct traffic spiked.
- Home Depot over-indexes on AI-referral traffic at about 0.24% of its total, above the retailer average.
- Lowe's AI-referral share runs near 0.19% of total traffic, per the same study.
- Home Depot's FY2025 online sales are 15.9% of total company sales.
- Lowe's online sales are now 13% of retail sales, up 8.8% year over year.
- Economy-wide e-commerce sits at 16.6% of total retail sales in Q4 2025.
- Home & Home Improvement Google Ads CPL averages USD 90.92, above the USD 70.11 all-industry average.
- The category's average CTR is 6.37%, close to the 6.66% all-industry average.
- Homeowner remodeling spend is projected to hit USD 518 billion by end of 2026.
- Remodeling growth is projected to ease to 1.6% year over year by late 2026.
- Pro-channel home improvement spend grew 4.6% against 1.3% for consumer spend in 2025.
- 77% of contractor bids converted to awarded jobs in HIRI's Q2 2025 tracker.
- GBP category, proximity and title keywords are the top three Local Pack ranking factors, per BrightLocal's expert panel.
- Dedicated service pages and link authority drive local organic rankings for the same panel.
Organic's share of the traffic pie
Semrush's holiday shopping 2025 analysis, built on daily traffic across 19 of the world's largest retailers including Home Depot and Lowe's from November 1, 2025 through January 9, 2026, recorded 5.87 billion total visits, 1.055 billion from organic search and 8.87 million from AI referrals. Organic's share of total traffic ran about 18% across the window, dipping to roughly 16.9% on Cyber Monday as paid media, direct visits, email and app traffic all spiked simultaneously - a dip in share, not in absolute organic volume.
The same analysis singled out high-consideration categories - electronics, home improvement, furniture, gifting - as the segments where AI-referral traffic over-indexes relative to overall traffic, with Home Depot at about 0.24% and Lowe's at about 0.19% AI-referral share, both above the broader retailer set. That is still small next to organic's roughly 18%, but it is the category where research-heavy AI answer engines are gaining fastest.
| Traffic channel (19 major retailers, holiday 2025) | Share of total visits | Trend note | Source |
|---|---|---|---|
| Organic search | ~18% | Dips to ~16.9% on peak paid days | Semrush holiday traffic study |
| AI referrals (Home Depot) | ~0.24% | Above the retailer-set average | Semrush holiday traffic study |
| AI referrals (Lowe's) | ~0.19% | Above the retailer-set average | Semrush holiday traffic study |
| AI referrals (all 19 retailers) | ~0.15% | Small in scale, fast-growing | Semrush holiday traffic study |
| Economy-wide e-commerce share of retail sales | 16.6% | Q4 2025, seasonally adjusted | U.S. Census Bureau |

What the same category pays for a click instead
WordStream's 2025 Google Ads Benchmarks, drawn from more than 16,000 US campaigns running April 2024 through March 2025, puts the Home & Home Improvement category's average cost per lead at USD 90.92 against an all-industry average of USD 70.11, with an average click-through rate of 6.37% versus 6.66% across all industries. WordStream's companion Home Services Search Ads Benchmarks, built on over 3,200 LocaliQ customer campaigns, separately shows cost per click rising for 75% of home services businesses, with Doors & Window Sales among the categories seeing CPC increases over 46% year on year.
These are local-service and SMB retail campaign averages, not the enterprise paid-search economics of a Home Depot or Lowe's - but they are the number a regional building-supply dealer or independent home improvement retailer actually faces, and they are the number organic traffic is quietly substituting for at roughly 18% of visits.
| Metric (WordStream 2025) | Home & Home Improvement | All-industry average | Gap |
|---|---|---|---|
| Average cost per lead | USD 90.92 | USD 70.11 | +30% more expensive |
| Average click-through rate | 6.37% | 6.66% | Slightly below average |
| Home services CPC trend | Rising for 75% of businesses | n/a | Doors & windows up 46%+ YoY |
| Home services CVR trend | Down 14.96% YoY (16 subcategories) | Up 6.84% YoY (all industries) | Category moving opposite the overall trend |

How much of company revenue is even digital
The two biggest US names in the category report different digital shares. Home Depot's FY2025 results show online sales at 15.9% of total company sales, with over 50% of those online orders fulfilled through its own stores. Lowe's 2025 annual report states online sales grew 8.8% in the year and now represent 13% of its retail sales, aided by an AI shopping adviser it built with OpenAI. Both sit close to but slightly below the Census Bureau's Q4 2025 economy-wide e-commerce share of 16.6% of total retail sales.
The gap between "15.9-16.6% of sales are transacted online" and "about 18% of visits arrive via organic search" is the tell: a large share of organic-driven visits are researching a purchase that ultimately happens in a store or through a Pro account rep, which is exactly the pattern Google's own 1,332-respondent Home Improvement Purchase Funnel study first documented: consumers research online and purchase in-store far more often in this category than in most retail verticals.
| Company / benchmark | Online share of sales | YoY change | Source |
|---|---|---|---|
| Home Depot, FY2025 | 15.9% | Described as double-digit online growth | Home Depot FY2025 10-K / earnings transcript |
| Lowe's, FY2025 | 13% | +8.8% | Lowe's 2025 Annual Report |
| US retail overall, Q4 2025 | 16.6% (seasonally adjusted) | +5.3% YoY | U.S. Census Bureau |
| Organic share of major-retailer traffic | ~18% of visits (not sales) | Stable through holiday window | Semrush holiday traffic study |

What actually ranks a local or category page
BrightLocal's Local Search Ranking Factors panel reports that Local Pack rankings are most influenced by primary Google Business Profile category, proximity of the searcher's address, and keywords in the GBP business title, while local organic rankings respond most to dedicated pages for each service, geographic keyword relevance of content, and the quality and authority of inbound links. The same research finds clear or complete information (32%), review volume or quality (30%) and clear pricing (29%) as the top three factors consumers weigh when deciding which business to contact.
For a home renovation retailer or dealer network, that translates into a structural requirement: a dedicated page per product category per service area beats one generic catalog page competing across every location, regardless of how well the generic page is written.
| Ranking layer | Top factor | Second factor | Third factor |
|---|---|---|---|
| Local Pack (map results) | Primary GBP category | Proximity to searcher | Keywords in GBP title |
| Local organic (web results) | Dedicated service pages | Geographic keyword relevance | Inbound link authority |
| Consumer contact decision | Clear/complete info (32%) | Best/most reviews (30%) | Clear pricing (29%) |
The demand backdrop SEO investment sits inside
Harvard's Joint Center for Housing Studies LIRA projects homeowner spending on improvements and repairs will reach USD 518 billion by the end of 2026, with year-over-year growth easing from 2.1% at mid-year to 1.6% by year-end. HIRI's Q3 2025 market-size read revised full-year 2025 growth down to 2.5% on macro headwinds, but flagged the professional channel, up 4.6%, as still outpacing the 1.3% consumer-channel growth, with lawn & garden, tools and hardware as the top growth categories and 77% of contractor bids converting to awarded jobs in its Q2 2025 Contractor Business Sentiment Tracker.
A flattening consumer remodel market and an accelerating Pro market argue for the same conclusion an SEO plan should already reach on its own: content built around Pro-relevant categories and bulk/trade purchasing has more organic-traffic upside left in it than content aimed at discretionary DIY projects.
What this means for an SEO plan
Organic is not a marginal channel here; at roughly 18% of visits against a 15.9-16.6% online-sales range, it is arguably pulling more than its proportional weight in research-to-purchase influence, even when the purchase itself closes in a store. Paired with a Home & Home Improvement paid-search CPL that runs 30% above the all-industry average, the case for building out dedicated, Pro-aware category and location pages is a cost-avoidance case as much as a traffic-growth case.
Our growth marketing practice builds that page architecture for retail and Pro-facing home improvement brands; see also our breakdown of what paid search actually costs if you are weighing the two channels against the same budget, and our data and analytics practice if you need to prove which channel actually closed the sale once a visit moves in-store.
Frequently Asked Questions
How much traffic does organic search actually drive for home renovation retailers?
Semrush's analysis of 5.87 billion visits across 19 major retailers over the 2025 holiday season, including Home Depot and Lowe's, found organic search accounted for roughly 18% of total traffic, dipping to about 16.9% on Cyber Monday when paid, direct and email spikes reshape the mix, and rising closer to 19% in the quieter weeks around it. That makes organic the largest single addressable channel outside of direct and app traffic for the retailers Semrush tracked.
How does that compare with what paid search costs the same category?
WordStream's 2025 Google Ads Benchmarks report, drawn from over 16,000 campaigns, puts the Home & Home Improvement category's average cost per lead at USD 90.92 and its average click-through rate at 6.37%, against an all-industry average CPL of USD 70.11. Its companion Home Services benchmarks PDF, based on 3,200-plus campaigns, separately reports Doors & Window Sales conversion rates and costs moving in the same expensive direction. Every dollar organic keeps you from spending is a dollar avoiding that CPL.
Is home renovation retail more or less digital than e-commerce overall?
Slightly less, and unevenly so by retailer. The Census Bureau's Q4 2025 retail e-commerce report puts e-commerce at 16.6% of seasonally adjusted total retail sales economy-wide. Home Depot's FY2025 10-K reports online sales at 15.9% of total company sales, in line with the economy-wide rate, while Lowe's 2025 annual report states online sales grew 8.8% and now represent 13% of its retail sales - both below categories like apparel or electronics, because a large share of building-material purchases are still planned online and completed with a truck in a parking lot.
What ranks a building-material or home-improvement local page in the Local Pack?
The same three factors BrightLocal's Local Search Ranking Factors panel finds dominate any local category: primary Google Business Profile category, proximity of the searcher's address, and keywords in the GBP business title, for the Local Pack; dedicated service pages, geographic keyword relevance and inbound link authority for local organic rankings. A retailer or dealer with one generic 'products' page competing against a rival's dedicated per-category, per-branch pages is competing with a structural SEO disadvantage, not a content-quality one.
Does remodeling demand support continued SEO investment through 2026?
The category is not shrinking, but growth is compressing. Harvard's Joint Center for Housing Studies LIRA projects homeowner improvement and repair spending will reach USD 518 billion by the end of 2026, with year-over-year growth easing from about 2.1% at mid-year to 1.6% by year-end, and HIRI's Q3 2025 market size read revised 2025 growth down to 2.5% on macro headwinds while flagging the Pro channel, up 4.6%, as the segment still expanding fastest. SEO aimed at Pro-relevant categories has more room to grow than SEO aimed at discretionary consumer remodels.
Sources
Semrush - Holiday Shopping 2025 traffic data analysis
WordStream - 2025 Google Ads Benchmarks
WordStream - Home Services Search Ads Benchmarks 2025
U.S. Census Bureau - Quarterly Retail E-Commerce Sales, Q4 2025
The Home Depot - Q4 FY2025 earnings call transcript
Lowe's - 2025 Annual Report
Harvard Joint Center for Housing Studies - LIRA, remodeling growth outlook
HIRI - U.S. Size of the Home Improvement Products Market, 2025 Q3
BrightLocal - Local SEO Statistics
Google/OTX - The Home Improvement Purchase Funnel


