(https://www.cnbc.com/2026/08/12/home-depot-ceo-ted-decker-medical-leave.html) is getting framed as a succession story. It's not. When a retailer's top executive disappears during inventory inflection season, the accrual story matters more than the replacement timeline. Q2 inventory typically peaks into Q3, and if management is rotating now, they're shedding visibility into margin compression ahead.

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