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13:00
May 20 ◎

LOW FY2026 Q1 Watch

Lowe's Companies, Inc. (LOW) FY2026 Q1 Earnings Call

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Bill Boltz

Lowe's is working with Sherwin-Williams to improve in-store paint expertise, indicating continued partnership but no quantitative signal.

"at the same time, we're partnering closely with our vendor partners, like Sherwin-Williams, to elevate the in-store support for our Red Vest associates"

SHW WATCH

Bill Boltz

Explicitly mentioned as a key brand in Lowe's outdoor power equipment lineup.

"This performance was supported by our industry-leading lineup of outdoor power equipment brands such as John Deere, Toro, Ego, Husqvarna, Craftsman, and Cobalt"

DE WATCH

Bill Boltz

Explicitly mentioned as a key brand supported by strong engagement in events.

"This performance was supported by our industry-leading lineup of outdoor power equipment brands such as John Deere, Toro, Ego, Husqvarna, Craftsman, and Cobalt"

TTC WATCH

Bill Boltz

Weber is a key brand for Lowe's spring/summer grilling segment.

"with a strong focus on key seasonal categories like lawn and garden, patio furniture, and grills from Weber, Charbroil, and Blackstone."

WEBER WATCH

Marvin Ellison

Management remains optimistic on the company's ability to outperform the market through its total home strategy, despite flat DIY market expectations. They are confident in delivering growth relative to the market with several drivers set for the second half.

"We believe Lowe's is well positioned not only to perform in this environment, but to deliver meaningful upside as macro conditions normalize."

LOW WATCH

Marvin Ellison

Lowe's management is observing a K-shaped consumer economy, where higher-income individuals are spending while lower-income consumers remain cautious, impacting DIY demand. — This signal is a nuanced read on consumer health and demand for discretionary home improvement, indicating a bifurcated market with sustained pressure on lower-income DIY customers.

"we're operating in what we would describe as a K-shaped economy where the higher income consumer spends and they're spending on innovation and they're spending on things to modernize their home."

HD WATCH

HIGH

14:00
Feb 25 ◎

LOW FY2025 Q4 Watch

Lowe's Companies, Inc. (LOW) FY2025 Q4 Earnings Call

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Marvin Ellison

Lowe's expanding its assortment of DeWalt (Stanley Black & Decker) products, which could drive volume and share gains for the supplier in the pro channel.

"We are furthering enhancing our pro brand offering by extending our assortment of the number one power tool brand, DeWalt, the tool of choice for pros for over 100 years. We are excited that we now carry the largest selection of DeWalt"

SWK WATCH

Brandon Sink

Management disclosed that the Fed's rate cuts have not yet spurred meaningful demand, and they are watching mortgage rates, noting the dip below 6% this week is a potential psychological unlock. — This is an early signal that recent rate cuts are not yet translating into housing activity, but a drop below 6% could be the critical threshold for a demand recovery.

"We do look at sub-6% rates as potentially stimulating demand. We saw that this week for the first time dip just below 6%. Translating all that into the guide, there is a delay, as Marvin referenced."

HD WATCH

Bill Boltz

New Sherwin-Williams products are gaining traction with pro customers at Lowe's, driving sales growth for both the retailer and the paint supplier.

"we're off to a great start with the new Sherwin-Williams ProBlock Quick-Dry Primers, which we introduced in Q3. Pros are responding to the superior quality and performance versus the competition, helping to drive double-digit pro comps and"

SHW WATCH

Marvin Ellison

Management expresses confidence in execution and market share gains, but maintains a cautious outlook due to uncertainty in housing and consumer spending, guiding to a wide EPS range.

"While our outperformance in the fourth quarter demonstrates our team's disciplined execution, our outlook for 2026 remains cautious given the persistent volatility in the housing macro."

LOW WATCH

HIGH

14:00
Nov 19 ◎

LOW FY2025 Q3 Watch

Lowe's Companies, Inc. (LOW) FY2025 Q3 Earnings Call

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Bill Boltz

Bosch gains exclusive retail distribution through Lowe's, potentially expanding its reach in the mid-tier dishwasher market.

"One example of our innovative product offering is an exclusive new Bosch hybrid tub dishwasher line available only at Lowe's."

BSH WATCH

Bill Boltz

Sherwin-Williams is deepening its partnership with Lowe's through an exclusive co-launch, expanding its retail distribution channel for this product.

"we're excited to announce the launch of Sherwin-Williams ProBlock Quick Dry Primers, an innovative product that blocks stains and provides outstanding coverage and dries in less than an hour."

SHW WATCH

Marvin Ellison

OpenAI's partnership with Lowe's is driving substantial enterprise-scale usage, evidenced by the 100 billion token milestone, signaling deep adoption and potential for further collaboration.

"Lowe's has just been recognized by OpenAI with their 100 billion token milestone award. as a reflection of the depth and breadth of AI adoption throughout the organization."

OPENAI WATCH

Marvin Ellison

Lowe's is using FBM for direct fulfillment of large orders (e.g., drywall) to job sites via 'Pro Extended Aisle', which could significantly alter supply-chain dynamics for building materials. — This move could increase Lowe's competitiveness for large pro orders, potentially pressuring building products distributors with a new channel.

"It allows our pro sales associates to sell directly from their product catalogs with the suppliers opting for filling the orders directly to the job site."

BLDR WATCH

Marvin Ellison

Two separate companies (QIN, ADG) are merging IT platforms into one system, which might streamline operations but introduces integration risk. — Integration is key to extracting synergies.

"The big advantage we have is FBM's current IT platform is the same platform that we are transitioning ADG to."

QIN WATCH

Brandon Sink

Management has a cautious outlook for the remainder of 2025, lowering expectations to the bottom of its previous range due to a cautious consumer and uncertain macro, while expressing confidence in long-term initiatives.

"we're now expecting comp sales to be roughly flat for the year, which is at the bottom end of our previous guidance."

LOW WATCH

HIGH

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