)
Company Research7 May 2025
Lowe's Companies: Building a One-Stop Shop for Home Improvement
Lowe's Companies began as a single store in 1921 and has steadily expanded its footprint and offerings, now operating 1,750 stores across the U.S.
Lowe’s (LOW) investor relations material
Lowe’s Morgan Stanley Global Consumer & Retail Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Morgan Stanley Global Consumer & Retail Conference 2025 summary2 Dec, 2025
Market environment and consumer trends
2025 has unfolded as expected, mirroring 2024, with persistent high mortgage rates and a stagnant macro environment.
Home improvement consumers remain healthy, with record home equity and strong employment, but sentiment is cautious, especially for big-ticket discretionary spending.
DIY customers are holding back on large purchases, while small to medium pro customers and home services are showing growth and share gains.
Positive comparable sales have been delivered for two consecutive quarters, with double-digit comps in home insulation.
The company is positioned for both short-term resilience and long-term growth as the housing cycle recovers.
Strategic initiatives and investments
Focus on enhancing the DIY loyalty program, now with over 30 million active members who shop more frequently and spend more.
Significant investments in store environment and technology have led to cleaner, more innovative showrooms and improved digital experiences.
The market delivery network enables same- or next-day installation of appliances and other bulky items, supporting future growth as demand returns.
The small to medium pro segment is targeted for growth, leveraging fulfillment, loyalty, and go-to-market strategies.
Acquisitions of ADG and FBM expand reach into single-family, multifamily, and commercial construction, opening a $250 billion addressable market.
Integration and platform development
Integration management office established to ensure disciplined integration of acquisitions without distracting core management.
Common IT and ERP platforms are being implemented across FBM, ADG, and Pro Supply to enable project visibility and future synergies.
Vision to create a one-stop interior solutions platform for construction customers, offering bundled products and services with single invoicing.
Commercial construction exposure through FBM provides balance and reduces overall business cyclicality.
Detail the 'interior solutions process' vision
How can AI drive top-line revenue growth?
What drives share gains in a repressed market?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Lowe’s earnings date
Q4 202625 Feb, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
Business Philosophy9 Apr 2025
Marvin Ellison: Chairman, President, and CEO of Lowe's
Marvin Ellison is CEO of Lowe's Companies, with over 30 years of experience in American retail and a career spanning leadership roles at major national chains.
)
Company Research8 Apr 2025
The Home Depot: The World's Largest Home Improvement Retailer
The Home Depot was founded in 1979 and has ever since applied its successful strategy of expansion to grow its business substantially, now operating 2,347 stores.
Frequently asked questions
Over 100 Years as a Hardware Store
Lowe's Companies Inc., founded in 1921, is a renowned American retail company specializing in home improvement and construction products and services. Headquartered in Mooresville, North Carolina, Lowe's operates a chain of retail stores across the United States and Canada. With a broad product assortment ranging from appliances to building materials, Lowe's caters to both individual homeowners and professional contractors.
Early Days
The company can trace its roots back over 100 years to the opening of Lowe’s North Wilkesboro Hardware. From a local operation selling everything from building materials to groceries, growth was limited until 1952 when businessman Carl Buchan took sole ownership of the company from the Lowe family. Anticipating a building boom in the wake of the second world war, Buchan quickly put his focus on expanding with the goal of turning into a national chain. The company went public in 1961 and has since then grown to be one of the largest home retailers in the world.
Big-box Retail
Like many other companies operating in North America, the company can be classified as a Big-box retailer, with some other notable examples including Walmart, Target, and Home Depot, which is one of Lowe’s main competitors. The company’s physical locations take up massive amounts of space and offer customers the ability to shop for everything they might require for their projects. Lowe’s places a large focus on training their employees to ensure that they’re qualified to give pointers and advice to shoppers who need guidance when it comes to what to purchase for their specific needs. In addition to its retail locations, Lowe’s also operates an online store.
For Professionals and Enthusiasts Alike
Another cornerstone of Lowe’s business is that they aim to provide everything a customer might need regardless of whether they’re a professional contractor remodeling a kitchen, or if they’re someone looking for materials for a DIY project. By offering a huge selection of items for their customers, they aim to provide a one-stop shopping experience for all things hardware, appliances, and home improvement.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage