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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 Goldman Sachs 32nd Annual Global Retailing Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Goldman Sachs 32nd Annual Global Retailing Conference 2025 summary3 Sep, 2025
Acquisition strategy and integration
Announced acquisition of Foundation Building Materials (FBM), a major distributor serving both residential and commercial markets, to expand capabilities and reach.
FBM's national footprint and advanced logistics assets complement existing store presence, especially in underserved urban regions.
Integration of FBM and ADG aims to create a comprehensive interior solutions platform for homebuilders, targeting a $250B addressable market.
Cross-selling opportunities will allow customers access to expanded assortments and fulfillment capabilities.
The acquisitions accelerate the total home strategy, enhancing scale and supporting sustainable top-line growth.
Market trends and consumer outlook
Recent quarters showed improving comps, with strong performance in core categories like paint, flooring, and appliances.
Homeowners remain financially healthy, with high equity and low unemployment, but are cautious due to macroeconomic uncertainty and mortgage rates.
Most customers are postponing, not canceling, home projects, awaiting more favorable mortgage rates.
Company is well positioned whether consumers move or invest in existing homes, due to recent investments and acquisitions.
No material change in consumer behavior expected for the remainder of the year, aside from potential tariff-related impacts.
Pricing, tariffs, and supply chain management
Portfolio approach to pricing leverages global sourcing, supplier negotiations, and assortment balancing.
Sourcing has shifted significantly toward the U.S., reducing dependency on China and diversifying risk.
Dynamic pricing strategies are used to remain competitive and responsive to consumer demand.
No significant supply chain disruptions anticipated; inventory levels and in-stock positions are strong.
Monitoring tariff impacts closely, with pricing actions expected to remain dynamic through the quarter.
What specific market void do ADG/FBM fill?
What early marketplace results exceed expectations?
How has Lowe's sourcing footprint changed?
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Next Lowe’s earnings date
Q3 202618 Nov, 2025
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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.
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