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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.
The Home Depot (HD) investor relations material
The Home Depot 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
Consumer and housing market trends
Positive momentum in Q2 with broad-based growth across geographies and merchandise departments, reversing previous negative trends.
Smaller and repair projects are driving engagement, while large financed projects remain subdued due to economic uncertainty.
Homeowners have significant untapped equity but are hesitant to initiate big projects amid concerns about recession, tax rates, and inflation.
Housing turnover remains at forty-year lows, with a persistent supply-demand imbalance and slow new home construction.
Outlook for the second half of the year is optimistic, supported by anticipated tax cut benefits.
Pricing, tariffs, and assortment management
Over half of goods are U.S.-manufactured, reducing tariff exposure; diversification strategies and supplier partnerships help mitigate cost impacts.
Focus remains on protecting project value for customers, with targeted pricing actions and ongoing assortment rationalization.
Holiday and seasonal assortments remain competitive, with some SKU rationalization where tariff impacts make certain items unviable.
No significant elasticity observed in pricing actions; hundreds of pricing tests are ongoing to monitor consumer response.
Capital allocation and acquisition strategy
Capital allocation priorities remain: invest in core retail, pay dividends, and buy back shares when leverage targets are met.
Recent acquisitions (SRS, GMS) enhance pro capabilities, with bolt-on acquisitions continuing to expand reach.
GMS will be integrated into SRS, adding new verticals and maintaining existing management and sales teams.
M&A is seen as an accelerator, not a necessity, for capturing more share of the pro market.
Detail tariff-driven assortment changes
How to unlock the $250B Pro white space?
How does delivery speed drive online stickiness?
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Next The Home Depot earnings date
Q3 202618 Nov, 2025
Next The Home Depot earnings date
Q3 202618 Nov, 2025
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Marvin Ellison: Chairman, President, and CEO of Lowe's
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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
Home is where the heart is
The Home Depot is a leading home improvement retailer that operates a chain of stores across the United States and Canada. The company offers a wide range of products and services for both DIY (do-it-yourself) enthusiasts and professional contractors. The Home Depot stores are known for their selection of building materials, tools, hardware, appliances, and home improvement products. In addition to its retail operations, The Home Depot also provides various installation services and offers digital platforms for online shopping and project planning. Placing a heavy emphasis on customer service, their retail spaces have become appreciated due to their ability to meet the needs of both homeowners, DIY-enthusiasts and professional contractors alike.
A fascinating tale of entrepreneurship and growth
The Home Depot was founded in 1978 by avid DIY’ers and enthusiasts Bernie Marcu and Arthur Blank with help from Ron Brill and Pat Farrah. The idea behind the company was to create a one-stop shop for home improvement needs, offering a wide selection of products at affordable prices. This is something they proved to be very good at, and after opening their first two stores in Atlanta, Georgia, the company grew rapidly. While focusing on customer service, competitive pricing, and a vast product assortment, Home Depot expanded its footprint across the United States and later ventured into the Canadian market.
Further reading: Edward "Ted" Decker's Rise to the Top at Home Depot
Customer centric from the get-go
Marcu and Blank placed a strong emphasis on customer service right off the bat and ensured that shopping at Home Depot felt welcoming and accessible to all, regardless of whether they were doing their first DIY-project or if they were experienced industry professionals. This is something that is engraved in the company's DNA and is a key part of the culture at Home Depot. The company has a “Whatever it takes” motto and ensures that their staff are knowledgeable and able to offer advice and guidance, and also invests heavily in training for their employees.
Big retail spaces providing home improvement goods is however not something unique. Home Depot has several large competitors that are publicly traded, with some of the biggest ones including names such as Lowe’s and Floor & Decor.
All encompassing services
Home Depot might be best known for their massive retail spaces, but also offer a variety of online services. The company offers a comprehensive platform for product planning, as well as a traditional online retail section. Customers can browse a wide selection of products, access detailed product information, compare prices, and read customer reviews. Home Depot also offers customers professional installation services, tailored towards those completing projects that require a specific skill set or for customers with little interest in DIY at all.
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