Lowe's Companies (LOW)

• Market cap: $130B
• 1 day: -1.28%
• 5 days: -2.83%
• 1 month: -4.27%
• 3 months: -2.91%
• 6 months: 3.74%
• Year to date: -6.33%
• 1 year: -11.61%
• 5 years: 37.28%
• 10 years: 216.31%
• Sector: Consumer Discretionary
• Industry: Home Improvement Retail

About: Lowe's is the second-largest home improvement retailer globally, with around 1,750 stores in the US, after the 2023 divestiture of its Canadian locations (RONA, Lowe's Canada, Réno-Dépôt, and Dick's Lumber). The firm's stores offer products and services for home decorating, maintenance, repair, and remodeling, with maintenance and repair accounting for two-thirds of products sold. Lowe's primarily targets retail do-it-yourself (around 70% of sales) and do-it-for-me customers, but has expanded its professional business clients to 30% from less than 20% in the past six years (set ot expand further with the acquisition of FBM). We estimate Lowe's captures a high-single-digit share of the domestic home improvement market, based on US Census data and management's market size estimates.

Employees: 270,000