Lowe's has narrowed the operational gap with Home Depot through Marvin Ellison's transformation but remains structurally underweight in Pro mix. DIY-heavy customer base is more cyclically sensitive to housing turnover and consumer confidence. Online and supply chain investments are paying off. Pro initiative is gaining traction but the share-gap closure path is slow. Capital return remains aggressive supporting EPS growth.
Thesis reviewed May 29, 2026
Lowe's Companies Inc. is headquartered in United States, which is currently showing moderate signals.
🇺🇸United States60NEUTRALView United States risk detail →🛍Consumer22NEUTRAL| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| NIO | NIO Inc | 27 | -10% | ↑2% | AVOID |
| JD | JD.com Inc | 27 | +13% | ↑2% | EARLY |
| LI | Li Auto Inc | 27 | +7% | ↑2% | NEUTRAL |
| PDD | PDD Holdings Inc | 27 | -4% | ↑2% | AVOID |
| DEO | Diageo PLC | 27 | +8% | ↑2% | NEUTRAL |
| ULVR.L | Unilever | 27 | — | ↑2% | NEUTRAL |
| BTI | British American Tobacco PLC | 27 | +14% | ↑2% | EARLY |
Investors who hold LOW may also have indirect exposure through these country funds.
Lowe's Pro sales mix reaches 25%, accelerating share gain
DIY comp sales remain negative as discretionary projects defer
Estimates · Yahoo Finance · Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Alan Armstrong | Buy | $1k–$15k | Mar 27, 26 | ||
| John W Hickenlooper | Sell | $50k–$100k | Jan 14, 26 | -22.6% | |
| Julia LetlowLA | R | Buy | $1k–$15k | Aug 8, 25 | -21.1% |
| Julia LetlowLA | R | Buy | $1k–$15k | Oct 23, 24 | -21.1% |
| Shelley M Capito | Sell | $1k–$15k | Nov 13, 25 | -12.1% | |
| Shelley M Capito | Sell | $1k–$15k | Oct 21, 25 | -9.0% | |
| Shelley M Capito | Sell | $1k–$15k | Oct 20, 25 | -9.0% | |
| Angus S King, Jr. | Buy | $1k–$15k | Jul 21, 25 | -13.3% | |
| John Boozman | Sell | $1k–$15k | May 20, 25 | +0.6% | |
| Shelley M Capito | Sell | $1k–$15k | Jan 17, 25 | -13.0% | |
| Shelley M Capito | Sell | $1k–$15k | Dec 13, 24 | -11.6% | |
| Josh GottheimerNJ | D | Sell | $1k–$15k | Aug 30, 24 | -10.4% |
| Jared MoskowitzFL | D | Buy | $1k–$15k | Jul 14, 23 | -8.6% |
| Jared MoskowitzFL | D | Buy | $1k–$15k | Jul 5, 24 | -8.9% |
| Shelley M Capito | Sell | $1k–$15k | Jul 25, 24 | -6.0% | |
| Josh GottheimerNJ | D | Sell | $1k–$15k | Jun 21, 24 | +2.9% |
| Josh GottheimerNJ | D | Sell | $1k–$15k | Jun 28, 24 | +2.9% |
| Josh GottheimerNJ | D | Sell | $1k–$15k | May 1, 24 | +2.8% |