Revenue segments as reported by the company.

Home Decor

Building Products

Hardlines

Other

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Selling, general and administrative

Depreciation and amortization

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Lowe's

Orchard Supply Hardware is an American retailer of home improvement and gardening products. Headquartered in San Jose, California, Orchard Supply Hardware has dozens of locations throughout California, with expansions into Oregon and Florida.

Orchard Supply Hardware

Rona is a Canadian retailer of home improvement and construction products and services. Founded in 1939, the company operates a mixture of company-owned and franchised retailers under multiple banners, including Rona, its big box formats Rona Home & Garden and Réno-Dépôt, as well as smaller brands such as Rona Cashway, Marcil Centre de Rénovation, and Dick's Lumber. On February 3, 2016, U.S. retailer Lowe's announced that it would acquire Rona for $3.2 billion pending government approval. Lowe's plans to maintain the Rona name in mid-sized stores post-merger.

Rona

Lowe's Companies, Inc. engages in the retail sale of home improvement products. The firm offers products for maintenance, repair, remodeling, home decorating, and property maintenance. It also provides home improvement products in the following categories: appliances, seasonal & outdoor living, lumber, lawn & garden, kitchens & bath, hardware, building materials, millwork, paint, rough plumbing, tools, electrical, flooring, and décor. The company was founded in 1946 and is headquartered in Mooresville, NC.

Earnings data Q1 2021

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Earnings data Q1 2023

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LOW reports Q1 earnings growth despite sales decline and discretionary weakness

Despite a decline in comparable sales, LOW's adjusted operating margin expanded, and the company remains optimistic about the future of the home improvement business. Challenges include weakness in discretionary spending, particularly in big-ticket DIY purchases, and questions about the potential duration of this weakness. However, the company sees opportunities in the Pro customer strategy and the rural stores expansion.

LOW reports Q2 earnings with declining sales but expanded margins

LOW's Q2 performance reflects a decline in comparable sales but an expansion in operating margin and strong online sales growth. The company faces challenges from cautious consumer spending and industry-specific pressures. However, LOW remains optimistic about outperforming sales outlook and sees opportunities in sustaining demand and expanding margins through strategic initiatives.

Lowe's Q3 2023: Challenges in DIY Spending, Optimism for Long-Term Growth

Lowe's Q3 2023 faced challenges in DIY spending and online sales, but saw positive performance in Pro sales comp and strategic initiatives. The company remains optimistic about the mid- to long-term outlook for the home improvement industry. Ongoing focus on productivity improvements and meeting customer demand presents opportunities for growth.

Lowe's reports mixed Q4 sales but strong earnings growth

Lowe's Q4 earnings call highlighted mixed sales performance but strong earnings growth. The company is investing in its workforce and focusing on the Pro business for future growth. Opportunities lie in leveraging industry trends and technology advancements while managing challenges like declining lumber prices and flat gross margins.

Lowe's reports Q1 earnings growth despite challenges, eyes rural expansion

Lowe's Q1 2024 earnings call highlighted a mixed performance with challenges in comparable sales offset by positive Pro sales growth. The company's focus on market share gains, productivity initiatives, and Pro segment strength drove earnings growth. Despite short-term pressures, Lowe's remains positive about the future, especially with opportunities in rural store expansion and customer segment spending.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

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Investors should take note of these buyback juggernauts, which have lowered their share counts between 31% and 53% over the last decade.

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Lowe's Companies, Inc. growth should be a lot slower from here on in. Lowe's strategy is dependent on online sales for revenue to continue growing in 2023.

Lowe's Business Outlook Does Not Match Its Valuation

The historically high inflation rates have also affected consumer confidence by reducing purchasing power. As we move forward to 2023, the industry seems to be facing some serious headwinds that could hurt the performance of this company.

Lowe's Companies: Massive Insider Selling, Don't Ignore The Red Flag

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The 4 factor dividend growth portfolio was launched on November 1st, 2022, and is thus far off to a great start. The portfolio lost by 11 bps to the S&P 500 Total Return during the month of January.

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Consumer confidence is slowly on the mend, but the C-Suite is cautious on new buyback plans. One company boldly issued a new share repurchase program in December as its stock trades at a good valuation.

Lowe's: Shares Undervalued With A Stock Buyback Bolstering The Bull Case

Lowe's Companies has had a great couple of years, but economic issues, combined with elevated pricing, are pointing to some weakness ahead. The firm is also buying back a great deal of stock, but using debt to do it, which could prove problematic down the road.

Lowe's Companies: Attractive, But Not As Attractive As It Appears

Lowe's has historically traded at a fairly-deserved discount to its rival. Management has driven significant gains in operating metrics since 2018.

Lowe's: Closing The Gap With The Home Depot

All three of these companies have consistently increased their dividends at a fast pace.

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The US economy is proving more resilient than expected, meaning the 2023 recession is likely to start later, or might not happen at all. In 2024 stronger growth and falling interest rates should mean faster-growing dividend blue-chips could soar.

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In a duopoly, it doesn't always pay to be the market leader. Lowe's can learn from the mistakes of The Home Depot and can continue generating great returns. Lowe's is trading near my margin of safety level.

Lowe's: Increasing Operating Efficiency To Drive Returns

LOW has performed very well in the past several years. Current trends make home improvement continue to look attractive.

Lowe's Can Continue To Outperform

The macroeconomic environment has improved substantially in the past months, which may have positive impacts on the firm's profitability and efficiency in the coming quarters. The housing market remains weak, however, which could be potentially offsetting the aforementioned benefits.

We Are Turning More Bullish On Lowe's (Rating Upgrade)

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News for Lowe's Stock (LOW)