Selected Reads

Smartkarma

Equity Bottom-Up

Idea: Short Lowe’s Inc. (“LOW”) common stock at ~$215 / share Investment Thesis: LOW has been materially overearning due to inflation (ticket +29% vs. pre-covid) and pull-forward of housing related spend....<a target="_blank" href="https://www.valueinvestorsclub.com/idea/LOWES_COS_INC/7429845296">Read the article on Value Investor Club »</a>

Morningstar

Morningstar, Inc.

Lowe's is the second-largest home improvement retailer globally, with annual revenue of $71 billion. Its scale enables consolidated purchasing power, leading to a low-cost position, while an automated distribution network puts vendors, distribution centers, and stores on one platform, driving operational efficiency. The firm retains some of the cost savings and passes the rest on to its customers through everyday low prices. These competitive advantages support a wide economic moat.With Marvin…

Wide-moat Lowe’s bucked its long-term trend, outperforming Home Depot on first-quarter comps; it delivered 3.5% same-store sales growth in the period, ahead of our 3% estimate. However, Lowe’s struggled with profitability, with higher costs, ineffective legacy pricing tools, and changes to the merchandising group hindering the gross margin, which contracted 165 basis points to 31.5%. While operating expenses were a bit better than we anticipated at 23% of sales (versus 25% in the year-ago…

United States

Lowe's Companies, Inc. is a home improvement retailer that distributes building materials and supplies through stores in the United States. The Company offers a complete line of products and services for home decorating, maintenance, repair, remodeling, and property maintenance.

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