Analysts/Jon Mazzewski

Jon Mazzewski

Consumer Cyclical

Limited coverage. Only 2 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

1

Companies

2

Questions

Focus Areas4 topics

Supply Chain1Competitive Dynamics1Innovation & R&D1Capital Allocation1

Question History2 questions

LOWLowe's1 quarter

2025 Q3

just wanted to see if you could frame maybe the improvement in speed that pro customers may enjoy from FBM and Lowe's joining forces

Supply ChainCompetitive DynamicsView in transcript →

how would you frame the working capital and efficiencies that can materialize over time with a scaled 3P marketplace?

Innovation & R&DCapital AllocationView in transcript →