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Did you size the potential savings from things like prepaying your card or line breaking from your associates?
under your tenure, Costco has had a greater willingness to move with speed, embrace technology
You mentioned that you would expect your renewal rate to continue to fall as some of the digital sign-ups accrete
it seemed like you were sending a reminder that you will soon lap this outsized growth from precious metals
With core on core margin being down modestly this quarter, can we take that as a sign that the recent string of margin
do you think that's going to linger beyond the first quarter? And are you seeing signals of that behavior happening in anywhere beyond just the roofing category such that it could lead to more vola...
If you had perfect insight that housing turnover was going to remain muted through 2027, would that change any of your capital allocation priorities
can home improvement demand recover without some assistance from either an increase in underlying housing activity or a reduction in interest rates
has The Home Depot increased its fixed cost structure such that it's now experiencing deleverage as sales are under pressure
the decision to reduce promotional activity during the quarter was tied to the tariff situation
Are these calls driven by something that you are seeing that is changing in the home improvement market
How is the Home Depot approaching that from a pricing standpoint?
there could be $50 billion of deferred demand in home improvement if we just simply apply Home Depot's market share
There's been a lot of focus on the impact that the government efficiency measures and or immigration policy implementation could have on the US consumer
What market share assumption have you embedded into your twenty twenty five outlook?
How are you thinking about the broader impact of artificial intelligence on home improvement?
If 2026 turns out to be meaningfully better or worse than that range, what internal and external key performance indicators would have told you that first, and what is that KPI saying today?
how does Lowe's ensure that all of the heavy lifting associated with integrating these assets that are being brought together does not interfere
is that sufficient enough to be able to harvest a very suitable return on these investments that you've been making?
Where do some of the large ticket remodeling categories for Lowe's stand today versus where they were in 2019
is it just becoming more expensive to maintain market share given all the changes that have taken place?
How did you factor that there could be other unknowns into your outlook this year
the timing of this leadership succession is a signal of an inflection point
How do you dispel this concern and make the case that this is a one-off rather than beginning of a trend
would you consider the current level of tariffs to be elevated
Now is Walmart entering a phase where there's just simply more economic sensitivity