Lowe's

Comparable transactions declined 2.3% as consumers remain reluctant to make significant discretionary home improvement investments amid elevated mortgage rates and economic uncertainty.

Lowe's eliminated approximately 600 corporate and support roles to create greater financial agility while investing in customer-facing areas, alongside $125 million in discretionary frontline bonuses for Q4 performance.

FY2026 guide of $92-$94B in sales, comps flat to +2%, adj EPS $12.25-$12.75, forecasting home improvement market roughly flat. Includes $8B combined FBM/ADG revenue and 30bps additional acquisition dilution wrap.

Mylow Companion handles nearly 1 million questions per month with online conversion roughly doubling when customers engage. New Pro Companion enables AI-prepared sales conversations. Freight Flow 3.0 and full shelf replenishment use real-time AI for stocking prioritization.