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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“Lowe's is leveraging the platform to build supply chain agility, reducing costs, and improving customer satisfaction.”
Lowe's is cited as an enterprise customer using NVIDIA/Palantir tech for supply-chain agility.
“the Lowe's commercial co-brand credit card program transfers to our portfolio in the second quarter”
The Lowe's commercial co-brand credit card program transfers to Synchrony's portfolio in Q2 2026, adding receivables growth.
“we are actually still doing deals with Walmart, with Home Depot, with Lowe’s, with Target, across the portfolio, in similar structures where we set it up as a long-term ground lease”
Kimco continues to structure long-term ground-lease deals with anchor tenant Lowe's across its portfolio.
“Synchrony is also proud to build on our more than 45-year relationship with Lowe's by enhancing our existing commercial program and acquiring our commercial co-branded credit card portfolio.”
Synchrony is deepening its 45-year Lowe's partnership, enhancing the commercial program and acquiring the Lowe's commercial co-brand card portfolio, reinforcing Lowe's pro-customer financing.
“we've got leases going with Home Depot, Target, Lowe's, you name it, Walmart, Costco, they're all in active expansion mode.”
Lowe's is named among retailers in active expansion mode signing new leases with Kimco.
“In terms and look, in terms of the Amazon portfolio and, you know, other portfolios that happen. You know? Amazon and Lowe's as well, they're good card accepting merchants, and we're gonna continue to do, you know, do business with them. But sometimes, you know, things just don't work out economically.”
American Express also lost its Lowe's co-brand card portfolio alongside Amazon, though it continues to process Lowe's transactions as a card-accepting merchant.
“I will point to, you know, Lowe's, Menards, and others. I would tell you that we have never been in a better position of strength with some of these partnerships.”
Sherwin-Williams cites Lowe's as a strategic DIY retail partner where it says its relationship strength is at an all-time high.
“You've had Lowe's expanding their rural assortment expansion.”
An analyst noted Lowe's is expanding its rural product assortment, a competitive encroachment into Tractor Supply's core rural retail territory.
“Our Vertex AI Platform makes over 200 foundation models available, helping customers like Lowe's integrate AI.”
Lowe's is highlighted as a Google Cloud Vertex AI customer integrating AI into its business via the platform.
“starting with Lowe's, now JCPenney, it's really resonating with our partners, both, frankly, both on the renewal side, but also as we go out and compete with new -- compete for a new business.”
Synchrony cites Lowe's as an early proof point for its multi-product financing ecosystem (revolving card plus buy-now-pay-later), a model later extended to JCPenney.
“we are also excited to expand our relationship with the number one influencer in the world, MrBeast.”
Lowe's is expanding a marketing partnership with MrBeast across family experiences and merchandise.
“We built this on an OpenAI platform.”
Lowe's built its Mylow AI virtual assistant/companion on OpenAI's platform, a technology-supplier read-through for OpenAI.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Chris Horvers | JPMorgan | 14 (0%) |
| Peter Benedict | Robert W. Baird | 11 (0%) |
| Simeon Gutman | Morgan Stanley | 10 (20%) |
| Seth Sigman | Barclays | 8 (0%) |
| Steve Forbes | Guggenheim | 8 (0%) |
| Steve Zaccone | Citigroup | 8 (0%) |
| Zach Fadem | Wells Fargo | 7 (0%) |
| Mike Lasser | UBS | 6 (17%) |
| Brian Nagel | Oppenheimer | 6 (0%) |
| Dave Bellinger | Mizuho Securities | 5 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| JPMorgan | 1 | 14 (0%) |
| Robert W. Baird | 1 | 11 (0%) |
| Morgan Stanley | 1 | 10 (20%) |
| Barclays | 1 |
“we've been selected by TOTO to be the first big box retailer to offer their innovative toilets as we leverage our larger showrooms to feature their premium product, which will be exclusive to Lowe's in the Home Center channel.”
TOTO chose Lowe's as the first big-box retailer for its premium toilets, exclusive in the Home Center channel, a new supplier win.
“We're off to a great start with the new Sherwin-Williams ProBlock Quick Dry Primers, which we introduced in Q3.”
Lowe's cites strong Pro demand for Sherwin-Williams' ProBlock primers driving double-digit primer comps, a positive supplier read-through for SHW.
“we're further enhancing our Pro brand offering by extending our assortment of the #1 power tool brand, DEWALT, the tool of choice for Pros for over 100 years.”
Lowe's is expanding its assortment of Stanley Black & Decker's DEWALT, now carrying the largest DEWALT selection, a positive supplier read-through for SWK.
“With the recent acquisitions of Foundation Building Materials, or FBM, and Artisan Design Group, or ADG, we are well-positioned to participate in the expected recovery in housing.”
Lowe's acquired Artisan Design Group to expand its interior-finishes offering to homebuilders, integrating alongside FBM.
“With the recent acquisitions of Foundation Building Materials, or FBM, and Artisan Design Group, or ADG, we are well-positioned to participate in the expected recovery in housing.”
Lowe's acquired Foundation Building Materials to build out its Pro/interior-solutions distribution platform; FBM's commercial half is winning data center contracts.
“strong online engagement during our DEWALT days event supported by a homepage takeover and a compelling free tools battery offer”
Lowe's ran a promotional DEWALT event (a Stanley Black & Decker brand) that drove strong online tool engagement.
“non-GAAP adjustments associated with Artisan Design Group, or ADG”
Lowe's references its acquired Artisan Design Group as part of its interior-solutions build-out for homebuilders.
“our acquisition of Foundation Building Materials or FBM, which we completed in October”
Lowe's completed its acquisition of interior building-products distributor FBM to expand its Pro offering.
“an exclusive new Bosch hybrid tub dishwasher line available only at Lowe's”
Lowe's features an exclusive Bosch dishwasher line, underscoring Bosch as a differentiated appliance supplier.
“we're excited to announce the launch of Sherwin-Williams Pro Block Quick Dry primers”
Lowe's co-launches an exclusive Sherwin-Williams primer, deepening a key supplier relationship in paint.
| 8 (0%) |
| Citigroup | 1 | 8 (0%) |
| Guggenheim | 1 | 8 (0%) |
| Wells Fargo | 1 | 7 (0%) |
| Oppenheimer | 1 | 6 (0%) |
Fourth quarter sales reached $20.6 billion with comps up 1.3%, including a 50 basis point winter storm benefit, and online growth accelerated 10.5% with record Black Friday and Cyber Monday performance. Full-year 2025 saw a return to positive comps and continued pro growth, while FBM and ADG integrations progressed with commercial diversification. Management introduced FY2026 guidance of $92-$94 billion in sales with flat to +2% comps and adjusted EPS of $12.25-$12.75.
Demand | Competitive Dynamics | Macroeconomic | Margin | M&A | Pricing | Revenue Growth | Guidance Reliability | |
|---|---|---|---|---|---|---|---|---|
| 2024Q3 | 7 | 2 | 2 | 7 | 3 | 3 | ||
| 2024Q4 | 7 | 3 | 5 | 4 | 2 | 3 | 2 | |
| 2025Q1 | 6 | 3 | 2 | 2 | 2 | 1 | 4 | 2 |
| 2025Q2 | 5 | 7 | 2 | 1 | 8 | 1 | 2 | 1 |
| 2025Q3 | 5 | 4 | 1 | 4 | 5 | 3 | 2 | 2 |
| 2025Q4 | 5 | 3 | 3 | 2 | 1 | 3 | 1 | 1 |
| 2026Q1 | 10 | 3 | 6 | 1 | 1 | 3 | 1 | 1 |
| '24Q3 | '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|---|
| Demand | 7 | 7 | 6 | 5 | 5 | 5 | 10 |
| Competitive Dynamics | 2 | 3 | 3 | 7 | 4 | 3 | 3 |
| Macroeconomic | 2 | 5 | 2 | 2 | 1 | 3 | 6 |
| Margin | 7 | 4 | 2 | 1 | 4 | 2 | 1 |
| M&A | 2 | 8 | 5 | 1 | 1 | ||
| Pricing | 3 | 2 | 1 | 1 | 3 | 3 | 3 |
| Revenue Growth | 3 | 4 | 2 | 2 | 1 | 1 | |
| Guidance Reliability | 3 | 2 | 2 | 1 | 2 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
LOW Lowe's | 5 | +10.3% | |
| HD The Home Depot, Inc. | 4 | +4.8% |