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Lowe's Companies, Inc.

LOWleader

Lowe's is the second-largest home improvement retailer in the world, operating approximately 1,700 stores in the United States. The company serves both DIY consumers and professional customers.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($86.4B)

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U.S. Home Improvement (97%)
Pro Sales (25%)
Online Sales (12%)

Segment Breakdown & Key Customers

Product Details

Home Décor & Building Products35%

Flooring, kitchens, paint, lumber, and building materials

Hardlines30%

Tools, hardware, plumbing, and electrical supplies

Appliances & Seasonal25%

Major appliances, outdoor power equipment, and seasonal products

Installation Services10%

Professional installation services for flooring, kitchens, and more

Macro & Market Context

소비재 (경기민감)Sector News

프리미엄 vs 가성비 양극화 — 고소득 소비 견조, 중간층 압박 심화

미국 소매판매 증감 (MoM)

+0.4%

소비자신뢰지수 (Conference)

98.3

명품 시장 성장률 (글로벌)

+6% YoY

전자상거래 침투율

22%

Upcoming Catalysts

Amazon·Tesla Q1 실적 (2026.04~05)중국 5.4월 소매판매 데이터미국 4월 CPI·PCE 발표

Latest News

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AI Analysis

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Company Info

Headquarters

Mooresville, North Carolina, USA

Founded

1946

Employees

300,000

Website

lowes.com

Sector Overview소비재 (경기민감)

Sector News

프리미엄 vs 가성비 양극화 — 고소득 소비 견조, 중간층 압박 심화

미국 소매판매 증감 (MoM)

+0.4%

소비자신뢰지수 (Conference)

98.3

명품 시장 성장률 (글로벌)

+6% YoY

전자상거래 침투율

22%

Key Themes

  • 소비 양극화 — Amazon/LVMH 프리미엄 수요 vs Dollar General 가성비
  • AI 개인화 추천 → 전환율 개선 — AMZN·JD 수혜
  • 중국 소비 회복 기대감 — LVMH·RMS 매출 반등 베팅

Upcoming Catalysts

  • Amazon·Tesla Q1 실적 (2026.04~05)
  • 중국 5.4월 소매판매 데이터