Aug. 27 at 11:10 AM
$LOW
Lowe's Companies, Inc.
$LOW is America's second-largest home improvement retailer, operating 1,748 stores and generating
$83.7B in revenue. While facing near-term headwinds with declining comparable sales (-2.7% in 2024), the company maintains strong fundamentals: excellent cash generation (
$9.6B operating cash flow), robust shareholder returns (
$6.5B returned in 2024), and a solid market position in a defensive industry. Their "Total Home" strategy focuses on capturing professional customers and building omnichannel capabilities. This isn't a high-growth story, but rather a "steady Eddie" investment offering reliable dividends, share buybacks, and exposure to the resilient home improvement market. Success hinges on executing their Pro customer strategy and technology investments while competing against The Home Depot and emerging digital threats.
https://stratafinance.beehiiv.com/p/lowes
