Lowe's Companies Inc

Lowe's CEO Marvin Ellison is one of only six Black Fortune 500 company CEOs, though he doesn't own Lowe's. Is Lowe's a Black-owned company?

Kobalt, one of Lowe's biggest tool brands, makes products such as drills and saws. Who makes Kobalt tools for Lowe's? Kobalt isn't made in the U.S.

Lowe's CEO Marvin Ellison has a multi-million-dollar net worth. How did Ellison make his millions?

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As of December 21, 2017, Bed Bath & Beyond (BBBY) stock was trading at $21.50. That same day, analysts were expecting the stock to reach $22.78 in the next 12 months.

Analysts expect Home Depot (HD) to post third-quarter revenue of $26.3 billion, a rise of 4.9% year-over-year.

In the first quarter, Home Depot (HD) posted SSSG (same-store sales growth) of 4.2%, lower than analysts’ consensus expectation of 5.4%.

Analysts expect Lowe’s (LOW) to post revenue of $15.33 billion in 4Q17, which represents a fall of 2.9% from $15.78 billion in 4Q16.

Walmart, Target, Amazon, and Lowe’s were the four retailers in the United States that spent the most on YouTube video ads last year.

For the next four quarters, analysts are expecting Lowe’s to post revenue of $68.9 billion—a growth of 3.4% over its ~$66.6 billion from the last four quarters.

As of April 27, 2017, analysts are expecting Home Depot’s stock price to touch $156.4 in the next 12 months, which represents a return potential of 0.2%.

Lowe’s inventory turnover came in at 4.1x in fiscal 2015 compared to 4.9x for Home Depot (HD).

Lowe’s (LOW) derived about 2.5% of its sales from the e-commerce channel, or an estimated $1.4 billion, in fiscal 2015.

A professional customer is one who’s looking for products to complete projects for other customers.

Home Depot’s margins are ahead of those reported by the number-two home improvement (XHB) (ITB) retailer, Lowe’s (LOW), over the past twelve months.

Costco’s suppliers include companies like PepsiCo (PEP), Procter & Gamble (PG), and the Kraft Heinz Company (KHC). No single supplier accounts for over 5% of revenue.

Lowe’s is also experimenting with the idea of rolling out other smaller format stores like City Center stores in other under-penetrated and high-density urban areas in the US.

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The retail customer accounts for about 70% of Lowe’s sales. However, retail customers account for about two-thirds of Home Depot’s (HD) customer base.

Lowe’s (LOW) operates stores in the select international markets of Canada and Mexico.

Lowe’s (LOW) expects the Rona (RON.TO) transaction to be accretive to its earnings per share or EPS from the very first year after the acquisition.

So far this year, Home Depot and Lowe’s have outperformed the broader equity markets. They have returned 16.7% and 9.4% YTD.

In the first quarter of 2020, activist hedge fund manager Bill Ackman made a windfall profit of $2 billion. He was short on the market in March 2020.

Today, Lowe’s reported its first-quarter earnings, which ended on May 1. The company reported an adjusted EPS of $1.77 on revenues of $19.68 billion.

So far in 2020, Bill Ackman’s timing has been impeccable. He made over $2 billion by shorting stocks as US stock markets crashed in the first quarter.

Amid the financial turmoil due to COVID-19, Home Depot (NYSE:HD) continues to stand tall. The company stayed open since it sells essential products.

As of April 9, Home Depot was trading at 20.1x analysts’ 2020 EPS estimate of $10.04 and at 18.3x analysts’ 2021 EPS estimate of $11.02.

Lowe’s (LOW) operates in the home improvement retail industry. The company competes with a number of retail and wholesale players.

Lowe’s (LOW) operates in the home improvement industry where most products, especially building materials, are largely standardized and undifferentiated.

Lowe’s sources its merchandise from over 7,000 suppliers with no supplier accounting for more than 6% of sales.

Lowe’s (LOW) has reported a positive trend in comparable store sales (XRT) for the past ten quarters.

One of the ways retailers can track their store performance is via productivity measures like sales and profitability per retail square foot.

Going omni-channel makes natural sense for both Lowe’s and Home Depot. Both retailers have a massive store network in the US, which can double as strategic fulfillment centers.

Historically, a large percentage of Lowe’s (LOW) capital expenditure (or capex) has been spent on new store rollouts.

Driving growth from sales to pro customers is a key growth opportunity for the world’s largest home improvement retailer.

The Home Depot’s (HD) focus on the pro customer allows the retailer to compete in the installations market and the product demand the services create.

The Rona (RON.TO) acquisition should give Lowe’s (LOW) a market-leading position in Canada’s home improvement market, estimated at over $45 billion Canadian.

Lowe’s sales performance and growth in fiscal 2016 have been robust so far, with net sales rising by 4.9% and same-store sales rising by 4.6%.

Target operates 1,792 stores in the United States under multiple store formats. Its merchandise assortment differs by store, store location, and store size.

On Tuesday, Guggenheim lowered its outlook on Home Depot (HD) stock. Notably, Guggenheim downgraded the stock to “neutral.”

Despite the trade war and the inverted yield curve, the S&P 500 Index is down 1.8% this month. Its resiliency reflects the US consumer sector’s strength.

For 2019, analysts expect Home Depot (HD) to report revenues of $111.4 billion in 2019—a rise of 2.9% from $108.2 billion in 2018.

Bill Ackman has made a huge comeback in 2019.

Home Depot’s (HD) management team expects its revenue to rise 3.3% this year, which also accounts for an extra week of operations in 2018.

Among the 33 analysts that follow Home Depot, 72.7% recommended a “buy,” while 27.3% recommended a “hold.”

After streamlining its business, Lowe’s is focusing on four key areas to drive its sales.

Home Depot’s integrated retail strategy To counter Amazon (AMZN), Home Depot (HD) has been focusing on its integrated retail strategy, One Home Depot. The strategy integrates its offline and online channels to enhance customers’ experience, which could be hard for Amazon to replicate. In last year’s third quarter, the company’s online sales grew 28%, and […]

In the first three quarters of 2018, Home Depot posted revenues of $81.71 billion—6.1% growth from $77.02 billion in the first three quarters of 2017.

In the first three quarters of 2017, Home Depot (HD) paid dividends of $0.89 per share. In 3Q17, it paid dividends at a payout ratio of 48.2%.