Lowe’s – DIY Category Strengths & Weaknesses & Q1 2023 Update

  • Public Equity
  • Consumer
  • North America


Former director at Lowe's Companies Inc


  • Lowe’s (NYSE: LOW) speciality product portfolio and DIY and professional services segment positioning amid housing market headwinds
  • Product mix and pricing strategy amid declining spends trends for outdoor appliances and patio categories
  • Competitive landscape and positioning vs Home Depot (NYSE: HD) and regional players, highlighting implications of a potential recession
  • Medium-to-long-term outlook – promotional dynamics and top-line performance expectations


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