Lowe's Companies Inc.

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Deep Dive | June 10, 2025 Premium

High-Income Consumers’ Financial Sentiment Reaches New Peak; Facebook Slumps in Social Commerce: US Consumer Survey Insights

We analyze new survey findings on consumers’ economic and financial outlooks, in total and by income group. Plus, we spotlight social commerce, revealing which social media platforms are popular for shopping and which product categories are bought at the highest rates.

Deep Dive | June 4, 2025 Premium

Economic Sentiment Climbs; Walmart Overtakes Lowe’s in Home-Improvement Sector: US Consumer Survey Insights

Which retailers are popular among US home and home-improvement shoppers, and what are these shoppers buying? Dive into our sector-focused insights and discover how overall consumer sentiment is tracking with our new survey findings.

Deep Dive | June 3, 2025 Premium

Earnings Insights 1Q25: Costco Wholesale, Deckers Outdoor and Ulta Beauty Report Growth While Department Stores Face Challenges

Our Earnings Insights report features highlights from recent management commentary from major retailers within our Coresight 100 coverage list as they report first-quarter 2025 earnings.

Infographic | May 28, 2025 Free Report

Earnings Insights 1Q25, Week 5: BJ’s Wholesale Club and Home Depot Report Sales Growth; Target Reports Sales Decline—Infographic

Discover the latest revenue and EPS (earnings per share) data from week five of the 1Q25 (first quarter of 2025) earnings season with this infographic, covering various companies that reported in the week ended May 25, 2025, including Home Depot, Target and more.

Insight Report | April 11, 2025 Premium

US Tariffs: Three Actions for Risk Mitigation and Long-Term Positioning

We expect rising tariffs to reshape the global retail landscape, forcing retailers and brand owners to rethink their supply chains and competitive strategies. Amid this context, Coresight Research provides a three-step action plan to help industry players safeguard margins, preserve agility and seize strategic advantage.

Infographic | April 10, 2025 Free Report

4Q24 Earnings Season Wrap-Up: Which Companies Missed, Beat and Fell in Line with Expectations?—Infographic

Explore which companies beat consensus expectations and which missed consensus expectations during 4Q24 (the fourth quarter of 2024) earnings season with this infographic, covering more than 90 of the companies on the Coresight 100, our focus list of retailers and brand owners.

Insight Report | April 8, 2025 Premium

4Q24 Retail Inventory Insights: Retailers Maintain Lean Inventories as Overall Inventory Ratio Remains Unchanged

Our quarterly US Retail Inventory Insights series analyzes inventory trends in US retail. In this report, dive into trends by sector and inventory turnover ratios among major US retailers in the fourth quarter of 2024.

Deep Dive | April 3, 2025 Premium

4Q24 Earnings Season Wrap-Up: Widespread Positive Sales Growth Recorded This Quarter

We analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies mostly based in the US) in the fourth quarter of 2024, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes.

Store Tracker | April 2, 2025 Premium

US Store Tracker Extra, March 2025: US Total Closed Retail Space Exceeds 100 Million Square Feet

In March 2025, closures by Big Lots, Forever 21 and Macy’s caused total US closed retail space for the year to push past 100 million square feet, according to Coresight Research estimates. Discover US retailers’ latest store closure and opening announcements, as well as the square-footage impacts of these developments, with our monthly US Store Tracker Extra series.

Insight Report | March 24, 2025 Premium

March 2025 US Retail Sales Outlook: Lowering Our Retail Growth Projections in an Uncertain Context

The monthly Coresight Research US Retail Sales Outlook series tracks several major macroeconomic indicators and their likely effect on US retail sales. We analyze the latest available data as of March 19, 2025.

Deep Dive | March 11, 2025 Premium

Home and Home-Improvement Shopping in Focus; Financial Sentiment Turns Negative: US Consumer Survey Insights

Dive into our survey-driven insights on home and home-improvement shopping in the US to uncover shopping rates, popular retailers and the most bought categories. Plus, we continue to track consumer sentiment, with new data this week revealing a negative turn in consumers’ financial outlook.

Store Tracker | March 7, 2025 Premium

Weekly US and UK Store Openings and Closures Tracker 2025, Week 10: US Store Openings Exceed 2,000

Our Weekly US and UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies. This week, we highlight recent store opening and closure announcements from Big Lots, Forever 21, Ross Stores and The TJX Companies. Non-store-closure news includes CEO changes at both Albertsons and Kroger.

Deep Dive | March 5, 2025 Premium

US Retail—Real Estate Insights: Embracing Small Store Formats, Immersive Experiences and Emerging Technologies

Explore how small-format stores, technology integration and immersive retail experiences are becoming success factors for retailers. We also analyze store openings and closures, as well as recent traffic trends, to shed light on the relationship between retailers and real estate companies.

Infographic | March 5, 2025 Free Report

Earnings Insights 4Q24, Week 5: Most Companies Report Strong Growth Results This Week—Infographic

Discover the latest revenue and EPS (earnings per share) data from week five of the 4Q24 (fourth quarter of 2024) earnings season with this infographic, covering various companies that reported in the week, including Bath & Body Works, The Home Depot and The TJX Companies, among others.

Insight Report | March 5, 2025 Premium

Earnings Insights 4Q24, Week 5: Most Companies Report Strong Growth Results This Week

Our weekly Earnings Insights reports feature highlights from recent management commentary from major retailers. This week, there are highlights from companies that reported in the week ended February 28, 2025, including Bath & Body Works, eBay, Home Depot and TJX, among others.