When Home Depot reported earnings early this week, it gave us the first real signal about how freight could shape up heading into Q1. They told us the consumer wasn’t collapsing, but they also weren’t opening their wallets like they used to. Big home projects were getting delayed. DIY was soft. And inventory levels were steady enough that a big January restock wasn’t coming. Now Lowe’s and Walmart have stepped up to the mic — and they’ve basically confirmed everything Home Depot hinted at. And for small c ...

摩根大通将劳氏的目标价从275美元上调至300美元，维持"增持"评级。(格隆汇) ...

This story was originally published on CX Dive. To receive daily news and insights, subscribe to our free daily CX Dive newsletter. Dive Brief: Lowe’s AI virtual assistants have boosted customer satisfaction and contributed to sales growth, executives said on a Q3 2025 earnings call Wednesday. Mylow and Mylow Companion, the customer-facing and employee-facing virtual assistants Lowe’s launched this spring, are answering nearly 1 million questions per month. Customer satisfaction scores increase 2% amon ...

Core Insights - Major retailers' earnings reports have shown mixed results, with Walmart outperforming expectations while others like Home Depot and Target faced challenges [1][2] Group 1: Home Improvement Retailers - Home Depot reported earnings softer than expected and cut its full-year outlook due to slower consumer spending and a weaker housing market [1] - Lowe's performed comparatively better, posting a top and bottom line beat and raising its full-year sales forecast, despite slightly lowering its profit outlook [1] Group 2: Discount Retailers - Target disappointed Wall Street with a revenue miss and reduced earnings guidance, citing decreased traffic and softness in its discretionary portfolio [2] - In contrast, TJX, which operates brands like TJ Maxx and Marshalls, delivered a strong quarter, benefiting from its strategy of purchasing excess merchandise, leading to improved transaction numbers and average transaction amounts [3] Group 3: Overall Retail Environment - The retail environment is challenging, requiring selectivity in stock picking, as not many retailers are performing well [1] - Walmart's strong performance and raised full-year forecast indicate its ability to attract a diverse shopper base, contrasting with the struggles of its peers [2]

Company Overview - Lowe's Companies, Inc. is a leading home improvement retailer in the United States, known for its extensive product selection and customer service [1] Stock Performance - Lowe's stock is currently priced at $228.41, reflecting a 4.03% increase or $8.84 from the previous trading price [3] - The stock has fluctuated between $224.26 and $232.97 during the trading day, with a yearly high of $280.64 and a low of $206.39, indicating significant volatility [3] - The market capitalization of Lowe's stands at approximately $128.1 billion, showcasing its substantial presence in the industry [4] Analyst Insights - Michael Baker from D.A. Davidson has set a price target of $250 for Lowe's, suggesting an 8.47% potential upside from the current trading price [2][6] - The high trading volume of 7,651,902 shares on the NYSE indicates active trading and strong investor engagement with Lowe's stock [4][6] Market Context - The comparison between Lowe's and Home Depot highlights the challenges posed by a stagnant housing market, yet Lowe's is positioned as a strong contender in the home improvement sector with promising growth prospects [5]

Lowe’s Companies, Inc. (NYSE:LOW) posted upbeat earnings for the third quarter, but fell slightly short on sales.The company reported third-quarter adjusted earnings per share of $3.06 (+5.9% year over year), beating the analyst consensus estimate of $2.97. Quarterly sales of $20.813 billion missed the Street view of $20.823 billion.The company has updated its outlook for fiscal 2025 to reflect the ongoing uncertainty in the macroeconomic environment. Lowe's trimmed its fiscal 2025 comparable-sales outlook ...

Lowe's shopping carts outside of store. Key Points Lowe's outperformed its competitors and is well-positioned for a strong 2026. Cash flow sustains a healthy capital return, including dividends and buybacks. Analysts and institutional activity point to a robust rebound and potential for new highs in 2026. Interested in Lowe's Companies, Inc.? Here are five stocks we like better. Lowe’s (NYSE: LOW) reported mixed results and tepid guidance, but it was enough to spark a price rebound and signal a buy ...

Retail Sector Overview - Target's latest results indicate shrinking customer purchases, slowing sales, and a cut in profit guidance, signaling a cautious consumer outlook [1] - Despite Target's struggles, other retail stocks have seen positive movements, particularly those forming new partnerships with ChatGPT [2] - TJX, the owner of TJ Maxx and Marshalls, exceeded expectations and raised its outlook for the year, suggesting strong performance in the discount retail segment [4] Home Improvement Sector Insights - Lowe's raised its full-year sales outlook from $84.5 billion to $86 billion, driven by sales growth to professional builders and online sales [6] - In contrast, Home Depot reported lower quarterly profits and decreased its outlook, with customers hesitant to commit to renovations due to economic uncertainty [7] Consumer Behavior Trends - The performance of discount retailers may reflect a trend of cash-strapped consumers seeking deals rather than a robust retail environment [5] - Retailers are adapting to a changing landscape where consumers increasingly use chatbots for product discovery, necessitating a shift in how retailers engage with shoppers [8][10]

Group 1 - Maosheng Holdings (00022) saw a rise of over 14% due to a 75.4% year-on-year increase in revenue for the six months ending September 30, 2025, attributed to the final stages of renovation construction services [1] - Emperor Capital (00717) increased by over 3.8% as net profit rose significantly due to a large reduction in impairment provisions for margin loans and other loans, alongside an increase in group revenue [1] - Ginkgo BioWorks-B (01167) rose over 5.4% following the approval of its self-developed KRAS G12C inhibitor, Goresir, for commercialization in China, with a partnership established with Ailida [1] - Maoyan Entertainment (01896) fell over 2% as reports indicated an increase in the ticket refund rate for "Demon Slayer" [1] - Fuhong Hanlin (02696) increased by over 4.3% after announcing FDA approval for its biosimilar to PERJETA, making it the first and only biosimilar of its kind in the U.S. [1] Group 2 - Trip.com Group-S (09961) dropped over 3.4% despite reporting a net operating revenue of 18.3 billion RMB for Q3 2025, a 16% year-on-year increase driven by sustained global travel demand [2] - Gushengtang (02273) rose over 2.2% after announcing a share transfer agreement with DA ZHONG TANG PTE. LTD. [2] - XPeng Motors-W (09868) fell over 4.6% amid market speculation about plans to produce thousands of autonomous taxis annually from 2026-2027 [2] - Techtronic Industries (00669) increased by over 4.7% as Home Depot's Q3 results indicated a positive outlook for the U.S. consumer market, benefiting Techtronic's professional segment [2] Group 3 - Guofu Quantum (00290) rose over 2.8% as it projected a net profit of approximately 200 million to 210 million HKD for the six months ending September 30, compared to a net loss of about 10.9 million HKD in the same period last year [3] Group 4 - Circle (CRCL.US) fell 8.98% as its stock price continued to decline since late October, with a significant insider sale reported [4] - The U.S. optical communication sector saw gains, with Lumentum (LITE.US) up 8.69% and other companies in the sector also rising [4] - Storage stocks in the U.S. rose, with Seagate Technology (STX.US) up 2.08% following a report on NVIDIA's shift to low-power memory chips for AI servers [5] - MP Materials (MP.US) increased by 8.61% after announcing a joint venture with the U.S. Department of Defense and Saudi Arabia's Maaden to build a rare earth refining plant [5] - Google (GOOGL.US) rose 3% as its new AI model Gemini 3 Pro topped the LMArena leaderboard, highlighting AI's role in its growth [6] - Nokia (NOK.US) fell over 9.19% as it focuses on AI-related infrastructure [6] - Block (XYZ.US) rose 7.56% after announcing a $5 billion increase in its stock buyback plan [6] - NetEase (NTES.US) fell 4.15% following the global launch of its new game [6] - Lowe's (LOW.US) rose 4.03% after reporting Q3 revenue of $20.81 billion, slightly below market expectations [6]

Lowe's stock surged Wednesday after the home improvement retailer reported better profits than analysts had expected, a day after rival Home Depot's profits fell short. https://t.co/0VMhs2Zk6V ...