Lowe's(US:LOW) 智通财经网·2025-06-05 06:57Group 1 - The core viewpoint is that Bank of America has a positive outlook on Lowe's Companies (LOW.US) following its acquisition of Artisan Design Group (ADG), which enhances Lowe's competitive position in the housing market [1] - The acquisition of ADG is seen as a significant opportunity in a $50 billion market, driven by the projected addition of 18 million new homes in the U.S. by 2033 [2] - ADG is described as a leading provider of interior surface design, distribution, and installation services, with an estimated revenue of $1.8 billion for the fiscal year 2024 and a network of over 3,200 professional installers [1][2] Group 2 - Analysts expect ADG to benefit from Lowe's purchasing scale and private brands, as well as adjacent categories such as appliances and windows [2] - Lowe's is anticipated to reach new customer segments through ADG's network of independent contractors, which is distinct from its existing focus on contractors for existing homes [2]