Best Buy is exploring ways to use excess retail space. David Paul Morris / Bloomberg via Getty Images Close Key Takeaways Are you overwhelmed by Ikea's mazy showrooms? Help is on the way—from a home-electronics chain. "Customers remain resilient, but deal focused and attracted to more predictable sales moments including our back-to-school sales events and our Techtober sales," Barry said, according to the transcript. Related Education Best Buy (BBY) added 1,000-square-foot Ikea showrooms in 10 of its stores ...

Group 1 - Lowe's Companies, Inc. reported a modest top and bottom line beat, although same-store sales were slightly below expectations [1] - The company raised its full-year sales forecast while lowering its same-store sales outlook and adjusting earnings guidance downwards [1] - Lowe's demonstrated effective inventory management, with inventory levels significantly reduced [1] Group 2 - Lowe's is a home improvement retailer offering tools, appliances, building materials, and decor, as well as installation, repair, and design services [2]

Wall Street analysts expect Best Buy (BBY) to post quarterly earnings of $1.31 per share in its upcoming report, which indicates a year-over-year increase of 4%. Revenues are expected to be $9.58 billion, up 1.4% from the year-ago quarter.The current level reflects an upward revision of 0.4% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections over this period.Prior to a company's ea ...

The appliance manufacturer says it plans to involve vendors earlier in the design process. ...

"We delivered another quarter of positive comp sales, despite headwinds related to hurricane activity in the prior year. With the closing of the FBM acquisition last month, we look forward to enhancing our offering to Pro customers and creating more sustainable, long-term sales and profit expansion for the company." 9 of 15 Regions Q3 2025 RESULTS Marvin R. Ellison, Chairman & CEO Delivered positive comp sales growth Partnered with Building Homes For Heroes of Mooresville, NC to build first-of-its kind comm ...

This story was originally published on Retail Dive. To receive daily news and insights, subscribe to our free daily Retail Dive newsletter. A relatively weak housing market and ongoing economic uncertainty continued to challenge the home improvement sector’s biggest players in the third quarter. The Home Depot on Tuesday said its Q3 results missed its expectations due to the lack of storm activity causing pressure in some categories. The retailer reported third quarter net sales increased 2.8% year over ...

Core Viewpoint - Lowe's Companies, Inc. is a leading home improvement retailer in the U.S., set to release quarterly earnings with an estimated EPS of $2.97 and projected revenue of $20.84 billion on November 19, 2025 [1][6] Financial Performance - Analysts project Lowe's revenues at $20.9 billion for the upcoming quarter, reflecting a 3.4% increase from the previous year, with an EPS estimate of $2.98, indicating a 3.1% rise year-over-year [4] - The company has historically delivered an average earnings surprise of 2.9% over the past four quarters, consistently exceeding market expectations [5][6] Business Strategy - Lowe's is focusing on pro-focused growth and technological investments, which are expected to positively impact its performance [4][6] - The company has a strong capital structure, with a debt-to-equity ratio of approximately -3.43, indicating effective debt management [2] Market Position - Despite strong fundamentals, Lowe's faces limited potential for price appreciation, with a P/E ratio of around 18.34 and a price-to-sales ratio of about 1.51, suggesting it may be fully valued [3] - The company benefits from robust liquidity and a strategic geographic presence, aiding in navigating market challenges [2]

The Home Depot (NYSE:HD) Q3 2026 Earnings Call November 18, 2025 09:00 AM ET Company ParticipantsSteven Zaccone - Director and Retail Equity ResearchIsabel Janci - VP and Head of Investor RelationsSteven Forbes - Senior Managing DirectorAnn-Marie Campbell - Senior EVPZack Fadem - Managing DirectorRichard McPhail - EVP and CFOSeth Sigman - Consumer ResearchBilly Bastek - EVP of MerchandisingTed Decker - Chair, President, and CEOConference Call ParticipantsChristopher Horvers - Senior AnalystMichael Lasser - ...

The Home Depot (NYSE:HD) Q3 2026 Earnings Call November 18, 2025 09:00 AM ET Company ParticipantsSteven Zaccone - Director and Retail Equity ResearchIsabel Janci - VP and Head of Investor RelationsSteven Forbes - Senior Managing DirectorAnn-Marie Campbell - Senior EVPZack Fadem - Managing DirectorRichard McPhail - EVP and CFOSeth Sigman - Consumer ResearchBilly Bastek - EVP of MerchandisingTed Decker - Chair, President, and CEOConference Call ParticipantsChristopher Horvers - Senior AnalystMichael Lasser - ...

Financial Data and Key Metrics Changes - Total sales for Q3 2025 were $41.4 billion, an increase of 2.8% year-over-year, with adjusted diluted earnings per share at $3.74 compared to $3.78 in the same quarter last year [4][20] - Comp sales increased by 0.2% year-over-year, with U.S. comp sales up 0.1% [4][18] - Gross margin remained flat at 33.4%, while operating margin decreased to 12.9% from 13.5% year-over-year [18][19] - The effective tax rate was 24.3%, slightly down from 24.4% in Q3 2024 [19][20] Business Line Data and Key Metrics Changes - Nine out of 16 merchandising departments posted positive comps, including kitchen, bath, outdoor garden, and appliances [11] - Comp average ticket increased by 1.8%, while comp transactions decreased by 1.6% [11][12] - Online comp sales increased approximately 11% year-over-year, indicating strong performance in digital platforms [13] Market Data and Key Metrics Changes - In local currency, Canada and Mexico posted positive comps, while U.S. comps showed mixed results with positive growth in August and September but negative in October [18] - The company noted that the lack of storm activity significantly impacted sales in categories like roofing and plywood [11][18] Company Strategy and Development Direction - The company is focused on controlling operational aspects and investing in business growth, including the acquisition of GMS to enhance its market position [5][22] - Strategic initiatives are aimed at improving customer experience and operational efficiency, with a focus on pro customers through new tools and technology [9][10] - The company plans to continue investing approximately 2.5% of sales back into the business for fiscal 2025 [23] Management's Comments on Operating Environment and Future Outlook - Management expressed concerns over consumer uncertainty and ongoing pressure in the housing market, which are affecting home improvement demand [4][31] - The company revised its fiscal 2025 guidance, expecting total sales growth of approximately 3% and adjusted diluted earnings per share to decline by about 6% compared to fiscal 2024 [22][23] - Management believes that despite current challenges, the company is gaining market share and is well-positioned for future growth [34] Other Important Information - The company opened three new stores, bringing the total store count to 2,356 [20] - Merchandise inventories increased to $26.2 billion, reflecting a $2.3 billion increase year-over-year [20] Q&A Session Summary Question: Impact of GMS on EBIT shortfall - Management explained that the inclusion of GMS and associated transaction expenses contributed to a 20 basis point impact on operating margin, affecting the fiscal year guidance [26][27] Question: Consumer demand expectations - Management noted that the lack of storm activity was a primary driver of sales pressure, and while they expected demand to pick up, ongoing consumer uncertainty remains a challenge [30][31] Question: Average ticket and promotional activity - Management indicated that the increase in average ticket was due to customers trading up for innovative products, with promotional activity remaining consistent year-over-year [39][40] Question: Margin structure improvement for GMS and SRS - Management highlighted that while there is current margin pressure, synergies from cross-selling between GMS and SRS could lead to long-term margin improvements [72][86] Question: Regional performance and consumer fatigue - Management observed no significant fatigue in upper-income customers but noted a softening in larger project backlogs among pros [83]