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What smart money is saying about Lowe's Companies, Inc.United States flag

LOW · Consumer Cyclical · Home Improvement · Market cap $116.45B

2 funds in our archive have pitched Lowe's Companies, Inc. — most recently Bell Global Equities Fund (Bell Asset Management) in June 2026.

Company profile

Lowe's Companies, Inc., together with its various subsidiary entities, operates as a prominent home improvement retailer serving both the United States and international markets. The company supplies a broad spectrum of items essential for construction, upkeep, renovations, and interior design projects. Its comprehensive product line encompasses major appliances, seasonal and outdoor living essentials, lawn and garden tools, timber, kitchen and bathroom fixtures, power tools, paints, custom millwork, general hardware, flooring options, plumbing components, building materials, decorative accents, lighting solutions, and electrical supplies. In addition to merchandise, Lowe's facilitates installation services through independent contractors across numerous product categories, offers extended protection plans, and provides repair services covering both warranty and post-warranty issues. The company markets its inventory, comprising both well-known national brands and proprietary private-label items, to a diverse clientele including individual homeowners, tenants, and trade professionals. As of January 28, 2022, Lowe's operated 1,971 retail locations dedicated to home improvement and hardware. Products are also accessible via its e-commerce platforms, Lowes.com and Lowesforpros.com, and through its mobile applications. Established in 1921, Lowe's Companies, Inc. maintains its headquarters in Mooresville, North Carolina.

Fund coverage · 2 theses

  • Bell Global Equities Fund (Bell Asset Management)
    June 2026

    Lowe's is a home improvement retailer where restructuring, better execution, and housing recovery provide a compelling long-term risk-reward setup.

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  • Aristotle Global Equity
    December 2025

    Lowe's Companies, Inc. is a scaled home improvement retailer improving operations and targeting pro customer growth, with attractive valuation and clear catalysts to expand margins and share.

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