Revenue distribution by sector:

• DIY supplies: approx. 60%
• Building and renovation products: approx. 25%
• Garden and outdoor area: approx. 15%

TOP 3 markets by revenue share:

1. USA: approx. 90%
2. Canada: approx. 7%
3. Mexico: approx. 3%

Lowe's Companies, Inc. generates the majority of its revenue from the sale of DIY supplies, building and renovation products, and garden and outdoor area items. The U.S. market is by far the largest market for Lowe's and contributes the largest share to the total revenue. Canada and Mexico follow with significantly smaller shares. This distribution reflects Lowe's strong presence in North America, with a clear focus on the USA.

Production sites: Globally distributed, with a focus in the USA and Asia.

Lowe's Companies, Inc. is a leading retailer for home improvement supplies and sources its products from a variety of suppliers worldwide. While Lowe's itself does not own large production facilities, the company closely collaborates with manufacturers mainly located in the USA and Asia.

The products sold in Lowe's stores come from a mix of domestic and international suppliers, allowing the company to offer a wide range of products that meet the diverse needs of customers.

This global sourcing strategy helps Lowe's to remain competitive while optimizing costs.

Revenue growth: 7.4% (2024) Profit growth: 9.1% (2024)

Lowe's Companies, Inc. is pursuing a multi-pronged growth strategy to further strengthen its market position. A central element of this strategy is improving the customer experience through investments in digital technologies and e-commerce platforms. This enables the company to increase its online sales share and optimize customer service.

In addition, Lowe's is focusing on optimizing its supply chain and increasing efficiency in its stores. By implementing modern logistics solutions and reducing operating costs, the company aims to improve its margins.

Another strategic focus is on expanding into new markets and diversifying its product offering. This includes both entering new geographic regions and introducing innovative products tailored to customer needs.

Main raw materials: Wood, steel, copper, plastic products

Import countries: Canada, China, Mexico, Vietnam

Lowe's Companies, Inc. imports a variety of raw materials and materials necessary for the operation of its retail stores. The main raw materials include wood, steel, copper, and plastic products. These materials are crucial for the manufacturing and sale of construction and DIY products.

Canada is a significant supplier of wood, particularly due to its geographical proximity and established trade relationships. China and Vietnam are important sources for a variety of finished products and components containing plastic and metal. Mexico also supplies a range of products relevant to the DIY market and benefits from trade agreements with the USA.

Diversifying supply chains is important for Lowe's to minimize risks and ensure supply security.

Market share in the USA: 20% (estimated for 2025)
Industry growth: 4% annually (2023-2025)
Return on equity (ROE): 28% (2024)

Lowe's Companies, Inc. has a significant competitive advantage in the home improvement industry, especially in the USA, where it dominates the market along with The Home Depot. The estimated market share of 20% indicates that Lowe's holds a strong position in the retail of home improvement supplies.

Another indicator of its competitive advantage is the high return on equity of 28%, which points to an efficient use of capital and strong profitability. This ratio exceeds the industry average and shows that Lowe's is capable of providing its shareholders with above-average returns.

Additionally, Lowe's benefits from strong brand recognition and a wide range of products, which fosters customer loyalty. The continuous investments in e-commerce and supply chain optimization further strengthen the company's competitive position.

Institutional investor share: approx. 73% (estimated for 2025 based on historical data)

Insider purchases/sales: No significant insider transactions in the last year (estimated for 2025)

The institutional investor share in Lowe's Companies, Inc. has traditionally been over 70%, indicating the confidence of large investment firms in the company's stability and growth potential. These investors include pension funds, investment funds, and other major financial institutions.

Regarding insider transactions, there were no significant purchases or sales in the last year that would indicate a change in the management's confidence in the company's future development. Such transactions are often considered an indicator of the internal assessment of the company's situation.

Market share of Lowe's Companies, Inc.: approx. 15% (estimated for 2025)

Top competitors and their market shares:

1. The Home Depot, Inc. - approx. 25%
2. Lowe's Companies, Inc. - approx. 15%
3. Menards - approx. 5%
4. Ace Hardware - approx. 4%
5. True Value - approx. 3%
6. Do it Best - approx. 2%
7. Harbor Freight Tools - approx. 2%
8. Tractor Supply Company - approx. 2%

Lowe's Companies, Inc. is one of the leading retailers in the home improvement sector in the USA. The main competitor, The Home Depot, holds a larger market share and is the dominant player in this sector.

Lowe's moat consists primarily of its established brand, wide range of products, and extensive store network. However, compared to The Home Depot, Lowe's has a smaller market share and less international presence, which makes its moat appear weaker in comparison.

The Home Depot has a stronger moat due to its larger market presence, more efficient supply chains, and stronger brand recognition. However, Lowe's can strengthen its competitive position through targeted expansion, improving customer experience, and innovations.

Revenue growth: 5.2% (2024) Profit growth: 6.8% (2024) Market share in the DIY segment USA: 15% (2024)

Lowe's Companies, Inc. achieved a revenue growth of 5.2% in 2024, attributed to stable demand in the DIY segment and effective business strategies. The profit growth of 6.8% during the same period indicates that the company was able to improve its operational efficiency and benefit from cost-cutting measures.

The company holds a significant market share of 15% in the US DIY segment, highlighting its strong market position. This market position allows Lowe's to benefit from the ongoing demand for DIY products and services.

Furthermore, Lowe's is continuously investing in digitization and expanding its e-commerce platform, which could further increase its long-term growth potential. These strategic initiatives could enable the company to compete against rivals and gain market share.

Overall, Lowe's Companies, Inc. appears to be an attractive investment opportunity due to its solid financial performance, strong market position, and strategic investments.

Dividend yield: 1.8% (2025, estimated)
Dividend growth: 10% annually (last 5 years, estimated)

Lowe's Companies, Inc. regularly pays a dividend and is known for its reliable payout policy. In recent years, the company has consistently increased its dividend, indicating a solid financial foundation and a stable business model.

The dividend yield of approximately 1.8% is competitive compared to other companies in the industry. The consistent dividend growth of an average of 10% per year over the last five years demonstrates Lowe's commitment to providing value to shareholders. This reliability in payout makes Lowe's an attractive option for dividend investors.