#lowes

#lowes

The optimism is rooted in Lowe's operational consistency. The company has beaten earnings estimates in all four of its most recent quarters, with the latest Q3 2025 report delivering $3.06 per share versus the $2.81 consensus, an 8.9% surprise. That marks eight consecutive quarterly earnings beats heading into 2026, with an average surprise of 4.1%. Revenue growth of 3.2% year-over-year also outpaces Home Depot's 2.8%.

Rather than thinking about it solely as a job replacement tool, how do you think about reducing someone's workload by 50%? Can we now free a merchant up who's spending 50% of their time building spreadsheets, responding to emails, communicating with suppliers? If AI can take that task away, can you now take 50% of that merchant's time, and they can focus on sales-driving initiatives? That's what we're trying to understand.

Francine is one of us,

Coca-Cola has been refreshing the world since 1886, generating consistent demand across diverse markets. Its unmatched distribution network and brand equity ensure global availability.