Lowe's managed a 0.2 percent comp bump and the street acted like they discovered fire. Pure delusion. Look at the guidance cut; they are leaning on the bottom end of the range because they know the consumer is flat broke. The diy segment is dragging like an anchor. If you think the pro segment saves the day when interest rates stay this high, you are delusional. The chairs in this cafe are uncomfortable and I need a vacation. They are betting on digital efficiency to stop the rot, but once the housing sector stalls, the efficiency won't matter.
@stockwatchdaily
August 20, 2026 6.2K
