文章核心观点 公司正面临消费者大宗消费支出下降的挑战,但正在通过拓展专业承包商市场和改善数字体验来应对[1][2][3][4] 关键要点总结 大宗消费支出下降 - 公司和行业内主要竞争对手都面临着消费者大宗消费支出下降的压力,主要原因包括高利率和通胀导致的房地产市场放缓,以及消费者对必需品支出的优先考虑[3][4] - 公司无法准确预测何时消费者的家居装修支出会有所改善,但表示一旦市场开始好转,公司将处于有利位置去抢占市场份额[4] 拓展专业承包商市场 - 为了弥补DIY消费者支出下降,公司正通过收购和业务调整来增加专业承包商的市场份额[5] - 公司表示专业业务正在增长,这得益于公司在品牌、库存和产品组合方面的战略举措[6][7] 改善数字体验 - 公司的在线销售是亮点之一,同比增长近3%[8] - 公司正在提升便利性因素,如当日或次日送货等,并与优步、DoorDash和Instacart等合作伙伴合作[9] - 公司还在科技领域有所布局,如推出苹果Vision Pro的厨房设计工具,并与英伟达和OpenAI合作开发AI工具[10] 成本和生产效率提升 - 面对销售下滑,公司采取了严格的费用管理措施[11] - 公司的持续生产效率提升(PPI)计划也在发挥作用,如推出"店内模式"应用程序帮助提升员工效率[12][13]

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...

Lowe’s Companies, Inc. (LOW) came up with second-quarter fiscal 2024 results, wherein the top line fell short of the Zacks Consensus Estimate, while the bottom line surpassed the same. This Mooresville, NC-based company experienced a year-over-year decline in both metrics and continued with its trend of dismal comparable sales. The drop in big-ticket discretionary spending among Do-It-Yourself customers, along with adverse weather affecting seasonal and other outdoor categories, hurt the company’s performan ...

Key TakeawaysLowe's posted weaker-than-expected second quarter sales as discretionary spending on large home improvement projects was lower than the same time last year.Home Depot and Lowe's have been affected by a reduction in big-ticket spending in the home improvement sector as consumers deal with higher prices for essentials.Lowe's lowered its full-year outlooks for both sales and profit, citing the decline in DIY sales and a "pressured macroeconomic environment. Lowe's (LOW) reported weaker-than-expect ...

财务表现 - 第二季度净收入为23.6亿美元，每股摊薄收益为4.17美元，调整后每股摊薄收益为4.10美元[3] - 第二季度总销售额为236亿美元，同比下降5.1%，主要受到DIY大件商品消费疲软和不利天气影响[4] - 公司全年销售额预计为827-832亿美元，同比下降3.5%-4%，调整后营业利润率预计为12.4%-12.5%[10] - 调整后每股收益预计为11.70-11.90美元[10] - 资本支出预计约20亿美元[10] - 公司二季度调整后每股摊薄收益为4.10美元[31] - 公司二季度每股摊薄收益为4.17美元[31] - 公司二季度确认了43百万美元的加拿大零售业务交易相关的收益[29] 业务发展 - 公司继续推进"全屋战略"，专业客户同店销售实现中个位数增长[5] - 公司表示将继续进行长期投资以在市场复苏时获得更多份额[5] 股东回报 - 公司在本季度回购了440万股，派发了6.29亿美元股息[6] - 公司表示将继续专注于为股东创造长期可持续价值[6] 财务状况 - 公司总资产为44,934百万美元[23] - 公司总负债为58,697百万美元[23] - 公司总股东权益为-13,763百万美元[23] - 公司现金及现金等价物为4,360百万美元[27] - 公司营业活动产生的现金流量净额为5,968百万美元[24] - 公司投资活动产生的现金流量净额为-800百万美元[25] - 公司筹资活动产生的现金流量净额为-3,176百万美元[26] 其他 - 公司在2022年出售加拿大零售业务获得4300万美元税前收益[3]

Lowe's (LOW) came out with quarterly earnings of $4.10 per share, beating the Zacks Consensus Estimate of $3.96 per share. This compares to earnings of $4.56 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 3.54%. A quarter ago, it was expected that this home improvement retailer would post earnings of $2.94 per share when it actually produced earnings of $3.06, delivering a surprise of 4.08%.Over the last four quarters, the co ...

Lowe's on Tuesday cut its full-year forecast, as the home improvement retailer's quarterly sales declined and it said it expects spending on do-it-yourself projects to weaken.The company said it now expects total sales of between $82.7 to $83.2 billion for the full year, compared with the $84 billion to $85 billion that it previously expected. It said it expects comparable sales to fall by 3.5% to 4%, compared to its prior forecast of a decline of 2% to 3%. It anticipates adjusted earnings per share will be ...

— Diluted EPS of $4.17; Adjusted Diluted EPS1 of $4.10 —— Comparable Sales Decreased 5.1% — — Updates Full Year 2024 Outlook —MOORESVILLE, N.C., Aug. 20, 2024 /PRNewswire/ -- Lowe's Companies, Inc. (NYSE: LOW) today reported net earnings of $2.4 billion and diluted earnings per share (EPS) of $4.17 for the quarter ended Aug. 2, 2024, compared to diluted EPS of $4.56 in the second quarter of 2023. During the second quarter, the Company recognized a $43 million pre-tax gain associated with the 2022 sale of th ...

Lowe's Companies, Inc. LOW is set to release earnings results for its second quarter, before the opening bell on Tuesday, Aug. 20.Analysts expect the Mooresville, North Carolina-based company to report quarterly earnings at $3.97 per share, down from $4.56 per share in the year-ago period. Lowe's projects to report quarterly revenue of $23.91 billion for the quarter, according to data from Benzinga Pro.On Aug. 14, Telsey Advisory Group analyst Joseph Feldman maintained Lowe’s Companies with a Market Perform ...

CHINA - 2024/07/27: In this photo illustration, Lowe's logo is displayed on a smartphone with a ... [+] laptop keyboard background. (Photo Illustration by Serene Lee/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesLowe’s (NYSE: LOW), a home-improvement retailer, is scheduled to report its fiscal second-quarter results on Tuesday, August 20. We expect the company’s stock to likely see little to no movement with revenue and earnings matching market expectations in the fiscal s ...