Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul><li>Lowe’s Companies reported second quarter fiscal 2026 sales of $26 billion, an 8.3% increase year-over-year, with comparable sales rising 0.2%.</li><li>The company noted modest price inflation contributing to a 2.3% rise in average ticket size, although comparable transactions declined 2.1%, pressured by reduced demand in weather-sensitive seasonal and outdoor categories.</li><li>Sales growth was supported by strong performances in Pro customer segments, online channels—which grew 15.7%—and Home Services, partially offsetting softness in the Do-It-Yourself (DIY) discretionary segment amid macroeconomic challenges including elevated fuel prices and heightened economic uncertainty.</li></ul>

Lowe’s Companies reported second quarter fiscal 2026 sales of $26 billion, an 8.3% increase year-over-year, with comparable sales rising 0.2%.The company noted modest price inflation contributing to a 2.3% rise in average ticket size, although comparable transactions declined 2.1%, pressured by reduced demand in weather-sensitive seasonal and outdoor categories.Sales growth was supported by strong performances in Pro customer segments, online channels—which grew 15.7%—and Home Services, partially offsetting softness in the Do-It-Yourself (DIY) discretionary segment amid macroeconomic challenges including elevated fuel prices and heightened economic uncertainty.

Lowe’s Companies’ $92 Billion Outlook — Is The Housing Drag Already Priced In?

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Research Reinvented

<ul>
  <li>Lowe's is a key player in the U.S. home improvement duopoly, well-positioned to capitalize on an aging housing stock and homeowner renovation trends.</li>
  <li>The company's 'Total Home' strategy, focused on enhancing offerings for both Professional (Pro) and DIY customers, alongside a significant push into online sales, is central to its future growth.</li>
  <li>While facing intense competition and sensitivity to the macroeconomic environment, Lowe's demonstrates strong cash flow generation and a consistent commitment to shareholder returns through dividends and buybacks.</li>
</ul><p><em>This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.</em></p>


  Lowe's is a key player in the U.S. home improvement duopoly, well-positioned to capitalize on an aging housing stock and homeowner renovation trends.
  The company's 'Total Home' strategy, focused on enhancing offerings for both Professional (Pro) and DIY customers, alongside a significant push into online sales, is central to its future growth.
  While facing intense competition and sensitivity to the macroeconomic environment, Lowe's demonstrates strong cash flow generation and a consistent commitment to shareholder returns through dividends and buybacks.
This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.

Primer: Lowe's Companies Inc (LOW US) - Aug 2026

<ul><li>Lowe's Companies reported first quarter fiscal 2026 sales of $23.1 billion, reflecting a 0.6% increase in comparable sales and adjusted diluted earnings per share of $3.03, a 3.8% rise year-over-year.</li><li>This performance was supported by strong execution during the spring season, particularly through the SpringFest event, and continued growth in professional (Pro) customers, appliances, online sales, and home services.</li><li>Despite February storms negatively affecting early quarter results, momentum recovered in March and April, driven by alignment across merchandising, marketing, supply chain, and stores.</li></ul>

Lowe's Companies reported first quarter fiscal 2026 sales of $23.1 billion, reflecting a 0.6% increase in comparable sales and adjusted diluted earnings per share of $3.03, a 3.8% rise year-over-year.This performance was supported by strong execution during the spring season, particularly through the SpringFest event, and continued growth in professional (Pro) customers, appliances, online sales, and home services.Despite February storms negatively affecting early quarter results, momentum recovered in March and April, driven by alignment across merchandising, marketing, supply chain, and stores.

Lowe’s Companies’ Online Sales Surge: How 15.5% Growth Reshapes The Total Home Story!

<ul><li>Lowe's Companies Fourth Quarter 2025 results reflect a mixed performance within a challenging market environment.</li><li>For the quarter, sales reached $20.6 billion, supported by a 1.3% increase in comparable sales, driven by growth in Pro, online, and home services, as well as winter storm activity.</li><li>The fiscal year 2025 concluded with sales of $86.3 billion and a slight increase in comparable sales by 0.2%.</li></ul>

Lowe's Companies Fourth Quarter 2025 results reflect a mixed performance within a challenging market environment.For the quarter, sales reached $20.6 billion, supported by a 1.3% increase in comparable sales, driven by growth in Pro, online, and home services, as well as winter storm activity.The fiscal year 2025 concluded with sales of $86.3 billion and a slight increase in comparable sales by 0.2%.

Lowe’s: Weather Volatility & Home Renovation Cycles—Why Demand Could Rebound Strongly!

<ul><li>Lowe's Companies recently reported its third-quarter 2025 financial results, revealing a mixed performance amidst an uncertain macroeconomic environment.</li><li>The company achieved total sales of $20.8 billion, marking a slight year-over-year increase in comparable sales of 0.4%.</li><li>This growth was achieved despite a 100 basis point headwind from recent hurricanes, showcasing Lowe's resilience in challenging conditions.</li></ul>

Lowe's Companies recently reported its third-quarter 2025 financial results, revealing a mixed performance amidst an uncertain macroeconomic environment.The company achieved total sales of $20.8 billion, marking a slight year-over-year increase in comparable sales of 0.4%.This growth was achieved despite a 100 basis point headwind from recent hurricanes, showcasing Lowe's resilience in challenging conditions.

Lowe’s Companies' Productivity Flywheel: An Insight Into Its Everyday Low Price Execution

United States

Lowe's Companies, Inc. is a home improvement retailer that distributes building materials and supplies through stores in the United States. The Company offers a complete line of products and services for home decorating, maintenance, repair, remodeling, and property maintenance.

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Lowe's Companies Inc (LOW US)

Lowe’s Companies’ $92 Billion Outlook — Is The Housing Drag Already Priced In?

Lowe’s Companies reported second quarter fiscal 2026 sales of $26 billion, an 8.3% increase year-over-year, with comparable sales rising 0.2%. The...

Baptista Research

Primer: Lowe's Companies Inc (LOW US) - Aug 2026

Lowe's is a key player in the U.S. home improvement duopoly, well-positioned to capitalize on an aging housing stock and homeowner renovation...

αSK Primers

Lowe’s Companies’ Online Sales Surge: How 15.5% Growth Reshapes The Total Home Story!

Lowe's Companies reported first quarter fiscal 2026 sales of $23.1 billion, reflecting a 0.6% increase in comparable sales and adjusted diluted...

Baptista Research

Lowe’s: Weather Volatility & Home Renovation Cycles—Why Demand Could Rebound Strongly!

Lowe's Companies Fourth Quarter 2025 results reflect a mixed performance within a challenging market environment. For the quarter, sales reached...

Baptista Research

Lowe’s Companies' Productivity Flywheel: An Insight Into Its Everyday Low Price Execution

Lowe's Companies recently reported its third-quarter 2025 financial results, revealing a mixed performance amidst an uncertain macroeconomic...

Baptista Research

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