LOW · 10-Q · 2026Q3 · Full report

Market Demand Trends

LOWES COMPANIES INC · 2026-08-27 · Importance 22 · Surprise 32

Lowe’s reported second-quarter comparable sales growth of 0.2%, with a 2.3% increase in comparable average ticket offset by a 2.1% decline in comparable customer transactions. The home improvement market remained pressured by persistent weakness in discretionary DIY demand, challenging weather, elevated fuel prices and broader economic uncertainty. Customers prioritized repair, maintenance and smaller projects over larger discretionary initiatives. Nine of 13 product categories posted positive comparable sales, led by Rough Plumbing, Electrical, and Tools & Hardware.

Key facts

• Customer behavior in the quarter included persistent pressure in discretionary DIY demand, periods of challenging weather, elevated fuel prices and broader economic uncertainty with customers prioritizing repair, maintenance and smaller projects. source