CLAIM #38336 · Lowe's Companies Inc (LOW) · 2025Q4 earnings call · Feb 25, 2026 · due Dec 31, 2026
“Given the solid results from these new assortments, we'll be expanding them to the remainder of our stores in 2026.”
William Boltz · EVP Merchandising
How to check this claim
Look at: Store count with pet and workwear assortments rolled out, as disclosed by company
It came true if: Company reports pet and workwear assortment expanded to remainder of stores (i.e., essentially all store base, roughly 1,700+ additional stores beyond the ~1,000 mentioned) by end of fiscal 2026
Where: Management commentary on quarterly earnings calls (Q4 FY2026 or full-year FY2026 call) or 10-K disclosure
In context
“ls Gift Center with values from Klein, DEWALT, Bosch, and Kobalt. We also had compelling member-only deals online as well, where we delivered yet another record for the Black Friday/Cyber Monday weekend, along with several viral moments that centered around our bucket giveaway and trending Products like mini buckets, teeny totes, and mini toolboxes. In January, we helped customers prepare for winter storms Fern and Gianna with generators, snowblowers, ice melt, flashlights, and gas cans, which contributed to positive comps in seasonal and outdoor living and lawn and garden. In the quarter, we also completed the rollout of pet and workwear to more than 1,000 stores as we continue to expand our offering of convenience items that help our busy customers make the most of their shopping trips. Given the solid results from these new assortments, we'll be expanding them to the remainder of our stores in 2026. Shifting gears, our teams are delivering against our ongoing perpetual productivity improvement, or PPI initiatives, which I outlined at our last Analyst and Investor Conference. These include disciplined product cost management, improving inventory productivity, maintaining a disciplined approach to pricing and promotions, and expanding Lowe's Media Network. This year, our supply chain, merchandising, and finance teams drove inventory productivity and completed our multiyear SKU rationalization initiative, while also effectively navigating an unprecedented volume of tariffs and ensuring strong in-stocks to drive sales. We are growing our Lowe's Media Network as we help our suppliers better connect with our shared customers, leveraging insights gained through our loyalty programs. As we l”
Verify independently
SEC filings for LOW ↗ · Claim quote is verbatim from the 2025Q4 earnings call.