CLAIM #38353 · Lowe's Companies Inc (LOW) · 2025Q4 earnings call · Feb 25, 2026 · due Dec 31, 2026
“we think it will help to drive our Pro business for the balance of this year.”
Marvin Ellison · CEO
How to check this claim
Look at: Pro segment sales growth (comparable sales or as disclosed in management commentary), for the balance of fiscal year
It came true if: Pro business comparable sales growth > 0% for the remaining reported quarters of fiscal 2026
Where: Company earnings release and management commentary on quarterly earnings calls (Pro/Pro-related sales disclosures)
In context
“ou sit with that, what the opportunity is going forward. That's my first question. Marvin Ellison: Peter, this is Marvin. Look, we continue a multiyear build-out for 2026. We're very pleased. It's actually exceeding all expectations. And we're adding new suppliers, new markets every single week, and we'll do that throughout 2026. You know, this is helping us create more traction with planned Pro spend. That's something that has been on our playbook for quite a while. We're excited to get new products like vinyl siding, building materials, doors, flooring, electrical wiring. Overall, we feel really good about this. We're not yet providing specific financial results other than to say, this is exceeding expectations, assisting with the planned Pro spin, and something we're excited about, and we think it will help to drive our Pro business for the balance of this year. Peter Benedict: I guess my follow-up would be maybe for Brandon, just how should we think about the incremental margins here once we get past, you know, integrating the acquisitions and the noise that's kind of related with that? I think there's a question out there in terms of, you know, as sales eventually start to recover, you know, what the flow through is gonna look like. Any updates to your thoughts there? Just level set us on what your view is there. Brandon Sink: Yes. Sure, Peter. I'll start with the fact that, you know, we're very pleased here with our Q4 performance progression of the year. We had positive comps here for the last 3 quarters. Marvin announced a payout to our frontline associates of $125 million in discretionary bonuses, delivered another $1 billion in productivit”
Verify independently
SEC filings for LOW ↗ · Claim quote is verbatim from the 2025Q4 earnings call.