Lowe's
Home improvement retailer with omnichannel commerce and retail media revenue.
Available information varies by company and source.
Profile record updated:
Company facts
- Official name
- Lowe's Companies, Inc.
- Entity type
- COMPANY
- Founded
- 1921
- Headquarters
- 1000 LOWES BLVD. MOORESVILLE NC 28117
- Company size
- >5,000
- Market role
- Retailer & Marketplace
- Ticker
- LOW
- Official website
- lowes.com
What Lowe's does
Lowe's creates value by aggregating home improvement demand, maintaining broad product assortment, and connecting digital browsing with physical store fulfilment. It earns the majority of revenue from selling merchandise to homeowners, DIY shoppers, and professional buyers, while using loyalty, account tools, and local inventory integration to increase repeat purchasing and basket size. A secondary business monetises Lowe's owned digital and in-store audience through retail media sold to brands that want access to high-intent home improvement shoppers.
Category differentiation
Lowe's is a home improvement retailer and retail media operator, not a standalone software vendor or pure adtech company. Its media network is a monetisation layer on top of its commerce and store footprint.
Strategic context
AI-supported assessment from the existing company research; distinguish interpretation from sourced facts.
Lowe's Companies, Inc. is a US-listed home improvement retailer operating a large omnichannel commerce business that sells appliances, building supplies, tools, garden products, and related home improvement merchandise to consumers and trade professionals. Its core commercial engine is retail sales through stores and digital channels, with supporting capabilities such as customer accounts, loyalty, local inventory visibility, and professional buyer workflows. Beyond retailing, Lowe's also monetises its owned shopper traffic and first-party commerce data through Lowe's One Roof Media Network, which sells sponsored listings, display, video, audio, and omnichannel advertising to brands and suppliers. This gives the company a dual model: retail margin from merchandise sales and higher-margin advertising revenue from its retail media operation.
Company news briefing
Briefing updated:
Lowe's has trimmed its full-year sales outlook to $92 billion as weak discretionary DIY spending persists, despite a 16% increase in online sales and ongoing Pro-segment growth. Although Q2 results benefited from tariff refunds, revenue missed analyst expectations. Meanwhile, the retailer continues to develop its advertising footprint as an early campaign partner in Electronic Arts' proprietary in-game advertising platform.
Business model & monetisation
Lowe's monetises primarily through retail margin on product sales across e-commerce and physical stores. It also generates advertising income through Lowe's One Roof Media Network, where suppliers and brands pay for sponsored listings, onsite display, video, audio, and broader omnichannel campaigns; these placements are typically sold on campaign budgets and performance or impression-based media pricing such as CPC and CPM. Loyalty and Pro account features function mainly as retention and spend-expansion levers rather than standalone subscription products.
- Merchandise sales
- Retail margin on home improvement goods sold through stores and e-commerce
- Retail media advertising
- Brand-funded sponsored listings, display, video, audio, and omnichannel campaign sales
- Professional buyer sales
- Higher-volume B2B product sales through trade accounts and procurement workflows
Products & capabilities
No products with linked sources are available in this view.
Products & market categories
Technology
Media Channel
Competitors & alternatives
- Sodimac
Latin American home improvement retailer with a growing retail media business.
- Walmart
Omnichannel retailer with marketplace, membership, B2B procurement and retail media.
- BAUHAUS
Home-improvement retailer with omnichannel commerce and supplier marketplace.
- OBI
DIY retailer combining stores, e-commerce marketplace and retail media.
- ADEO
Home improvement retail group with omnichannel and marketplace operations.
Side-by-side comparisons
Recent recorded signals
Dates refer to the source publication. Older entries are historical context, not evidence of a new event.
Lowe's launches drone delivery with DoorDash, Alphabet's Wing
E-Commerce · Recorded impact score: 2/5
Lowe's has launched a drone delivery pilot at its Matthews, North Carolina store, in partnership with DoorDash and Alphabet's Wing, marking a first in the home improvement retail sector. The service offers customers over 100 products, with deliveries weighing up to 2.5 pounds arriving in as fast as 20 minutes. Orders can be placed through DoorDash, which presents drone delivery as an option for eligible customers. The pilot aims to reduce friction for DIY and professional shoppers who need items mid-project. Lowe's is working with Wing and DoorDash to ensure compliance and plans to expand the program if successful. This initiative aligns with broader retail trends, including similar efforts by Walmart and Amazon, signaling growing adoption of drone delivery.
- Lowe's is launching a drone delivery service in partnership with DoorDash and Alphabet's Wing.
- The service is a first in the home improvement retail space.
Macy's Rolls Out AI Inventory Replenishment Tool
Retail Supply Chain Technology · Recorded impact score: 2/5
Macy's Inc. is expanding an artificial intelligence forecast overlay to its inventory replenishment operations, moving from pilot to broader implementation, according to its September 10 earnings call. The initiative aims to improve in-stock levels and drive inventory efficiencies by ensuring the right product is in the right place at the right time. COO and CFO Tom Edwards highlighted that supply chain efficiencies are expected in the second half of 2026, benefiting gross margin. This rollout is part of Macy's 'Bold New Chapter' transformation plan launched in 2024, expected to generate $235 million in savings by 2026. The company enters the fall season in a good inventory position, with inventory up 2.5% in Q2, aligned with sales growth. Other retailers like Target, Lowe's, and Kohl's are also optimizing inventory management with AI and other technologies.
- Macy's is rolling out an AI forecast overlay for inventory replenishment, moving from pilot to broader implementation.
- The AI capability aims to improve in-stock levels and inventory efficiencies.
Lowe's CMO Jen Wilson Adds Digital Commerce to Remit
Retail Media · Recorded impact score: 2/5
Lowe's promoted Chief Marketing Officer Jen Wilson to executive vice president, adding digital commerce (Lowes.com and Marketplace) to her portfolio, which already includes marketing, retail media, loyalty, and personalization. The move reflects the evolution of the CMO role towards end-to-end customer experience and revenue responsibility. Wilson highlighted the importance of unifying customer data for omnichannel personalization, noting that over 80% of home improvement shopping starts online. The retailer's online sales grew 15.7% in Q2 2026, outperforming overall comparable sales. Wilson emphasized the shift from traditional advertising to a more integrated approach, leveraging creator networks, loyalty programs, and retail media to drive revenue and customer lifetime value.
- Lowe's promoted Jen Wilson to EVP and added digital commerce to her responsibilities.
- Digital commerce includes Lowes.com and the Lowe's Marketplace third-party offering.
Reebok names Hilary Duff ambassador, Saks launches fall campaigns
Retail Marketing · Recorded impact score: 2/5
Retail Dive's weekly roundup covers Reebok naming Hilary Duff as brand ambassador with her debut campaign "Unfiltered & Unstoppable," Lowe's launching a skilled trades coalition with partners including Nvidia and AT&T, Walmart's limited-edition rotisserie chicken purse, PVH's Q2 earnings with Calvin Klein revenue decline, and Exemplar Luxury Group unveiling first post-bankruptcy fall campaigns for Saks Fifth Avenue and Neiman Marcus. The article also notes Neiman Marcus's 'Signature Style' and Saks's 'Let's Go!' campaigns, highlighting creative direction by Judy Pak and Nadine Ijewere.
- Reebok names Hilary Duff as brand ambassador, launching 'Unfiltered & Unstoppable' campaign.
- Lowe's Foundation launches Building Futures Skilled Trades Coalition with Nvidia, AT&T, Bank of America, General Motors to train 1 million people by 2035.
Dollar General Deploys AI Across Distribution and Stores
Supply Chain AI · Recorded impact score: 2/5
Dollar General is implementing artificial intelligence across its North American operations, partnering with Relex Solutions to unify forecasting, replenishment, and allocation planning. The retailer, operating 21,000 stores and 34 distribution centers, will use Relex's AI platform to manage store replenishment, ordering schedules, lead times, supplier coordination, and fulfillment methods. The platform integrates demand factors like sales patterns into planning, enabling distribution centers and stores to share consistent data. Jeff Vaughan, SVP of global inventory management, highlighted the enhanced visibility across the network. CEO Todd Vasos mentioned building agentic operating systems for the enterprise to optimize workflows and improve productivity. This move is part of Dollar General's broader AI strategy to mitigate cost pressures. Other retailers like Lowe's and Guitar Center have also adopted Relex technology for supply chain efficiency.
- Dollar General partners with Relex Solutions for AI-driven forecasting and replenishment.
- The retailer operates 21,000 stores and 34 distribution centers in the U.S.
Explore company relationships
Questions about Lowe's
What is Lowe's?
Lowe's is a US home improvement retailer that sells products to consumers and trade professionals through stores, e-commerce, and related digital services.
Who uses Lowe's?
Homeowners and DIY shoppers use Lowe's for retail purchases, contractors and builders use Lowe's Pro, and brands and suppliers use One Roof Media Network for advertising.
How does Lowe's make money?
Lowe's mainly earns retail margin on merchandise sales and additionally generates advertising revenue through sponsored listings and other retail media placements.
Sources & coverage
This profile uses public, official and technically observable information. Missing information does not prove that a product or relationship does not exist. The list below does not imply that every profile statement has been verified.
19 publicly documented primary sources and citations linked across the market graph.
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