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Lowe
SA Transcripts · 2026-06-19 · via All Articles on Seeking Alpha

Lowe's Companies, Inc. (LOW) Discusses Consumer Backdrop and Impact on Business at Oppenheimer Conference Fireside Chat June 18, 2026 9:00 AM EDT

Company Participants

Brandon Sink - Executive VP & CFO
Marvin Ellison - President, CEO & Chairman

Conference Call Participants

Brian Nagel - Oppenheimer & Co. Inc., Research Division

Presentation

Brian Nagel
Oppenheimer & Co. Inc., Research Division

Well, good morning. Thank you all for joining us. So my name is Brian Nagel. I'm the senior equity research analyst here at Oppenheimer, covering consumer growth and e-commerce. So this is a continuation of our 26th Annual Oppenheimer Consumer Growth & E-Commerce Conference. And again, we very much appreciate you all tuning in this morning.

So I'm very pleased to have with us Lowe's and 2 of the company's senior executives, CEO, Marvin Ellison; and CFO, Brandon Sink. Gentlemen, thank you for joining us.

Brandon Sink
Executive VP & CFO

Good to be with you, Brian.

Brian Nagel
Oppenheimer & Co. Inc., Research Division

We've done this event many years now. So again, I thank you for always representing well here at our conference. Thank you.

Marvin Ellison
President, CEO & Chairman

You're welcome too.

Brian Nagel
Oppenheimer & Co. Inc., Research Division

We're going to structure this as an informal fireside chat with me asking questions and the Lowe's team answering those questions. To the extent if there are questions from the audience, please send them through the channel, I'll be happy to work them into our conversation.

Question-and-Answer Session

Brian Nagel
Oppenheimer & Co. Inc., Research Division

So guys, I thought we'd start before, and there's obviously a lot to talk about specifically with Lowe's. But I think -- I thought we'd maybe just start, just given kind of the state of the world, I guess your views on just the consumer backdrop, what you're seeing out there and how