$LOW Lowe's Tape Reports
Per Ticker.id: $LOW Lowe's Tape Reports — 42 podcast mentions across 9 podcasts (30 days), latest 2026-08-20 20:30 UTC.
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Speaker J — The Vergecast · We play a brutal quiz of our gadget memories · 2026-08-24Well, hey, what a world. Lowe's and Home Depot just started taking, um, tap to pay like about a year ago. I live on tap to pay, man.
Sam Abuelsamad — This Week in Tech (Audio) · Usain Volt - Meta, Addiction, & the Future of Online Engagement · 2026-08-24Yeah, I mean, so I heard this more anecdotally, not from the shops themselves, but yeah, like the mayor mentioned that sales taxes in Port Washington have like doubled over the last year, that the sort of home— I don't know what it's called, like the Lowe's equivalent in their community that sold like wares— they got a ton of revenue, that tips were up on weekdays. I know Sharon Goldman has also done some reporting about some of the projects in Louisiana, and she talked to some restaurant owners who were saying like, yeah, we're just getting like crazy amounts of orders now. So I do think that small businesses in the area are probably happy about the influx of new workers.
Jasmine Sun — Odd Lots · Jasmine Sun on What the AI Industry Got Wrong About the Public Backlash · 2026-08-21But good, it would have been much better though if gasoline prices hadn't gotten up to $4. And that caused the stock to get crushed. It's not just because consumers have less money to spend when fuel's expensive. You see, Walmart has this nasty habit of keeping prices low or taking them even lower when times get tough. They've done it like this since the days of Sam Walton. It's great for customers, and long term it's been fantastic for stockholders. Problem is It means the stockholders right now have to take a short-term hit. The people who own the stock until today, when they furiously dumped it when they saw the results, they saw two things, the two things they didn't like. One, business didn't get worse as the quarter went on because of ever higher gasoline prices. And two, Walmart chose to do something gutsy, make a little less money short-term or take a lot of market share. That is good business. Which sends me back to that dark prism I mentioned before, where good business isn't necessarily going to be rewarded with good stock prices. When you match Walmart's subdued end-of-quarter results with the continual increase in the price of gasoline, well, doesn't it become clear to us that the stock was maybe a little too high coming in? Hence the 9% meltdown today. It didn't reflect the fact that this company's willing to take a very small earnings hit to gain market share during a slowdown. It's what they taught us would make money long term. Or to put it another way, we all understand as long as the war with Iran drags on, we're going to pay more for for a lot of things except stocks. Stocks where we demand lower prices before we put more money to work. We learned that last night when the president talked about taking on Iran economically. He wants to get some sort of national, I don't know, financial siege going. Given that Iran is one of the most heavily sanctioned countries on earth already, I'm not sure what else we can do or even if it matters. Now we're getting retail earnings this week and we have some good ones. Target and Home Depot, as well as some not-so-good ones— Walmart, maybe Lowe's. They don't cancel each other out, though.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/20/26 · 2026-08-20The woes of retail earnings continue. Motley Fool Hidden Gems Investing starts now. Welcome to Motley Fool Hidden Gems Investing. I'm your host, Tyler Crowe, and today I'm joined by longtime Fool contributors Jon Quast and Matt Frankel. So today on the docket, we're going to talk about drone delivery, which is becoming a big topic in the, in the DoorDash and the Ubers of the world. And there's been a lot of deals going on in that market lately. And we're also going to hit some reader questions. Questions at the end of our show. But as we're getting started, we're still in earnings season and a lot of the big box retailers have been reporting this week. We've had a sprinkling of them so far. Home Depot was on Tuesday. We discussed that and the Wednesday crew talked about Target's earnings yesterday, but we got a little bit more of the story with Walmart, Lowe's, and TJX Companies, the parent company of TJ Maxx. They all reported earlier today or after the close yesterday. Guys, a lot of stuff to cover here, but Matt, what were, what were some of the numbers that you saw and what were some of the reactions that you thought of when you, you looked at these numbers?
Tyler Crowe — Motley Fool Hidden Gems Investing · Is AI the Answer to Big-Box Retail’s Woes? · 2026-08-20Yeah, let me start with that revenue number that Matt was talking about because it was kind of the more disappointing number among the retail players. It is interesting that all these retailers talking about the tariff refund. So of course, you know, all these tariffs that were levied upon them, those have been annulled. The government had to give them back. And companies like Lowe's, for example, mentioning that its competitors in light of receiving that check, kind of leaning into lower prices, whereas Lowe's saying, hey, we're just going to actually maintain those prices. Walmart is kind of on that spectrum of, hey, let's use this tariff to be more competitive on price yet again. And that is really Walmart's MO. We are the low-price leader. So not using those tariffs and kind of just dropping it down to cover other expenses, saying, hey, we're actually going to use this to compete on price. So maybe that's contributing to the little bit of a lackluster revenue number if other competitors are kind of saying, hey, we're not gonna lower prices, we're gonna keep 'em where they are. Now to your question about the profitability, this is actually pretty important here in why Walmart has been a good performing stock, in my opinion, over the last few years. Operating income growing faster than revenue. So revenue down in the single digits, operating income growth in the double digits. That is a little bit unusual to see, and it's a big deal when you're talking about a company of this magnitude. When you're talking about a company with hundreds of billions of dollars in revenue, even just a single percentage difference in that profitability, I mean, that makes a big deal on the bottom line. So Walmart has been increasingly offering digital products. It's been selling digital things. It's a digital business. So you, you look at advertising, I mean, it has a wonderful first-party data set of consumer behavior and data. This is something that it can use in advertising, and that's a high-margin business. Of course, it acquired Vizio so that it can have this connected TV platform as well and integrate that into the ecosystem. Also Walmart Plus, I mean, e-commerce and Walmart Plus, these are digital offerings as well that do help that profitability.
Jon Quast — Motley Fool Hidden Gems Investing · Is AI the Answer to Big-Box Retail’s Woes? · 2026-08-20As Matt points out, AI actually was a pretty major theme here for the big box retailers in the most recent quarter. And Walmart highlighting Sparky, Lowe's highlighting Milo, Home Depot highlighting My Apron. So they're all talking about it. I think it's a little cheesy, but You know, the one company that is really leaning into AI here is Target, and Target actually hiring a chief AI officer. I think that that is a really interesting thing. I think maybe even needed to start to coordinate AI visions across the company and make sure that we're, we're all pulling in the same direction. We all kind of have the same goals here when it comes to AI, but you know, Target really leaning into what you're talking about, Tyler, this agentic AI. And this is where not only are you using the AI, as Matt points out, for discovery, but you're completing the purchase within an app. And Target really leaning into this. Both Google and OpenAI are partners here. So with Google, the way that you do it, basically you're able to complete that purchase as you search through the Google AI assistants. With ChatGPT, it's a little bit different. Target builds its own app within OpenAI. But either way, you can complete a, a purchase in that system. Target highlighting that its Agentic AI growing 3.5 times the industry average, obviously off of a small base, but still that might be something to watch and might be something that you see increasingly from the other players, or it might be something that Target is getting out in front here a little bit and leaning into a new way of shopping, and it could be a tailwind.
Jon Quast — Motley Fool Hidden Gems Investing · Is AI the Answer to Big-Box Retail’s Woes? · 2026-08-20You know, Carl, now that the smoke has cleared off of both the Home Depot and Lowe's quarters. The one thing I know that is definitely in common is that hand tools very strong for both. That's right. That's Stanley Black Decker, SWK. I think they have to be having an unbelievable quarter. And yet the stock is down a little bit today. It's got a 3.5% yield. The balance sheet's better than ever because they made this— made a great disposal of an asset that wasn't really that important then anyway. This may be a way to be able to play both of them because I know that they're disparate their different product lines, except for when it comes to hand tools. That's the play, and I think you got to buy it.
Jim Cramer — Squawk on the Street · 9AM HOUR: Cramer's Micron CEO Exclusive in Boise, Walmart Tumbles, Oil Jumps and Yields Rebound 7/20/26 · 2026-08-20