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May 03, 2024

Lowe's Q1 2024 Earnings Report

Comparable sales decreased by 4.1%, and diluted EPS was $3.06.

Key Takeaways

Lowe's reported net earnings of $1.8 billion and diluted earnings per share (EPS) of $3.06 for the quarter ended May 3, 2024. Total sales for the quarter were $21.4 billion. Comparable sales for the quarter decreased 4.1%.

Comparable sales decreased 4.1% due to a decline in DIY big ticket discretionary spending, partially offset by positive comparable sales in Pro and online.

The company rolled out its new DIY loyalty program nationally and expanded same-day delivery options.

Lowe's continues to gain momentum with its Total Home strategy, reflected in growth in Pro and online.

The company repurchased approximately 3.0 million shares for $743 million and paid $633 million in dividends during the quarter.

Total Revenue
$21.4B
Previous year: $21.4B
+0.0%
EPS
$3.06
Comparable Sales
-4.1%
Store Count
1.75K
Gross Profit
$6.66B
Previous year: $6.66B
+0.0%
Cash and Equivalents
$3.24B
Previous year: $3.5B
-7.5%
Total Assets
$45.4B
Previous year: $45.4B
+0.0%

Lowe's

Lowe's

Forward Guidance

The company is affirming its outlook for full year 2024.

Positive Outlook

  • Total sales of $84 to $85 billion

Challenges Ahead

  • Comparable sales expected to be down -2 to -3% as compared to prior year
  • Operating income as a percentage of sales (operating margin) of 12.6% to 12.7%
  • Interest expense of approximately $1.4 billion
  • Effective income tax rate of approximately 25%
  • Diluted earnings per share of approximately $12.00 to $12.30