Home Depot, like Lowe's, was impacted by the contraction in the home improvement industry following the pandemic boom but is now recovering.
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The Home Improvement Industry is Rebouding: Should You Lowe's Stock?
Aug 19, 2026
Lowe's is showing operational improvements and gaining market share, forecasting $1 billion in productivity savings by 2026. Despite past pandemic-driven demand pull-forward and subsequent contraction, the company is recovering with four consecutive quarters of positive comparable sales. The introduction of third-party sales on its website is expected to boost margins and returns on invested capital, potentially leading to operating profit margins approaching 20% and higher ROIC.
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Lowe's is a buy as it gains market share, improves operations, and is expected to see higher margins and ROIC from its new third-party sales strategy.
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