This chapter analyzes Lowe's earnings report and compares it to Home Depot, highlighting efficiency and technology investments. It also discusses the impact of macro forces on the home improvement retail industry and consumer behavior.
Dick’s is the latest retailer to feel the pinch of shrink – just remember all theft is shrink, not all shrink is theft.
(00:21) Asit Sharma and Dylan Lewis discuss:
- Zoom’s customer-driven approach to AI and how the company’s cash hoard is showing up in its earnings. - How a decrease in DIY is impacting Lowe’s results. - Dick’s management joins the ranks of retailers dealing with theft affecting results.
Companies discussed: ZM, LOW, DKS
Host: Dylan Lewis Guests: Asit Sharma Engineers: Dan Boyd
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