Lowe's Companies, Inc. (LOW) Presents at Goldman Sachs Global Consumer and Retail Conference Transcript

SA Transcripts 162.21K Followers Follow Lowe's Companies, Inc. ( LOW ) Goldman Sachs Global Consumer and Retail Conference September 15, 2026 8:30 AM EDT Company Participants Marvin Ellison - President, CEO & Chairman Conference Call Participants Katharine McShane - Goldman Sachs Group, Inc., Research Division Presentation Katharine McShane Goldman Sachs Group, Inc., Research Division Okay. Good morning, everyone. Thank you for joining us for our second day here at the Goldman Sachs Consumer and Retail Conference. It's my pleasure to introduce Lowe's and have with us Marvin Ellison, Chairman and President and Chief Executive Officer. Thank you for joining us today. Marvin Ellison President, CEO & Chairman Good morning. Question-and-Answer Session Katharine McShane Goldman Sachs Group, Inc., Research Division We probably could spend most of the time speaking about the macro, although I know there's a lot of other things to talk about. But I wondered if we could start there. I guess the question that I have is in the state of the world we are right now with regards to the housing environment, is there a scenario in which you could see better growth than kind of the flat to up low single digits that you've seen for the last year or so? Marvin Ellison President, CEO & Chairman No, Kate, it's a good question. I would say for us, we really expect the second half of the year to look a lot like the first half of the year. And again, that's not based on our view that things will get better or things will get worse. We just believe that the year is going to look a lot similar both front and second half. Having said that, we still believe that we can grow in any macro environment. I'm really pleased by the fact that in spite of the fact that over 60% -- 6-0 percent of