EX-99.23exhibit992-05022025.htmINFOGRAPHIC exhibit992-05022025
-5.4% +1.7% -2.6% -6.7% -4.9% -1.1% 2025 2024 Marvin R. Ellison, Chairman & CEO “T1Despite near-term uncertainty and housing market headwinds, T2our team’s unwavering focus on exceptional customer service has elevated satisfaction scores. Strategic investments in technology, inviting store environments, and our dedicated associates continue to solidify our commitment to our customers and communities.” Q1 2025 RESULTS Comparable Sales Summary COMP TRANSACTIONS COMP $105.20 AVERAGE TICKET ONLINE SALES GROWTH -3.8% +2.1% +6.0% -3.4% -4.3% +1.3%>$500 $100-$500 <$100 3 of 15 Regions Delivered comp growth above company average Product Category Performance Comp above company average in 4 of 14 product categories APPLIANCES BUILDING MATERIALS Monthly Comp Sales Performance Comp Sales by Ticket Size Total Home Strategy Updates FEB MAR APR ROUGH PLUMBING HARDWARE -1.7% COMP SALES We returned $645 MILLION to our shareholders through dividends T333.4% GROSS MARGIN +19 basis points vs.
LY $2.92 DILUTED EPS -4.6% vs. LY 11.9% OPERATING MARGIN -50 basis points vs. LY T4Later Easter timing benefited March by approximately 250bps and pressured April by a similar amount (stores closed on Easter). Ranked #1 In customer satisfaction by J.D. Power among home improvement retailers* T5Launched Mylow, the first AI-powered home improvement virtual advisor for customers and associates T6Leveraging Mirakl’s leading technology platform to rapidly scale Lowe’s online marketplace T7Pro comp sales up mid-single digits Awarded The Webby in the App & Software, Shopping and Retail category for the Lowe’s Customer app Financial Highlights * For J.D. Power 2025 award information, visit jdpower.com/awards Exhibit 99.2
Drive Pro penetration Accelerate online sales Expand home services Create a loyalty ecosystem Increase space productivity Total Home Strategy Solving problems and fulfilling dreams for the home
Mentions · how they’re counted
| Category | Underlined | Word counter | Model’s count |
|---|---|---|---|
| AI AI, artificial intelligence, generative AI, machine learning, large language model, LLM | 1 | 1 | 1 |
| Layoffs layoffs, RIF, headcount reduction, workforce optimization, restructuring | 0 | — | 0 |
| Recession recession, downturn, contraction, slowdown | 0 | 0 | 1 |
| Tariffs tariff, trade war, trade barriers, trade restrictions, trade policy | 0 | 0 | 0 |
| Buybacks share repurchase, buyback program | 0 | — | 0 |
Underlines use the same word lists the scores use. AI, recession and tariffs follow Palanor’s word counter, so those counts match it exactly on the same text. Layoffs and buybacks use the terms the model was given. The model’s count is an estimate by meaning, not by string, so it can differ from the underlines.
Not placed in the text
These quotes are stored with a score, but no passage here matches them closely enough to highlight. Rather than point at the wrong passage, they are listed as stored.
Theme · online sales pressure
“ONLINE SALES GROWTH -3.4%”
Source: SEC EDGAR · public domain · Highlights by Palanor