Lowe’s Q1 2025 earnings reflect a steady foundation for continued growth, bolstered by momentum in its Pro business, rising online sales, and a customer experience strategy that’s earning recognition and results.

Despite some expected seasonal headwinds early in the quarter, Lowe’s outperformed earnings expectations and reaffirmed its outlook for the year, signaling long-term confidence in the home improvement sector.

Inside the Numbers

  • Sales held steady at $20.9 billion, and earnings per share beat expectations at $2.92 versus $2.88 estimated.
  • Comparable same-store sales declined 1.7%, less than the 2.04% drop expected, showing relative resilience in a challenging macro environment.
  • Lowe’s reaffirmed its full-year 2025 outlook and continues to invest in tools, talent, and technology to serve both DIY and Pro audiences.

Key Highlights for Brands to Watch

  • Pro Business Expansion: Lowe’s continues to make strategic moves to serve professionals. In April, they announced the acquisition of Artisan Design Group (ADG), a leader in interior finishes, strengthening their value proposition with builders and property managers.
  • Online Growth: Ecommerce rose 6% this quarter, supported by continued investment in digital experiences. Both DIYers and Pros are shopping smarter and faster, and Lowe’s is meeting them with enhanced convenience and scale.
  • Introducing Mylow: Lowe’s launched its first AI-powered virtual assistant, delivering expert advice and project help from anywhere, anytime. Mylow brings human-like interaction to the digital shelf, unlocking new opportunities for engagement.
  • Spring Wins: Despite a slow February, departments like grills, patio furniture, outdoor power equipment and fertilizer rebounded strongly. “Mulch Madness” was once again a hit with customers, a reminder that seasonal programs continue to drive traffic and basket growth.
  • Customer Satisfaction Reigns: Lowe’s earned the No. 1 spot in the J.D. Power 2025 U.S. Home Improvement Retailer Satisfaction Study. It’s proof that their investments in associates, service and in-store experiences are paying off.

What this Means for Home Improvement Brands

The key takeaway is that while the market remains cautious, the fundamentals are strong. Consumers are staying engaged through smaller, more manageable projects, and Lowe’s is clearly committed to meeting them with tools, tech and service that elevate their journey.

For brands, now is the time to double down on product education, digital assets and in-store storytelling, especially in categories supporting spring, outdoor, paint, tools and organization. The rising tide of Lowe’s digital and Pro investments opens fresh avenues for visibility and velocity.

Porchlight Perspective

This quarter’s results paint a picture of a brand that is investing for the long haul, one where product innovation, customer-centric tech and elevated service win the day. If you’re a brand looking to ride that wave – whether it’s a spring seasonal launch, a content series for DIYers or refreshed assets for an endcap – we’re here to help you shine brighter on Lowe’s shelves and beyond.

Additional Resources

Lowe’s Q1 2025 Earnings Report: https://corporate.lowes.com/sites/lowes-corp/files/2025-05/lowes-q1-2025-press-release-final.pdf

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