Lowe’s Companies, Inc. (NYSE:LOW) is positioning for growth in a flat home improvement market, leveraging recent acquisitions and an expanding Pro platform to capture underspent demand, while navigating weather- and rate-driven headwinds.For a deeper analysis of the strategy, JP Morgan analyst Christopher Horvers hosted Marvin Ellison, the company’s chairman, president, and CEO, and key members of his Investor Relations team.The analyst writes that the primary focus of the discussion was the balance between ...

分析师观点 - 给予Lowe's公司"买入"评级 认为市场过度关注房地产行业短期问题而忽视其长期价值 [1] 分析师背景 - 拥有6年投资领域经验 曾任职欧洲银行股票分析师 覆盖电信及工业等多行业 [1] - 学术背景包括比利时安特卫普大学学士 鲁汶大学硕士 以及Vlerick商学院金融MBA [1] - 目前专注于运用西方分析工具挖掘独联体地区新兴市场投资机会 [1] 持仓声明 - 分析师及其关联方未持有Lowe's公司任何股票或衍生品头寸 [1] - 未来72小时内无计划建立相关头寸 [1]