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Has Lowe's Stock Become A Different Bet?

요약

Lowe's Companies (LOW) stock has lost 26% over the twelve months to September 30, 2026, while the S&P 500 returned 14%. Between early 2025 and August 2026, management added a new customer to its earnings-call pitch: larger Pros, reached through two acquisitions. You should care, because a new customer group can mean new sources of growth. So has Lowe's stock become a different bet.