Lowe’s (LOW)

Empresas Estados Unidos
16

Y ayer ya había pegado un estirón tras los resultados de Home Depot…

Siguen intratables HD y LOW.

17

Yo añadí un poco a 94 porque no suele bajar de ahí últimamente. Qué bien haberlo hecho y qué pena no haber metido más. La sensación agridulce habitual.

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Second Quarter Sales And Earnings Results (21/08/2019)

  • Excluding $14 million of pre-tax operating losses associated with the wind-down of the Company’s Mexico retail operations, adjusted diluted earnings per share1 increased 3.9 percent to $2.15 from adjusted diluted earnings per share1 of $2.07 in the second quarter of 2018.
  • Sales for the second quarter increased 0.5 percent to $21.0 billion from $20.9 billion in the second quarter of 2018, and comparable sales increased 2.3 percent. Comparable sales for the U.S. home improvement business increased 3.2 percent.
  • The company repurchased $1.96 billion of stock under its share repurchase program and paid $382 million in dividends in the second quarter.

Outlook

  • Total sales are expected to increase approximately 2 percent.
  • Comparable sales are expected to increase approximately 3 percent.
  • Operating income as a percentage of sales (operating margin) is expected to increase 310 to 340 basis points.
  • Adjusted operating income as a percentage of sales (adjusted operating margin) is expected to increase 20 to 50 basis points.
  • The effective income tax rate is expected to be approximately 24%.
  • The target leverage ratio is 2.75x, therefore the company expects to repurchase approximately $4 billion of stock.
  • Diluted earnings per share of $5.54 to $5.74 are expected for the fiscal year ending Jan. 31, 2020.
  • Adjusted diluted earnings per share1 of $5.45 to $5.65 are expected for the fiscal year ending Jan. 31, 2020.
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Third quarter 2019 results (20/11/2019)

  • Sales for the third quarter were $17.4 billion and consolidated comparable sales increased 2.2 percent. Comparable sales for the U.S. home improvement business increased 3.0 percent.
  • Diluted Earnings Per Share of $1.36
  • Adjusted Diluted Earnings Per Share of $1.41

Fiscal Year 2019

  • Total sales are expected to increase approximately 2 percent.
  • Comparable sales are expected to increase approximately 3 percent.
  • Operating income as a percentage of sales (operating margin) is expected to increase 290 to 320 basis points.
  • Adjusted operating income as a percentage of sales is expected to increase 40 to 60 basis points.
  • Diluted earnings per share of $5.35 to $5.47 are expected for the fiscal year ending Jan. 31, 2020.
  • Adjusted diluted earnings per share of $5.63 to $5.70 are expected for the fiscal year ending Jan. 31, 2020.
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Fourth Quarter Sales And Earnings Results (26/02/2020)

  • Net earnings of $509 million and diluted earnings per share of $0.66 for the quarter ended Jan. 31, 2020, compared to a net loss of $824 million and diluted loss per share of ($1.03) in the fourth quarter of 2018.
  • Sales for the fourth quarter were $16.0 billion compared to $15.6 billion in the fourth quarter of 2018, and comparable sales increased 2.5 percent.

Lowe’s Business Outlook - Fiscal Year 2020 (comparisons to fiscal year 2019)

  • Total sales growth of approximately 2.5 to 3.0 percent.
  • Comparable sales growth of approximately 3.0 to 3.5 percent.
  • Operating income growth of approximately 12 to 16 percent.
  • Adjusted operating income1 growth of approximately 8 to 12 percent.
  • Operating income as a percentage of sales (operating margin) increase of approximately 80 to 100 basis points.
  • Adjusted operating income as a percentage of sales (adjusted operating margin1) increase of approximately 50 to 70 basis points.
  • Effective income tax rate and adjusted effective income tax rate of approximately 24.5%.
  • Target leverage ratio of 2.75x, therefore the company expects to repurchase approximately $5 billion of stock.
  • Diluted earnings per share of $6.38 to $6.58.
  • Adjusted diluted earnings per share1 of $6.45 to $6.65.
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First Quarter 2020 Sales And Earnings Results (20/05/2020)

  • U.S. Comparable Sales Increased 12.3%
  • Diluted EPS Increased 35% to $1.76; Adjusted Diluted EPS Increased 45% to $1.711
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No suben el divi

25

Análisis actualizado

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26

Lowe’s Companies raises dividend by 9%

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27

Tiene algo de truco porque ha mantenido el dividendo previo durante 5 trimestres en lugar de 4

Y con los resultados que esta teniendo esperaba mas subida

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28

En marzo fue buen momento para ampliar, me arrepiento de no haberlo hecho,ahora tanto LOW como HD están carísimas.Las buenas empresas siempre suelen estar caras y dan pocas oportunidades.

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29

Estarian mas baratas si las hubiesen obligado a cerrar como a TJX y ROST

En esta pandemia no hay que confundir los buenos negocios con los negocios que han podido seguir abiertos (aunque puedan coincidir)

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30

Con la gente confinada, puede que bastante gente se haya animado con esos DIY que llevaba aplazando por falta de tiempo, eso favorece tanto a LOW como a HD.

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Resultados:

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34

Hoy subiendo un 11,3%… lástima no haber cargado un poco ayer a 181. 🤷
A ver los próximos resultados si nos dan oportunidad en alguna empresa de calidad.

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35

Creo que hoy post market salían los resultados de CSCO. no sé si será de interés

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36

Buenas. Estoy planteándome entrar en esta empresa. Veo que el hilo está parado desde hace casi un año, ¿No es muy seguida por la comunidad cazadividendos? Lo digo porque sentirse acompañado siempre ayuda. Gracias!

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El 17 de Agosto presenta resultados,quizá dė alguna oportunidad de ampliar o entrar.
En comparacion, suele estar más cara que HD, pero a mi me parecen ambas empresones.
Cuando hace poco estuvo en 17X estuve a punto de ampliar.
LOW suele estar casi siempre cara, pero de las consumer cyclical es de las imprescindibles.
Un saludo.

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