Lowe's10-Q: Margin pressureMay 28, 2026

Gross margin declined 70 basis points due to costs from recent acquisitions

What happened

Lowe's gross margin decreased year-over-year, a decline attributed to the operational cost structure of businesses acquired in 2025, including Artisan Design Group and Foundation Building Materials.

Source

SEC EDGARMay 28, 2026

Quarterly report (Form 10-Q)

Lowe's 10-Q

Filing excerpt

For the first quarter of 2026, gross margin as a percentage of sales decreased 70 basis points compared to 2025.

sec.gov/Archives/edgar/data/60667/000006066726000072/low-20260501.htmRead the full source

Other signals in this filing (6)

Digital transformationLowe's allocates part of $2.5B FY2026 CapEx for multi-year technology transformation.Digital transformationMay 28, 2026
Platform strategyLowe's launches multi-year technology transformation for core systemsPlatform strategyMay 28, 2026
Acquisition completedLowe's faces margin pressure from recent Artisan Design Group & Foundation Building Materials acquisitionsAcquisition completedMay 28, 2026
Capex increaseLowe's announces $2.5 billion capital expenditure plan for fiscal 2026Capex increaseMay 28, 2026
Channel shiftOnline sales drove 185 basis points of comparable sales growth in Q1Channel shiftMay 28, 2026
Supply chain disruptionLowe's re-evaluating global supply chain and pricing strategies due to dynamic tariff environment.Supply chain disruptionMay 28, 2026

Extracted by Autobound

From the Signal API record

Signal: 10-Q: Margin pressure

What this signalsFilings often name leadership changes, deals and spending plans.

Fiscal year end: 05/01
Filed: May 28, 2026

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SEC 10-QScholastic CorporationCore school channels decline with fewer book fairs and lower club participation.SEC 10-QSep 25, 2026

The full record

From the Signal API record

Numbers

Percent: -70% (Year-over-year decrease in gross margin as a percentage of sales)

Details

CIK: 60667
Accession number: 0000060667-26-000072
Timeframe: Current quarter
Filing year: 2026
Fiscal year: 0
Why it matters: Efficiency tools needed
Signal category: Financial

Topics and mentions

Vendors

Deloitte & Touche LLP

Extraction

Confidence: High
Relevance: 80%
Sentiment: Negative
Detected: Jun 2, 2026
signal_type: sec-10q
signal_subtype: marginPressure

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This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

linkedin_urlValue in the API
industriesValue in the API
employee_count_lowValue in the API
employee_count_highValue in the API
revenueValue in the API
descriptionValue in the API

Signal

signal_nameValue in the API
associationValue in the API

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Show the full JSONThe record on this page and the API request

GET /v1/signals/fae9fc97-ebc4-4e03-bf7a-1282c61573ab returns this record as JSON. POST /v1/companies/enrich returns every signal for lowes.com.

{
  "signal_id": "fae9fc97-ebc4-4e03-bf7a-1282c61573ab",
  "signal_type": "sec-10q",
  "signal_subtype": "marginPressure",
  "detected_at": "2026-06-02T08:18:25.909+00:00",
  "company": {
    "name": "Lowe's",
    "domain": "lowes.com"
  },
  "data": {
    "detail": "Lowe's gross margin decreased year-over-year, a decline attributed to the operational cost structure of businesses acquired in 2025, including Artisan Design Group and Foundation Building Materials. This profitability pressure creates an urgent need for solutions that can improve operational efficiency, streamline supply chains, and reduce costs within the newly integrated entities.",
    "metrics": {
      "pct": -0.7,
      "timeframe": "current_quarter",
      "pct_context": "Year-over-year decrease in gross margin as a percentage of sales"
    },
    "summary": "Gross margin declined 70 basis points due to costs from recent acquisitions",
    "excerpts": "For the first quarter of 2026, gross margin as a percentage of sales decreased 70 basis points compared to 2025.",
    "relevance": 0.8,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/60667/000006066726000072/low-20260501.htm",
    "filing_date": "2026-05-28",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "05/01",
    "sales_relevance": "Efficiency tools needed",
    "signal_category": "financial",
    "vendors_mentioned": [
      "Deloitte & Touche LLP"
    ]
  }
}

curl https://signals.autobound.ai/v1/signals/fae9fc97-ebc4-4e03-bf7a-1282c61573ab \
  -H "X-API-KEY: $AUTOBOUND_API_KEY"

curl -X POST https://signals.autobound.ai/v1/companies/enrich \
  -H "X-API-KEY: $AUTOBOUND_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"domain":"lowes.com","limit":20}'

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