Home Depot Surpasses Lowe's Amid Shifting Housing Market

Home Depot and Lowe's are two of the largest home improvement retailers in the US. Recently, both companies have underperformed the market, with Home Depot's recent performance surpassing Lowe's by about 6 percentage points.

The analysts updated their comparative framework to assess HD versus LOW, considering six variables including tariff exposure and Pro vs. DIY mix. This analysis aims to clarify which retailer is better positioned amid shifting housing turnover, mortgage rates, and consumer sentiment.