Same Weather. Same Sector. Opposite Outcomes.
What Q3 Revealed About Home Depot, Lowe’s, and Weather-Driven Retail
G2 Weather Intelligence™ — Retail Earnings Weather Read
In a downturn, weather isn’t an excuse. It’s an advantage. Operators who win treat it that way.
Home Depot and Lowe’s just delivered two very different versions of the same quarter.
Both faced the same setup: a housing market with no pulse, a cautious consumer, sluggish big-ticket demand, and—most importantly—a near-complete absence of the hurricane activity that boosted last year’s Q3.
Yet the outcomes couldn’t have been more different.
Home Depot missed expectations, cut guidance, and opened the day down sharply.
Lowe’s posted an EPS beat, absorbed the same headwind, and opened the day meaningfully higher.
Same macro. Same consumer. Same weather. Very different results.
That’s the story.
