Lowe's Companies Inc at UBS Global Consumer & Retail Conference (Virtual) Transcript

Mar 09, 2022 / 05:00PM GMT
Michael Lasser - UBS Investment Bank, Research Division - MD and Equity Research Analyst of Consumer Hardlines

Good afternoon, everyone. It's good to see everybody in person. I'm Michael Lasser, the hardline, broadline and food retail analyst from UBS. We could not be more excited to have the team from Lowe's with us today. To my right is the distinguished David Denton, who is Lowe's CFO, who's been with the company since 2018. Prior to that, he was at CVS in a similar capacity. We also have Kate Pearlman, who's the company's Head of Investor Relations; and Amanda Bryant. We are thrilled to be able to have this conversation.

Questions and Answers:

Michael Lasser - UBS Investment Bank, Research Division - MD and Equity Research Analyst of Consumer Hardlines

Dave, where I want to start off is you -- as I mentioned, you came from CVS. You spent 25 years navigating through the United States health care system. You probably thought relative to the complexity of the U.S. health care system, effectuating a transformation at Lowe's was going to be a piece of cake.
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