Lowe's Companies Inc (MEX:LOW)
MXN 3897.28 -61.72 (-1.56%) Market Cap: 2.23 Til Enterprise Value: 2.89 Til PE Ratio: 17.60 PB Ratio: 0 GF Score: 82/100

Lowe's Companies Inc at Oppenheimer Consumer Growth & E-Commerce Conference Transcript

Jun 18, 2019 / 12:40PM GMT
Release Date Price: MXN1847.5
Brian William Nagel
Oppenheimer & Co. Inc., Research Division - MD & Senior Analyst

[I'm so excited] for our first ever -- first session. So my name is Brian Nagel, I am the senior equity research analyst at Oppenheimer and I cover consumer growth and e-commerce. This is our 19th annual Oppenheimer Consumer Conference in Boston. So again, thank you for -- everyone, for attending.

So I'm very pleased to introduce our first presenting company, Lowe's, and 2 of the company's executives: CEO, Marvin Ellison; and CFO, Dave Denton. So thank you very much for joining us.

I'll also make a quick comment. As you know, those of you who follow my work on this space now, I've been a big fan of home improvement retail for a while just given what I view as a very solid demand dynamic and very healthy operating structure of the business. We've identified -- early this year, we've identified Lowe's as a top pick, really in part because the new leadership at the team and what we view as a significant opportunity within the operating model. So top pick here.

Marvin, I would turn -- you

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