Let’s dig into the relative performance of Lowe's (NYSE: LOW) and its peers as we unravel the now-completed Q2 home furnishing and improvement retail earnings season.
Home furnishing and improvement retailers understand that ‘home is where the heart is’ but that a home is only right when it’s in livable condition and furnished just right. These stores therefore focus on providing what is needed for both the upkeep of a house as well as what is desired for the aesthetics of a home. Decades ago, it was thought that furniture and home improvement would resist e-commerce because of the logistical challenges of shipping a sofa or lawn mower, but now you can buy both online; so just like other retailers, these stores need to adapt to new realities and consumer behaviors.
The 6 home furnishing and improvement retail stocks we track reported a strong Q2. As a group, revenues beat analysts’ consensus estimates by 1.6% while next quarter’s revenue guidance was 2.6% below.
Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 6.5% since the latest earnings results.
Weakest Q2: Lowe's (NYSE: LOW)
Founded in North Carolina as Lowe's North Wilkesboro Hardware, the company is a home improvement retailer that sells everything from paint to tools to building materials.
Lowe's reported revenues of $25.96 billion, up 8.3% year on year. This print was in line with analysts’ expectations, but overall, it was a slower quarter for the company with full-year EPS guidance missing analysts’ expectations.
"Sustained growth in Pro, Online and Home Services led to our fifth consecutive quarter of positive comp sales, despite pressure in discretionary DIY spending," said Marvin R. Ellison, Lowe's chairman, president and CEO.
Lowe's pulled off the fastest revenue growth but had the weakest performance against analyst estimates and weakest full-year guidance update in the group. Still, the market seems discontent with the results. The stock is down 11% since reporting and currently trades at $191.98.
Read our full report on Lowe's here, it’s free.
Best Q2: Floor And Decor (NYSE: FND)
Operating large, warehouse-style stores, Floor & Decor (NYSE: FND) is a specialty retailer that specializes in hard flooring surfaces for the home such as tiles, hardwood, stone, and laminates.
Floor And Decor reported revenues of $1.25 billion, up 3% year on year, outperforming analysts’ expectations by 1.6%. The business had a very strong quarter with a beat of analysts’ EPS and gross margin estimates.
Floor And Decor scored the highest full-year guidance raise among its peers. Although it had a fine quarter compared to its peers, the market seems unhappy with the results as the stock is down 14.7% since reporting. It currently trades at $47.18.
Is now the time to buy Floor And Decor? Access our full analysis of the earnings results here, it’s free.
Home Depot (NYSE: HD)
Founded and headquartered in Atlanta, Georgia, Home Depot (NYSE: HD) is a home improvement retailer that sells everything from tools to building materials to appliances.
Home Depot reported revenues of $47.86 billion, up 5.7% year on year, exceeding analysts’ expectations by 1.2%. It was a satisfactory quarter as it also posted a beat of analysts’ EPS estimates but a miss of analysts’ gross margin estimates.
As expected, the stock is down 11.8% since the results and currently trades at $297.91.
Read our full analysis of Home Depot’s results here.
RH (NYSE: RH)
Formerly known as Restoration Hardware, RH (NYSE: RH) is a specialty retailer that exclusively sells its own brand of high-end furniture and home decor.
RH reported revenues of $922.2 million, up 2.6% year on year. This result surpassed analysts’ expectations by 0.7%. Overall, it was a strong quarter as it also put up a beat of analysts’ EPS estimates and an impressive beat of analysts’ EBITDA estimates.
The stock is down 4.8% since reporting and currently trades at $127.52.
Read our full, actionable report on RH here, it’s free.
Arhaus (NASDAQ: ARHS)
With an aesthetic that features natural materials such as reclaimed wood, Arhaus (NASDAQ: ARHS) is a high-end furniture retailer that sells everything from sofas to rugs to bookcases.
Arhaus reported revenues of $384.9 million, up 7.4% year on year. This number topped analysts’ expectations by 4.9%. It was a strong quarter as it also logged a beat of analysts’ EPS estimates and an impressive beat of analysts’ EBITDA estimates.
Arhaus pulled off the biggest analyst estimate beat and highest guidance raise in the group. The stock is up 6.4% since reporting and currently trades at $8.76.
Read our full, actionable report on Arhaus here, it’s free.
Market Update
Over the past year, investors have been forced to repeatedly answer the same question: what is the market’s biggest risk? The answer has changed several times, and each shift has reshaped market leadership.
Late in 2025 and early 2026, artificial intelligence became the market’s primary uncertainty. Investors questioned whether AI would erode software pricing power and weaken competitive moats as AI made it easier to replicate once-differentiated products.
By the spring, technology took a back seat to geopolitics. The U.S. conflict with Iran briefly became the market’s dominant narrative, raising concerns about oil prices, inflation, and global growth. But as energy markets remained orderly and fears of a prolonged supply disruption faded, investors quickly turned their focus back to fundamentals.
Want to invest in winners with rock-solid fundamentals? Check out our Hidden Gem Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.
