Modest recovery in home improvement demand favors Home Depot, Lowe’s: UBS

**Modest Recovery in Home Improvement Demand Favors Home Depot and Lowe’s: UBS**

*October 19, 2025 | 12:40 PM ET*

The Home Depot, Inc. and Lowe’s (NYSE: LOW) are positioned to benefit from a modest recovery in home improvement demand, according to UBS. Increased homeowner interest in renovation and repair projects signals potential upside for shares of both companies as project plans rebound and spending at these retailers is expected to rise.

Home Depot remains the preferred choice among consumers, maintaining its lead in the home improvement market. However, Amazon is steadily capturing market share, especially in smaller DIY categories. This trend highlights growing traction for e-commerce in the sector.

Several factors are contributing to the strengthening spending capacity of homeowners. More consumers are able to pay for projects outright, while rising Home Equity Line of Credit (HELOC) balances provide additional financing options. This combination is likely to boost activity in larger home improvement projects going forward.

**Related Stocks**

| Symbol | Last Price | % Change |
|——–|————|———-|
| HD | — | — |
| LOW | — | — |

*Note: Price and percentage changes are subject to market fluctuations.*

For investors and homeowners alike, these developments suggest that both Home Depot and Lowe’s could see sustainable growth as the home improvement market recovers.

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