1. Lowe’s is closing the Happiness gap.
In the past month, consumer happiness levels for Home Depot and Lowe’s is nearly identical. Historically, Home Depot has boasted consumer happiness levels higher than Lowe’s (in 2019 HD led by +2.5%).
2. Lowe’s demand tapering looks slightly less severe vs. Home Depot.
On the scatter chart above, you can see the YoY tempering of demand mentions that tilts toward DIY shoppers fares a bit better.