Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Lowe's (NYSE: LOW) and the best and worst performers in the home furnishing and improvement retail industry.

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 7 home furnishing and improvement retail stocks we track reported a mixed Q4. As a group, revenues beat analysts’ consensus estimates by 0.7% while next quarter’s revenue guidance was 0.9% below.

Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 10.8% since the latest earnings results.

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 $20.58 billion, up 10.9% year on year. This print exceeded analysts’ expectations by 1.1%. Despite the top-line beat, it was still a mixed quarter for the company with a narrow beat of analysts’ revenue estimates but full-year EPS guidance missing analysts’ expectations.

"We delivered strong results this quarter, as our Total Home strategy is resonating with both our Pro and DIY customers, which was evident during a great holiday season. Given our outperformance this quarter, we awarded $125 million in discretionary bonuses to our frontline associates in recognition of their hard work and outstanding customer service," said Marvin R. Ellison, Lowe's chairman, president and CEO.

Lowe's achieved the fastest revenue growth of the whole group. Still, the market seems discontent with the results. The stock is down 44.4% since reporting and currently trades at $251.91.

Read our full report on Lowe's here, it’s free.

Best Q4: Sleep Number (NASDAQ: SNBR)

Known for mattresses that can be adjusted with regards to firmness, Sleep Number (NASDAQ: SNBR) manufactures and sells its own brand of bedding products such as mattresses, bed frames, and pillows.

Sleep Number reported revenues of $347.4 million, down 7.8% year on year, outperforming analysts’ expectations by 5.7%. The business had a stunning quarter with a beat of analysts’ EPS and EBITDA estimates.

Sleep Number achieved the biggest analyst estimates beat 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 44.4% since reporting. It currently trades at $2.55.

Is now the time to buy Sleep Number? Access our full analysis of the earnings results here, it’s free.

Weakest Q4: 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 $842.6 million, up 3.7% year on year, falling short of analysts’ expectations by 3.6%. It was a disappointing quarter as it posted revenue guidance for next quarter missing analysts’ expectations and a significant miss of analysts’ EBITDA estimates.

RH delivered the weakest performance against analyst estimates in the group. Interestingly, the stock is up 1.2% since the results and currently trades at $141.50.

Read our full analysis of RH’s results here.

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 $38.2 billion, down 3.8% year on year. This number was in line with analysts’ expectations. Aside from that, it was a mixed quarter as it also logged a narrow beat of analysts’ gross margin estimates but a miss of analysts’ EBITDA estimates.

The stock is down 7.2% since reporting and currently trades at $349.72.

Read our full, actionable report on Home Depot here, it’s free.

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 $1.13 billion, up 2% year on year. This print met analysts’ expectations. Taking a step back, it was a mixed quarter as it also produced an impressive beat of analysts’ gross margin estimates but full-year EBITDA guidance missing analysts’ expectations.

Floor And Decor had the weakest full-year guidance update among its peers. The stock is down 18.2% since reporting and currently trades at $54.12.

Read our full, actionable report on Floor And Decor here, it’s free.

Market Update

Late in 2025 into early 2026, there was hand wringing around artificial intelligence. For software companies, the fear was that AI would erode pricing power and compress margins as new tools made it easier to replicate what once required expensive enterprise platforms. Crypto investors had their own version of the same anxiety: if AI agents could trade, allocate capital, and manage wallets autonomously, what exactly was the long-term value of today’s crypto infrastructure?

These concerns triggered a noticeable rotation away from these sectors and into safer havens. But markets rarely dwell on one narrative for long. Spring 2026 came, and the focus shifted abruptly from technological disruption to geopolitical risk. The US’ conflict with Iran became the dominant driver of market psychology, and when geopolitics takes center stage, the script changes quickly. Investors stop debating growth rates and start worrying about oil supply, inflation, and global stability.

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