Citi calling LOW a buy because it's "lagged in 2026" is falling-knife logic wearing a value-investing costume. Discretionary home improvement — the non-repair, non-essential stuff — is precisely what consumers sacrifice first when elevated prices compress real budgets. With tariff inflation now structurally baked into goods costs, the relevant question isn't whether LOW looks cheap relative to HD. It's whether same-store sales can hold once the consumer spending lag fully lands.

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