2019 Performance Review slide image

2019 Performance Review

LOW Share Price Performance Since Inception LOW's share price including dividends increased 32% in 2019 and is flat year-to-date in 20201 LOW share price performance from 4/6/2018 to 2/4/2020 5/22/2019: Announces unexpected gross margin pressures following issues related to legacy pricing systems, cuts guidance 11/20/2019: Q3'19 results show continued improvement across many facets of the business, raises guidance $119 Share price $125 $120 $115 5/22/18: Lowe's announces the hiring of ex-HD executive Marvin Ellison as CEO $110 $105 $100 $95 $90 $85 $80 Apr-2018 Jul-2018 Macro concerns weigh on stock Nov-2018 12/12/18: LOW holds Analyst Day. Introduces long-term plan focused on executing "Retail Fundamentals" Mar-2019 Jun-2019 8/21/2019: Q2 '19 earnings demonstrate improvement in systems- related issues Oct-2019 Note: The performance of Lowe's share price is provided for illustrative purposes only and is not an indication of future returns of the Pershing Square funds. *Average cost at announcement date. Please see the additional disclaimers and notes to performance results at the end of the presentation. (1) As of 2/4/2020 45 $86* Feb-2020
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