Lowe's online sales climb 15.7% as CMO adds e-commerce role
Online is Lowe's strongest growth channel, up 15.7% while comparable store sales rose just 0.2%. The retailer now unifies digital commerce, marketplace, loyalty and personalization under CMO Jen Wilson.
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Retail briefing
Key takeaways
- Online is Lowe's strongest growth channel, up 15.7% while comparable store sales rose just 0.2%.
- The retailer now unifies digital commerce, marketplace, loyalty and personalization under CMO Jen Wilson.
In this briefing
Mentioned
Key Intelligence
Key Facts
- 1Lowe's promoted Chief Marketing Officer Jen Wilson from SVP to EVP in early September 2026, adding digital commerce to her portfolio.
- 2Lowe's Q2 2026 comparable sales increased just 0.2% year over year, while online sales rose 15.7%.
- 3Wilson's expanded remit now includes Lowes.com, the third-party Marketplace, retail media, loyalty and personalization.
- 4More than 80% of all home improvement shopping starts online, according to Wilson.
- 5Wilson said many retailers still personalize by channel, and real transformation requires omnichannel, end-to-end personalization with all customer data in one place.
Online sales outperformed comparable store sales by 15.5 percentage points
| Metric | |
|---|---|
| Comparable sales growth | 0.2% |
| Online sales growth | 15.7% |
| Home improvement shopping starting online | 80%+ |
Analysis
For e-commerce and omnichannel operators, the move is a signal that store-led retailers are restructuring around digital as the primary customer entry point. With 80% of home improvement shopping beginning online, Lowe's is aligning website and marketplace ownership with customer data to reduce channel friction. Retailers should track whether this model boosts conversion and marketplace GMV.
Lowe's decision in early September 2026 to promote Chief Marketing Officer Jen Wilson from senior vice president to executive vice president, adding Lowes.com and the third-party Marketplace to her existing marketing, retail media, loyalty and personalization remit, is more than an internal reorg. It formalizes a C-suite structure in which the CMO owns revenue-generating digital commerce channels at a time when Lowe's physical comparable sales are barely positive—up just 0.2% in Q2 2026—while online sales surged 15.7%. The retailer is betting that unifying customer acquisition, digital fulfillment and first-party data under one leader will accelerate omnichannel personalization and improve the economics of its fast-growing digital business.
It formalizes a C-suite structure in which the CMO owns revenue-generating digital commerce channels at a time when Lowe's physical comparable sales are barely positive—up just 0.2% in Q2 2026—while online sales surged 15.7%.
The backdrop is a challenging home improvement retail climate that has pressured earnings across the sector. With comparable store sales nearly flat, digital is the clear growth engine. Wilson told Marketing Dive that more than 80% of all home improvement shopping starts online, so the separation of brand marketing from e-commerce created friction: customers may begin with search or social content, compare products on Lowes.com and third-party marketplace listings, then finish in store or via fulfillment. By consolidating those touchpoints, Lowe's aims to reduce channel conflict, share audience data across CRM and paid media, and deliver end-to-end personalization rather than the channel-by-channel personalization that Wilson admitted is still common.
This move reflects a broader C-suite trend: the CMO role is being redefined around commerce, customer experience and technology as artificial intelligence disrupts advertising. Marketing leaders are now expected to own more than awareness and creative; they are expected to drive measurable revenue, first-party data strategy and digital customer journeys. For Lowe's, placing digital commerce within the CMO's organization may also improve coordination between retail media, which generates ad revenue and vendor partnerships, and marketplace operations, which involve third-party sellers and assortment. Loyalty and personalization already feed into both, so a unified leader can align incentives and budgets. The promotion to EVP elevates marketing to a core operating function rather than a support function.
What to Watch
From a market perspective, investors should read the restructuring as an acknowledgment that Lowe's growth is digital-led, not store-led. While comparable sales were only 0.2%, online sales at 15.7% mean digital is contributing disproportionately. If Wilson's integrated remit improves conversion and basket size through better personalization, it could sustain or accelerate online growth even in a soft macro environment. But the risk is execution complexity: managing retail media, loyalty, personalization and commerce requires hybrid skill sets across data science, merchandising and advertising. A failed integration could slow digital initiatives or blur accountability. The marketplace angle adds another layer, as third-party sellers introduce assortment risk and margin dilution. However, if marketplace growth scales, it can expand category reach without inventory risk and strengthen retail media inventory—a double flywheel.
Forward-looking, expect Lowe's to invest in unified customer data platforms and AI-driven personalization across web, app and in-store. Wilson's public statements emphasize "one place" for customer data, suggesting a consolidation of martech and adtech stacks. Rivals like Home Depot may face pressure to adopt similar C-suite alignment or risk losing share in digital. Over the next 12 to 24 months, the success of this restructuring will likely be judged by metrics such as e-commerce penetration, marketplace gross merchandise value, retail media revenue, and personalization-driven conversion lift. The promotion also raises the bar for CMO candidates across retail: future marketing leaders may need P&L experience and commerce technology fluency.
Cite This Page
"Lowe's online sales climb 15.7% as CMO adds e-commerce role." Retail Intelligence Brief, September 16, 2026. https://getretailbrief.com/story/lowes-online-sales-cmo-ecommerce
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