# Marvin Ellison

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Retail is hurting—except one group

Earnings are in for Target (TGT), TJX Companies (TJX), and Lowe's (LOW). Daniel and I discuss what Target's dismal results say about the overall economy... why Lowe's CEO Marvin Ellison is full of s***—and why the stock could drop 20%-plus in the coming months… and why the issues faced by other ret…

Leaders Playbook: Inside Lowe’s 1/28/26

CNBC Leaders Playbook features candid conversations with the world’s top CEOs and business leaders about how they think, decide, and lead, hosted by CNBC Senior Media & Tech Correspondent Julia Boorstin. In this episode, Lowe’s CEO Marvin Ellison and Executive Vice President of Human Resources Jani…

Lowe’s CEO Marvin Ellison & LVMH’s Middle East Market 4/14/26

Lowe’s is launching annual subscription service HomeCare+ to deepen the company’s relationship with customers. CEO Marvin Ellison discusses the initiative, the investment he’s making in trade skill training, the future of the labor market, and the ideal housing environment for his bottom line. Then…

AI Can't Hear What You Ignored: Three Billion-Dollar CEOs Share One Soft Skill

What do the CEOs of Lowe's, YouTube, and IAC/Expedia all have in common? They listen — not politely, but strategically. In this Coffee Table Conversation, Kim and Hal break down how listening has quietly become the most powerful competitive advantage in the AI era. As small businesses invest in mor…

Lowe's Just Gave A DIRE Warning About Consumers

Lowe’s had some more bad news about the American consumer. CEO Marvin Ellison said “This has been the most difficult housing market that I have faced in this business since the financial crisis.” Lowe’s is hardly alone. Walmart said higher income shoppers are still trading down while lower income A…

Trump Talks Right-To-Repair, Ford Hunts Techs, Back To School In June

Episode #1365: Trump weighs in on right-to-repair after meeting with auto industry leaders, Ford invests heavily in solving its technician shortage, and how back to school shopping is already happening. Show Notes with links: A surprising right-to-repair moment emerged from the White Hous…

Faithful Provocations Ep 5: Erotic Justice: Faith, Sex, and Politics

What does it mean to practice erotic justice in a time of political crisis? Christian social ethicist Marvin M. Ellison joins Faithful Provocations to explore the intersection of faith, sexuality, and public life — from his upbringing in the American South wrestling with his family's history in sla…

The Varosity AI GTM Report — Aug 22: 90% of Executives Say AI Hasn't Moved Productivity

Episode 74. Saturday, August 22, 2026. Two numbers landed on the same day and they tell the whole story: roughly ninety percent of executives say AI still hasn't improved productivity at their firms — and Nvidia told its largest customers the hardware underneath all of it is about to cost more than…

Lead the Whole Industry

Lowe’s just assembled what’s being called the largest cross-sector skilled-trades coalition in the country — 75-plus members including NVIDIA, AT&T, Bank of America, and General Motors — aiming to help train a million tradespeople by 2035, against a projected shortfall of 2.1 million unfilled jobs …