Side-by-side comparison of AI visibility scores, market position, and capabilities
Toronto digital home maintenance concierge acquired by Thumbtack Dec 2020; raised $20M (Sequoia/NFX Series A 2018) connecting homeowners to vendors with full coordination competing with Angi for home maintenance management.
Setter was a Toronto, Ontario-based digital home management and concierge platform — backed with $20 million in total funding including a $10 million Series A in 2018 co-led by Sequoia Capital and NFX with DAG Ventures and Hustle Fund — that provided homeowners with a dedicated concierge service accessible via mobile app that handled all aspects of home maintenance: sourcing vendors, scheduling repairs, communicating job requirements, and ensuring completion quality for the full range of homeowner maintenance needs. Acquired by Thumbtack in December 2020, with co-founder David Steckel joining Thumbtack as President of Setter, integrating Setter's concierge capabilities into Thumbtack's marketplace of 250,000+ service professionals. Founded in 2016 by David Steckel and Guillaume Laliberte in Toronto.
Mooresville NC home improvement retail (NYSE: LOW) ~$83.7B FY2024 revenue; 1,700 stores, Total Home Pro strategy, Kobalt private label, competing with Home Depot for professional contractor share.
Lowe's Companies, Inc. is a Mooresville, North Carolina-based home improvement retailer — publicly traded on the New York Stock Exchange (NYSE: LOW) as a Dow Jones Industrial Average and S&P 500 Consumer Discretionary component — operating approximately 1,700 home improvement stores across the United States and Canada offering tools, hardware, paint, flooring, appliances, plumbing, electrical, lumber, outdoor living, and installation services through approximately 300,000 employees. In fiscal year 2024 (ending January 2025), Lowe's reported revenues of approximately $83.7 billion, with comparable store sales declining modestly as the post-pandemic home improvement spending normalization — following the 2020-2022 surge in home renovation activity — continued to weigh on transaction counts, partially offset by average ticket growth from Pro customer project spending. CEO Marvin Ellison has executed the "Total Home Strategy" focused on Pro customer (professional contractors, electricians, plumbers, and tradespeople) penetration: Lowe's has historically underindexed versus Home Depot with the Pro customer (Home Depot Pro revenue 50%+ of total versus Lowe's Pro closer to 25-30% historically), and the Total Home strategy's Lowe's Pro investments (expanded Pro desk service, designated Pro parking, dedicated Pro account managers, buy-online-pickup-in-store for contractors, net-30 Pro credit accounts) aim to close this Pro gap. Lowe's online sales (15%+ of total revenue) grew through the Lowes.com marketplace expansion (adding third-party products beyond owned inventory), same-day delivery partnerships, and contractor-oriented digital tools (project estimating, product specification sheets, installation scheduling).
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