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, Robert Frank reports on the Iran War’s impact on luxury shoppers in the Middle East and, by extension, on luxury conglomerate LVMH. Plus, United Airlines CEO Scott Kirby reportedly pitched a merger with American, and CNBC’s Steve Liesman reports that the NFIB small business optimism index for March of 2026 fell to its lowest level since the Liberation Day tariffs in April of 2025.

Steve Liesman - 6:46

Marvin Ellison - 16:24
Robert Frank - 33:19

In this episode:

Steve Liesman, @steveliesman

Robert Frank, @robtfrank

Kelly Evans, @KellyCNBC

Joe Kernen, @JoeSquawk

Katie Kramer, @Kramer_Katie

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

Squawk Pod

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