I would tread carefully right now. It may take 12+ months for them to force out their higher performing specialists (higher paid too). There is a lot of distrust currently with the employees and Lowe's HR is sending out all sorts of letters for them to sign. These letters are enforcing new rules such as being able to be written-up/terminated if they do not greet every customer.
There is going to be a decent drop in their salary budgets but I find it hard to believe this change will not negatively affect the up-sale process for more profitable models. Additionally, there is the potential of a substantial experience drain with the expect high turnover during the next 12 months.
Finally, you have to question just what percentage of their overheard is actually employee compensation. Usually the actual cost of product greatly outweighs other expenses.