疫情、供应链、通胀压制下：美国最大家居购物网站暴跌_老虎社区_美港股上老虎

疫情、供应链、通胀压制下：美国最大家居购物网站暴跌

华尔街见闻2021-10-01

周四，美国最大家居购物网站Bed Bath & Beyond（3B家居）公布了糟糕的第二财季财报，公司营收、利润、下个财季指引全线不及预期。3B家居的第二财季为截至8月28日。 3B家居表示，受Delta变种病毒影响，公司8月份的客流量急剧下降，叠加供应链挑战，令销售在最新季度大幅下滑。公司虽然已经预料到成本会大幅上涨，但涨幅还是超过预期，侵蚀了利润。由于预计未来供应链将面临更大挑战，3B家居下调...

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·2021-10-01
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Tritton表示，公司面临供应链困境，这种情况“普遍存在”。公司在夏季的几个月里成本不断攀升，在第二财季的尾声，也就是8月，这种情况尤为突出，对销售和利润构成侵蚀。继6月份的稳健增长之后，在二财季剩余时间里都出现意外的外部破坏性力量，影响了业绩。公司运营环境面临的挑战在主要几个州格外明显，包括佛罗里达州、德克萨斯州和加利福尼亚州等，所有这些州都占公司销售额的很大一部分。\n3B家居股价遭遇猛烈抛售。周四股价一度跌29%，抹去其今年以来的全部涨幅转跌。而截至周三，该股还在年内实现了25%的正收益。\n3B家居的财报意味着，在通常繁忙的返校季期间出现的购物者并不多。这很可能意味着其同业，例如Target、沃尔玛等公司也将在财报中出现类似的问题。由于3B家居二财季截至8月28日，它的财报是重要零售商中最先反映出行业困局的。\n3B家居的业绩大幅下滑，凸显疫情、供应链、通胀三座大山压制下，零售业等许多行业面临冲击的缩影：Delta变种病毒肆虐叠加供应链困境，令销售阴云笼罩，而持续走高的通胀对利润进一步构成侵蚀。\n本周早些时候，美国知名“一元店”美元树（Dollar 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