大摩：打击会员共享成效明显好市多(COST.US)迎来“奈飞时刻”

智通财经2024-10-24

智通财经APP获悉，摩根士丹利发表研报表示，在美国俱乐部推出会员卡扫描仪后，好市多(COST.US)可能迎来了“奈飞时刻”。该行指的是通过几种不同的措施让免费共享帐户变得更加困难，从而大幅提升用户基础。摩根士丹利分析师Simeon Gutman表示，该公司的渠道调查表明，在实施卡片扫描仪后的测试阶段，在好市多选定门店的会员数量增加了两位数。值得注意的是，美国所有俱乐部都在推出卡片扫描仪。...

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大摩：打击会员共享成效明显 好市多(COST.US)迎来“奈飞时刻”

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大摩：打击会员共享成效明显好市多(COST.US)迎来“奈飞时刻”