沃尔玛上调盈利指引、塔吉特下调，美股零售股在释放什么信号？

华尔街见闻11-20 21:55

美国两大折扣零售商Q3表现出现分化，其他美国零售股普遍表现不错，不过消费者在购买大件上仍然谨慎，期待更大优惠力度。当地时间周三，塔吉特公布三季度业绩报告，显示塔吉特Q3销售额252.3亿美元，不及预期的257.4亿美元，并且将全年调整后每股收益预期由此前的9-9.7美元下调至8.3-8.9美元，市场预期为9.57美元，将全年每股收益预期9-9.7美元下调至8.3-8.9美元。财报公布后，塔吉特...

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href=https://wallstreetcn.com/articles/3734736><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国两大折扣零售商Q3表现出现分化，其他美国零售股普遍表现不错，不过消费者在购买大件上仍然谨慎，期待更大优惠力度。\n当地时间周三，塔吉特公布三季度业绩报告，显示塔吉特Q3销售额252.3亿美元，不及预期的257.4亿美元，并且将全年调整后每股收益预期由此前的9-9.7美元下调至8.3-8.9美元，市场预期为9.57美元，将全年每股收益预期9-9.7美元下调至8.3-8.9美元。\n财报公布后，塔吉特...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3734736\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2125154778.USD","symbol_name":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) 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Target lowered it. What signals are U.S. retail stocks releasing?","themeId":"9bbb8347d741c1b92c9fcfda795c8fee","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"WMT":1,"TGT":1},"content_text":"美国两大折扣零售商Q3表现出现分化，其他美国零售股普遍表现不错，不过消费者在购买大件上仍然谨慎，期待更大优惠力度。\n当地时间周三，塔吉特公布三季度业绩报告，显示塔吉特Q3销售额252.3亿美元，不及预期的257.4亿美元，并且将全年调整后每股收益预期由此前的9-9.7美元下调至8.3-8.9美元，市场预期为9.57美元，将全年每股收益预期9-9.7美元下调至8.3-8.9美元。\n财报公布后，塔吉特美股盘前跌近20%。\n\n塔吉特表示，之所以下调盈利指引，主要是受到了季度销售持平和库存积累的拖累。\n从供给端看，公司因港口罢工囤积了更多产品，由于额外库存的持有成本高于预期，导致侵蚀了利益；从消费端看，美国消费者在服装、家居等非必须消费品上的支出有所减少。\n消费者仍然谨慎，两大零售商看好假日购物季\n与塔吉特形成鲜明对比的是，在昨日的发布的最新财报中，美国最大折扣零售商沃尔玛年内第三次上调全年营收指引：将全年净销售增长预期从3.75%-4.75%上调至4.8%-5.1%，全年经调整经营利润增速预期由6.5%-8%上调至8.5%-9.25%。\n沃尔玛表示，美国分部在所有产品类别和收入群体中均取得了增长，主要得益于客流量增加和平均票价上涨，此外广告业务和会员收入也表现亮眼。\nVital Knowledge的分析师Adam Crisafulli分析称：\n\n“塔吉特的疲软业绩从侧面凸显了，沃尔玛的优势有很大一部分源于市场份额的增加。”\n“消费者可能很‘有弹性’，但他们仍然很挑剔和吝啬。塔吉特的糟糕表现对科尔士百货(Kohl's)、多来店(Dollar General)和美元树(Dollar Tree)等公司来说可能不是个好兆头。”\n\n沃尔玛财报也显示，日用百货品类的销售仍然疲软。沃尔玛首席财务官John David Rainey对此表示，在更大的优惠力度出台前，消费者不会放弃谨慎购买的立场。\n塔吉特首席执行官也表示：\n\n“消费者在购物方式上变得越来越足智多谋、越来越有策略……购物者‘愿意寻找’优惠，等到合适的时机（再购买）。”\n\n除了塔吉特，本财季迄今为止，其它零售商已公布的业绩普遍好于预期。\n其中，由于飓风和温暖的天气推动了消费者在家庭装修用品上的支出，家装建材零售商家得宝、劳氏双双上调了全年业绩展望，不过两家公司均表示，由于利率和抵押贷款利率居高不下，消费者在大型商品方面仍持观望态度。\n对于即将到来的假日购物季，沃尔玛和塔吉特均抱乐观态度。\n塔吉特首席执行官Brian Cornell在电话会上表示，公司对假日销售的早期解读是积极的，预计将迎来良好的开局。沃尔玛也表明，公司在假日购物季前可能进一步扩大市场份额，预计接下来将延续强劲的增长势头。风险提示及免责条款\n\n            市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.2","shortVersion":"4.29.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2484111201"}