leyvancs
2021-07-09
Like and comment and I'll do the same !
Another Summer, Another Deep-Dive into Leisure Stocks<blockquote>又一个夏天，休闲股再次深入挖掘</blockquote>
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There has been a gradual increase in each successive month thereafter, taking the number to 59.3% in May. The average daily rate (ADR) followed a similar trend, but only started recovering in March. And similarly for Revenue per available room (RevPAR).</p><p><blockquote>美国酒店业经历了可怕的 2020 年，酒店入住率在疫情爆发的第一季度末开始下降，直到今年 1 月仍低于 40%。此后每个月都在逐渐增加，5月份这一数字达到59.3%。日均利率 (ADR) 也遵循类似的趋势，但直到 3 月份才开始复苏。每间可用客房的收入（RevPAR）也是如此。</blockquote></p><p> STR data shows that demand for hotel accommodation dropped to its lowest level in April 2020, when it was below 40% of the comparable 2019 level. It has improved steadily since, reaching 87% of the comparable 2019 level in May this year.However, revenue growth reached only 71% of the 2019 level, gross operating profit was at 72% and EBITDA at 64%.</p><p><blockquote>STR数据显示，酒店住宿需求在2020年4月降至最低水平，当时低于2019年可比水平的40%。此后稳步改善，今年5月达到2019年可比水平的87%。然而，收入增长仅达到2019年水平的71%，营业毛利润为72%，EBITDA为64%。</blockquote></p><p> Labor is a constraint, according to STR, with labor costs reaching only 64% during the month. The <a href=\"https://laohu8.com/S/AFG\">American</a> Hotel & Lodging Association (AHLA) says that as of Jan 21, the industry employed 4 million fewer people than in 2019. A PWC report says that hotel unemployment improved in April to 13.8% from 19.9% in March).</p><p><blockquote>据 STR 称，劳动力是一个制约因素，当月劳动力成本仅达到 64%。这个<a href=\"https://laohu8.com/S/AFG\">美国的</a>酒店和住宿协会（AHLA）表示，截至1月21日，该行业的就业人数比2019年减少了400万人。普华永道的一份报告称，4 月份酒店失业率从 3 月份的 19.9% 上升至 13.8%）。</blockquote></p><p> This ties in with the weekly survey data from Destination Analysts, which found that in the week ending Jun 25, 43% of recent travelers felt that the travel industry was having trouble providing services. They also found that as a result of these experiences, 17.3% had decided to do more research when planning their next trip, 14.9% had decided to cut back on their travel while 11.8% had already changed their destination/attraction for an upcoming trip.</p><p><blockquote>这与目的地分析师的每周调查数据有关，该数据发现，在截至6月25日的一周内，43%的近期旅行者认为旅游业在提供服务方面遇到了困难。他们还发现，由于这些经历，17.3%的人决定在计划下一次旅行时做更多的研究，14.9%的人决定减少旅行，而11.8%的人已经改变了即将到来的旅行的目的地/景点。</blockquote></p><p> However, of the 44.6% of Americans that have taken overnight trips in the last three months, 60.3% were satisfied or very satisfied with their restaurant experience. There was less enthusiasm about hotels, events, attractions, onboard commercial airlines and in-airport businesses. Still, 28.2% were encouraged to travel more.</p><p><blockquote>然而，在过去三个月内进行过通宵旅行的44.6%的美国人中，60.3%的人对他们的餐厅体验感到满意或非常满意。人们对酒店、活动、景点、商业航空公司和机场内业务的热情较低。尽管如此，28.2%的人还是被鼓励多旅行。</blockquote></p><p> The AHLA sees particular weakness in business travel, with only 29% of travelers taking a trip in first-half 2021, 36% in the second half with an additional 20% coming next year. 2019 levels are not expected to be achieved until 2023 or 2024. This is a big blow for the industry because business travel tends to be more stable and better-distributed through the year.</p><p><blockquote>AHLA认为商务旅行尤其疲软，只有29%的旅行者在2021年上半年旅行，36%在下半年，另外20%在明年。预计要到2023年或2024年才能达到2019年的水平。这对该行业来说是一个很大的打击，因为全年商务旅行往往更加稳定和分布更好。</blockquote></p><p> AnAccenture reportconcludes that this should drive hotels to target the leisure customer, who has also undergone a big change as a result of the pandemic and now expects a better focus on health and safety. The vast majority also prefers local travel where they don’t have to board a plane.</p><p><blockquote>埃森哲的报告得出结论，这应该会促使酒店瞄准休闲顾客，休闲顾客也因疫情而发生了巨大变化，现在希望更好地关注健康和安全。绝大多数人也更喜欢在当地旅行，因为他们不必登机。</blockquote></p><p> Get Smart Investing delivered to your inbox weekly</p><p><blockquote>每周将智能投资发送到您的收件箱</blockquote></p><p> Subscribe NowSponsored LinksAvoid Grammatical Errors with This Helpful Browser ExtensionGrammarly<a href=\"https://trc.taboola.com/nasdaq-nasdaq/log/3/click?pi=%2Farticles%2Fanother-summer-another-deep-dive-into-leisure-stocks-2021-07-08&ri=280a40087784ebb5f8593d169de0fa12&sd=v2_1f44cba24549ceff5eae4220417cc00f_739155c7-32f9-4cfc-bd2a-7c945c8cc6a6-tuct6dec6e5_1625799373_1625799373_CIi3jgYQpexOGLrixsmoLyABKAMwXjiHxgpQ____________AVgAYPgFaMnN7e355PrqbQ&ui=739155c7-32f9-4cfc-bd2a-7c945c8cc6a6-tuct6dec6e5&it=text&ii=~~V1~~-2271844424992261882~~GYmfRNGSl0rK8-nnFPMPP75ju3kqkUmsJg8o22PFmrMndpXq_nTToVci-tV_1bYyPVPbFHdycXfyr1VxmozLcV7JbGFbjtizQN29Zpin8p1JlawpbYFtoRw_FVSAoDPy8yoVX_ZV1DUzrU9mgEqIxVpt34vkyVLCqQj-j_6Ik-WFwt9_72reDSrMsTKuuUo5nQWg8xf9hxSk2mft8VuEUpKTtSXAAAG_KGWuoC8Kedz30ZsDV4TPEZhYUq6-neqBck-h9NOhJgoaa9oN4uh4cUJ3e9P0FOqxzd67ctpPQJ21bRdWwF-LL0jq9xtEg2_2&pt=text&li=rbox-t2m&sig=6feaf0991d322d2f1977d4ad75829318e70a01bfce29&redir=https%3A%2F%2Fwww.grammarly.com%3Futm_source%3Dtaboola%26utm_campaign%3DTier2PredictiveDesktop%26utm_medium%3Dcpc%26utm_content%3Dnasdaq-nasdaq%26utm_placement%3DDesktop%26tblci%3DGiAMA8PNIiTHpXwfI80QgUGi9otCulqnNQ0QQHd4vgNlqSD67j4o7NOExYHF9tSoAQ%23tblciGiAMA8PNIiTHpXwfI80QgUGi9otCulqnNQ0QQHd4vgNlqSD67j4o7NOExYHF9tSoAQ&vi=1625799373114&p=grammarly-sc&r=39&lti=deflated&ppb=CLcG&cpb=EhIyMDIxMDcwOC01LVJFTEVBU0UYASCc__________8BKhlzZy50YWJvb2xhc3luZGljYXRpb24uY29tMgh3YXRlcjM0NziA-qnyBUCHxgpY____________AWMI7___________ARDv__________8BGBFkYwjXFhDVHxgjZGMI3P__________ARDc__________8BGCRkYwjcChCgEBgWZGMIqB8Q6CoYB2RjCNIDEOAGGAhkYwiWFBCcHBgYZGMIhh8QwyoYGWRjCPf__________wEQ9___________ARgJZGMI9BQQnh0YH2R4AYABAogBgvnfSA&cta=true\" target=\"_blank\">Install Now</a></p><p><blockquote>立即订阅赞助链接使用这个有用的浏览器扩展避免语法错误语法<a href=\"https://trc.taboola.com/nasdaq-nasdaq/log/3/click?pi=%2Farticles%2Fanother-summer-another-deep-dive-into-leisure-stocks-2021-07-08&ri=280a40087784ebb5f8593d169de0fa12&sd=v2_1f44cba24549ceff5eae4220417cc00f_739155c7-32f9-4cfc-bd2a-7c945c8cc6a6-tuct6dec6e5_1625799373_1625799373_CIi3jgYQpexOGLrixsmoLyABKAMwXjiHxgpQ____________AVgAYPgFaMnN7e355PrqbQ&ui=739155c7-32f9-4cfc-bd2a-7c945c8cc6a6-tuct6dec6e5&it=text&ii=~~V1~~-2271844424992261882~~GYmfRNGSl0rK8-nnFPMPP75ju3kqkUmsJg8o22PFmrMndpXq_nTToVci-tV_1bYyPVPbFHdycXfyr1VxmozLcV7JbGFbjtizQN29Zpin8p1JlawpbYFtoRw_FVSAoDPy8yoVX_ZV1DUzrU9mgEqIxVpt34vkyVLCqQj-j_6Ik-WFwt9_72reDSrMsTKuuUo5nQWg8xf9hxSk2mft8VuEUpKTtSXAAAG_KGWuoC8Kedz30ZsDV4TPEZhYUq6-neqBck-h9NOhJgoaa9oN4uh4cUJ3e9P0FOqxzd67ctpPQJ21bRdWwF-LL0jq9xtEg2_2&pt=text&li=rbox-t2m&sig=6feaf0991d322d2f1977d4ad75829318e70a01bfce29&redir=https%3A%2F%2Fwww.grammarly.com%3Futm_source%3Dtaboola%26utm_campaign%3DTier2PredictiveDesktop%26utm_medium%3Dcpc%26utm_content%3Dnasdaq-nasdaq%26utm_placement%3DDesktop%26tblci%3DGiAMA8PNIiTHpXwfI80QgUGi9otCulqnNQ0QQHd4vgNlqSD67j4o7NOExYHF9tSoAQ%23tblciGiAMA8PNIiTHpXwfI80QgUGi9otCulqnNQ0QQHd4vgNlqSD67j4o7NOExYHF9tSoAQ&vi=1625799373114&p=grammarly-sc&r=39<i=deflated&ppb=CLcG&cpb=EhIyMDIxMDcwOC01LVJFTEVBU0UYASCc__________8BKhlzZy50YWJvb2xhc3luZGljYXRpb24uY29tMgh3YXRlcjM0NziA-qnyBUCHxgpY____________AWMI7___________ARDv__________8BGBFkYwjXFhDVHxgjZGMI3P__________ARDc__________8BGCRkYwjcChCgEBgWZGMIqB8Q6CoYB2RjCNIDEOAGGAhkYwiWFBCcHBgYZGMIhh8QwyoYGWRjCPf__________wEQ9___________ARgJZGMI9BQQnh0YH2R4AYABAogBgvnfSA&cta=true\" target=\"_blank\">立即安装</a></blockquote></p><p> The U.S. hospitality industry had a horrible 2020, with hotel occupancy starting to decline at the end of the first quarter when the pandemic hit, and remaining below 40% through January this year. There has been a gradual increase in each successive month thereafter, taking the number to 59.3% in May. The average daily rate (ADR) followed a similar trend, but only started recovering in March. And similarly for Revenue per available room (RevPAR).</p><p><blockquote>美国酒店业经历了可怕的2020年，当疫情袭击时，酒店入住率在第一季度末开始下降，并在今年1月保持在40%以下。此后每个月都在逐渐增加，5月份这一数字达到59.3%。日均利率 (ADR) 也遵循类似的趋势，但直到 3 月份才开始复苏。每间可用客房的收入（RevPAR）也是如此。</blockquote></p><p></p><p> STR data shows that demand for hotel accommodation dropped to its lowest level in April 2020, when it was below 40% of the comparable 2019 level. It has improved steadily since, reaching 87% of the comparable 2019 level in May this year.However, revenue growth reached only 71% of the 2019 level, gross operating profit was at 72% and EBITDA at 64%.</p><p><blockquote>STR数据显示，酒店住宿需求在2020年4月降至最低水平，当时低于2019年可比水平的40%。此后稳步改善，今年5月达到2019年可比水平的87%。然而，收入增长仅达到2019年水平的71%，营业毛利润为72%，EBITDA为64%。</blockquote></p><p> Labor is a constraint, according to STR, with labor costs reaching only 64% during the month. The <a href=\"https://laohu8.com/S/AMSWA\">American</a> Hotel & Lodging Association (AHLA) says that as of Jan 21, the industry employed 4 million fewer people than in 2019. A PWC report says that hotel unemployment improved in April to 13.8% from 19.9% in March).</p><p><blockquote>据 STR 称，劳动力是一个制约因素，当月劳动力成本仅达到 64%。这个<a href=\"https://laohu8.com/S/AMSWA\">美国的</a>酒店和住宿协会（AHLA）表示，截至1月21日，该行业的就业人数比2019年减少了400万人。普华永道的一份报告称，4 月份酒店失业率从 3 月份的 19.9% 上升至 13.8%）。</blockquote></p><p> This ties in with the weekly survey data from Destination Analysts, which found that in the week ending Jun 25, 43% of recent travelers felt that the travel industry was having trouble providing services. They also found that as a result of these experiences, 17.3% had decided to do more research when planning their next trip, 14.9% had decided to cut back on their travel while 11.8% had already changed their destination/attraction for an upcoming trip.</p><p><blockquote>这与目的地分析师的每周调查数据有关，该数据发现，在截至6月25日的一周内，43%的近期旅行者认为旅游业在提供服务方面遇到了困难。他们还发现，由于这些经历，17.3%的人决定在计划下一次旅行时做更多的研究，14.9%的人决定减少旅行，而11.8%的人已经改变了即将到来的旅行的目的地/景点。</blockquote></p><p> However, of the 44.6% of Americans that have taken overnight trips in the last three months, 60.3% were satisfied or very satisfied with their restaurant experience. There was less enthusiasm about hotels, events, attractions, onboard commercial airlines and in-airport businesses. Still, 28.2% were encouraged to travel more.</p><p><blockquote>然而，在过去三个月内进行过通宵旅行的44.6%的美国人中，60.3%的人对他们的餐厅体验感到满意或非常满意。人们对酒店、活动、景点、商业航空公司和机场内业务的热情较低。尽管如此，28.2%的人还是被鼓励多旅行。</blockquote></p><p> The AHLA sees particular weakness in business travel, with only 29% of travelers taking a trip in first-half 2021, 36% in the second half with an additional 20% coming next year. 2019 levels are not expected to be achieved until 2023 or 2024. This is a big blow for the industry because business travel tends to be more stable and better-distributed through the year.</p><p><blockquote>AHLA认为商务旅行尤其疲软，只有29%的旅行者在2021年上半年旅行，36%在下半年，另外20%在明年。预计要到2023年或2024年才能达到2019年的水平。这对该行业来说是一个很大的打击，因为全年商务旅行往往更加稳定和分布更好。</blockquote></p><p> AnAccenture reportconcludes that this should drive hotels to target the leisure customer, who has also undergone a big change as a result of the pandemic and now expects a better focus on health and safety. The vast majority also prefers local travel where they don’t have to board a plane.</p><p><blockquote>埃森哲的报告得出结论，这应该会促使酒店瞄准休闲顾客，休闲顾客也因疫情而发生了巨大变化，现在希望更好地关注健康和安全。绝大多数人也更喜欢在当地旅行，因为他们不必登机。</blockquote></p><p> Read More</p><p><blockquote>阅读更多</blockquote></p><p> Most travelers want to physically connect with friends and family, so a lot of the trips are likely to be to their homes rather than hotels.</p><p><blockquote>大多数旅行者希望与朋友和家人有身体上的联系，所以很多旅行可能是去他们的家，而不是酒店。</blockquote></p><p> Which is why this summer is likely to be another good <a href=\"https://laohu8.com/S/AONE\">one</a> for the Leisure and Recreation Products industry, currently positioned at the top 7% of 250+ Zacks-classified industries. And as many of us already know, when an industry is positioned in the top 50% (the higher the better), there’s historical data showing that it’s likely to offer above-market returns. Especially so, if the stocks we are considering also have a Zacks #1 (Strong Buy) or #2 (Buy) rank.</p><p><blockquote>这就是为什么今年夏天可能又是一个好夏天<a href=\"https://laohu8.com/S/AONE\">一</a>对于休闲和娱乐产品行业，目前在 250 多个 Zacks 分类行业中排名前 7%。我们很多人都知道，当一个行业排名前 50%（越高越好）时，历史数据显示，它很可能会提供高于市场的回报。尤其是如果我们正在考虑的股票也有Zacks#1（强力买入）或#2（买入）排名。</blockquote></p><p> So let’s see what we have here-</p><p><blockquote>让我们看看我们有什么--</blockquote></p><p> <b>Academy Sports and Outdoors, Inc.ASO</b>, which offers outdoor, apparel, footwear and sports & recreation gear has the #1 rank we are looking for. With Value and Growth Scores of A; expected revenue growth of 9.9% and expected earnings growth of 23.8%; and a 90- day change in the fiscal 2022 (ending January) and 2023 earnings estimates of 62.9% and 28.1%, respectively, this stock looks like a solid pick.</p><p><blockquote><b>学院运动与户外公司ASO</b>提供户外、服装、鞋类以及运动和休闲装备的公司拥有我们正在寻找的第一名。价值和增长得分为A；预期收入增长9.9%，预期盈利增长23.8%；2022 财年（截至 1 月）和 2023 财年的 90 天盈利预期分别变化了 62.9% 和 28.1%，这只股票看起来是一个可靠的选择。</blockquote></p><p> Number two on the list is<b>Clarus CorporationCLAR</b>, which designs and manufactures outdoor equipment and apparel for climbing, mountaineering, backpacking, skiing and other outdoor recreation activities. While this Zacks Rank #1 stock’s Value and Growth Scores of F are less than desirable, the expected revenue growth of 32.7% and earnings growth of 81.4% are pretty encouraging. The estimate revision trend for 2021 shows a 23-cent increase to $1.27 in the last 90 days. The 2022 estimate shows a 30-cent increase to $1.55.</p><p><blockquote>名单上的第二个是<b>克拉鲁斯公司CLAR</b>设计和制造用于攀岩、登山、背包旅行、滑雪和其他户外娱乐活动的户外装备和服装。虽然这只 Zacks 排名第一的股票的价值和 F 级增长得分并不理想，但 32.7% 的预期收入增长和 81.4% 的盈利增长还是相当令人鼓舞的。2021 年的估计修正趋势显示，在过去 90 天内上涨了 23 美分，达到 1.27 美元。2022 年的预测显示上涨 30 美分，达到 1.55 美元。</blockquote></p><p> Next we have<b>Smith & Wesson Brands, Inc.SWBI</b>, the well-known manufacturer of pistols, revolvers, rifles, handcuffs and other related products and accessories. Apart from its Value, Growth and Momentum Scores of A, SWBI also has a Zacks #1 rank, which together indicate strong upside potential. And while the company is seeing somewhat difficult comps from a strong 2020, the estimate revision trend shows that it continues to move in the right direction.</p><p><blockquote>接下来我们有<b>史密斯威森品牌公司SWBI</b>、手枪、左轮手枪、步枪、手铐等相关产品及配件的知名制造商。除了价值、增长和动量得分为 A 之外，SWBI 还拥有 Zacks 排名第一的排名，这两者共同表明了强大的上行潜力。尽管该公司看到了强劲的 2020 年业绩带来的一些困难，但预估修正趋势表明，它将继续朝着正确的方向发展。</blockquote></p><p> So we find that the fiscal 2022 (ending April) earnings estimate is up 145.8% in the last 90 days. The 2023 wasn’t available 90 days ago, but since it became available 60 days ago, it has increased 66.3%.</p><p><blockquote>因此，我们发现 2022 财年（截至 4 月）盈利预期在过去 90 天内增长了 145.8%。2023 年在 90 天前还没有上市，但自从 60 天前上市以来，它已经上涨了 66.3%。</blockquote></p><p> #1 ranked<b>YETI Holdings, Inc.YETI</b>is known for its outdoor products targeting activities like hunting, fishing, camping, barbecue, farm and ranch, etc. The stock has got an encouraging B for Growth, but an F for everything else, which is not so hot. But a look at its double-digit revenue and earnings growth estimates for 2021 and 2022 are nothing short of exciting.</p><p><blockquote>排名第一<b>YETI 控股公司</b>以其针对狩猎、钓鱼、露营、烧烤、农场和牧场等活动的户外产品而闻名。该股的增长获得了令人鼓舞的 B 级，但其他方面都获得了 F 级，这并不那么热门。但看看其 2021 年和 2022 年两位数的收入和盈利增长预测，简直令人兴奋。</blockquote></p><p></p><p> Moreover, there’s also a positive estimate revision trend: the 2021 earnings estimate is up 8.8% while the 2022 estimate is up 9.1% in the last 90 days.</p><p><blockquote>此外，还有一个积极的预测修正趋势： 在过去的 90 天里，2021 年的盈利预测增长了 8.8%，而 2022 年的盈利预测增长了 9.1%。</blockquote></p><p> <b>Lazydays Holdings, Inc.LAZY</b>is the last <a href=\"https://laohu8.com/S/AONE.U\">one</a> I’m discussing here. You can head over to theindustry pageon zacks.com for more choices (it’s a really long list). This <a href=\"https://laohu8.com/S/AONE\">one</a> has got an A for both Value and Growth and a B for Momentum. It’s currently expected to grow revenue and earnings by a respective 20.7% and 22.4% this year.</p><p><blockquote><b>Lazydays 控股公司懒惰</b>是最后一个<a href=\"https://laohu8.com/S/AONE.U\">一</a>我在这里讨论。您可以前往 zacks.com 上的行业页面查看更多选择（名单很长）。这个<a href=\"https://laohu8.com/S/AONE\">一</a>价值和增长都得到了A，动力得到了B。目前预计今年的收入和盈利将分别增长 20.7% 和 22.4%。</blockquote></p><p> While estimates from 90 days ago aren’t available, I’m seeing a 17-cent jump in the 2021 estimate in the last 60 days and a 20-cent jump in the 2022 estimate. And this is definitely a good trend.</p><p><blockquote>虽然没有 90 天前的估计值，但我认为 2021 年的估计值在过去 60 天里上涨了 17 美分，2022 年的估计值上涨了 20 美分。这绝对是一个很好的趋势。</blockquote></p><p> <u><b>Year-to-Date Price Performance</b></u><img src=\"https://static.tigerbbs.com/3f67ac3639c296d20c6476ab01f8959b\" tg-width=\"620\" tg-height=\"508\" referrerpolicy=\"no-referrer\"><i>Image Source: ZacksInvestment Research</i></p><p><blockquote><u><b>年初至今的价格表现</b></u><i>图片来源：ZacksInvestment Research</i></blockquote></p><p> <b>5 Stocks Set to Double</b></p><p><blockquote><b>5只股票将翻倍</b></blockquote></p><p> Each was hand-picked by a Zacks expert as the #1 favorite stock to gain +100% or more in 2020. Each comes from a different sector and has unique qualities and catalysts that could fuel exceptional growth.</p><p><blockquote>每只股票都被 Zacks 专家精心挑选为 2020 年涨幅 +100% 或以上的头号热门股票。每一个都来自不同的行业，具有独特的品质和催化剂，可以推动非凡的增长。</blockquote></p><p> Most of the stocks in this report are flying under Wall Street radar, which provides a great opportunity to get in on the ground floor.</p><p><blockquote>本报告中的大多数股票都在华尔街的雷达下飞行，这提供了进入底层的绝佳机会。</blockquote></p><p> Number two on the list is<b>Clarus CorporationCLAR</b>, which designs and manufactures outdoor equipment and apparel for climbing, mountaineering, backpacking, skiing and other outdoor recreation activities. While this Zacks Rank #1 stock’s Value and Growth Scores of F are less than desirable, the expected revenue growth of 32.7% and earnings growth of 81.4% are pretty encouraging. The estimate revision trend for 2021 shows a 23-cent increase to $1.27 in the last 90 days. The 2022 estimate shows a 30-cent increase to $1.55.</p><p><blockquote>名单上的第二个是<b>克拉鲁斯公司CLAR</b>设计和制造用于攀岩、登山、背包旅行、滑雪和其他户外娱乐活动的户外装备和服装。虽然这只 Zacks 排名第一的股票的价值和 F 级增长得分并不理想，但 32.7% 的预期收入增长和 81.4% 的盈利增长还是相当令人鼓舞的。2021 年的估计修正趋势显示，在过去 90 天内上涨了 23 美分，达到 1.27 美元。2022 年的预测显示上涨 30 美分，达到 1.55 美元。</blockquote></p><p> Next we have<b>Smith & Wesson Brands, Inc.SWBI</b>, the well-known manufacturer of pistols, revolvers, rifles, handcuffs and other related products and accessories. Apart from its Value, Growth and Momentum Scores of A, SWBI also has a Zacks #1 rank, which together indicate strong upside potential. And while the company is seeing somewhat difficult comps from a strong 2020, the estimate revision trend shows that it continues to move in the right direction.</p><p><blockquote>接下来我们有<b>史密斯威森品牌公司SWBI</b>、手枪、左轮手枪、步枪、手铐等相关产品及配件的知名制造商。除了价值、增长和动量得分为 A 之外，SWBI 还拥有 Zacks 排名第一的排名，这两者共同表明了强大的上行潜力。尽管该公司看到了强劲的 2020 年业绩带来的一些困难，但预估修正趋势表明，它将继续朝着正确的方向发展。</blockquote></p><p></p>","source":"lsy1603171495471","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Another Summer, Another Deep-Dive into Leisure Stocks<blockquote>又一个夏天，休闲股再次深入挖掘</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAnother Summer, Another Deep-Dive into Leisure Stocks<blockquote>又一个夏天，休闲股再次深入挖掘</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Nasdaq</strong><span class=\"h-time small\">2021-07-09 10:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The U.S. hospitality industry had a horrible 2020, with hotel occupancy starting to decline at the end of the first quarter when the pandemic hit, and remaining below 40% through January this year. There has been a gradual increase in each successive month thereafter, taking the number to 59.3% in May. The average daily rate (ADR) followed a similar trend, but only started recovering in March. And similarly for Revenue per available room (RevPAR).</p><p><blockquote>美国酒店业经历了可怕的 2020 年，酒店入住率在疫情爆发的第一季度末开始下降，直到今年 1 月仍低于 40%。此后每个月都在逐渐增加，5月份这一数字达到59.3%。日均利率 (ADR) 也遵循类似的趋势，但直到 3 月份才开始复苏。每间可用客房的收入（RevPAR）也是如此。</blockquote></p><p> STR data shows that demand for hotel accommodation dropped to its lowest level in April 2020, when it was below 40% of the comparable 2019 level. It has improved steadily since, reaching 87% of the comparable 2019 level in May this year.However, revenue growth reached only 71% of the 2019 level, gross operating profit was at 72% and EBITDA at 64%.</p><p><blockquote>STR数据显示，酒店住宿需求在2020年4月降至最低水平，当时低于2019年可比水平的40%。此后稳步改善，今年5月达到2019年可比水平的87%。然而，收入增长仅达到2019年水平的71%，营业毛利润为72%，EBITDA为64%。</blockquote></p><p> Labor is a constraint, according to STR, with labor costs reaching only 64% during the month. The <a href=\"https://laohu8.com/S/AFG\">American</a> Hotel & Lodging Association (AHLA) says that as of Jan 21, the industry employed 4 million fewer people than in 2019. A PWC report says that hotel unemployment improved in April to 13.8% from 19.9% in March).</p><p><blockquote>据 STR 称，劳动力是一个制约因素，当月劳动力成本仅达到 64%。这个<a href=\"https://laohu8.com/S/AFG\">美国的</a>酒店和住宿协会（AHLA）表示，截至1月21日，该行业的就业人数比2019年减少了400万人。普华永道的一份报告称，4 月份酒店失业率从 3 月份的 19.9% 上升至 13.8%）。</blockquote></p><p> This ties in with the weekly survey data from Destination Analysts, which found that in the week ending Jun 25, 43% of recent travelers felt that the travel industry was having trouble providing services. They also found that as a result of these experiences, 17.3% had decided to do more research when planning their next trip, 14.9% had decided to cut back on their travel while 11.8% had already changed their destination/attraction for an upcoming trip.</p><p><blockquote>这与目的地分析师的每周调查数据有关，该数据发现，在截至6月25日的一周内，43%的近期旅行者认为旅游业在提供服务方面遇到了困难。他们还发现，由于这些经历，17.3%的人决定在计划下一次旅行时做更多的研究，14.9%的人决定减少旅行，而11.8%的人已经改变了即将到来的旅行的目的地/景点。</blockquote></p><p> However, of the 44.6% of Americans that have taken overnight trips in the last three months, 60.3% were satisfied or very satisfied with their restaurant experience. There was less enthusiasm about hotels, events, attractions, onboard commercial airlines and in-airport businesses. Still, 28.2% were encouraged to travel more.</p><p><blockquote>然而，在过去三个月内进行过通宵旅行的44.6%的美国人中，60.3%的人对他们的餐厅体验感到满意或非常满意。人们对酒店、活动、景点、商业航空公司和机场内业务的热情较低。尽管如此，28.2%的人还是被鼓励多旅行。</blockquote></p><p> The AHLA sees particular weakness in business travel, with only 29% of travelers taking a trip in first-half 2021, 36% in the second half with an additional 20% coming next year. 2019 levels are not expected to be achieved until 2023 or 2024. This is a big blow for the industry because business travel tends to be more stable and better-distributed through the year.</p><p><blockquote>AHLA认为商务旅行尤其疲软，只有29%的旅行者在2021年上半年旅行，36%在下半年，另外20%在明年。预计要到2023年或2024年才能达到2019年的水平。这对该行业来说是一个很大的打击，因为全年商务旅行往往更加稳定和分布更好。</blockquote></p><p> AnAccenture reportconcludes that this should drive hotels to target the leisure customer, who has also undergone a big change as a result of the pandemic and now expects a better focus on health and safety. The vast majority also prefers local travel where they don’t have to board a plane.</p><p><blockquote>埃森哲的报告得出结论，这应该会促使酒店瞄准休闲顾客，休闲顾客也因疫情而发生了巨大变化，现在希望更好地关注健康和安全。绝大多数人也更喜欢在当地旅行，因为他们不必登机。</blockquote></p><p> Get Smart Investing delivered to your inbox weekly</p><p><blockquote>每周将智能投资发送到您的收件箱</blockquote></p><p> Subscribe NowSponsored LinksAvoid Grammatical Errors with This Helpful Browser ExtensionGrammarly<a href=\"https://trc.taboola.com/nasdaq-nasdaq/log/3/click?pi=%2Farticles%2Fanother-summer-another-deep-dive-into-leisure-stocks-2021-07-08&ri=280a40087784ebb5f8593d169de0fa12&sd=v2_1f44cba24549ceff5eae4220417cc00f_739155c7-32f9-4cfc-bd2a-7c945c8cc6a6-tuct6dec6e5_1625799373_1625799373_CIi3jgYQpexOGLrixsmoLyABKAMwXjiHxgpQ____________AVgAYPgFaMnN7e355PrqbQ&ui=739155c7-32f9-4cfc-bd2a-7c945c8cc6a6-tuct6dec6e5&it=text&ii=~~V1~~-2271844424992261882~~GYmfRNGSl0rK8-nnFPMPP75ju3kqkUmsJg8o22PFmrMndpXq_nTToVci-tV_1bYyPVPbFHdycXfyr1VxmozLcV7JbGFbjtizQN29Zpin8p1JlawpbYFtoRw_FVSAoDPy8yoVX_ZV1DUzrU9mgEqIxVpt34vkyVLCqQj-j_6Ik-WFwt9_72reDSrMsTKuuUo5nQWg8xf9hxSk2mft8VuEUpKTtSXAAAG_KGWuoC8Kedz30ZsDV4TPEZhYUq6-neqBck-h9NOhJgoaa9oN4uh4cUJ3e9P0FOqxzd67ctpPQJ21bRdWwF-LL0jq9xtEg2_2&pt=text&li=rbox-t2m&sig=6feaf0991d322d2f1977d4ad75829318e70a01bfce29&redir=https%3A%2F%2Fwww.grammarly.com%3Futm_source%3Dtaboola%26utm_campaign%3DTier2PredictiveDesktop%26utm_medium%3Dcpc%26utm_content%3Dnasdaq-nasdaq%26utm_placement%3DDesktop%26tblci%3DGiAMA8PNIiTHpXwfI80QgUGi9otCulqnNQ0QQHd4vgNlqSD67j4o7NOExYHF9tSoAQ%23tblciGiAMA8PNIiTHpXwfI80QgUGi9otCulqnNQ0QQHd4vgNlqSD67j4o7NOExYHF9tSoAQ&vi=1625799373114&p=grammarly-sc&r=39&lti=deflated&ppb=CLcG&cpb=EhIyMDIxMDcwOC01LVJFTEVBU0UYASCc__________8BKhlzZy50YWJvb2xhc3luZGljYXRpb24uY29tMgh3YXRlcjM0NziA-qnyBUCHxgpY____________AWMI7___________ARDv__________8BGBFkYwjXFhDVHxgjZGMI3P__________ARDc__________8BGCRkYwjcChCgEBgWZGMIqB8Q6CoYB2RjCNIDEOAGGAhkYwiWFBCcHBgYZGMIhh8QwyoYGWRjCPf__________wEQ9___________ARgJZGMI9BQQnh0YH2R4AYABAogBgvnfSA&cta=true\" target=\"_blank\">Install Now</a></p><p><blockquote>立即订阅赞助链接使用这个有用的浏览器扩展避免语法错误语法<a href=\"https://trc.taboola.com/nasdaq-nasdaq/log/3/click?pi=%2Farticles%2Fanother-summer-another-deep-dive-into-leisure-stocks-2021-07-08&ri=280a40087784ebb5f8593d169de0fa12&sd=v2_1f44cba24549ceff5eae4220417cc00f_739155c7-32f9-4cfc-bd2a-7c945c8cc6a6-tuct6dec6e5_1625799373_1625799373_CIi3jgYQpexOGLrixsmoLyABKAMwXjiHxgpQ____________AVgAYPgFaMnN7e355PrqbQ&ui=739155c7-32f9-4cfc-bd2a-7c945c8cc6a6-tuct6dec6e5&it=text&ii=~~V1~~-2271844424992261882~~GYmfRNGSl0rK8-nnFPMPP75ju3kqkUmsJg8o22PFmrMndpXq_nTToVci-tV_1bYyPVPbFHdycXfyr1VxmozLcV7JbGFbjtizQN29Zpin8p1JlawpbYFtoRw_FVSAoDPy8yoVX_ZV1DUzrU9mgEqIxVpt34vkyVLCqQj-j_6Ik-WFwt9_72reDSrMsTKuuUo5nQWg8xf9hxSk2mft8VuEUpKTtSXAAAG_KGWuoC8Kedz30ZsDV4TPEZhYUq6-neqBck-h9NOhJgoaa9oN4uh4cUJ3e9P0FOqxzd67ctpPQJ21bRdWwF-LL0jq9xtEg2_2&pt=text&li=rbox-t2m&sig=6feaf0991d322d2f1977d4ad75829318e70a01bfce29&redir=https%3A%2F%2Fwww.grammarly.com%3Futm_source%3Dtaboola%26utm_campaign%3DTier2PredictiveDesktop%26utm_medium%3Dcpc%26utm_content%3Dnasdaq-nasdaq%26utm_placement%3DDesktop%26tblci%3DGiAMA8PNIiTHpXwfI80QgUGi9otCulqnNQ0QQHd4vgNlqSD67j4o7NOExYHF9tSoAQ%23tblciGiAMA8PNIiTHpXwfI80QgUGi9otCulqnNQ0QQHd4vgNlqSD67j4o7NOExYHF9tSoAQ&vi=1625799373114&p=grammarly-sc&r=39<i=deflated&ppb=CLcG&cpb=EhIyMDIxMDcwOC01LVJFTEVBU0UYASCc__________8BKhlzZy50YWJvb2xhc3luZGljYXRpb24uY29tMgh3YXRlcjM0NziA-qnyBUCHxgpY____________AWMI7___________ARDv__________8BGBFkYwjXFhDVHxgjZGMI3P__________ARDc__________8BGCRkYwjcChCgEBgWZGMIqB8Q6CoYB2RjCNIDEOAGGAhkYwiWFBCcHBgYZGMIhh8QwyoYGWRjCPf__________wEQ9___________ARgJZGMI9BQQnh0YH2R4AYABAogBgvnfSA&cta=true\" target=\"_blank\">立即安装</a></blockquote></p><p> The U.S. hospitality industry had a horrible 2020, with hotel occupancy starting to decline at the end of the first quarter when the pandemic hit, and remaining below 40% through January this year. There has been a gradual increase in each successive month thereafter, taking the number to 59.3% in May. The average daily rate (ADR) followed a similar trend, but only started recovering in March. And similarly for Revenue per available room (RevPAR).</p><p><blockquote>美国酒店业经历了可怕的2020年，当疫情袭击时，酒店入住率在第一季度末开始下降，并在今年1月保持在40%以下。此后每个月都在逐渐增加，5月份这一数字达到59.3%。日均利率 (ADR) 也遵循类似的趋势，但直到 3 月份才开始复苏。每间可用客房的收入（RevPAR）也是如此。</blockquote></p><p></p><p> STR data shows that demand for hotel accommodation dropped to its lowest level in April 2020, when it was below 40% of the comparable 2019 level. It has improved steadily since, reaching 87% of the comparable 2019 level in May this year.However, revenue growth reached only 71% of the 2019 level, gross operating profit was at 72% and EBITDA at 64%.</p><p><blockquote>STR数据显示，酒店住宿需求在2020年4月降至最低水平，当时低于2019年可比水平的40%。此后稳步改善，今年5月达到2019年可比水平的87%。然而，收入增长仅达到2019年水平的71%，营业毛利润为72%，EBITDA为64%。</blockquote></p><p> Labor is a constraint, according to STR, with labor costs reaching only 64% during the month. The <a href=\"https://laohu8.com/S/AMSWA\">American</a> Hotel & Lodging Association (AHLA) says that as of Jan 21, the industry employed 4 million fewer people than in 2019. A PWC report says that hotel unemployment improved in April to 13.8% from 19.9% in March).</p><p><blockquote>据 STR 称，劳动力是一个制约因素，当月劳动力成本仅达到 64%。这个<a href=\"https://laohu8.com/S/AMSWA\">美国的</a>酒店和住宿协会（AHLA）表示，截至1月21日，该行业的就业人数比2019年减少了400万人。普华永道的一份报告称，4 月份酒店失业率从 3 月份的 19.9% 上升至 13.8%）。</blockquote></p><p> This ties in with the weekly survey data from Destination Analysts, which found that in the week ending Jun 25, 43% of recent travelers felt that the travel industry was having trouble providing services. They also found that as a result of these experiences, 17.3% had decided to do more research when planning their next trip, 14.9% had decided to cut back on their travel while 11.8% had already changed their destination/attraction for an upcoming trip.</p><p><blockquote>这与目的地分析师的每周调查数据有关，该数据发现，在截至6月25日的一周内，43%的近期旅行者认为旅游业在提供服务方面遇到了困难。他们还发现，由于这些经历，17.3%的人决定在计划下一次旅行时做更多的研究，14.9%的人决定减少旅行，而11.8%的人已经改变了即将到来的旅行的目的地/景点。</blockquote></p><p> However, of the 44.6% of Americans that have taken overnight trips in the last three months, 60.3% were satisfied or very satisfied with their restaurant experience. There was less enthusiasm about hotels, events, attractions, onboard commercial airlines and in-airport businesses. Still, 28.2% were encouraged to travel more.</p><p><blockquote>然而，在过去三个月内进行过通宵旅行的44.6%的美国人中，60.3%的人对他们的餐厅体验感到满意或非常满意。人们对酒店、活动、景点、商业航空公司和机场内业务的热情较低。尽管如此，28.2%的人还是被鼓励多旅行。</blockquote></p><p> The AHLA sees particular weakness in business travel, with only 29% of travelers taking a trip in first-half 2021, 36% in the second half with an additional 20% coming next year. 2019 levels are not expected to be achieved until 2023 or 2024. This is a big blow for the industry because business travel tends to be more stable and better-distributed through the year.</p><p><blockquote>AHLA认为商务旅行尤其疲软，只有29%的旅行者在2021年上半年旅行，36%在下半年，另外20%在明年。预计要到2023年或2024年才能达到2019年的水平。这对该行业来说是一个很大的打击，因为全年商务旅行往往更加稳定和分布更好。</blockquote></p><p> AnAccenture reportconcludes that this should drive hotels to target the leisure customer, who has also undergone a big change as a result of the pandemic and now expects a better focus on health and safety. The vast majority also prefers local travel where they don’t have to board a plane.</p><p><blockquote>埃森哲的报告得出结论，这应该会促使酒店瞄准休闲顾客，休闲顾客也因疫情而发生了巨大变化，现在希望更好地关注健康和安全。绝大多数人也更喜欢在当地旅行，因为他们不必登机。</blockquote></p><p> Read More</p><p><blockquote>阅读更多</blockquote></p><p> Most travelers want to physically connect with friends and family, so a lot of the trips are likely to be to their homes rather than hotels.</p><p><blockquote>大多数旅行者希望与朋友和家人有身体上的联系，所以很多旅行可能是去他们的家，而不是酒店。</blockquote></p><p> Which is why this summer is likely to be another good <a href=\"https://laohu8.com/S/AONE\">one</a> for the Leisure and Recreation Products industry, currently positioned at the top 7% of 250+ Zacks-classified industries. And as many of us already know, when an industry is positioned in the top 50% (the higher the better), there’s historical data showing that it’s likely to offer above-market returns. Especially so, if the stocks we are considering also have a Zacks #1 (Strong Buy) or #2 (Buy) rank.</p><p><blockquote>这就是为什么今年夏天可能又是一个好夏天<a href=\"https://laohu8.com/S/AONE\">一</a>对于休闲和娱乐产品行业，目前在 250 多个 Zacks 分类行业中排名前 7%。我们很多人都知道，当一个行业排名前 50%（越高越好）时，历史数据显示，它很可能会提供高于市场的回报。尤其是如果我们正在考虑的股票也有Zacks#1（强力买入）或#2（买入）排名。</blockquote></p><p> So let’s see what we have here-</p><p><blockquote>让我们看看我们有什么--</blockquote></p><p> <b>Academy Sports and Outdoors, Inc.ASO</b>, which offers outdoor, apparel, footwear and sports & recreation gear has the #1 rank we are looking for. With Value and Growth Scores of A; expected revenue growth of 9.9% and expected earnings growth of 23.8%; and a 90- day change in the fiscal 2022 (ending January) and 2023 earnings estimates of 62.9% and 28.1%, respectively, this stock looks like a solid pick.</p><p><blockquote><b>学院运动与户外公司ASO</b>提供户外、服装、鞋类以及运动和休闲装备的公司拥有我们正在寻找的第一名。价值和增长得分为A；预期收入增长9.9%，预期盈利增长23.8%；2022 财年（截至 1 月）和 2023 财年的 90 天盈利预期分别变化了 62.9% 和 28.1%，这只股票看起来是一个可靠的选择。</blockquote></p><p> Number two on the list is<b>Clarus CorporationCLAR</b>, which designs and manufactures outdoor equipment and apparel for climbing, mountaineering, backpacking, skiing and other outdoor recreation activities. While this Zacks Rank #1 stock’s Value and Growth Scores of F are less than desirable, the expected revenue growth of 32.7% and earnings growth of 81.4% are pretty encouraging. The estimate revision trend for 2021 shows a 23-cent increase to $1.27 in the last 90 days. The 2022 estimate shows a 30-cent increase to $1.55.</p><p><blockquote>名单上的第二个是<b>克拉鲁斯公司CLAR</b>设计和制造用于攀岩、登山、背包旅行、滑雪和其他户外娱乐活动的户外装备和服装。虽然这只 Zacks 排名第一的股票的价值和 F 级增长得分并不理想，但 32.7% 的预期收入增长和 81.4% 的盈利增长还是相当令人鼓舞的。2021 年的估计修正趋势显示，在过去 90 天内上涨了 23 美分，达到 1.27 美元。2022 年的预测显示上涨 30 美分，达到 1.55 美元。</blockquote></p><p> Next we have<b>Smith & Wesson Brands, Inc.SWBI</b>, the well-known manufacturer of pistols, revolvers, rifles, handcuffs and other related products and accessories. Apart from its Value, Growth and Momentum Scores of A, SWBI also has a Zacks #1 rank, which together indicate strong upside potential. And while the company is seeing somewhat difficult comps from a strong 2020, the estimate revision trend shows that it continues to move in the right direction.</p><p><blockquote>接下来我们有<b>史密斯威森品牌公司SWBI</b>、手枪、左轮手枪、步枪、手铐等相关产品及配件的知名制造商。除了价值、增长和动量得分为 A 之外，SWBI 还拥有 Zacks 排名第一的排名，这两者共同表明了强大的上行潜力。尽管该公司看到了强劲的 2020 年业绩带来的一些困难，但预估修正趋势表明，它将继续朝着正确的方向发展。</blockquote></p><p> So we find that the fiscal 2022 (ending April) earnings estimate is up 145.8% in the last 90 days. The 2023 wasn’t available 90 days ago, but since it became available 60 days ago, it has increased 66.3%.</p><p><blockquote>因此，我们发现 2022 财年（截至 4 月）盈利预期在过去 90 天内增长了 145.8%。2023 年在 90 天前还没有上市，但自从 60 天前上市以来，它已经上涨了 66.3%。</blockquote></p><p> #1 ranked<b>YETI Holdings, Inc.YETI</b>is known for its outdoor products targeting activities like hunting, fishing, camping, barbecue, farm and ranch, etc. The stock has got an encouraging B for Growth, but an F for everything else, which is not so hot. But a look at its double-digit revenue and earnings growth estimates for 2021 and 2022 are nothing short of exciting.</p><p><blockquote>排名第一<b>YETI 控股公司</b>以其针对狩猎、钓鱼、露营、烧烤、农场和牧场等活动的户外产品而闻名。该股的增长获得了令人鼓舞的 B 级，但其他方面都获得了 F 级，这并不那么热门。但看看其 2021 年和 2022 年两位数的收入和盈利增长预测，简直令人兴奋。</blockquote></p><p></p><p> Moreover, there’s also a positive estimate revision trend: the 2021 earnings estimate is up 8.8% while the 2022 estimate is up 9.1% in the last 90 days.</p><p><blockquote>此外，还有一个积极的预测修正趋势： 在过去的 90 天里，2021 年的盈利预测增长了 8.8%，而 2022 年的盈利预测增长了 9.1%。</blockquote></p><p> <b>Lazydays Holdings, Inc.LAZY</b>is the last <a href=\"https://laohu8.com/S/AONE.U\">one</a> I’m discussing here. You can head over to theindustry pageon zacks.com for more choices (it’s a really long list). This <a href=\"https://laohu8.com/S/AONE\">one</a> has got an A for both Value and Growth and a B for Momentum. It’s currently expected to grow revenue and earnings by a respective 20.7% and 22.4% this year.</p><p><blockquote><b>Lazydays 控股公司懒惰</b>是最后一个<a href=\"https://laohu8.com/S/AONE.U\">一</a>我在这里讨论。您可以前往 zacks.com 上的行业页面查看更多选择（名单很长）。这个<a href=\"https://laohu8.com/S/AONE\">一</a>价值和增长都得到了A，动力得到了B。目前预计今年的收入和盈利将分别增长 20.7% 和 22.4%。</blockquote></p><p> While estimates from 90 days ago aren’t available, I’m seeing a 17-cent jump in the 2021 estimate in the last 60 days and a 20-cent jump in the 2022 estimate. And this is definitely a good trend.</p><p><blockquote>虽然没有 90 天前的估计值，但我认为 2021 年的估计值在过去 60 天里上涨了 17 美分，2022 年的估计值上涨了 20 美分。这绝对是一个很好的趋势。</blockquote></p><p> <u><b>Year-to-Date Price Performance</b></u><img src=\"https://static.tigerbbs.com/3f67ac3639c296d20c6476ab01f8959b\" tg-width=\"620\" tg-height=\"508\" referrerpolicy=\"no-referrer\"><i>Image Source: ZacksInvestment Research</i></p><p><blockquote><u><b>年初至今的价格表现</b></u><i>图片来源：ZacksInvestment Research</i></blockquote></p><p> <b>5 Stocks Set to Double</b></p><p><blockquote><b>5只股票将翻倍</b></blockquote></p><p> Each was hand-picked by a Zacks expert as the #1 favorite stock to gain +100% or more in 2020. Each comes from a different sector and has unique qualities and catalysts that could fuel exceptional growth.</p><p><blockquote>每只股票都被 Zacks 专家精心挑选为 2020 年涨幅 +100% 或以上的头号热门股票。每一个都来自不同的行业，具有独特的品质和催化剂，可以推动非凡的增长。</blockquote></p><p> Most of the stocks in this report are flying under Wall Street radar, which provides a great opportunity to get in on the ground floor.</p><p><blockquote>本报告中的大多数股票都在华尔街的雷达下飞行，这提供了进入底层的绝佳机会。</blockquote></p><p> Number two on the list is<b>Clarus CorporationCLAR</b>, which designs and manufactures outdoor equipment and apparel for climbing, mountaineering, backpacking, skiing and other outdoor recreation activities. While this Zacks Rank #1 stock’s Value and Growth Scores of F are less than desirable, the expected revenue growth of 32.7% and earnings growth of 81.4% are pretty encouraging. The estimate revision trend for 2021 shows a 23-cent increase to $1.27 in the last 90 days. The 2022 estimate shows a 30-cent increase to $1.55.</p><p><blockquote>名单上的第二个是<b>克拉鲁斯公司CLAR</b>设计和制造用于攀岩、登山、背包旅行、滑雪和其他户外娱乐活动的户外装备和服装。虽然这只 Zacks 排名第一的股票的价值和 F 级增长得分并不理想，但 32.7% 的预期收入增长和 81.4% 的盈利增长还是相当令人鼓舞的。2021 年的估计修正趋势显示，在过去 90 天内上涨了 23 美分，达到 1.27 美元。2022 年的预测显示上涨 30 美分，达到 1.55 美元。</blockquote></p><p> Next we have<b>Smith & Wesson Brands, Inc.SWBI</b>, the well-known manufacturer of pistols, revolvers, rifles, handcuffs and other related products and accessories. Apart from its Value, Growth and Momentum Scores of A, SWBI also has a Zacks #1 rank, which together indicate strong upside potential. And while the company is seeing somewhat difficult comps from a strong 2020, the estimate revision trend shows that it continues to move in the right direction.</p><p><blockquote>接下来我们有<b>史密斯威森品牌公司SWBI</b>、手枪、左轮手枪、步枪、手铐等相关产品及配件的知名制造商。除了价值、增长和动量得分为 A 之外，SWBI 还拥有 Zacks 排名第一的排名，这两者共同表明了强大的上行潜力。尽管该公司看到了强劲的 2020 年业绩带来的一些困难，但预估修正趋势表明，它将继续朝着正确的方向发展。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.nasdaq.com/articles/another-summer-another-deep-dive-into-leisure-stocks-2021-07-08\">Nasdaq</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.nasdaq.com/articles/another-summer-another-deep-dive-into-leisure-stocks-2021-07-08","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175159799","content_text":"The U.S. hospitality industry had a horrible 2020, with hotel occupancy starting to decline at the end of the first quarter when the pandemic hit, and remaining below 40% through January this year. There has been a gradual increase in each successive month thereafter, taking the number to 59.3% in May. The average daily rate (ADR) followed a similar trend, but only started recovering in March. And similarly for Revenue per available room (RevPAR).\nSTR data shows that demand for hotel accommodation dropped to its lowest level in April 2020, when it was below 40% of the comparable 2019 level. It has improved steadily since, reaching 87% of the comparable 2019 level in May this year.However, revenue growth reached only 71% of the 2019 level, gross operating profit was at 72% and EBITDA at 64%.\nLabor is a constraint, according to STR, with labor costs reaching only 64% during the month. The American Hotel & Lodging Association (AHLA) says that as of Jan 21, the industry employed 4 million fewer people than in 2019. A PWC report says that hotel unemployment improved in April to 13.8% from 19.9% in March).\nThis ties in with the weekly survey data from Destination Analysts, which found that in the week ending Jun 25, 43% of recent travelers felt that the travel industry was having trouble providing services. They also found that as a result of these experiences, 17.3% had decided to do more research when planning their next trip, 14.9% had decided to cut back on their travel while 11.8% had already changed their destination/attraction for an upcoming trip.\nHowever, of the 44.6% of Americans that have taken overnight trips in the last three months, 60.3% were satisfied or very satisfied with their restaurant experience. There was less enthusiasm about hotels, events, attractions, onboard commercial airlines and in-airport businesses. Still, 28.2% were encouraged to travel more.\nThe AHLA sees particular weakness in business travel, with only 29% of travelers taking a trip in first-half 2021, 36% in the second half with an additional 20% coming next year. 2019 levels are not expected to be achieved until 2023 or 2024. This is a big blow for the industry because business travel tends to be more stable and better-distributed through the year.\nAnAccenture reportconcludes that this should drive hotels to target the leisure customer, who has also undergone a big change as a result of the pandemic and now expects a better focus on health and safety. The vast majority also prefers local travel where they don’t have to board a plane.\nGet Smart Investing delivered to your inbox weekly\nSubscribe NowSponsored LinksAvoid Grammatical Errors with This Helpful Browser ExtensionGrammarlyInstall Now\nThe U.S. hospitality industry had a horrible 2020, with hotel occupancy starting to decline at the end of the first quarter when the pandemic hit, and remaining below 40% through January this year. There has been a gradual increase in each successive month thereafter, taking the number to 59.3% in May. The average daily rate (ADR) followed a similar trend, but only started recovering in March. And similarly for Revenue per available room (RevPAR).\nSTR data shows that demand for hotel accommodation dropped to its lowest level in April 2020, when it was below 40% of the comparable 2019 level. It has improved steadily since, reaching 87% of the comparable 2019 level in May this year.However, revenue growth reached only 71% of the 2019 level, gross operating profit was at 72% and EBITDA at 64%.\nLabor is a constraint, according to STR, with labor costs reaching only 64% during the month. The American Hotel & Lodging Association (AHLA) says that as of Jan 21, the industry employed 4 million fewer people than in 2019. A PWC report says that hotel unemployment improved in April to 13.8% from 19.9% in March).\nThis ties in with the weekly survey data from Destination Analysts, which found that in the week ending Jun 25, 43% of recent travelers felt that the travel industry was having trouble providing services. They also found that as a result of these experiences, 17.3% had decided to do more research when planning their next trip, 14.9% had decided to cut back on their travel while 11.8% had already changed their destination/attraction for an upcoming trip.\nHowever, of the 44.6% of Americans that have taken overnight trips in the last three months, 60.3% were satisfied or very satisfied with their restaurant experience. There was less enthusiasm about hotels, events, attractions, onboard commercial airlines and in-airport businesses. Still, 28.2% were encouraged to travel more.\nThe AHLA sees particular weakness in business travel, with only 29% of travelers taking a trip in first-half 2021, 36% in the second half with an additional 20% coming next year. 2019 levels are not expected to be achieved until 2023 or 2024. This is a big blow for the industry because business travel tends to be more stable and better-distributed through the year.\nAnAccenture reportconcludes that this should drive hotels to target the leisure customer, who has also undergone a big change as a result of the pandemic and now expects a better focus on health and safety. The vast majority also prefers local travel where they don’t have to board a plane.\nRead More\nMost travelers want to physically connect with friends and family, so a lot of the trips are likely to be to their homes rather than hotels.\nWhich is why this summer is likely to be another good one for the Leisure and Recreation Products industry, currently positioned at the top 7% of 250+ Zacks-classified industries. And as many of us already know, when an industry is positioned in the top 50% (the higher the better), there’s historical data showing that it’s likely to offer above-market returns. Especially so, if the stocks we are considering also have a Zacks #1 (Strong Buy) or #2 (Buy) rank.\nSo let’s see what we have here-\nAcademy Sports and Outdoors, Inc.ASO, which offers outdoor, apparel, footwear and sports & recreation gear has the #1 rank we are looking for. With Value and Growth Scores of A; expected revenue growth of 9.9% and expected earnings growth of 23.8%; and a 90- day change in the fiscal 2022 (ending January) and 2023 earnings estimates of 62.9% and 28.1%, respectively, this stock looks like a solid pick.\nNumber two on the list isClarus CorporationCLAR, which designs and manufactures outdoor equipment and apparel for climbing, mountaineering, backpacking, skiing and other outdoor recreation activities. While this Zacks Rank #1 stock’s Value and Growth Scores of F are less than desirable, the expected revenue growth of 32.7% and earnings growth of 81.4% are pretty encouraging. The estimate revision trend for 2021 shows a 23-cent increase to $1.27 in the last 90 days. The 2022 estimate shows a 30-cent increase to $1.55.\nNext we haveSmith & Wesson Brands, Inc.SWBI, the well-known manufacturer of pistols, revolvers, rifles, handcuffs and other related products and accessories. Apart from its Value, Growth and Momentum Scores of A, SWBI also has a Zacks #1 rank, which together indicate strong upside potential. And while the company is seeing somewhat difficult comps from a strong 2020, the estimate revision trend shows that it continues to move in the right direction.\nSo we find that the fiscal 2022 (ending April) earnings estimate is up 145.8% in the last 90 days. The 2023 wasn’t available 90 days ago, but since it became available 60 days ago, it has increased 66.3%.\n#1 rankedYETI Holdings, Inc.YETIis known for its outdoor products targeting activities like hunting, fishing, camping, barbecue, farm and ranch, etc. The stock has got an encouraging B for Growth, but an F for everything else, which is not so hot. But a look at its double-digit revenue and earnings growth estimates for 2021 and 2022 are nothing short of exciting.\nMoreover, there’s also a positive estimate revision trend: the 2021 earnings estimate is up 8.8% while the 2022 estimate is up 9.1% in the last 90 days.\nLazydays Holdings, Inc.LAZYis the last one I’m discussing here. You can head over to theindustry pageon zacks.com for more choices (it’s a really long list). This one has got an A for both Value and Growth and a B for Momentum. It’s currently expected to grow revenue and earnings by a respective 20.7% and 22.4% this year.\nWhile estimates from 90 days ago aren’t available, I’m seeing a 17-cent jump in the 2021 estimate in the last 60 days and a 20-cent jump in the 2022 estimate. And this is definitely a good trend.\nYear-to-Date Price PerformanceImage Source: ZacksInvestment Research\n5 Stocks Set to Double\nEach was hand-picked by a Zacks expert as the #1 favorite stock to gain +100% or more in 2020. Each comes from a different sector and has unique qualities and catalysts that could fuel exceptional growth.\nMost of the stocks in this report are flying under Wall Street radar, which provides a great opportunity to get in on the ground floor.\nNumber two on the list isClarus CorporationCLAR, which designs and manufactures outdoor equipment and apparel for climbing, mountaineering, backpacking, skiing and other outdoor recreation activities. While this Zacks Rank #1 stock’s Value and Growth Scores of F are less than desirable, the expected revenue growth of 32.7% and earnings growth of 81.4% are pretty encouraging. The estimate revision trend for 2021 shows a 23-cent increase to $1.27 in the last 90 days. The 2022 estimate shows a 30-cent increase to $1.55.\nNext we haveSmith & Wesson Brands, Inc.SWBI, the well-known manufacturer of pistols, revolvers, rifles, handcuffs and other related products and accessories. Apart from its Value, Growth and Momentum Scores of A, SWBI also has a Zacks #1 rank, which together indicate strong upside potential. And while the company is seeing somewhat difficult comps from a strong 2020, the estimate revision trend shows that it continues to move in the right direction.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":924,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":31,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/143584690"}
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