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2021-03-09

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Airbnb, Lyft and Other Stocks Set to Benefit From a Consumer Spending Boom<blockquote>Airbnb、Lyft和其他股票将受益于消费者支出繁荣</blockquote>

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She projected personal consumption expenditure (PCE)—a measure of consumer spending—to grow 7% this year and 4.1% in 2022. That assumes average PCE growth of more than 4% for eight consecutive quarters for the time since the 1990s.Stimulus and pent-up demandwould indicate strong spending at the high and low ends, she added.<blockquote>首席经济学家阿内塔-马尔科夫斯卡（Aneta Markowska）在周日的一份报告中说，个人收入的激增加上经济的重新开放，将 “释放大量被压抑的需求”。她预计个人消费支出 (PCE)（衡量消费者支出的指标）今年将增长 7%，2022 年将增长 4.1%。这是假设自 20 世纪 90 年代以来 PCE 平均增长率连续八个季度超过 4%。她补充说，刺激措施和被压抑的需求将表明高端和低端支出强劲。</blockquote> Jefferies analysts covering a number of sectors used Markowska’s estimates to pick stocks most exposed to such a surge in consumption.<blockquote>杰富瑞（Jefferies）分析了多个行业的分析师利用马尔科夫斯卡的估算，挑选出了最容易受到消费激增影响的股票。</blockquote> Equity analyst Brent Thill said ride-sharing companyLyftwas one of his top reopening plays for 2021, as people return to bars, restaurants and other hospitality venues. He noted that Lyft shifted focus to its cost structure during the Covid-19 pandemic, which should “produce outsized leverage” as revenues rebound. He projected a return to pre-pandemic revenue levels by the fourth quarter, rating the stock a buy with a target price of $75 and an upside target of $85.<blockquote>股票分析师布伦特·蒂尔 (Brent Thill) 表示，随着人们重返酒吧、餐馆和其他接待场所，拼车公司 Lyft 是他 2021 年最热门的重新开业项目之一。他指出，在 Covid-19 大流行期间，Lyft将重点转移到了成本结构上，随着收入的反弹，这将 “产生巨大的杠杆作用”。他预计到第四季度收入水平将恢复到大流行前的水平，并将该股评级为买入，目标价为 75 美元，上涨目标为 85 美元。</blockquote> Thill also said online travel names would be among the biggest beneficiaries of the accelerating vaccine rollout and a subsequent travel rebound, pickingAirbnband Booking. He gave Airbnb a buy rating, with a target price of $210 and upside target price of $250, while Booking had a hold rating with an upside target of $2,700.<blockquote>蒂尔还表示，在线旅游名称将是疫苗加速推出和随后旅游反弹的最大受益者之一，pickingAirbnband预订。他给予爱彼迎买入评级，目标价为210美元，上行目标价为250美元，而Booking给予持有评级，上行目标价为2700美元。</blockquote> When it comes to airlines, one of the hardest-hit sectors throughout the pandemic, equity analyst Sheila Kahyaoglu saidSouthwest Airlineswas best placed to benefit from pent-up demand in the second half of the year. She said domestic travel restrictions were likely to be lifted before international restrictions, giving the airline an advantage, adding that it was set to “aggressively take market share” from its peers. She rated the stock a buy with an upside target of $80, compared with Friday’s closing price of $56.92.<blockquote>股票分析师 Sheila Kahyaoglu 表示，对于整个疫情受影响最严重的行业之一航空公司，西南航空公司最有可能从下半年被压抑的需求中受益。她说，国内旅行限制很可能会在国际限制之前取消，这将给该航空公司带来优势，并补充说，该航空公司将 “积极抢占市场份额”。她将该股评级为买入，上涨目标为 80 美元，而周五收盘价为 56.92 美元。</blockquote> In the restaurants and food service sector, analysts Andy Barish and Alexander Slagle said the full-service segment was likely to benefit the most from the recovery, with pent-up demand for food outside of the home emerging as a powerful driver. They highlightedOutback SteakhouseownerBloomin’ Brandsand Chili’s ownerBrinkeras two buy-rated stocks to watch.<blockquote>在餐馆和食品服务行业，分析师安迪·巴里什（Andy Barish）和亚历山大·斯莱格（Alexander Slagle）表示，全方位服务领域可能会从复苏中受益最大，家庭以外被压抑的食品需求成为一个强大的驱动力。他们将 Doutback SteakhouseownerBloomin' Brands 和 Chili 的所有者 Brinkers 列为两只值得关注的买入评级股票。</blockquote> In the food sector itself, analyst Rob Dickerson said&nbsp;Beyond Meat,J&amp;J Snack Foods&nbsp;and&nbsp;Lamb Westonhad the most potential upside due to its exposure to the food service channel, but he rated all three stocks ‘hold’.<blockquote>在食品行业本身，分析师罗布-迪克森（Rob Dickerson）说，除了肉类之外，强生零食公司（J&amp;J Snack Foods）和兰姆-韦斯顿（Lamb Weston）由于涉足餐饮服务渠道，最具潜力，但他对这三只股票的评级均为 “持有 ”。</blockquote> The report also selects a host of retail names, including home improvement storesLowe’sandHome Depot,and major retailers such asKohl’sandWalmartas foot traffic picks up and spending increases.<blockquote>报告还选取了一系列零售商，包括家装商店 Slowe's sandHome Depot，以及 Kohl's SandWalmarta 等大型零售商。</blockquote> Value-orientated names in the specialty retail industry, such asDollar General,BurlingtonandFive Belowwere also mentioned, whileCaesars EntertainmentandSix Flagswere preferred in the gaming and leisure sector.<blockquote>还提到了专业零售行业中以价值为导向的名称，如 Dollar General、Burlington 和 Five Belowned，而凯撒娱乐和六旗则是游戏和休闲行业的首选。</blockquote>","source":"lsy1601382232898","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>Airbnb, Lyft and Other Stocks Set to Benefit From a Consumer Spending Boom<blockquote>Airbnb、Lyft和其他股票将受益于消费者支出繁荣</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\">\nAirbnb, Lyft and Other Stocks Set to Benefit From a Consumer Spending Boom<blockquote>Airbnb、Lyft和其他股票将受益于消费者支出繁荣</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarrons2021-03-09 16:34\n\n</h4>\n</header>\n<article>\nThe strongest consumer stock backdrop in decades may be around the corner and there are plenty of stocks well positioned to benefit, according to Jefferies analysts.<blockquote>杰富瑞 (Jefferies) 分析师表示，几十年来最强劲的消费股背景可能即将到来，并且有大量股票处于有利地位，可以从中受益。</blockquote> A surge in personal income, alongside the reopening of the economy will “unleash substantial pent-up demand” in service sector consumption, said chief economist Aneta Markowska in a note on Sunday. She projected personal consumption expenditure (PCE)—a measure of consumer spending—to grow 7% this year and 4.1% in 2022. That assumes average PCE growth of more than 4% for eight consecutive quarters for the time since the 1990s.Stimulus and pent-up demandwould indicate strong spending at the high and low ends, she added.<blockquote>首席经济学家阿内塔-马尔科夫斯卡（Aneta Markowska）在周日的一份报告中说，个人收入的激增加上经济的重新开放，将 “释放大量被压抑的需求”。她预计个人消费支出 (PCE)（衡量消费者支出的指标）今年将增长 7%，2022 年将增长 4.1%。这是假设自 20 世纪 90 年代以来 PCE 平均增长率连续八个季度超过 4%。她补充说，刺激措施和被压抑的需求将表明高端和低端支出强劲。</blockquote> Jefferies analysts covering a number of sectors used Markowska’s estimates to pick stocks most exposed to such a surge in consumption.<blockquote>杰富瑞（Jefferies）分析了多个行业的分析师利用马尔科夫斯卡的估算，挑选出了最容易受到消费激增影响的股票。</blockquote> Equity analyst Brent Thill said ride-sharing companyLyftwas one of his top reopening plays for 2021, as people return to bars, restaurants and other hospitality venues. He noted that Lyft shifted focus to its cost structure during the Covid-19 pandemic, which should “produce outsized leverage” as revenues rebound. He projected a return to pre-pandemic revenue levels by the fourth quarter, rating the stock a buy with a target price of $75 and an upside target of $85.<blockquote>股票分析师布伦特·蒂尔 (Brent Thill) 表示，随着人们重返酒吧、餐馆和其他接待场所，拼车公司 Lyft 是他 2021 年最热门的重新开业项目之一。他指出，在 Covid-19 大流行期间，Lyft将重点转移到了成本结构上，随着收入的反弹，这将 “产生巨大的杠杆作用”。他预计到第四季度收入水平将恢复到大流行前的水平，并将该股评级为买入，目标价为 75 美元，上涨目标为 85 美元。</blockquote> Thill also said online travel names would be among the biggest beneficiaries of the accelerating vaccine rollout and a subsequent travel rebound, pickingAirbnband Booking. He gave Airbnb a buy rating, with a target price of $210 and upside target price of $250, while Booking had a hold rating with an upside target of $2,700.<blockquote>蒂尔还表示，在线旅游名称将是疫苗加速推出和随后旅游反弹的最大受益者之一，pickingAirbnband预订。他给予爱彼迎买入评级，目标价为210美元，上行目标价为250美元，而Booking给予持有评级，上行目标价为2700美元。</blockquote> When it comes to airlines, one of the hardest-hit sectors throughout the pandemic, equity analyst Sheila Kahyaoglu saidSouthwest Airlineswas best placed to benefit from pent-up demand in the second half of the year. She said domestic travel restrictions were likely to be lifted before international restrictions, giving the airline an advantage, adding that it was set to “aggressively take market share” from its peers. She rated the stock a buy with an upside target of $80, compared with Friday’s closing price of $56.92.<blockquote>股票分析师 Sheila Kahyaoglu 表示，对于整个疫情受影响最严重的行业之一航空公司，西南航空公司最有可能从下半年被压抑的需求中受益。她说，国内旅行限制很可能会在国际限制之前取消，这将给该航空公司带来优势，并补充说，该航空公司将 “积极抢占市场份额”。她将该股评级为买入，上涨目标为 80 美元，而周五收盘价为 56.92 美元。</blockquote> In the restaurants and food service sector, analysts Andy Barish and Alexander Slagle said the full-service segment was likely to benefit the most from the recovery, with pent-up demand for food outside of the home emerging as a powerful driver. They highlightedOutback SteakhouseownerBloomin’ Brandsand Chili’s ownerBrinkeras two buy-rated stocks to watch.<blockquote>在餐馆和食品服务行业，分析师安迪·巴里什（Andy Barish）和亚历山大·斯莱格（Alexander Slagle）表示，全方位服务领域可能会从复苏中受益最大，家庭以外被压抑的食品需求成为一个强大的驱动力。他们将 Doutback SteakhouseownerBloomin' Brands 和 Chili 的所有者 Brinkers 列为两只值得关注的买入评级股票。</blockquote> In the food sector itself, analyst Rob Dickerson said&nbsp;Beyond Meat,J&amp;J Snack Foods&nbsp;and&nbsp;Lamb Westonhad the most potential upside due to its exposure to the food service channel, but he rated all three stocks ‘hold’.<blockquote>在食品行业本身，分析师罗布-迪克森（Rob Dickerson）说，除了肉类之外，强生零食公司（J&amp;J Snack Foods）和兰姆-韦斯顿（Lamb Weston）由于涉足餐饮服务渠道，最具潜力，但他对这三只股票的评级均为 “持有 ”。</blockquote> The report also selects a host of retail names, including home improvement storesLowe’sandHome Depot,and major retailers such asKohl’sandWalmartas foot traffic picks up and spending increases.<blockquote>报告还选取了一系列零售商，包括家装商店 Slowe's sandHome Depot，以及 Kohl's SandWalmarta 等大型零售商。</blockquote> Value-orientated names in the specialty retail industry, such asDollar General,BurlingtonandFive Belowwere also mentioned, whileCaesars EntertainmentandSix Flagswere preferred in the gaming and leisure sector.<blockquote>还提到了专业零售行业中以价值为导向的名称，如 Dollar General、Burlington 和 Five Belowned，而凯撒娱乐和六旗则是游戏和休闲行业的首选。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/airbnb-lyft-and-other-stocks-set-to-benefit-from-a-consumer-spending-boom-51615224005?mod=RTA\">Barrons</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ABNB":"爱彼迎","BYND":"Beyond Meat, Inc.","LYFT":"Lyft, Inc.","LUV":"西南航空"},"source_url":"https://www.barrons.com/articles/airbnb-lyft-and-other-stocks-set-to-benefit-from-a-consumer-spending-boom-51615224005?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183729076","content_text":"The strongest consumer stock backdrop in decades may be around the corner and there are plenty of stocks well positioned to benefit, according to Jefferies analysts.\nA surge in personal income, alongside the reopening of the economy will “unleash substantial pent-up demand” in service sector consumption, said chief economist Aneta Markowska in a note on Sunday. She projected personal consumption expenditure (PCE)—a measure of consumer spending—to grow 7% this year and 4.1% in 2022. That assumes average PCE growth of more than 4% for eight consecutive quarters for the time since the 1990s.Stimulus and pent-up demandwould indicate strong spending at the high and low ends, she added.\nJefferies analysts covering a number of sectors used Markowska’s estimates to pick stocks most exposed to such a surge in consumption.\nEquity analyst Brent Thill said ride-sharing companyLyftwas one of his top reopening plays for 2021, as people return to bars, restaurants and other hospitality venues. He noted that Lyft shifted focus to its cost structure during the Covid-19 pandemic, which should “produce outsized leverage” as revenues rebound. He projected a return to pre-pandemic revenue levels by the fourth quarter, rating the stock a buy with a target price of $75 and an upside target of $85.\nThill also said online travel names would be among the biggest beneficiaries of the accelerating vaccine rollout and a subsequent travel rebound, pickingAirbnband Booking. He gave Airbnb a buy rating, with a target price of $210 and upside target price of $250, while Booking had a hold rating with an upside target of $2,700.\nWhen it comes to airlines, one of the hardest-hit sectors throughout the pandemic, equity analyst Sheila Kahyaoglu saidSouthwest Airlineswas best placed to benefit from pent-up demand in the second half of the year. She said domestic travel restrictions were likely to be lifted before international restrictions, giving the airline an advantage, adding that it was set to “aggressively take market share” from its peers. She rated the stock a buy with an upside target of $80, compared with Friday’s closing price of $56.92.\nIn the restaurants and food service sector, analysts Andy Barish and Alexander Slagle said the full-service segment was likely to benefit the most from the recovery, with pent-up demand for food outside of the home emerging as a powerful driver. They highlightedOutback SteakhouseownerBloomin’ Brandsand Chili’s ownerBrinkeras two buy-rated stocks to watch.\nIn the food sector itself, analyst Rob Dickerson said Beyond Meat,J&J Snack Foods and Lamb Westonhad the most potential upside due to its exposure to the food service channel, but he rated all three stocks ‘hold’.\nThe report also selects a host of retail names, including home improvement storesLowe’sandHome Depot,and major retailers such asKohl’sandWalmartas foot traffic picks up and spending increases.\nValue-orientated names in the specialty retail industry, such asDollar General,BurlingtonandFive Belowwere also mentioned, whileCaesars EntertainmentandSix Flagswere preferred in the gaming and leisure sector.","news_type":1,"symbols_score_info":{"BYND":0.9,"LUV":0.9,"LYFT":0.9,"ABNB":0.9}},"isVote":1,"tweetType":1,"viewCount":668,"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":3,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/329733193"}