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21:08","market":"sh","language":"zh","title":"时隔八个季度，家得宝可比销售额终于“转正”! 但业绩展望不及预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2514998950","media":"智通财经","summary":"智通财经APP获悉，全球最大规模家居建材零售商家得宝最新公布的财报与业绩展望显示，连续八个季度同店销售额下滑的趋势终于完结，但是该公司给出的本财年可比销售额增速指引不及市场普遍预期，主要因美国消费者们在持续通胀以及高利率重压之下，对于大型家装项目仍持审慎态度。财报还显示，家得宝当季客单价水平与交易量实现双升，强化“需求回暖”这一预期。","content":"<html><head></head><body><p>智通财经APP获悉，全球最大规模家居建材零售商<a href=\"https://laohu8.com/S/HD\">家得宝</a>(HD.US)最新公布的财报与业绩展望显示，连续八个季度同店销售额下滑的趋势终于完结，但是该公司给出的本财年可比销售额增速指引不及市场普遍预期，主要因美国消费者们在持续通胀以及高利率重压之下，对于大型家装项目仍持审慎态度。</p><p>该公司周二披露，截至2026年1月的财年同店可比销售额预计将微增1%，低于华尔街分析师们予以的1.65%这一平均增长预期。消息公布后，家得宝股价在纽约盘前交易时段应声下挫超4%，但是随后转向上涨。今年以来家得宝股价累计下跌约2%，2024年的年度涨幅高达15%，但是大幅跑输美股大盘——<a 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href=\"http://www.zhitongcaijing.com/content/detail/1254288.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/45e8a94251eb2760bf0c258daf132dd4","relate_stocks":{"LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU0079474960.USD":"联博美国增长基金A","LU1093756325.SGD":"FTIF - Franklin K2 Alt Strat Fd A (acc) SGD-H1","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc 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\"P\" (USD)  INC","LU0823411888.USD":"法巴消费创新基金 Cap"},"source_url":"http://www.zhitongcaijing.com/content/detail/1254288.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2514998950","content_text":"智通财经APP获悉，全球最大规模家居建材零售商家得宝(HD.US)最新公布的财报与业绩展望显示，连续八个季度同店销售额下滑的趋势终于完结，但是该公司给出的本财年可比销售额增速指引不及市场普遍预期，主要因美国消费者们在持续通胀以及高利率重压之下，对于大型家装项目仍持审慎态度。该公司周二披露，截至2026年1月的财年同店可比销售额预计将微增1%，低于华尔街分析师们予以的1.65%这一平均增长预期。消息公布后，家得宝股价在纽约盘前交易时段应声下挫超4%，但是随后转向上涨。今年以来家得宝股价累计下跌约2%，2024年的年度涨幅高达15%，但是大幅跑输美股大盘——标普500指数。在新冠疫情期间受益于美国民众们居家办公以及移居乡村远程办公所点燃的家居装修与改造热潮，家得宝曾迎来业绩大爆发时期。但随着高利率环境抑制需融资支持的大型家居装修项目支出，叠加消费者们重心转向旅游体验类服务，并且美国庞大的中低收入群体在高利率与负债重压下愈发削减非必需消费品购买规模，其增长引擎明显失速。为破局需求持续萎靡局面，家得宝着力拓展承接复杂装修工程的专业承包商客群，该群体消费表现显著优于DIY普通消费者。公司2023年斥资182.5亿美元收购美国建材分销商SRS Distribution，创下该公司史上最大并购案，旨在强化专业装修赛道的服务能力。“当前消费者们正逐步接受利率高位运行的新常态，”首席财务官理查德·麦克菲尔接受媒体采访时表示，“但其消费心智会如何演变仍需持续观察。”他同时指出，尽管美国住房市场初现回暖迹象，且业主住房净值贷款需求上升，但整体房地产市场的复苏力度仍存不确定性。需求回暖进行时虽然本财年的业绩展望不及分析师预期，但是截至2月初的最新财季显露房地产市场装修需求回暖的曙光，家得宝同店销售额终结连续八个季度下滑态势，实现0.8%的正增长，超华尔街分析师普遍预期。麦克菲尔称，相较前期需求水平，大型家用电器、电动工具及专业客群青睐的石膏板、木材等品类销售额意外走强，但地板铺设、厨房改造等大型工程类需求仍显得疲软。财报还显示，家得宝当季客单价水平与交易量实现双升，强化“需求回暖”这一预期。但是整体而言，整个美国零售业步入2025之际仍然面临多重不确定性：消费者支出更趋理性克制，美国总统特朗普提出的关税政策或将重燃通胀之火。零售龙头企业们的财报以及业绩展望，已经成为华尔街分析师们观测美国消费市场需求水平的晴雨表，尤其是近期各项经济数据显示美国经济呈现“滞胀”趋势之际，这些零售商们的财报预计未来展望显得更加重要。美国零售巨头沃尔玛(WMT.US)上周因盈利指引不及市场预期引发股价剧烈震荡，并且带动整个美股步入下行轨迹，家得宝最大竞争对手之一劳氏公司(LOW.US)将于周三发布财报，市场关注其能否延续需求回暖态势。","news_type":1},"isVote":1,"tweetType":1,"viewCount":262,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":27,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/407473233969328"}