疫情期间改造需求的提前推动仍在持续影响 — 市场观点

投资观察11-22

1431 ET - 疫情期间改造需求的提前拉动仍在拖累家居改善零售商的销售，Piper Sandler的分析师彼得·基思对《华尔街日报》表示。疫情期间的改造和翻新热潮导致目前对项目的需求减少。基思表示：“我们的研究表明，这些大型改造项目仍然疲软的原因在于，我们依然有些处于疫情后的‘后遗症’，而且摆脱这种状况需要一点时间。”他还提到：“我们认为，随着对需求提前拉动的影响逐渐消退，改造活动将在2026年初有所回升。” (nicholas.miller@wsj.com)

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2025年11月21日 14:31 ET (19:31 GMT)

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