Another Summer, Another Deep-Dive into Leisure Stocks

Nasdaq2021-07-09

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. ...

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SandDust
2021-07-09
SandDust
Walt Disney? Are you ready?
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2021-07-09
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Cool
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2021-07-09
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2021-07-09
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2021-07-09
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2021-07-09
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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).\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.","kind":"news","is_publish_news":false,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":143705622,"gmtCreate":1625815102066,"gmtModify":1631884796018,"author":{"id":"3581331938298103","authorId":"3581331938298103","name":"SandDust","avatar":"https://static.tigerbbs.com/ea6083d742fc232449a625fb122842c8","vip":1,"crmLevel":12,"crmLevelSwitch":0,"idStr":"3581331938298103","authorIdStr":"3581331938298103"},"htmlText":"Walt Disney? Are you ready?&nbsp;","listText":"Walt Disney? Are you ready?&nbsp;","text":"Walt Disney? Are you ready?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/143705622","repostId":1175159799,"repostType":4,"repost":{"id":"1175159799","kind":"news","pubTimestamp":1625799375,"share":"https://www.laohu8.com/m/news/1175159799?lang=zh_CN&edition=full","pubTime":"2021-07-09 10:56","market":"us","language":"en","title":"Another Summer, Another Deep-Dive into Leisure Stocks<blockquote>又是一个夏天，又一次深入休闲股</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1175159799","media":"Nasdaq","summary":"The U.S. hospitality industry had a horrible 2020, with hotel occupancy starting to decline at the e","content":"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).<blockquote>美国酒店业经历了可怕的2020年，酒店入住率在第一季度末疫情来袭时开始下降，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%。平均日费率（ADR）也遵循类似的趋势，但直到3月份才开始回升。每间可用客房的收入（RevPAR）也是如此。</blockquote> 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%.<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%，营业毛利为72%，EBITDA为64%。</blockquote> 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 &amp; 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).<blockquote>根据STR的数据，劳动力是一个制约因素，本月劳动力成本仅达到64%。The<a href=\"https://laohu8.com/S/AFG\">美国的</a>酒店与住宿协会（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%改善至13.8%。</blockquote> 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.<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%的人已经为即将到来的旅行改变了目的地/景点。</blockquote> 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.<blockquote>然而，在过去三个月中进行过过夜旅行的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下降。尽管如此，仍有28.2%的人被鼓励多旅行。</blockquote> 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.<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，下半年为36%，明年还会有20%。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，因为商务旅行往往更稳定，全年分布也更好。</blockquote> 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.<blockquote>埃森哲的一份报告得出的结论是，这应该会促使酒店瞄准休闲顾客，休闲顾客也因疫情而经历了巨大的变化，现在希望更好地关注健康和安全。绝大多数人也更喜欢不用登机的本地旅行。</blockquote> Get Smart Investing delivered to your inbox weekly<blockquote>每周将智能投资发送到您的收件箱</blockquote> 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&amp;ri=280a40087784ebb5f8593d169de0fa12&amp;sd=v2_1f44cba24549ceff5eae4220417cc00f_739155c7-32f9-4cfc-bd2a-7c945c8cc6a6-tuct6dec6e5_1625799373_1625799373_CIi3jgYQpexOGLrixsmoLyABKAMwXjiHxgpQ____________AVgAYPgFaMnN7e355PrqbQ&amp;ui=739155c7-32f9-4cfc-bd2a-7c945c8cc6a6-tuct6dec6e5&amp;it=text&amp;ii=~~V1~~-2271844424992261882~~GYmfRNGSl0rK8-nnFPMPP75ju3kqkUmsJg8o22PFmrMndpXq_nTToVci-tV_1bYyPVPbFHdycXfyr1VxmozLcV7JbGFbjtizQN29Zpin8p1JlawpbYFtoRw_FVSAoDPy8yoVX_ZV1DUzrU9mgEqIxVpt34vkyVLCqQj-j_6Ik-WFwt9_72reDSrMsTKuuUo5nQWg8xf9hxSk2mft8VuEUpKTtSXAAAG_KGWuoC8Kedz30ZsDV4TPEZhYUq6-neqBck-h9NOhJgoaa9oN4uh4cUJ3e9P0FOqxzd67ctpPQJ21bRdWwF-LL0jq9xtEg2_2&amp;pt=text&amp;li=rbox-t2m&amp;sig=6feaf0991d322d2f1977d4ad75829318e70a01bfce29&amp;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&amp;vi=1625799373114&amp;p=grammarly-sc&amp;r=39&amp;lti=deflated&amp;ppb=CLcG&amp;cpb=EhIyMDIxMDcwOC01LVJFTEVBU0UYASCc__________8BKhlzZy50YWJvb2xhc3luZGljYXRpb24uY29tMgh3YXRlcjM0NziA-qnyBUCHxgpY____________AWMI7___________ARDv__________8BGBFkYwjXFhDVHxgjZGMI3P__________ARDc__________8BGCRkYwjcChCgEBgWZGMIqB8Q6CoYB2RjCNIDEOAGGAhkYwiWFBCcHBgYZGMIhh8QwyoYGWRjCPf__________wEQ9___________ARgJZGMI9BQQnh0YH2R4AYABAogBgvnfSA&amp;cta=true\" target=\"_blank\">Install Now</a><blockquote>立即订阅赞助链接使用这个有用的浏览器扩展语法避免语法错误<a href=\"https://trc.taboola.com/nasdaq-nasdaq/log/3/click?pi=%2Farticles%2Fanother-summer-another-deep-dive-into-leisure-stocks-2021-07-08&amp;ri=280a40087784ebb5f8593d169de0fa12&amp;sd=v2_1f44cba24549ceff5eae4220417cc00f_739155c7-32f9-4cfc-bd2a-7c945c8cc6a6-tuct6dec6e5_1625799373_1625799373_CIi3jgYQpexOGLrixsmoLyABKAMwXjiHxgpQ____________AVgAYPgFaMnN7e355PrqbQ&amp;ui=739155c7-32f9-4cfc-bd2a-7c945c8cc6a6-tuct6dec6e5&amp;it=text&amp;ii=~~V1~~-2271844424992261882~~GYmfRNGSl0rK8-nnFPMPP75ju3kqkUmsJg8o22PFmrMndpXq_nTToVci-tV_1bYyPVPbFHdycXfyr1VxmozLcV7JbGFbjtizQN29Zpin8p1JlawpbYFtoRw_FVSAoDPy8yoVX_ZV1DUzrU9mgEqIxVpt34vkyVLCqQj-j_6Ik-WFwt9_72reDSrMsTKuuUo5nQWg8xf9hxSk2mft8VuEUpKTtSXAAAG_KGWuoC8Kedz30ZsDV4TPEZhYUq6-neqBck-h9NOhJgoaa9oN4uh4cUJ3e9P0FOqxzd67ctpPQJ21bRdWwF-LL0jq9xtEg2_2&amp;pt=text&amp;li=rbox-t2m&amp;sig=6feaf0991d322d2f1977d4ad75829318e70a01bfce29&amp;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&amp;vi=1625799373114&amp;p=grammarly-sc&amp;r=39&lt;i=deflated&amp;ppb=CLcG&amp;cpb=EhIyMDIxMDcwOC01LVJFTEVBU0UYASCc__________8BKhlzZy50YWJvb2xhc3luZGljYXRpb24uY29tMgh3YXRlcjM0NziA-qnyBUCHxgpY____________AWMI7___________ARDv__________8BGBFkYwjXFhDVHxgjZGMI3P__________ARDc__________8BGCRkYwjcChCgEBgWZGMIqB8Q6CoYB2RjCNIDEOAGGAhkYwiWFBCcHBgYZGMIhh8QwyoYGWRjCPf__________wEQ9___________ARgJZGMI9BQQnh0YH2R4AYABAogBgvnfSA&amp;cta=true\" target=\"_blank\">立即安装</a></blockquote> 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).<blockquote>美国酒店业经历了可怕的2020年，酒店入住率在第一季度末疫情来袭时开始下降，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%。平均日费率（ADR）也遵循类似的趋势，但直到3月份才开始回升。每间可用客房的收入（RevPAR）也是如此。</blockquote> 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%.<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%，营业毛利为72%，EBITDA为64%。</blockquote> 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 &amp; 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).<blockquote>根据STR的数据，劳动力是一个制约因素，本月劳动力成本仅达到64%。The<a href=\"https://laohu8.com/S/AMSWA\">美国的</a>酒店与住宿协会（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%改善至13.8%。</blockquote> 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.<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%的人已经为即将到来的旅行改变了目的地/景点。</blockquote> 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.<blockquote>然而，在过去三个月中进行过过夜旅行的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下降。尽管如此，仍有28.2%的人被鼓励多旅行。</blockquote> 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.<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，下半年为36%，明年还会有20%。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，因为商务旅行往往更稳定，全年分布也更好。</blockquote> 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.<blockquote>埃森哲的一份报告得出的结论是，这应该会促使酒店瞄准休闲顾客，休闲顾客也因疫情而经历了巨大的变化，现在希望更好地关注健康和安全。绝大多数人也更喜欢不用登机的本地旅行。</blockquote> Read More<blockquote>阅读更多</blockquote> 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.<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> 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.<blockquote>这就是为什么今年夏天可能是另一个好的<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%。正如我们许多人已经知道的那样，当一个行业处于前50%时（越高越好），历史数据显示它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咤克斯#1（强力买入）或#2（买入）排名。</blockquote> So let’s see what we have here-<blockquote>让我们看看这里有什么-</blockquote> Academy Sports and Outdoors, Inc.ASO, which offers outdoor, apparel, footwear and sports &amp; 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.<blockquote>学院运动与户外公司ASO提供户外、服装、鞋类和运动休闲装备的公司排名第一。价值和增长得分为A；预计收入增长9.9%，预计盈利增长23.8%；2022财年（截至1月）和2023财年盈利预期的90天变化分别为62.9%和28.1%，这只股票看起来是一个可靠的选择。</blockquote> Number 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.<blockquote>名单上的第二位是克拉鲁斯公司CLAR该公司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设备和服装。虽然这只咤克斯排名第一的股票的价值和增长得分F不太理想，但32.7%的预期收入增长和81.4%的收益增长相当令人鼓舞。2021年的预估修正趋势显示，过去90天内上涨23美分至1.27美元。2022年的预测显示上涨30美分至1.55美元。</blockquote> Next we haveSmith &amp; 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.<blockquote>接下来我们有史密斯威森品牌公司SWBI、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还拥有咤克斯排名第一的排名，这些都表明了强大的上升潜力。尽管该公司在2020年的强劲业绩中看到了一些困难，但预估修正趋势表明它继续朝着正确的方向前进。</blockquote> 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%.<blockquote>因此，我们发现2022财年（截至4月）盈利预期在过去90天内上涨了145.8%。2023款在90天前还没有上市，但自从60天前上市以来，已经上涨了66.3%。</blockquote> #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.<blockquote>排名第一YETI控股公司YETI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。该股在增长方面获得了令人鼓舞的B，但在其他方面则获得了F，这并不是那么热门。但看看其2021年和2022年两位数的收入和盈利增长预期，简直令人兴奋。</blockquote> 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.<blockquote>此外，还有一个积极的预测修正趋势：过去90天内，2021年盈利预测上调8.8%，而2022年盈利预测上调9.1%。</blockquote> Lazydays Holdings, Inc.LAZYis 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.<blockquote>Lazydays控股公司LAZY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的行业页面了解更多选择（这是一个很长的列表）。这个<a href=\"https://laohu8.com/S/AONE\">一</a>价值和增长都得了A，动力得了B。目前预计今年的收入和盈利将分别增长20.7%和22.4%。</blockquote> 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.<blockquote>虽然无法获得90天前的预测，但我看到过去60天内2021年的预测上涨了17美分，2022年的预测上涨了20美分。而这绝对是一个好的趋势。</blockquote> Year-to-Date Price Performance<img src=\"https://static.tigerbbs.com/3f67ac3639c296d20c6476ab01f8959b\" tg-width=\"620\" tg-height=\"508\" referrerpolicy=\"no-referrer\">Image Source: ZacksInvestment Research<blockquote>年初至今的价格表现图片来源：扎克投资研究</blockquote> 5 Stocks Set to Double<blockquote>5只股票将翻倍</blockquote> 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.<blockquote>每只股票都被咤克斯专家精心挑选为2020年最受欢迎的股票，涨幅超过100%。每个人都来自不同的行业，都有独特的品质和催化剂，可以推动非凡的增长。</blockquote> 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.<blockquote>本报告中的大多数股票都在华尔街的雷达下飞行，这提供了一个进入底层的绝佳机会。</blockquote> Number 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.<blockquote>名单上的第二位是克拉鲁斯公司CLAR该公司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设备和服装。虽然这只咤克斯排名第一的股票的价值和增长得分F不太理想，但32.7%的预期收入增长和81.4%的收益增长相当令人鼓舞。2021年的预估修正趋势显示，过去90天内上涨23美分至1.27美元。2022年的预测显示上涨30美分至1.55美元。</blockquote> Next we haveSmith &amp; 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.<blockquote>接下来我们有史密斯威森品牌公司SWBI、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还拥有咤克斯排名第一的排名，这些都表明了强大的上升潜力。尽管该公司在2020年的强劲业绩中看到了一些困难，但预估修正趋势表明它继续朝着正确的方向前进。</blockquote>","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>又是一个夏天，又一次深入休闲股</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>又是一个夏天，又一次深入休闲股</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nNasdaq2021-07-09 10:56\n\n</h4>\n</header>\n<article>\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).<blockquote>美国酒店业经历了可怕的2020年，酒店入住率在第一季度末疫情来袭时开始下降，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%。平均日费率（ADR）也遵循类似的趋势，但直到3月份才开始回升。每间可用客房的收入（RevPAR）也是如此。</blockquote> 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%.<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%，营业毛利为72%，EBITDA为64%。</blockquote> 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 &amp; 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).<blockquote>根据STR的数据，劳动力是一个制约因素，本月劳动力成本仅达到64%。The<a href=\"https://laohu8.com/S/AFG\">美国的</a>酒店与住宿协会（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%改善至13.8%。</blockquote> 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.<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%的人已经为即将到来的旅行改变了目的地/景点。</blockquote> 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.<blockquote>然而，在过去三个月中进行过过夜旅行的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下降。尽管如此，仍有28.2%的人被鼓励多旅行。</blockquote> 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.<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，下半年为36%，明年还会有20%。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，因为商务旅行往往更稳定，全年分布也更好。</blockquote> 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.<blockquote>埃森哲的一份报告得出的结论是，这应该会促使酒店瞄准休闲顾客，休闲顾客也因疫情而经历了巨大的变化，现在希望更好地关注健康和安全。绝大多数人也更喜欢不用登机的本地旅行。</blockquote> Get Smart Investing delivered to your inbox weekly<blockquote>每周将智能投资发送到您的收件箱</blockquote> 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&amp;ri=280a40087784ebb5f8593d169de0fa12&amp;sd=v2_1f44cba24549ceff5eae4220417cc00f_739155c7-32f9-4cfc-bd2a-7c945c8cc6a6-tuct6dec6e5_1625799373_1625799373_CIi3jgYQpexOGLrixsmoLyABKAMwXjiHxgpQ____________AVgAYPgFaMnN7e355PrqbQ&amp;ui=739155c7-32f9-4cfc-bd2a-7c945c8cc6a6-tuct6dec6e5&amp;it=text&amp;ii=~~V1~~-2271844424992261882~~GYmfRNGSl0rK8-nnFPMPP75ju3kqkUmsJg8o22PFmrMndpXq_nTToVci-tV_1bYyPVPbFHdycXfyr1VxmozLcV7JbGFbjtizQN29Zpin8p1JlawpbYFtoRw_FVSAoDPy8yoVX_ZV1DUzrU9mgEqIxVpt34vkyVLCqQj-j_6Ik-WFwt9_72reDSrMsTKuuUo5nQWg8xf9hxSk2mft8VuEUpKTtSXAAAG_KGWuoC8Kedz30ZsDV4TPEZhYUq6-neqBck-h9NOhJgoaa9oN4uh4cUJ3e9P0FOqxzd67ctpPQJ21bRdWwF-LL0jq9xtEg2_2&amp;pt=text&amp;li=rbox-t2m&amp;sig=6feaf0991d322d2f1977d4ad75829318e70a01bfce29&amp;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&amp;vi=1625799373114&amp;p=grammarly-sc&amp;r=39&amp;lti=deflated&amp;ppb=CLcG&amp;cpb=EhIyMDIxMDcwOC01LVJFTEVBU0UYASCc__________8BKhlzZy50YWJvb2xhc3luZGljYXRpb24uY29tMgh3YXRlcjM0NziA-qnyBUCHxgpY____________AWMI7___________ARDv__________8BGBFkYwjXFhDVHxgjZGMI3P__________ARDc__________8BGCRkYwjcChCgEBgWZGMIqB8Q6CoYB2RjCNIDEOAGGAhkYwiWFBCcHBgYZGMIhh8QwyoYGWRjCPf__________wEQ9___________ARgJZGMI9BQQnh0YH2R4AYABAogBgvnfSA&amp;cta=true\" target=\"_blank\">Install Now</a><blockquote>立即订阅赞助链接使用这个有用的浏览器扩展语法避免语法错误<a href=\"https://trc.taboola.com/nasdaq-nasdaq/log/3/click?pi=%2Farticles%2Fanother-summer-another-deep-dive-into-leisure-stocks-2021-07-08&amp;ri=280a40087784ebb5f8593d169de0fa12&amp;sd=v2_1f44cba24549ceff5eae4220417cc00f_739155c7-32f9-4cfc-bd2a-7c945c8cc6a6-tuct6dec6e5_1625799373_1625799373_CIi3jgYQpexOGLrixsmoLyABKAMwXjiHxgpQ____________AVgAYPgFaMnN7e355PrqbQ&amp;ui=739155c7-32f9-4cfc-bd2a-7c945c8cc6a6-tuct6dec6e5&amp;it=text&amp;ii=~~V1~~-2271844424992261882~~GYmfRNGSl0rK8-nnFPMPP75ju3kqkUmsJg8o22PFmrMndpXq_nTToVci-tV_1bYyPVPbFHdycXfyr1VxmozLcV7JbGFbjtizQN29Zpin8p1JlawpbYFtoRw_FVSAoDPy8yoVX_ZV1DUzrU9mgEqIxVpt34vkyVLCqQj-j_6Ik-WFwt9_72reDSrMsTKuuUo5nQWg8xf9hxSk2mft8VuEUpKTtSXAAAG_KGWuoC8Kedz30ZsDV4TPEZhYUq6-neqBck-h9NOhJgoaa9oN4uh4cUJ3e9P0FOqxzd67ctpPQJ21bRdWwF-LL0jq9xtEg2_2&amp;pt=text&amp;li=rbox-t2m&amp;sig=6feaf0991d322d2f1977d4ad75829318e70a01bfce29&amp;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&amp;vi=1625799373114&amp;p=grammarly-sc&amp;r=39&lt;i=deflated&amp;ppb=CLcG&amp;cpb=EhIyMDIxMDcwOC01LVJFTEVBU0UYASCc__________8BKhlzZy50YWJvb2xhc3luZGljYXRpb24uY29tMgh3YXRlcjM0NziA-qnyBUCHxgpY____________AWMI7___________ARDv__________8BGBFkYwjXFhDVHxgjZGMI3P__________ARDc__________8BGCRkYwjcChCgEBgWZGMIqB8Q6CoYB2RjCNIDEOAGGAhkYwiWFBCcHBgYZGMIhh8QwyoYGWRjCPf__________wEQ9___________ARgJZGMI9BQQnh0YH2R4AYABAogBgvnfSA&amp;cta=true\" target=\"_blank\">立即安装</a></blockquote> 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).<blockquote>美国酒店业经历了可怕的2020年，酒店入住率在第一季度末疫情来袭时开始下降，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%。平均日费率（ADR）也遵循类似的趋势，但直到3月份才开始回升。每间可用客房的收入（RevPAR）也是如此。</blockquote> 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%.<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%，营业毛利为72%，EBITDA为64%。</blockquote> 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 &amp; 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).<blockquote>根据STR的数据，劳动力是一个制约因素，本月劳动力成本仅达到64%。The<a href=\"https://laohu8.com/S/AMSWA\">美国的</a>酒店与住宿协会（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%改善至13.8%。</blockquote> 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.<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%的人已经为即将到来的旅行改变了目的地/景点。</blockquote> 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.<blockquote>然而，在过去三个月中进行过过夜旅行的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下降。尽管如此，仍有28.2%的人被鼓励多旅行。</blockquote> 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.<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，下半年为36%，明年还会有20%。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，因为商务旅行往往更稳定，全年分布也更好。</blockquote> 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.<blockquote>埃森哲的一份报告得出的结论是，这应该会促使酒店瞄准休闲顾客，休闲顾客也因疫情而经历了巨大的变化，现在希望更好地关注健康和安全。绝大多数人也更喜欢不用登机的本地旅行。</blockquote> Read More<blockquote>阅读更多</blockquote> 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.<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> 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.<blockquote>这就是为什么今年夏天可能是另一个好的<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%。正如我们许多人已经知道的那样，当一个行业处于前50%时（越高越好），历史数据显示它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咤克斯#1（强力买入）或#2（买入）排名。</blockquote> So let’s see what we have here-<blockquote>让我们看看这里有什么-</blockquote> Academy Sports and Outdoors, Inc.ASO, which offers outdoor, apparel, footwear and sports &amp; 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.<blockquote>学院运动与户外公司ASO提供户外、服装、鞋类和运动休闲装备的公司排名第一。价值和增长得分为A；预计收入增长9.9%，预计盈利增长23.8%；2022财年（截至1月）和2023财年盈利预期的90天变化分别为62.9%和28.1%，这只股票看起来是一个可靠的选择。</blockquote> Number 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.<blockquote>名单上的第二位是克拉鲁斯公司CLAR该公司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设备和服装。虽然这只咤克斯排名第一的股票的价值和增长得分F不太理想，但32.7%的预期收入增长和81.4%的收益增长相当令人鼓舞。2021年的预估修正趋势显示，过去90天内上涨23美分至1.27美元。2022年的预测显示上涨30美分至1.55美元。</blockquote> Next we haveSmith &amp; 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.<blockquote>接下来我们有史密斯威森品牌公司SWBI、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还拥有咤克斯排名第一的排名，这些都表明了强大的上升潜力。尽管该公司在2020年的强劲业绩中看到了一些困难，但预估修正趋势表明它继续朝着正确的方向前进。</blockquote> 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%.<blockquote>因此，我们发现2022财年（截至4月）盈利预期在过去90天内上涨了145.8%。2023款在90天前还没有上市，但自从60天前上市以来，已经上涨了66.3%。</blockquote> #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.<blockquote>排名第一YETI控股公司YETI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。该股在增长方面获得了令人鼓舞的B，但在其他方面则获得了F，这并不是那么热门。但看看其2021年和2022年两位数的收入和盈利增长预期，简直令人兴奋。</blockquote> 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.<blockquote>此外，还有一个积极的预测修正趋势：过去90天内，2021年盈利预测上调8.8%，而2022年盈利预测上调9.1%。</blockquote> Lazydays Holdings, Inc.LAZYis 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.<blockquote>Lazydays控股公司LAZY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的行业页面了解更多选择（这是一个很长的列表）。这个<a href=\"https://laohu8.com/S/AONE\">一</a>价值和增长都得了A，动力得了B。目前预计今年的收入和盈利将分别增长20.7%和22.4%。</blockquote> 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.<blockquote>虽然无法获得90天前的预测，但我看到过去60天内2021年的预测上涨了17美分，2022年的预测上涨了20美分。而这绝对是一个好的趋势。</blockquote> Year-to-Date Price Performance<img src=\"https://static.tigerbbs.com/3f67ac3639c296d20c6476ab01f8959b\" tg-width=\"620\" tg-height=\"508\" referrerpolicy=\"no-referrer\">Image Source: ZacksInvestment Research<blockquote>年初至今的价格表现图片来源：扎克投资研究</blockquote> 5 Stocks Set to Double<blockquote>5只股票将翻倍</blockquote> 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.<blockquote>每只股票都被咤克斯专家精心挑选为2020年最受欢迎的股票，涨幅超过100%。每个人都来自不同的行业，都有独特的品质和催化剂，可以推动非凡的增长。</blockquote> 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.<blockquote>本报告中的大多数股票都在华尔街的雷达下飞行，这提供了一个进入底层的绝佳机会。</blockquote> Number 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.<blockquote>名单上的第二位是克拉鲁斯公司CLAR该公司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设备和服装。虽然这只咤克斯排名第一的股票的价值和增长得分F不太理想，但32.7%的预期收入增长和81.4%的收益增长相当令人鼓舞。2021年的预估修正趋势显示，过去90天内上涨23美分至1.27美元。2022年的预测显示上涨30美分至1.55美元。</blockquote> Next we haveSmith &amp; 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.<blockquote>接下来我们有史密斯威森品牌公司SWBI、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还拥有咤克斯排名第一的排名，这些都表明了强大的上升潜力。尽管该公司在2020年的强劲业绩中看到了一些困难，但预估修正趋势表明它继续朝着正确的方向前进。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.nasdaq.com/articles/another-summer-another-deep-dive-into-leisure-stocks-2021-07-08\">Nasdaq</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":{},"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,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":143425971,"gmtCreate":1625811396093,"gmtModify":1631891459245,"author":{"id":"4087505471938110","authorId":"4087505471938110","name":"402a70e5","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4087505471938110","authorIdStr":"4087505471938110"},"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/143425971","repostId":1175159799,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":143412860,"gmtCreate":1625808600450,"gmtModify":1633937095443,"author":{"id":"3573324576226032","authorId":"3573324576226032","name":"MichelleTan","avatar":"https://static.tigerbbs.com/675b3c18a31a7218811900a902274b2f","vip":1,"crmLevel":12,"crmLevelSwitch":0,"idStr":"3573324576226032","authorIdStr":"3573324576226032"},"htmlText":"Hhihi","listText":"Hhihi","text":"Hhihi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/143412860","repostId":1175159799,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":143412090,"gmtCreate":1625808586610,"gmtModify":1633937095932,"author":{"id":"3573324576226032","authorId":"3573324576226032","name":"MichelleTan","avatar":"https://static.tigerbbs.com/675b3c18a31a7218811900a902274b2f","vip":1,"crmLevel":12,"crmLevelSwitch":0,"idStr":"3573324576226032","authorIdStr":"3573324576226032"},"htmlText":"Hihi","listText":"Hihi","text":"Hihi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/143412090","repostId":1175159799,"repostType":4,"repost":{"id":"1175159799","kind":"news","pubTimestamp":1625799375,"share":"https://www.laohu8.com/m/news/1175159799?lang=zh_CN&edition=full","pubTime":"2021-07-09 10:56","market":"us","language":"en","title":"Another Summer, Another Deep-Dive into Leisure Stocks<blockquote>又是一个夏天，又一次深入休闲股</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1175159799","media":"Nasdaq","summary":"The U.S. hospitality industry had a horrible 2020, with hotel occupancy starting to decline at the e","content":"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).<blockquote>美国酒店业经历了可怕的2020年，酒店入住率在第一季度末疫情来袭时开始下降，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%。平均日费率（ADR）也遵循类似的趋势，但直到3月份才开始回升。每间可用客房的收入（RevPAR）也是如此。</blockquote> 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%.<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%，营业毛利为72%，EBITDA为64%。</blockquote> 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 &amp; 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).<blockquote>根据STR的数据，劳动力是一个制约因素，本月劳动力成本仅达到64%。The<a href=\"https://laohu8.com/S/AFG\">美国的</a>酒店与住宿协会（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%改善至13.8%。</blockquote> 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.<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%的人已经为即将到来的旅行改变了目的地/景点。</blockquote> 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.<blockquote>然而，在过去三个月中进行过过夜旅行的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下降。尽管如此，仍有28.2%的人被鼓励多旅行。</blockquote> 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.<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，下半年为36%，明年还会有20%。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，因为商务旅行往往更稳定，全年分布也更好。</blockquote> 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.<blockquote>埃森哲的一份报告得出的结论是，这应该会促使酒店瞄准休闲顾客，休闲顾客也因疫情而经历了巨大的变化，现在希望更好地关注健康和安全。绝大多数人也更喜欢不用登机的本地旅行。</blockquote> Get Smart Investing delivered to your inbox weekly<blockquote>每周将智能投资发送到您的收件箱</blockquote> 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&amp;ri=280a40087784ebb5f8593d169de0fa12&amp;sd=v2_1f44cba24549ceff5eae4220417cc00f_739155c7-32f9-4cfc-bd2a-7c945c8cc6a6-tuct6dec6e5_1625799373_1625799373_CIi3jgYQpexOGLrixsmoLyABKAMwXjiHxgpQ____________AVgAYPgFaMnN7e355PrqbQ&amp;ui=739155c7-32f9-4cfc-bd2a-7c945c8cc6a6-tuct6dec6e5&amp;it=text&amp;ii=~~V1~~-2271844424992261882~~GYmfRNGSl0rK8-nnFPMPP75ju3kqkUmsJg8o22PFmrMndpXq_nTToVci-tV_1bYyPVPbFHdycXfyr1VxmozLcV7JbGFbjtizQN29Zpin8p1JlawpbYFtoRw_FVSAoDPy8yoVX_ZV1DUzrU9mgEqIxVpt34vkyVLCqQj-j_6Ik-WFwt9_72reDSrMsTKuuUo5nQWg8xf9hxSk2mft8VuEUpKTtSXAAAG_KGWuoC8Kedz30ZsDV4TPEZhYUq6-neqBck-h9NOhJgoaa9oN4uh4cUJ3e9P0FOqxzd67ctpPQJ21bRdWwF-LL0jq9xtEg2_2&amp;pt=text&amp;li=rbox-t2m&amp;sig=6feaf0991d322d2f1977d4ad75829318e70a01bfce29&amp;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&amp;vi=1625799373114&amp;p=grammarly-sc&amp;r=39&amp;lti=deflated&amp;ppb=CLcG&amp;cpb=EhIyMDIxMDcwOC01LVJFTEVBU0UYASCc__________8BKhlzZy50YWJvb2xhc3luZGljYXRpb24uY29tMgh3YXRlcjM0NziA-qnyBUCHxgpY____________AWMI7___________ARDv__________8BGBFkYwjXFhDVHxgjZGMI3P__________ARDc__________8BGCRkYwjcChCgEBgWZGMIqB8Q6CoYB2RjCNIDEOAGGAhkYwiWFBCcHBgYZGMIhh8QwyoYGWRjCPf__________wEQ9___________ARgJZGMI9BQQnh0YH2R4AYABAogBgvnfSA&amp;cta=true\" target=\"_blank\">Install Now</a><blockquote>立即订阅赞助链接使用这个有用的浏览器扩展语法避免语法错误<a href=\"https://trc.taboola.com/nasdaq-nasdaq/log/3/click?pi=%2Farticles%2Fanother-summer-another-deep-dive-into-leisure-stocks-2021-07-08&amp;ri=280a40087784ebb5f8593d169de0fa12&amp;sd=v2_1f44cba24549ceff5eae4220417cc00f_739155c7-32f9-4cfc-bd2a-7c945c8cc6a6-tuct6dec6e5_1625799373_1625799373_CIi3jgYQpexOGLrixsmoLyABKAMwXjiHxgpQ____________AVgAYPgFaMnN7e355PrqbQ&amp;ui=739155c7-32f9-4cfc-bd2a-7c945c8cc6a6-tuct6dec6e5&amp;it=text&amp;ii=~~V1~~-2271844424992261882~~GYmfRNGSl0rK8-nnFPMPP75ju3kqkUmsJg8o22PFmrMndpXq_nTToVci-tV_1bYyPVPbFHdycXfyr1VxmozLcV7JbGFbjtizQN29Zpin8p1JlawpbYFtoRw_FVSAoDPy8yoVX_ZV1DUzrU9mgEqIxVpt34vkyVLCqQj-j_6Ik-WFwt9_72reDSrMsTKuuUo5nQWg8xf9hxSk2mft8VuEUpKTtSXAAAG_KGWuoC8Kedz30ZsDV4TPEZhYUq6-neqBck-h9NOhJgoaa9oN4uh4cUJ3e9P0FOqxzd67ctpPQJ21bRdWwF-LL0jq9xtEg2_2&amp;pt=text&amp;li=rbox-t2m&amp;sig=6feaf0991d322d2f1977d4ad75829318e70a01bfce29&amp;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&amp;vi=1625799373114&amp;p=grammarly-sc&amp;r=39&lt;i=deflated&amp;ppb=CLcG&amp;cpb=EhIyMDIxMDcwOC01LVJFTEVBU0UYASCc__________8BKhlzZy50YWJvb2xhc3luZGljYXRpb24uY29tMgh3YXRlcjM0NziA-qnyBUCHxgpY____________AWMI7___________ARDv__________8BGBFkYwjXFhDVHxgjZGMI3P__________ARDc__________8BGCRkYwjcChCgEBgWZGMIqB8Q6CoYB2RjCNIDEOAGGAhkYwiWFBCcHBgYZGMIhh8QwyoYGWRjCPf__________wEQ9___________ARgJZGMI9BQQnh0YH2R4AYABAogBgvnfSA&amp;cta=true\" target=\"_blank\">立即安装</a></blockquote> 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).<blockquote>美国酒店业经历了可怕的2020年，酒店入住率在第一季度末疫情来袭时开始下降，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%。平均日费率（ADR）也遵循类似的趋势，但直到3月份才开始回升。每间可用客房的收入（RevPAR）也是如此。</blockquote> 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%.<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%，营业毛利为72%，EBITDA为64%。</blockquote> 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 &amp; 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).<blockquote>根据STR的数据，劳动力是一个制约因素，本月劳动力成本仅达到64%。The<a href=\"https://laohu8.com/S/AMSWA\">美国的</a>酒店与住宿协会（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%改善至13.8%。</blockquote> 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.<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%的人已经为即将到来的旅行改变了目的地/景点。</blockquote> 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.<blockquote>然而，在过去三个月中进行过过夜旅行的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下降。尽管如此，仍有28.2%的人被鼓励多旅行。</blockquote> 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.<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，下半年为36%，明年还会有20%。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，因为商务旅行往往更稳定，全年分布也更好。</blockquote> 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.<blockquote>埃森哲的一份报告得出的结论是，这应该会促使酒店瞄准休闲顾客，休闲顾客也因疫情而经历了巨大的变化，现在希望更好地关注健康和安全。绝大多数人也更喜欢不用登机的本地旅行。</blockquote> Read More<blockquote>阅读更多</blockquote> 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.<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> 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.<blockquote>这就是为什么今年夏天可能是另一个好的<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%。正如我们许多人已经知道的那样，当一个行业处于前50%时（越高越好），历史数据显示它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咤克斯#1（强力买入）或#2（买入）排名。</blockquote> So let’s see what we have here-<blockquote>让我们看看这里有什么-</blockquote> Academy Sports and Outdoors, Inc.ASO, which offers outdoor, apparel, footwear and sports &amp; 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.<blockquote>学院运动与户外公司ASO提供户外、服装、鞋类和运动休闲装备的公司排名第一。价值和增长得分为A；预计收入增长9.9%，预计盈利增长23.8%；2022财年（截至1月）和2023财年盈利预期的90天变化分别为62.9%和28.1%，这只股票看起来是一个可靠的选择。</blockquote> Number 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.<blockquote>名单上的第二位是克拉鲁斯公司CLAR该公司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设备和服装。虽然这只咤克斯排名第一的股票的价值和增长得分F不太理想，但32.7%的预期收入增长和81.4%的收益增长相当令人鼓舞。2021年的预估修正趋势显示，过去90天内上涨23美分至1.27美元。2022年的预测显示上涨30美分至1.55美元。</blockquote> Next we haveSmith &amp; 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.<blockquote>接下来我们有史密斯威森品牌公司SWBI、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还拥有咤克斯排名第一的排名，这些都表明了强大的上升潜力。尽管该公司在2020年的强劲业绩中看到了一些困难，但预估修正趋势表明它继续朝着正确的方向前进。</blockquote> 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%.<blockquote>因此，我们发现2022财年（截至4月）盈利预期在过去90天内上涨了145.8%。2023款在90天前还没有上市，但自从60天前上市以来，已经上涨了66.3%。</blockquote> #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.<blockquote>排名第一YETI控股公司YETI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。该股在增长方面获得了令人鼓舞的B，但在其他方面则获得了F，这并不是那么热门。但看看其2021年和2022年两位数的收入和盈利增长预期，简直令人兴奋。</blockquote> 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.<blockquote>此外，还有一个积极的预测修正趋势：过去90天内，2021年盈利预测上调8.8%，而2022年盈利预测上调9.1%。</blockquote> Lazydays Holdings, Inc.LAZYis 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.<blockquote>Lazydays控股公司LAZY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的行业页面了解更多选择（这是一个很长的列表）。这个<a href=\"https://laohu8.com/S/AONE\">一</a>价值和增长都得了A，动力得了B。目前预计今年的收入和盈利将分别增长20.7%和22.4%。</blockquote> 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.<blockquote>虽然无法获得90天前的预测，但我看到过去60天内2021年的预测上涨了17美分，2022年的预测上涨了20美分。而这绝对是一个好的趋势。</blockquote> Year-to-Date Price Performance<img src=\"https://static.tigerbbs.com/3f67ac3639c296d20c6476ab01f8959b\" tg-width=\"620\" tg-height=\"508\" referrerpolicy=\"no-referrer\">Image Source: ZacksInvestment Research<blockquote>年初至今的价格表现图片来源：扎克投资研究</blockquote> 5 Stocks Set to Double<blockquote>5只股票将翻倍</blockquote> 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.<blockquote>每只股票都被咤克斯专家精心挑选为2020年最受欢迎的股票，涨幅超过100%。每个人都来自不同的行业，都有独特的品质和催化剂，可以推动非凡的增长。</blockquote> 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.<blockquote>本报告中的大多数股票都在华尔街的雷达下飞行，这提供了一个进入底层的绝佳机会。</blockquote> Number 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.<blockquote>名单上的第二位是克拉鲁斯公司CLAR该公司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设备和服装。虽然这只咤克斯排名第一的股票的价值和增长得分F不太理想，但32.7%的预期收入增长和81.4%的收益增长相当令人鼓舞。2021年的预估修正趋势显示，过去90天内上涨23美分至1.27美元。2022年的预测显示上涨30美分至1.55美元。</blockquote> Next we haveSmith &amp; 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.<blockquote>接下来我们有史密斯威森品牌公司SWBI、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还拥有咤克斯排名第一的排名，这些都表明了强大的上升潜力。尽管该公司在2020年的强劲业绩中看到了一些困难，但预估修正趋势表明它继续朝着正确的方向前进。</blockquote>","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>又是一个夏天，又一次深入休闲股</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>又是一个夏天，又一次深入休闲股</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nNasdaq2021-07-09 10:56\n\n</h4>\n</header>\n<article>\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).<blockquote>美国酒店业经历了可怕的2020年，酒店入住率在第一季度末疫情来袭时开始下降，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%。平均日费率（ADR）也遵循类似的趋势，但直到3月份才开始回升。每间可用客房的收入（RevPAR）也是如此。</blockquote> 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%.<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%，营业毛利为72%，EBITDA为64%。</blockquote> 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 &amp; 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).<blockquote>根据STR的数据，劳动力是一个制约因素，本月劳动力成本仅达到64%。The<a href=\"https://laohu8.com/S/AFG\">美国的</a>酒店与住宿协会（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%改善至13.8%。</blockquote> 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.<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%的人已经为即将到来的旅行改变了目的地/景点。</blockquote> 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.<blockquote>然而，在过去三个月中进行过过夜旅行的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下降。尽管如此，仍有28.2%的人被鼓励多旅行。</blockquote> 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.<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，下半年为36%，明年还会有20%。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，因为商务旅行往往更稳定，全年分布也更好。</blockquote> 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.<blockquote>埃森哲的一份报告得出的结论是，这应该会促使酒店瞄准休闲顾客，休闲顾客也因疫情而经历了巨大的变化，现在希望更好地关注健康和安全。绝大多数人也更喜欢不用登机的本地旅行。</blockquote> Get Smart Investing delivered to your inbox weekly<blockquote>每周将智能投资发送到您的收件箱</blockquote> 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&amp;ri=280a40087784ebb5f8593d169de0fa12&amp;sd=v2_1f44cba24549ceff5eae4220417cc00f_739155c7-32f9-4cfc-bd2a-7c945c8cc6a6-tuct6dec6e5_1625799373_1625799373_CIi3jgYQpexOGLrixsmoLyABKAMwXjiHxgpQ____________AVgAYPgFaMnN7e355PrqbQ&amp;ui=739155c7-32f9-4cfc-bd2a-7c945c8cc6a6-tuct6dec6e5&amp;it=text&amp;ii=~~V1~~-2271844424992261882~~GYmfRNGSl0rK8-nnFPMPP75ju3kqkUmsJg8o22PFmrMndpXq_nTToVci-tV_1bYyPVPbFHdycXfyr1VxmozLcV7JbGFbjtizQN29Zpin8p1JlawpbYFtoRw_FVSAoDPy8yoVX_ZV1DUzrU9mgEqIxVpt34vkyVLCqQj-j_6Ik-WFwt9_72reDSrMsTKuuUo5nQWg8xf9hxSk2mft8VuEUpKTtSXAAAG_KGWuoC8Kedz30ZsDV4TPEZhYUq6-neqBck-h9NOhJgoaa9oN4uh4cUJ3e9P0FOqxzd67ctpPQJ21bRdWwF-LL0jq9xtEg2_2&amp;pt=text&amp;li=rbox-t2m&amp;sig=6feaf0991d322d2f1977d4ad75829318e70a01bfce29&amp;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&amp;vi=1625799373114&amp;p=grammarly-sc&amp;r=39&amp;lti=deflated&amp;ppb=CLcG&amp;cpb=EhIyMDIxMDcwOC01LVJFTEVBU0UYASCc__________8BKhlzZy50YWJvb2xhc3luZGljYXRpb24uY29tMgh3YXRlcjM0NziA-qnyBUCHxgpY____________AWMI7___________ARDv__________8BGBFkYwjXFhDVHxgjZGMI3P__________ARDc__________8BGCRkYwjcChCgEBgWZGMIqB8Q6CoYB2RjCNIDEOAGGAhkYwiWFBCcHBgYZGMIhh8QwyoYGWRjCPf__________wEQ9___________ARgJZGMI9BQQnh0YH2R4AYABAogBgvnfSA&amp;cta=true\" target=\"_blank\">Install Now</a><blockquote>立即订阅赞助链接使用这个有用的浏览器扩展语法避免语法错误<a href=\"https://trc.taboola.com/nasdaq-nasdaq/log/3/click?pi=%2Farticles%2Fanother-summer-another-deep-dive-into-leisure-stocks-2021-07-08&amp;ri=280a40087784ebb5f8593d169de0fa12&amp;sd=v2_1f44cba24549ceff5eae4220417cc00f_739155c7-32f9-4cfc-bd2a-7c945c8cc6a6-tuct6dec6e5_1625799373_1625799373_CIi3jgYQpexOGLrixsmoLyABKAMwXjiHxgpQ____________AVgAYPgFaMnN7e355PrqbQ&amp;ui=739155c7-32f9-4cfc-bd2a-7c945c8cc6a6-tuct6dec6e5&amp;it=text&amp;ii=~~V1~~-2271844424992261882~~GYmfRNGSl0rK8-nnFPMPP75ju3kqkUmsJg8o22PFmrMndpXq_nTToVci-tV_1bYyPVPbFHdycXfyr1VxmozLcV7JbGFbjtizQN29Zpin8p1JlawpbYFtoRw_FVSAoDPy8yoVX_ZV1DUzrU9mgEqIxVpt34vkyVLCqQj-j_6Ik-WFwt9_72reDSrMsTKuuUo5nQWg8xf9hxSk2mft8VuEUpKTtSXAAAG_KGWuoC8Kedz30ZsDV4TPEZhYUq6-neqBck-h9NOhJgoaa9oN4uh4cUJ3e9P0FOqxzd67ctpPQJ21bRdWwF-LL0jq9xtEg2_2&amp;pt=text&amp;li=rbox-t2m&amp;sig=6feaf0991d322d2f1977d4ad75829318e70a01bfce29&amp;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&amp;vi=1625799373114&amp;p=grammarly-sc&amp;r=39&lt;i=deflated&amp;ppb=CLcG&amp;cpb=EhIyMDIxMDcwOC01LVJFTEVBU0UYASCc__________8BKhlzZy50YWJvb2xhc3luZGljYXRpb24uY29tMgh3YXRlcjM0NziA-qnyBUCHxgpY____________AWMI7___________ARDv__________8BGBFkYwjXFhDVHxgjZGMI3P__________ARDc__________8BGCRkYwjcChCgEBgWZGMIqB8Q6CoYB2RjCNIDEOAGGAhkYwiWFBCcHBgYZGMIhh8QwyoYGWRjCPf__________wEQ9___________ARgJZGMI9BQQnh0YH2R4AYABAogBgvnfSA&amp;cta=true\" target=\"_blank\">立即安装</a></blockquote> 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).<blockquote>美国酒店业经历了可怕的2020年，酒店入住率在第一季度末疫情来袭时开始下降，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%。平均日费率（ADR）也遵循类似的趋势，但直到3月份才开始回升。每间可用客房的收入（RevPAR）也是如此。</blockquote> 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%.<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%，营业毛利为72%，EBITDA为64%。</blockquote> 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 &amp; 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).<blockquote>根据STR的数据，劳动力是一个制约因素，本月劳动力成本仅达到64%。The<a href=\"https://laohu8.com/S/AMSWA\">美国的</a>酒店与住宿协会（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%改善至13.8%。</blockquote> 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.<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%的人已经为即将到来的旅行改变了目的地/景点。</blockquote> 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.<blockquote>然而，在过去三个月中进行过过夜旅行的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下降。尽管如此，仍有28.2%的人被鼓励多旅行。</blockquote> 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.<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，下半年为36%，明年还会有20%。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，因为商务旅行往往更稳定，全年分布也更好。</blockquote> 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.<blockquote>埃森哲的一份报告得出的结论是，这应该会促使酒店瞄准休闲顾客，休闲顾客也因疫情而经历了巨大的变化，现在希望更好地关注健康和安全。绝大多数人也更喜欢不用登机的本地旅行。</blockquote> Read More<blockquote>阅读更多</blockquote> 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.<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> 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.<blockquote>这就是为什么今年夏天可能是另一个好的<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%。正如我们许多人已经知道的那样，当一个行业处于前50%时（越高越好），历史数据显示它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咤克斯#1（强力买入）或#2（买入）排名。</blockquote> So let’s see what we have here-<blockquote>让我们看看这里有什么-</blockquote> Academy Sports and Outdoors, Inc.ASO, which offers outdoor, apparel, footwear and sports &amp; 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.<blockquote>学院运动与户外公司ASO提供户外、服装、鞋类和运动休闲装备的公司排名第一。价值和增长得分为A；预计收入增长9.9%，预计盈利增长23.8%；2022财年（截至1月）和2023财年盈利预期的90天变化分别为62.9%和28.1%，这只股票看起来是一个可靠的选择。</blockquote> Number 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.<blockquote>名单上的第二位是克拉鲁斯公司CLAR该公司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设备和服装。虽然这只咤克斯排名第一的股票的价值和增长得分F不太理想，但32.7%的预期收入增长和81.4%的收益增长相当令人鼓舞。2021年的预估修正趋势显示，过去90天内上涨23美分至1.27美元。2022年的预测显示上涨30美分至1.55美元。</blockquote> Next we haveSmith &amp; 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.<blockquote>接下来我们有史密斯威森品牌公司SWBI、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还拥有咤克斯排名第一的排名，这些都表明了强大的上升潜力。尽管该公司在2020年的强劲业绩中看到了一些困难，但预估修正趋势表明它继续朝着正确的方向前进。</blockquote> 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%.<blockquote>因此，我们发现2022财年（截至4月）盈利预期在过去90天内上涨了145.8%。2023款在90天前还没有上市，但自从60天前上市以来，已经上涨了66.3%。</blockquote> #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.<blockquote>排名第一YETI控股公司YETI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。该股在增长方面获得了令人鼓舞的B，但在其他方面则获得了F，这并不是那么热门。但看看其2021年和2022年两位数的收入和盈利增长预期，简直令人兴奋。</blockquote> 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.<blockquote>此外，还有一个积极的预测修正趋势：过去90天内，2021年盈利预测上调8.8%，而2022年盈利预测上调9.1%。</blockquote> Lazydays Holdings, Inc.LAZYis 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.<blockquote>Lazydays控股公司LAZY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的行业页面了解更多选择（这是一个很长的列表）。这个<a href=\"https://laohu8.com/S/AONE\">一</a>价值和增长都得了A，动力得了B。目前预计今年的收入和盈利将分别增长20.7%和22.4%。</blockquote> 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.<blockquote>虽然无法获得90天前的预测，但我看到过去60天内2021年的预测上涨了17美分，2022年的预测上涨了20美分。而这绝对是一个好的趋势。</blockquote> Year-to-Date Price Performance<img src=\"https://static.tigerbbs.com/3f67ac3639c296d20c6476ab01f8959b\" tg-width=\"620\" tg-height=\"508\" referrerpolicy=\"no-referrer\">Image Source: ZacksInvestment Research<blockquote>年初至今的价格表现图片来源：扎克投资研究</blockquote> 5 Stocks Set to Double<blockquote>5只股票将翻倍</blockquote> 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.<blockquote>每只股票都被咤克斯专家精心挑选为2020年最受欢迎的股票，涨幅超过100%。每个人都来自不同的行业，都有独特的品质和催化剂，可以推动非凡的增长。</blockquote> 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.<blockquote>本报告中的大多数股票都在华尔街的雷达下飞行，这提供了一个进入底层的绝佳机会。</blockquote> Number 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.<blockquote>名单上的第二位是克拉鲁斯公司CLAR该公司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设备和服装。虽然这只咤克斯排名第一的股票的价值和增长得分F不太理想，但32.7%的预期收入增长和81.4%的收益增长相当令人鼓舞。2021年的预估修正趋势显示，过去90天内上涨23美分至1.27美元。2022年的预测显示上涨30美分至1.55美元。</blockquote> Next we haveSmith &amp; 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.<blockquote>接下来我们有史密斯威森品牌公司SWBI、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还拥有咤克斯排名第一的排名，这些都表明了强大的上升潜力。尽管该公司在2020年的强劲业绩中看到了一些困难，但预估修正趋势表明它继续朝着正确的方向前进。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.nasdaq.com/articles/another-summer-another-deep-dive-into-leisure-stocks-2021-07-08\">Nasdaq</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":{},"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,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":143416777,"gmtCreate":1625808575099,"gmtModify":1633937096054,"author":{"id":"3573324576226032","authorId":"3573324576226032","name":"MichelleTan","avatar":"https://static.tigerbbs.com/675b3c18a31a7218811900a902274b2f","vip":1,"crmLevel":12,"crmLevelSwitch":0,"idStr":"3573324576226032","authorIdStr":"3573324576226032"},"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/143416777","repostId":1175159799,"repostType":4,"repost":{"id":"1175159799","kind":"news","pubTimestamp":1625799375,"share":"https://www.laohu8.com/m/news/1175159799?lang=zh_CN&edition=full","pubTime":"2021-07-09 10:56","market":"us","language":"en","title":"Another Summer, Another Deep-Dive into Leisure Stocks<blockquote>又是一个夏天，又一次深入休闲股</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1175159799","media":"Nasdaq","summary":"The U.S. hospitality industry had a horrible 2020, with hotel occupancy starting to decline at the e","content":"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).<blockquote>美国酒店业经历了可怕的2020年，酒店入住率在第一季度末疫情来袭时开始下降，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%。平均日费率（ADR）也遵循类似的趋势，但直到3月份才开始回升。每间可用客房的收入（RevPAR）也是如此。</blockquote> 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%.<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%，营业毛利为72%，EBITDA为64%。</blockquote> 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 &amp; 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).<blockquote>根据STR的数据，劳动力是一个制约因素，本月劳动力成本仅达到64%。The<a href=\"https://laohu8.com/S/AFG\">美国的</a>酒店与住宿协会（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%改善至13.8%。</blockquote> 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.<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%的人已经为即将到来的旅行改变了目的地/景点。</blockquote> 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.<blockquote>然而，在过去三个月中进行过过夜旅行的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下降。尽管如此，仍有28.2%的人被鼓励多旅行。</blockquote> 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.<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，下半年为36%，明年还会有20%。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，因为商务旅行往往更稳定，全年分布也更好。</blockquote> 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.<blockquote>埃森哲的一份报告得出的结论是，这应该会促使酒店瞄准休闲顾客，休闲顾客也因疫情而经历了巨大的变化，现在希望更好地关注健康和安全。绝大多数人也更喜欢不用登机的本地旅行。</blockquote> Get Smart Investing delivered to your inbox weekly<blockquote>每周将智能投资发送到您的收件箱</blockquote> 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&amp;ri=280a40087784ebb5f8593d169de0fa12&amp;sd=v2_1f44cba24549ceff5eae4220417cc00f_739155c7-32f9-4cfc-bd2a-7c945c8cc6a6-tuct6dec6e5_1625799373_1625799373_CIi3jgYQpexOGLrixsmoLyABKAMwXjiHxgpQ____________AVgAYPgFaMnN7e355PrqbQ&amp;ui=739155c7-32f9-4cfc-bd2a-7c945c8cc6a6-tuct6dec6e5&amp;it=text&amp;ii=~~V1~~-2271844424992261882~~GYmfRNGSl0rK8-nnFPMPP75ju3kqkUmsJg8o22PFmrMndpXq_nTToVci-tV_1bYyPVPbFHdycXfyr1VxmozLcV7JbGFbjtizQN29Zpin8p1JlawpbYFtoRw_FVSAoDPy8yoVX_ZV1DUzrU9mgEqIxVpt34vkyVLCqQj-j_6Ik-WFwt9_72reDSrMsTKuuUo5nQWg8xf9hxSk2mft8VuEUpKTtSXAAAG_KGWuoC8Kedz30ZsDV4TPEZhYUq6-neqBck-h9NOhJgoaa9oN4uh4cUJ3e9P0FOqxzd67ctpPQJ21bRdWwF-LL0jq9xtEg2_2&amp;pt=text&amp;li=rbox-t2m&amp;sig=6feaf0991d322d2f1977d4ad75829318e70a01bfce29&amp;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&amp;vi=1625799373114&amp;p=grammarly-sc&amp;r=39&amp;lti=deflated&amp;ppb=CLcG&amp;cpb=EhIyMDIxMDcwOC01LVJFTEVBU0UYASCc__________8BKhlzZy50YWJvb2xhc3luZGljYXRpb24uY29tMgh3YXRlcjM0NziA-qnyBUCHxgpY____________AWMI7___________ARDv__________8BGBFkYwjXFhDVHxgjZGMI3P__________ARDc__________8BGCRkYwjcChCgEBgWZGMIqB8Q6CoYB2RjCNIDEOAGGAhkYwiWFBCcHBgYZGMIhh8QwyoYGWRjCPf__________wEQ9___________ARgJZGMI9BQQnh0YH2R4AYABAogBgvnfSA&amp;cta=true\" target=\"_blank\">Install Now</a><blockquote>立即订阅赞助链接使用这个有用的浏览器扩展语法避免语法错误<a href=\"https://trc.taboola.com/nasdaq-nasdaq/log/3/click?pi=%2Farticles%2Fanother-summer-another-deep-dive-into-leisure-stocks-2021-07-08&amp;ri=280a40087784ebb5f8593d169de0fa12&amp;sd=v2_1f44cba24549ceff5eae4220417cc00f_739155c7-32f9-4cfc-bd2a-7c945c8cc6a6-tuct6dec6e5_1625799373_1625799373_CIi3jgYQpexOGLrixsmoLyABKAMwXjiHxgpQ____________AVgAYPgFaMnN7e355PrqbQ&amp;ui=739155c7-32f9-4cfc-bd2a-7c945c8cc6a6-tuct6dec6e5&amp;it=text&amp;ii=~~V1~~-2271844424992261882~~GYmfRNGSl0rK8-nnFPMPP75ju3kqkUmsJg8o22PFmrMndpXq_nTToVci-tV_1bYyPVPbFHdycXfyr1VxmozLcV7JbGFbjtizQN29Zpin8p1JlawpbYFtoRw_FVSAoDPy8yoVX_ZV1DUzrU9mgEqIxVpt34vkyVLCqQj-j_6Ik-WFwt9_72reDSrMsTKuuUo5nQWg8xf9hxSk2mft8VuEUpKTtSXAAAG_KGWuoC8Kedz30ZsDV4TPEZhYUq6-neqBck-h9NOhJgoaa9oN4uh4cUJ3e9P0FOqxzd67ctpPQJ21bRdWwF-LL0jq9xtEg2_2&amp;pt=text&amp;li=rbox-t2m&amp;sig=6feaf0991d322d2f1977d4ad75829318e70a01bfce29&amp;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&amp;vi=1625799373114&amp;p=grammarly-sc&amp;r=39&lt;i=deflated&amp;ppb=CLcG&amp;cpb=EhIyMDIxMDcwOC01LVJFTEVBU0UYASCc__________8BKhlzZy50YWJvb2xhc3luZGljYXRpb24uY29tMgh3YXRlcjM0NziA-qnyBUCHxgpY____________AWMI7___________ARDv__________8BGBFkYwjXFhDVHxgjZGMI3P__________ARDc__________8BGCRkYwjcChCgEBgWZGMIqB8Q6CoYB2RjCNIDEOAGGAhkYwiWFBCcHBgYZGMIhh8QwyoYGWRjCPf__________wEQ9___________ARgJZGMI9BQQnh0YH2R4AYABAogBgvnfSA&amp;cta=true\" target=\"_blank\">立即安装</a></blockquote> 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).<blockquote>美国酒店业经历了可怕的2020年，酒店入住率在第一季度末疫情来袭时开始下降，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%。平均日费率（ADR）也遵循类似的趋势，但直到3月份才开始回升。每间可用客房的收入（RevPAR）也是如此。</blockquote> 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%.<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%，营业毛利为72%，EBITDA为64%。</blockquote> 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 &amp; 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).<blockquote>根据STR的数据，劳动力是一个制约因素，本月劳动力成本仅达到64%。The<a href=\"https://laohu8.com/S/AMSWA\">美国的</a>酒店与住宿协会（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%改善至13.8%。</blockquote> 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.<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%的人已经为即将到来的旅行改变了目的地/景点。</blockquote> 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.<blockquote>然而，在过去三个月中进行过过夜旅行的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下降。尽管如此，仍有28.2%的人被鼓励多旅行。</blockquote> 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.<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，下半年为36%，明年还会有20%。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，因为商务旅行往往更稳定，全年分布也更好。</blockquote> 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.<blockquote>埃森哲的一份报告得出的结论是，这应该会促使酒店瞄准休闲顾客，休闲顾客也因疫情而经历了巨大的变化，现在希望更好地关注健康和安全。绝大多数人也更喜欢不用登机的本地旅行。</blockquote> Read More<blockquote>阅读更多</blockquote> 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.<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> 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.<blockquote>这就是为什么今年夏天可能是另一个好的<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%。正如我们许多人已经知道的那样，当一个行业处于前50%时（越高越好），历史数据显示它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咤克斯#1（强力买入）或#2（买入）排名。</blockquote> So let’s see what we have here-<blockquote>让我们看看这里有什么-</blockquote> Academy Sports and Outdoors, Inc.ASO, which offers outdoor, apparel, footwear and sports &amp; 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.<blockquote>学院运动与户外公司ASO提供户外、服装、鞋类和运动休闲装备的公司排名第一。价值和增长得分为A；预计收入增长9.9%，预计盈利增长23.8%；2022财年（截至1月）和2023财年盈利预期的90天变化分别为62.9%和28.1%，这只股票看起来是一个可靠的选择。</blockquote> Number 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.<blockquote>名单上的第二位是克拉鲁斯公司CLAR该公司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设备和服装。虽然这只咤克斯排名第一的股票的价值和增长得分F不太理想，但32.7%的预期收入增长和81.4%的收益增长相当令人鼓舞。2021年的预估修正趋势显示，过去90天内上涨23美分至1.27美元。2022年的预测显示上涨30美分至1.55美元。</blockquote> Next we haveSmith &amp; 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.<blockquote>接下来我们有史密斯威森品牌公司SWBI、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还拥有咤克斯排名第一的排名，这些都表明了强大的上升潜力。尽管该公司在2020年的强劲业绩中看到了一些困难，但预估修正趋势表明它继续朝着正确的方向前进。</blockquote> 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%.<blockquote>因此，我们发现2022财年（截至4月）盈利预期在过去90天内上涨了145.8%。2023款在90天前还没有上市，但自从60天前上市以来，已经上涨了66.3%。</blockquote> #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.<blockquote>排名第一YETI控股公司YETI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。该股在增长方面获得了令人鼓舞的B，但在其他方面则获得了F，这并不是那么热门。但看看其2021年和2022年两位数的收入和盈利增长预期，简直令人兴奋。</blockquote> 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.<blockquote>此外，还有一个积极的预测修正趋势：过去90天内，2021年盈利预测上调8.8%，而2022年盈利预测上调9.1%。</blockquote> Lazydays Holdings, Inc.LAZYis 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.<blockquote>Lazydays控股公司LAZY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的行业页面了解更多选择（这是一个很长的列表）。这个<a href=\"https://laohu8.com/S/AONE\">一</a>价值和增长都得了A，动力得了B。目前预计今年的收入和盈利将分别增长20.7%和22.4%。</blockquote> 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.<blockquote>虽然无法获得90天前的预测，但我看到过去60天内2021年的预测上涨了17美分，2022年的预测上涨了20美分。而这绝对是一个好的趋势。</blockquote> Year-to-Date Price Performance<img src=\"https://static.tigerbbs.com/3f67ac3639c296d20c6476ab01f8959b\" tg-width=\"620\" tg-height=\"508\" referrerpolicy=\"no-referrer\">Image Source: ZacksInvestment Research<blockquote>年初至今的价格表现图片来源：扎克投资研究</blockquote> 5 Stocks Set to Double<blockquote>5只股票将翻倍</blockquote> 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.<blockquote>每只股票都被咤克斯专家精心挑选为2020年最受欢迎的股票，涨幅超过100%。每个人都来自不同的行业，都有独特的品质和催化剂，可以推动非凡的增长。</blockquote> 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.<blockquote>本报告中的大多数股票都在华尔街的雷达下飞行，这提供了一个进入底层的绝佳机会。</blockquote> Number 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.<blockquote>名单上的第二位是克拉鲁斯公司CLAR该公司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设备和服装。虽然这只咤克斯排名第一的股票的价值和增长得分F不太理想，但32.7%的预期收入增长和81.4%的收益增长相当令人鼓舞。2021年的预估修正趋势显示，过去90天内上涨23美分至1.27美元。2022年的预测显示上涨30美分至1.55美元。</blockquote> Next we haveSmith &amp; 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.<blockquote>接下来我们有史密斯威森品牌公司SWBI、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还拥有咤克斯排名第一的排名，这些都表明了强大的上升潜力。尽管该公司在2020年的强劲业绩中看到了一些困难，但预估修正趋势表明它继续朝着正确的方向前进。</blockquote>","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>又是一个夏天，又一次深入休闲股</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>又是一个夏天，又一次深入休闲股</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nNasdaq2021-07-09 10:56\n\n</h4>\n</header>\n<article>\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).<blockquote>美国酒店业经历了可怕的2020年，酒店入住率在第一季度末疫情来袭时开始下降，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%。平均日费率（ADR）也遵循类似的趋势，但直到3月份才开始回升。每间可用客房的收入（RevPAR）也是如此。</blockquote> 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%.<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%，营业毛利为72%，EBITDA为64%。</blockquote> 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 &amp; 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).<blockquote>根据STR的数据，劳动力是一个制约因素，本月劳动力成本仅达到64%。The<a href=\"https://laohu8.com/S/AFG\">美国的</a>酒店与住宿协会（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%改善至13.8%。</blockquote> 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.<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%的人已经为即将到来的旅行改变了目的地/景点。</blockquote> 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.<blockquote>然而，在过去三个月中进行过过夜旅行的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下降。尽管如此，仍有28.2%的人被鼓励多旅行。</blockquote> 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.<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，下半年为36%，明年还会有20%。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，因为商务旅行往往更稳定，全年分布也更好。</blockquote> 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.<blockquote>埃森哲的一份报告得出的结论是，这应该会促使酒店瞄准休闲顾客，休闲顾客也因疫情而经历了巨大的变化，现在希望更好地关注健康和安全。绝大多数人也更喜欢不用登机的本地旅行。</blockquote> Get Smart Investing delivered to your inbox weekly<blockquote>每周将智能投资发送到您的收件箱</blockquote> 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&amp;ri=280a40087784ebb5f8593d169de0fa12&amp;sd=v2_1f44cba24549ceff5eae4220417cc00f_739155c7-32f9-4cfc-bd2a-7c945c8cc6a6-tuct6dec6e5_1625799373_1625799373_CIi3jgYQpexOGLrixsmoLyABKAMwXjiHxgpQ____________AVgAYPgFaMnN7e355PrqbQ&amp;ui=739155c7-32f9-4cfc-bd2a-7c945c8cc6a6-tuct6dec6e5&amp;it=text&amp;ii=~~V1~~-2271844424992261882~~GYmfRNGSl0rK8-nnFPMPP75ju3kqkUmsJg8o22PFmrMndpXq_nTToVci-tV_1bYyPVPbFHdycXfyr1VxmozLcV7JbGFbjtizQN29Zpin8p1JlawpbYFtoRw_FVSAoDPy8yoVX_ZV1DUzrU9mgEqIxVpt34vkyVLCqQj-j_6Ik-WFwt9_72reDSrMsTKuuUo5nQWg8xf9hxSk2mft8VuEUpKTtSXAAAG_KGWuoC8Kedz30ZsDV4TPEZhYUq6-neqBck-h9NOhJgoaa9oN4uh4cUJ3e9P0FOqxzd67ctpPQJ21bRdWwF-LL0jq9xtEg2_2&amp;pt=text&amp;li=rbox-t2m&amp;sig=6feaf0991d322d2f1977d4ad75829318e70a01bfce29&amp;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&amp;vi=1625799373114&amp;p=grammarly-sc&amp;r=39&amp;lti=deflated&amp;ppb=CLcG&amp;cpb=EhIyMDIxMDcwOC01LVJFTEVBU0UYASCc__________8BKhlzZy50YWJvb2xhc3luZGljYXRpb24uY29tMgh3YXRlcjM0NziA-qnyBUCHxgpY____________AWMI7___________ARDv__________8BGBFkYwjXFhDVHxgjZGMI3P__________ARDc__________8BGCRkYwjcChCgEBgWZGMIqB8Q6CoYB2RjCNIDEOAGGAhkYwiWFBCcHBgYZGMIhh8QwyoYGWRjCPf__________wEQ9___________ARgJZGMI9BQQnh0YH2R4AYABAogBgvnfSA&amp;cta=true\" target=\"_blank\">Install Now</a><blockquote>立即订阅赞助链接使用这个有用的浏览器扩展语法避免语法错误<a href=\"https://trc.taboola.com/nasdaq-nasdaq/log/3/click?pi=%2Farticles%2Fanother-summer-another-deep-dive-into-leisure-stocks-2021-07-08&amp;ri=280a40087784ebb5f8593d169de0fa12&amp;sd=v2_1f44cba24549ceff5eae4220417cc00f_739155c7-32f9-4cfc-bd2a-7c945c8cc6a6-tuct6dec6e5_1625799373_1625799373_CIi3jgYQpexOGLrixsmoLyABKAMwXjiHxgpQ____________AVgAYPgFaMnN7e355PrqbQ&amp;ui=739155c7-32f9-4cfc-bd2a-7c945c8cc6a6-tuct6dec6e5&amp;it=text&amp;ii=~~V1~~-2271844424992261882~~GYmfRNGSl0rK8-nnFPMPP75ju3kqkUmsJg8o22PFmrMndpXq_nTToVci-tV_1bYyPVPbFHdycXfyr1VxmozLcV7JbGFbjtizQN29Zpin8p1JlawpbYFtoRw_FVSAoDPy8yoVX_ZV1DUzrU9mgEqIxVpt34vkyVLCqQj-j_6Ik-WFwt9_72reDSrMsTKuuUo5nQWg8xf9hxSk2mft8VuEUpKTtSXAAAG_KGWuoC8Kedz30ZsDV4TPEZhYUq6-neqBck-h9NOhJgoaa9oN4uh4cUJ3e9P0FOqxzd67ctpPQJ21bRdWwF-LL0jq9xtEg2_2&amp;pt=text&amp;li=rbox-t2m&amp;sig=6feaf0991d322d2f1977d4ad75829318e70a01bfce29&amp;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&amp;vi=1625799373114&amp;p=grammarly-sc&amp;r=39&lt;i=deflated&amp;ppb=CLcG&amp;cpb=EhIyMDIxMDcwOC01LVJFTEVBU0UYASCc__________8BKhlzZy50YWJvb2xhc3luZGljYXRpb24uY29tMgh3YXRlcjM0NziA-qnyBUCHxgpY____________AWMI7___________ARDv__________8BGBFkYwjXFhDVHxgjZGMI3P__________ARDc__________8BGCRkYwjcChCgEBgWZGMIqB8Q6CoYB2RjCNIDEOAGGAhkYwiWFBCcHBgYZGMIhh8QwyoYGWRjCPf__________wEQ9___________ARgJZGMI9BQQnh0YH2R4AYABAogBgvnfSA&amp;cta=true\" target=\"_blank\">立即安装</a></blockquote> 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).<blockquote>美国酒店业经历了可怕的2020年，酒店入住率在第一季度末疫情来袭时开始下降，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%。平均日费率（ADR）也遵循类似的趋势，但直到3月份才开始回升。每间可用客房的收入（RevPAR）也是如此。</blockquote> 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%.<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%，营业毛利为72%，EBITDA为64%。</blockquote> 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 &amp; 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).<blockquote>根据STR的数据，劳动力是一个制约因素，本月劳动力成本仅达到64%。The<a href=\"https://laohu8.com/S/AMSWA\">美国的</a>酒店与住宿协会（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%改善至13.8%。</blockquote> 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.<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%的人已经为即将到来的旅行改变了目的地/景点。</blockquote> 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.<blockquote>然而，在过去三个月中进行过过夜旅行的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下降。尽管如此，仍有28.2%的人被鼓励多旅行。</blockquote> 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.<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，下半年为36%，明年还会有20%。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，因为商务旅行往往更稳定，全年分布也更好。</blockquote> 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.<blockquote>埃森哲的一份报告得出的结论是，这应该会促使酒店瞄准休闲顾客，休闲顾客也因疫情而经历了巨大的变化，现在希望更好地关注健康和安全。绝大多数人也更喜欢不用登机的本地旅行。</blockquote> Read More<blockquote>阅读更多</blockquote> 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.<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> 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.<blockquote>这就是为什么今年夏天可能是另一个好的<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%。正如我们许多人已经知道的那样，当一个行业处于前50%时（越高越好），历史数据显示它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咤克斯#1（强力买入）或#2（买入）排名。</blockquote> So let’s see what we have here-<blockquote>让我们看看这里有什么-</blockquote> Academy Sports and Outdoors, Inc.ASO, which offers outdoor, apparel, footwear and sports &amp; 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.<blockquote>学院运动与户外公司ASO提供户外、服装、鞋类和运动休闲装备的公司排名第一。价值和增长得分为A；预计收入增长9.9%，预计盈利增长23.8%；2022财年（截至1月）和2023财年盈利预期的90天变化分别为62.9%和28.1%，这只股票看起来是一个可靠的选择。</blockquote> Number 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.<blockquote>名单上的第二位是克拉鲁斯公司CLAR该公司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设备和服装。虽然这只咤克斯排名第一的股票的价值和增长得分F不太理想，但32.7%的预期收入增长和81.4%的收益增长相当令人鼓舞。2021年的预估修正趋势显示，过去90天内上涨23美分至1.27美元。2022年的预测显示上涨30美分至1.55美元。</blockquote> Next we haveSmith &amp; 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.<blockquote>接下来我们有史密斯威森品牌公司SWBI、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还拥有咤克斯排名第一的排名，这些都表明了强大的上升潜力。尽管该公司在2020年的强劲业绩中看到了一些困难，但预估修正趋势表明它继续朝着正确的方向前进。</blockquote> 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%.<blockquote>因此，我们发现2022财年（截至4月）盈利预期在过去90天内上涨了145.8%。2023款在90天前还没有上市，但自从60天前上市以来，已经上涨了66.3%。</blockquote> #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.<blockquote>排名第一YETI控股公司YETI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。该股在增长方面获得了令人鼓舞的B，但在其他方面则获得了F，这并不是那么热门。但看看其2021年和2022年两位数的收入和盈利增长预期，简直令人兴奋。</blockquote> 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.<blockquote>此外，还有一个积极的预测修正趋势：过去90天内，2021年盈利预测上调8.8%，而2022年盈利预测上调9.1%。</blockquote> Lazydays Holdings, Inc.LAZYis 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.<blockquote>Lazydays控股公司LAZY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的行业页面了解更多选择（这是一个很长的列表）。这个<a href=\"https://laohu8.com/S/AONE\">一</a>价值和增长都得了A，动力得了B。目前预计今年的收入和盈利将分别增长20.7%和22.4%。</blockquote> 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.<blockquote>虽然无法获得90天前的预测，但我看到过去60天内2021年的预测上涨了17美分，2022年的预测上涨了20美分。而这绝对是一个好的趋势。</blockquote> Year-to-Date Price Performance<img src=\"https://static.tigerbbs.com/3f67ac3639c296d20c6476ab01f8959b\" tg-width=\"620\" tg-height=\"508\" referrerpolicy=\"no-referrer\">Image Source: ZacksInvestment Research<blockquote>年初至今的价格表现图片来源：扎克投资研究</blockquote> 5 Stocks Set to Double<blockquote>5只股票将翻倍</blockquote> 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.<blockquote>每只股票都被咤克斯专家精心挑选为2020年最受欢迎的股票，涨幅超过100%。每个人都来自不同的行业，都有独特的品质和催化剂，可以推动非凡的增长。</blockquote> 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.<blockquote>本报告中的大多数股票都在华尔街的雷达下飞行，这提供了一个进入底层的绝佳机会。</blockquote> Number 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.<blockquote>名单上的第二位是克拉鲁斯公司CLAR该公司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设备和服装。虽然这只咤克斯排名第一的股票的价值和增长得分F不太理想，但32.7%的预期收入增长和81.4%的收益增长相当令人鼓舞。2021年的预估修正趋势显示，过去90天内上涨23美分至1.27美元。2022年的预测显示上涨30美分至1.55美元。</blockquote> Next we haveSmith &amp; 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.<blockquote>接下来我们有史密斯威森品牌公司SWBI、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还拥有咤克斯排名第一的排名，这些都表明了强大的上升潜力。尽管该公司在2020年的强劲业绩中看到了一些困难，但预估修正趋势表明它继续朝着正确的方向前进。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.nasdaq.com/articles/another-summer-another-deep-dive-into-leisure-stocks-2021-07-08\">Nasdaq</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":{},"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,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":143587148,"gmtCreate":1625802190484,"gmtModify":1633937162691,"author":{"id":"3579673211261157","authorId":"3579673211261157","name":"BabySim","avatar":"https://static.tigerbbs.com/5c6f0cd54fab9f24929e66e54e08e3aa","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3579673211261157","authorIdStr":"3579673211261157"},"htmlText":"Comment&nbsp;","listText":"Comment&nbsp;","text":"Comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/143587148","repostId":1175159799,"repostType":4,"repost":{"id":"1175159799","kind":"news","pubTimestamp":1625799375,"share":"https://www.laohu8.com/m/news/1175159799?lang=zh_CN&edition=full","pubTime":"2021-07-09 10:56","market":"us","language":"en","title":"Another Summer, Another Deep-Dive into Leisure Stocks<blockquote>又是一个夏天，又一次深入休闲股</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1175159799","media":"Nasdaq","summary":"The U.S. hospitality industry had a horrible 2020, with hotel occupancy starting to decline at the e","content":"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).<blockquote>美国酒店业经历了可怕的2020年，酒店入住率在第一季度末疫情来袭时开始下降，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%。平均日费率（ADR）也遵循类似的趋势，但直到3月份才开始回升。每间可用客房的收入（RevPAR）也是如此。</blockquote> 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%.<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%，营业毛利为72%，EBITDA为64%。</blockquote> 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 &amp; 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).<blockquote>根据STR的数据，劳动力是一个制约因素，本月劳动力成本仅达到64%。The<a href=\"https://laohu8.com/S/AFG\">美国的</a>酒店与住宿协会（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%改善至13.8%。</blockquote> 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.<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%的人已经为即将到来的旅行改变了目的地/景点。</blockquote> 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.<blockquote>然而，在过去三个月中进行过过夜旅行的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下降。尽管如此，仍有28.2%的人被鼓励多旅行。</blockquote> 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.<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，下半年为36%，明年还会有20%。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，因为商务旅行往往更稳定，全年分布也更好。</blockquote> 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.<blockquote>埃森哲的一份报告得出的结论是，这应该会促使酒店瞄准休闲顾客，休闲顾客也因疫情而经历了巨大的变化，现在希望更好地关注健康和安全。绝大多数人也更喜欢不用登机的本地旅行。</blockquote> Get Smart Investing delivered to your inbox weekly<blockquote>每周将智能投资发送到您的收件箱</blockquote> 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&amp;ri=280a40087784ebb5f8593d169de0fa12&amp;sd=v2_1f44cba24549ceff5eae4220417cc00f_739155c7-32f9-4cfc-bd2a-7c945c8cc6a6-tuct6dec6e5_1625799373_1625799373_CIi3jgYQpexOGLrixsmoLyABKAMwXjiHxgpQ____________AVgAYPgFaMnN7e355PrqbQ&amp;ui=739155c7-32f9-4cfc-bd2a-7c945c8cc6a6-tuct6dec6e5&amp;it=text&amp;ii=~~V1~~-2271844424992261882~~GYmfRNGSl0rK8-nnFPMPP75ju3kqkUmsJg8o22PFmrMndpXq_nTToVci-tV_1bYyPVPbFHdycXfyr1VxmozLcV7JbGFbjtizQN29Zpin8p1JlawpbYFtoRw_FVSAoDPy8yoVX_ZV1DUzrU9mgEqIxVpt34vkyVLCqQj-j_6Ik-WFwt9_72reDSrMsTKuuUo5nQWg8xf9hxSk2mft8VuEUpKTtSXAAAG_KGWuoC8Kedz30ZsDV4TPEZhYUq6-neqBck-h9NOhJgoaa9oN4uh4cUJ3e9P0FOqxzd67ctpPQJ21bRdWwF-LL0jq9xtEg2_2&amp;pt=text&amp;li=rbox-t2m&amp;sig=6feaf0991d322d2f1977d4ad75829318e70a01bfce29&amp;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&amp;vi=1625799373114&amp;p=grammarly-sc&amp;r=39&amp;lti=deflated&amp;ppb=CLcG&amp;cpb=EhIyMDIxMDcwOC01LVJFTEVBU0UYASCc__________8BKhlzZy50YWJvb2xhc3luZGljYXRpb24uY29tMgh3YXRlcjM0NziA-qnyBUCHxgpY____________AWMI7___________ARDv__________8BGBFkYwjXFhDVHxgjZGMI3P__________ARDc__________8BGCRkYwjcChCgEBgWZGMIqB8Q6CoYB2RjCNIDEOAGGAhkYwiWFBCcHBgYZGMIhh8QwyoYGWRjCPf__________wEQ9___________ARgJZGMI9BQQnh0YH2R4AYABAogBgvnfSA&amp;cta=true\" target=\"_blank\">Install Now</a><blockquote>立即订阅赞助链接使用这个有用的浏览器扩展语法避免语法错误<a href=\"https://trc.taboola.com/nasdaq-nasdaq/log/3/click?pi=%2Farticles%2Fanother-summer-another-deep-dive-into-leisure-stocks-2021-07-08&amp;ri=280a40087784ebb5f8593d169de0fa12&amp;sd=v2_1f44cba24549ceff5eae4220417cc00f_739155c7-32f9-4cfc-bd2a-7c945c8cc6a6-tuct6dec6e5_1625799373_1625799373_CIi3jgYQpexOGLrixsmoLyABKAMwXjiHxgpQ____________AVgAYPgFaMnN7e355PrqbQ&amp;ui=739155c7-32f9-4cfc-bd2a-7c945c8cc6a6-tuct6dec6e5&amp;it=text&amp;ii=~~V1~~-2271844424992261882~~GYmfRNGSl0rK8-nnFPMPP75ju3kqkUmsJg8o22PFmrMndpXq_nTToVci-tV_1bYyPVPbFHdycXfyr1VxmozLcV7JbGFbjtizQN29Zpin8p1JlawpbYFtoRw_FVSAoDPy8yoVX_ZV1DUzrU9mgEqIxVpt34vkyVLCqQj-j_6Ik-WFwt9_72reDSrMsTKuuUo5nQWg8xf9hxSk2mft8VuEUpKTtSXAAAG_KGWuoC8Kedz30ZsDV4TPEZhYUq6-neqBck-h9NOhJgoaa9oN4uh4cUJ3e9P0FOqxzd67ctpPQJ21bRdWwF-LL0jq9xtEg2_2&amp;pt=text&amp;li=rbox-t2m&amp;sig=6feaf0991d322d2f1977d4ad75829318e70a01bfce29&amp;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&amp;vi=1625799373114&amp;p=grammarly-sc&amp;r=39&lt;i=deflated&amp;ppb=CLcG&amp;cpb=EhIyMDIxMDcwOC01LVJFTEVBU0UYASCc__________8BKhlzZy50YWJvb2xhc3luZGljYXRpb24uY29tMgh3YXRlcjM0NziA-qnyBUCHxgpY____________AWMI7___________ARDv__________8BGBFkYwjXFhDVHxgjZGMI3P__________ARDc__________8BGCRkYwjcChCgEBgWZGMIqB8Q6CoYB2RjCNIDEOAGGAhkYwiWFBCcHBgYZGMIhh8QwyoYGWRjCPf__________wEQ9___________ARgJZGMI9BQQnh0YH2R4AYABAogBgvnfSA&amp;cta=true\" target=\"_blank\">立即安装</a></blockquote> 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).<blockquote>美国酒店业经历了可怕的2020年，酒店入住率在第一季度末疫情来袭时开始下降，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%。平均日费率（ADR）也遵循类似的趋势，但直到3月份才开始回升。每间可用客房的收入（RevPAR）也是如此。</blockquote> 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%.<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%，营业毛利为72%，EBITDA为64%。</blockquote> 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 &amp; 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).<blockquote>根据STR的数据，劳动力是一个制约因素，本月劳动力成本仅达到64%。The<a href=\"https://laohu8.com/S/AMSWA\">美国的</a>酒店与住宿协会（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%改善至13.8%。</blockquote> 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.<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%的人已经为即将到来的旅行改变了目的地/景点。</blockquote> 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.<blockquote>然而，在过去三个月中进行过过夜旅行的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下降。尽管如此，仍有28.2%的人被鼓励多旅行。</blockquote> 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.<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，下半年为36%，明年还会有20%。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，因为商务旅行往往更稳定，全年分布也更好。</blockquote> 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.<blockquote>埃森哲的一份报告得出的结论是，这应该会促使酒店瞄准休闲顾客，休闲顾客也因疫情而经历了巨大的变化，现在希望更好地关注健康和安全。绝大多数人也更喜欢不用登机的本地旅行。</blockquote> Read More<blockquote>阅读更多</blockquote> 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.<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> 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.<blockquote>这就是为什么今年夏天可能是另一个好的<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%。正如我们许多人已经知道的那样，当一个行业处于前50%时（越高越好），历史数据显示它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咤克斯#1（强力买入）或#2（买入）排名。</blockquote> So let’s see what we have here-<blockquote>让我们看看这里有什么-</blockquote> Academy Sports and Outdoors, Inc.ASO, which offers outdoor, apparel, footwear and sports &amp; 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.<blockquote>学院运动与户外公司ASO提供户外、服装、鞋类和运动休闲装备的公司排名第一。价值和增长得分为A；预计收入增长9.9%，预计盈利增长23.8%；2022财年（截至1月）和2023财年盈利预期的90天变化分别为62.9%和28.1%，这只股票看起来是一个可靠的选择。</blockquote> Number 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.<blockquote>名单上的第二位是克拉鲁斯公司CLAR该公司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设备和服装。虽然这只咤克斯排名第一的股票的价值和增长得分F不太理想，但32.7%的预期收入增长和81.4%的收益增长相当令人鼓舞。2021年的预估修正趋势显示，过去90天内上涨23美分至1.27美元。2022年的预测显示上涨30美分至1.55美元。</blockquote> Next we haveSmith &amp; 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.<blockquote>接下来我们有史密斯威森品牌公司SWBI、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还拥有咤克斯排名第一的排名，这些都表明了强大的上升潜力。尽管该公司在2020年的强劲业绩中看到了一些困难，但预估修正趋势表明它继续朝着正确的方向前进。</blockquote> 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%.<blockquote>因此，我们发现2022财年（截至4月）盈利预期在过去90天内上涨了145.8%。2023款在90天前还没有上市，但自从60天前上市以来，已经上涨了66.3%。</blockquote> #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.<blockquote>排名第一YETI控股公司YETI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。该股在增长方面获得了令人鼓舞的B，但在其他方面则获得了F，这并不是那么热门。但看看其2021年和2022年两位数的收入和盈利增长预期，简直令人兴奋。</blockquote> 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.<blockquote>此外，还有一个积极的预测修正趋势：过去90天内，2021年盈利预测上调8.8%，而2022年盈利预测上调9.1%。</blockquote> Lazydays Holdings, Inc.LAZYis 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.<blockquote>Lazydays控股公司LAZY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的行业页面了解更多选择（这是一个很长的列表）。这个<a href=\"https://laohu8.com/S/AONE\">一</a>价值和增长都得了A，动力得了B。目前预计今年的收入和盈利将分别增长20.7%和22.4%。</blockquote> 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.<blockquote>虽然无法获得90天前的预测，但我看到过去60天内2021年的预测上涨了17美分，2022年的预测上涨了20美分。而这绝对是一个好的趋势。</blockquote> Year-to-Date Price Performance<img src=\"https://static.tigerbbs.com/3f67ac3639c296d20c6476ab01f8959b\" tg-width=\"620\" tg-height=\"508\" referrerpolicy=\"no-referrer\">Image Source: ZacksInvestment Research<blockquote>年初至今的价格表现图片来源：扎克投资研究</blockquote> 5 Stocks Set to Double<blockquote>5只股票将翻倍</blockquote> 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.<blockquote>每只股票都被咤克斯专家精心挑选为2020年最受欢迎的股票，涨幅超过100%。每个人都来自不同的行业，都有独特的品质和催化剂，可以推动非凡的增长。</blockquote> 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.<blockquote>本报告中的大多数股票都在华尔街的雷达下飞行，这提供了一个进入底层的绝佳机会。</blockquote> Number 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.<blockquote>名单上的第二位是克拉鲁斯公司CLAR该公司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设备和服装。虽然这只咤克斯排名第一的股票的价值和增长得分F不太理想，但32.7%的预期收入增长和81.4%的收益增长相当令人鼓舞。2021年的预估修正趋势显示，过去90天内上涨23美分至1.27美元。2022年的预测显示上涨30美分至1.55美元。</blockquote> Next we haveSmith &amp; 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.<blockquote>接下来我们有史密斯威森品牌公司SWBI、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还拥有咤克斯排名第一的排名，这些都表明了强大的上升潜力。尽管该公司在2020年的强劲业绩中看到了一些困难，但预估修正趋势表明它继续朝着正确的方向前进。</blockquote>","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>又是一个夏天，又一次深入休闲股</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>又是一个夏天，又一次深入休闲股</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nNasdaq2021-07-09 10:56\n\n</h4>\n</header>\n<article>\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).<blockquote>美国酒店业经历了可怕的2020年，酒店入住率在第一季度末疫情来袭时开始下降，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%。平均日费率（ADR）也遵循类似的趋势，但直到3月份才开始回升。每间可用客房的收入（RevPAR）也是如此。</blockquote> 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%.<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%，营业毛利为72%，EBITDA为64%。</blockquote> 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 &amp; 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).<blockquote>根据STR的数据，劳动力是一个制约因素，本月劳动力成本仅达到64%。The<a href=\"https://laohu8.com/S/AFG\">美国的</a>酒店与住宿协会（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%改善至13.8%。</blockquote> 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.<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%的人已经为即将到来的旅行改变了目的地/景点。</blockquote> 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.<blockquote>然而，在过去三个月中进行过过夜旅行的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下降。尽管如此，仍有28.2%的人被鼓励多旅行。</blockquote> 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.<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，下半年为36%，明年还会有20%。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，因为商务旅行往往更稳定，全年分布也更好。</blockquote> 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.<blockquote>埃森哲的一份报告得出的结论是，这应该会促使酒店瞄准休闲顾客，休闲顾客也因疫情而经历了巨大的变化，现在希望更好地关注健康和安全。绝大多数人也更喜欢不用登机的本地旅行。</blockquote> Get Smart Investing delivered to your inbox weekly<blockquote>每周将智能投资发送到您的收件箱</blockquote> 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&amp;ri=280a40087784ebb5f8593d169de0fa12&amp;sd=v2_1f44cba24549ceff5eae4220417cc00f_739155c7-32f9-4cfc-bd2a-7c945c8cc6a6-tuct6dec6e5_1625799373_1625799373_CIi3jgYQpexOGLrixsmoLyABKAMwXjiHxgpQ____________AVgAYPgFaMnN7e355PrqbQ&amp;ui=739155c7-32f9-4cfc-bd2a-7c945c8cc6a6-tuct6dec6e5&amp;it=text&amp;ii=~~V1~~-2271844424992261882~~GYmfRNGSl0rK8-nnFPMPP75ju3kqkUmsJg8o22PFmrMndpXq_nTToVci-tV_1bYyPVPbFHdycXfyr1VxmozLcV7JbGFbjtizQN29Zpin8p1JlawpbYFtoRw_FVSAoDPy8yoVX_ZV1DUzrU9mgEqIxVpt34vkyVLCqQj-j_6Ik-WFwt9_72reDSrMsTKuuUo5nQWg8xf9hxSk2mft8VuEUpKTtSXAAAG_KGWuoC8Kedz30ZsDV4TPEZhYUq6-neqBck-h9NOhJgoaa9oN4uh4cUJ3e9P0FOqxzd67ctpPQJ21bRdWwF-LL0jq9xtEg2_2&amp;pt=text&amp;li=rbox-t2m&amp;sig=6feaf0991d322d2f1977d4ad75829318e70a01bfce29&amp;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&amp;vi=1625799373114&amp;p=grammarly-sc&amp;r=39&amp;lti=deflated&amp;ppb=CLcG&amp;cpb=EhIyMDIxMDcwOC01LVJFTEVBU0UYASCc__________8BKhlzZy50YWJvb2xhc3luZGljYXRpb24uY29tMgh3YXRlcjM0NziA-qnyBUCHxgpY____________AWMI7___________ARDv__________8BGBFkYwjXFhDVHxgjZGMI3P__________ARDc__________8BGCRkYwjcChCgEBgWZGMIqB8Q6CoYB2RjCNIDEOAGGAhkYwiWFBCcHBgYZGMIhh8QwyoYGWRjCPf__________wEQ9___________ARgJZGMI9BQQnh0YH2R4AYABAogBgvnfSA&amp;cta=true\" target=\"_blank\">Install Now</a><blockquote>立即订阅赞助链接使用这个有用的浏览器扩展语法避免语法错误<a href=\"https://trc.taboola.com/nasdaq-nasdaq/log/3/click?pi=%2Farticles%2Fanother-summer-another-deep-dive-into-leisure-stocks-2021-07-08&amp;ri=280a40087784ebb5f8593d169de0fa12&amp;sd=v2_1f44cba24549ceff5eae4220417cc00f_739155c7-32f9-4cfc-bd2a-7c945c8cc6a6-tuct6dec6e5_1625799373_1625799373_CIi3jgYQpexOGLrixsmoLyABKAMwXjiHxgpQ____________AVgAYPgFaMnN7e355PrqbQ&amp;ui=739155c7-32f9-4cfc-bd2a-7c945c8cc6a6-tuct6dec6e5&amp;it=text&amp;ii=~~V1~~-2271844424992261882~~GYmfRNGSl0rK8-nnFPMPP75ju3kqkUmsJg8o22PFmrMndpXq_nTToVci-tV_1bYyPVPbFHdycXfyr1VxmozLcV7JbGFbjtizQN29Zpin8p1JlawpbYFtoRw_FVSAoDPy8yoVX_ZV1DUzrU9mgEqIxVpt34vkyVLCqQj-j_6Ik-WFwt9_72reDSrMsTKuuUo5nQWg8xf9hxSk2mft8VuEUpKTtSXAAAG_KGWuoC8Kedz30ZsDV4TPEZhYUq6-neqBck-h9NOhJgoaa9oN4uh4cUJ3e9P0FOqxzd67ctpPQJ21bRdWwF-LL0jq9xtEg2_2&amp;pt=text&amp;li=rbox-t2m&amp;sig=6feaf0991d322d2f1977d4ad75829318e70a01bfce29&amp;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&amp;vi=1625799373114&amp;p=grammarly-sc&amp;r=39&lt;i=deflated&amp;ppb=CLcG&amp;cpb=EhIyMDIxMDcwOC01LVJFTEVBU0UYASCc__________8BKhlzZy50YWJvb2xhc3luZGljYXRpb24uY29tMgh3YXRlcjM0NziA-qnyBUCHxgpY____________AWMI7___________ARDv__________8BGBFkYwjXFhDVHxgjZGMI3P__________ARDc__________8BGCRkYwjcChCgEBgWZGMIqB8Q6CoYB2RjCNIDEOAGGAhkYwiWFBCcHBgYZGMIhh8QwyoYGWRjCPf__________wEQ9___________ARgJZGMI9BQQnh0YH2R4AYABAogBgvnfSA&amp;cta=true\" target=\"_blank\">立即安装</a></blockquote> 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).<blockquote>美国酒店业经历了可怕的2020年，酒店入住率在第一季度末疫情来袭时开始下降，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%。平均日费率（ADR）也遵循类似的趋势，但直到3月份才开始回升。每间可用客房的收入（RevPAR）也是如此。</blockquote> 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%.<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%，营业毛利为72%，EBITDA为64%。</blockquote> 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 &amp; 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).<blockquote>根据STR的数据，劳动力是一个制约因素，本月劳动力成本仅达到64%。The<a href=\"https://laohu8.com/S/AMSWA\">美国的</a>酒店与住宿协会（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%改善至13.8%。</blockquote> 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.<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%的人已经为即将到来的旅行改变了目的地/景点。</blockquote> 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.<blockquote>然而，在过去三个月中进行过过夜旅行的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下降。尽管如此，仍有28.2%的人被鼓励多旅行。</blockquote> 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.<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，下半年为36%，明年还会有20%。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，因为商务旅行往往更稳定，全年分布也更好。</blockquote> 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.<blockquote>埃森哲的一份报告得出的结论是，这应该会促使酒店瞄准休闲顾客，休闲顾客也因疫情而经历了巨大的变化，现在希望更好地关注健康和安全。绝大多数人也更喜欢不用登机的本地旅行。</blockquote> Read More<blockquote>阅读更多</blockquote> 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.<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> 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.<blockquote>这就是为什么今年夏天可能是另一个好的<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%。正如我们许多人已经知道的那样，当一个行业处于前50%时（越高越好），历史数据显示它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咤克斯#1（强力买入）或#2（买入）排名。</blockquote> So let’s see what we have here-<blockquote>让我们看看这里有什么-</blockquote> Academy Sports and Outdoors, Inc.ASO, which offers outdoor, apparel, footwear and sports &amp; 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.<blockquote>学院运动与户外公司ASO提供户外、服装、鞋类和运动休闲装备的公司排名第一。价值和增长得分为A；预计收入增长9.9%，预计盈利增长23.8%；2022财年（截至1月）和2023财年盈利预期的90天变化分别为62.9%和28.1%，这只股票看起来是一个可靠的选择。</blockquote> Number 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.<blockquote>名单上的第二位是克拉鲁斯公司CLAR该公司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设备和服装。虽然这只咤克斯排名第一的股票的价值和增长得分F不太理想，但32.7%的预期收入增长和81.4%的收益增长相当令人鼓舞。2021年的预估修正趋势显示，过去90天内上涨23美分至1.27美元。2022年的预测显示上涨30美分至1.55美元。</blockquote> Next we haveSmith &amp; 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.<blockquote>接下来我们有史密斯威森品牌公司SWBI、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还拥有咤克斯排名第一的排名，这些都表明了强大的上升潜力。尽管该公司在2020年的强劲业绩中看到了一些困难，但预估修正趋势表明它继续朝着正确的方向前进。</blockquote> 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%.<blockquote>因此，我们发现2022财年（截至4月）盈利预期在过去90天内上涨了145.8%。2023款在90天前还没有上市，但自从60天前上市以来，已经上涨了66.3%。</blockquote> #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.<blockquote>排名第一YETI控股公司YETI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。该股在增长方面获得了令人鼓舞的B，但在其他方面则获得了F，这并不是那么热门。但看看其2021年和2022年两位数的收入和盈利增长预期，简直令人兴奋。</blockquote> 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.<blockquote>此外，还有一个积极的预测修正趋势：过去90天内，2021年盈利预测上调8.8%，而2022年盈利预测上调9.1%。</blockquote> Lazydays Holdings, Inc.LAZYis 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.<blockquote>Lazydays控股公司LAZY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的行业页面了解更多选择（这是一个很长的列表）。这个<a href=\"https://laohu8.com/S/AONE\">一</a>价值和增长都得了A，动力得了B。目前预计今年的收入和盈利将分别增长20.7%和22.4%。</blockquote> 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.<blockquote>虽然无法获得90天前的预测，但我看到过去60天内2021年的预测上涨了17美分，2022年的预测上涨了20美分。而这绝对是一个好的趋势。</blockquote> Year-to-Date Price Performance<img src=\"https://static.tigerbbs.com/3f67ac3639c296d20c6476ab01f8959b\" tg-width=\"620\" tg-height=\"508\" referrerpolicy=\"no-referrer\">Image Source: ZacksInvestment Research<blockquote>年初至今的价格表现图片来源：扎克投资研究</blockquote> 5 Stocks Set to Double<blockquote>5只股票将翻倍</blockquote> 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.<blockquote>每只股票都被咤克斯专家精心挑选为2020年最受欢迎的股票，涨幅超过100%。每个人都来自不同的行业，都有独特的品质和催化剂，可以推动非凡的增长。</blockquote> 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.<blockquote>本报告中的大多数股票都在华尔街的雷达下飞行，这提供了一个进入底层的绝佳机会。</blockquote> Number 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.<blockquote>名单上的第二位是克拉鲁斯公司CLAR该公司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设备和服装。虽然这只咤克斯排名第一的股票的价值和增长得分F不太理想，但32.7%的预期收入增长和81.4%的收益增长相当令人鼓舞。2021年的预估修正趋势显示，过去90天内上涨23美分至1.27美元。2022年的预测显示上涨30美分至1.55美元。</blockquote> Next we haveSmith &amp; 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.<blockquote>接下来我们有史密斯威森品牌公司SWBI、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还拥有咤克斯排名第一的排名，这些都表明了强大的上升潜力。尽管该公司在2020年的强劲业绩中看到了一些困难，但预估修正趋势表明它继续朝着正确的方向前进。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.nasdaq.com/articles/another-summer-another-deep-dive-into-leisure-stocks-2021-07-08\">Nasdaq</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":{},"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,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5168924,"gmtCreate":1625803117282,"gmtModify":1635233539172,"authorId":3582023952208003,"author":{"id":3582023952208003,"idStr":"3582023952208003","authorId":3582023952208003,"name":"Lucria","avatar":"https://static.tigerbbs.com/5d807a1638b2770b0e293aafc3d195cf","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":143587148,"type":1,"supId":0,"prevId":0,"content":"okay","text":"okay","html":"okay"},{"id":5168957,"gmtCreate":1625803418221,"gmtModify":1635233537072,"authorId":3556603880908436,"author":{"id":3556603880908436,"idStr":"3556603880908436","authorId":3556603880908436,"name":"Sm9999","avatar":"https://static.tigerbbs.com/f22a01c260a2d3210c64d83a162185c8","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":143587148,"type":1,"supId":0,"prevId":0,"content":"Ok","text":"Ok","html":"Ok"}],"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":107,"commentSize":10,"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,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","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/1175159799","isCrawlerRequest":true}