花旗8月零售客流报告：RH(RH.US)等增长延续可期，BJ批发俱乐部(BJ.US)同比考验较大

智通财经09-05

智通财经APP获悉，花旗发布研报，对所评级的零售商8月客流量数据进行点评。该行指出，Placer商店客流量数据显示，8月份花旗所评级的公司平均增长了2.0%。这一增长率较7月份的3.3%有所放缓，但两年累计增长率基本保持不变，8月份为 +5.9%，7月份为 +5.8%。8月份的一年期增长率低于前 12 个月 +2.8% 的趋势。从绝对增长来看，Ollie's Bargain Outlet、Boot...

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href=http://www.zhitongcaijing.com/content/detail/1342010.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，花旗发布研报，对所评级的零售商8月客流量数据进行点评。该行指出，Placer商店客流量数据显示，8月份花旗所评级的公司平均增长了2.0%。这一增长率较7月份的3.3%有所放缓，但两年累计增长率基本保持不变，8月份为 +5.9%，7月份为 +5.8%。8月份的一年期增长率低于前 12 个月 +2.8% 的趋势。从绝对增长来看，Ollie's Bargain Outlet、Boot...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1342010.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BJ","symbol_name":"BJ批发俱乐部","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1342010.html","article_id":"2565556697","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2565556697","pubTimestamp":1757064207,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"从环比来看，大多数公司与7月份相比均有所放缓，但百思买、RH、开市客和BJ批发俱乐部除外。在花旗所评级的 16 家零售商中，包括Advance Auto 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的趋势。从绝对增长来看，Ollie's Bargain Outlet、Boot Barn与RH增长最多，而Advance Auto Parts则出现了最大的降幅。从环比来看，大多数公司与7月份相比均有所放缓，但百思买、RH、开市客和BJ批发俱乐部除外。展望9月份，花旗所评级的公司的1年期比较平均会变得稍微容易一些。但是BJ批发俱乐部面临的比较会更加艰难，而 Advance Auto Parts、Boot Barn和RH则会相对容易一些。在花旗所评级的 16 家零售商中，包括Advance Auto Parts(AAP.US)、汽车地带(AZO.US)、百思买(BBY.US)、BJ批发俱乐部(BJ.US)、Boot Barn(BOOT.US)、开市客(COST.US)、Floor & Decor(FND.US)、家得宝(HD.US)、劳氏(LOW.US)、Ollie's Bargain Outlet(OLLI.US)、奥莱利(ORLY.US)、RH(RH.US)、拖拉机供应公司(TSCO.US)、胜牌(VVV.US)、Petco Health and Wellness(WOOF.US)以及Williams-Sonoma(WSM.US)。要点一：8 月客流量增加 2.0%，较 7 月有所放缓在花旗所评级的 16 家零售商中，8 月店铺客流量平均增长了 2.0%。与 7 月相比，店铺客流量有所放缓(下降 129 个基点)，但 2 年累计数据相对较为接近(8 月 +5.9% 对比 7 月 +5.8%)。在花旗所评级的范围内，8 月的增长低于 12 个月的平均值(+2.8%)。要点二：绝对增长由Ollie's Bargain Outlet、Boot Barn和 RH 引领Ollie's Bargain Outlet在花旗所评级的范围内迄今为止实现了最大的绝对增长，增长率为 +19.8%，其次是Boot Barn 和 RH，分别为 +10.9% 和 +5.9%。自 3 月以来，Ollie's Bargain Outlet在花旗的评级范围内一直有最高的客流量增长，并且在 8 月花旗所评级的公司中，其 2 年累计数据也是迄今为止最强劲的。Advance Auto Parts在 1 年度范围内出现了最大的下降，为 -7.9%，其次是Williams-Sonoma的 -6.9% 和劳氏的 -3.2%。要点三：百思买、RH、开市客和 BJ批发俱乐部实现环比增长百思买(+120 个基点)是花旗评级范围内增长最快的，其次是 RH(+62 个基点)。尽管保持了 +20% 的绝对增长，Ollie's Bargain Outlet仍出现了最大的减速(-450 个基点)，随后是 拖拉机供应公司(-436 个基点)。按类别划分，消费电子产品(百思买)和仓储式超市(BJ批发俱乐部、开市客)的业绩呈现出最大的连续性改善，而汽车零部件零售业(汽车地带、奥莱利、Advance Auto Parts、胜牌)的业绩则均较 7 月有所下滑。在家居装修领域，劳氏在 8 月的客流量连续性下降幅度大于家得宝。要点四：9 月的业绩的基数对比总体上比 8 月更容易一些展望 9 月，花旗评级范围内公司的业绩对比总体上会稍微容易一些，但 BJ批发俱乐部除外，该公司的对比情况则较为艰难，因为其业务得益于去年 10 月初发生在东海岸港口的罢工活动所带来的客流量优势。平均而言，基数对比难度会降低 21 个基点，Advance Auto Parts、Boot Barn和 RH的基数对比效应最有利。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; 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