家得宝(HD.US) Q4 可比销售额超预期增0.4% 经济“寒潮”下家装需求仍显韧性

智通财经02-24

智通财经APP注意到，在稳健需求的推动下，家得宝(HD.US)关键销售指标超出预期，但该零售商同时提醒宏观挑战依然存在。财报显示，家得宝四季度营收达 382 亿美元，同比下降 3.8%，超出预期 1 亿美元；调整后每股收益为2.72美元，超出预期0.20美元。在截至 2 月 1 日的财季中，衡量开业至少一年店面业绩的同店销售额增长了 0.4%，优于平均预期值。这些结果表明，尽管利率处于高位且通胀...

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Home improvement demand remains resilient under the economic \"cold wave\"","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"HD":1.5},"content_text":"智通财经APP注意到，在稳健需求的推动下，家得宝(HD.US)关键销售指标超出预期，但该零售商同时提醒宏观挑战依然存在。财报显示，家得宝四季度营收达 382 亿美元，同比下降 3.8%，超出预期 1 亿美元；调整后每股收益为2.72美元，超出预期0.20美元。在截至 2 月 1 日的财季中，衡量开业至少一年店面业绩的同店销售额增长了 0.4%，优于平均预期值。这些结果表明，尽管利率处于高位且通胀担忧持续存在，但家庭装修项目的需求依然保持稳定。家得宝表示，公司赢得了更多的市场份额，同时电子商务实现了连续三个季度的两位数增长。尽管如此，住房需求的实质性改变尚未显现。该公司预计2026财年总销售额同比增长约2.5%至4.5%，低于此前预估的4.06%的同比增长率。同店销售额增长预计在 0% 至 2.0%。首席财务官理查德·麦克法伊尔在接受采访时表示：“在大型装修项目上，我们的客户已经持币观望了整整三年。虽然房主是目前最健康的消费群体之一，但他们告诉我们，不确定性正在增加，人们对住房负担能力和裁员风险感到担忧。”目前住房市场出现了一些早期积极迹象：抵押贷款利率有所下降，而过去一年房价中位数保持相对持平。麦克法伊尔表示，抵押贷款利率需要进一步下降，且收入水平必须以更显著的方式增长，增长才能加速。他指出：“一切都在极其缓慢地朝着正确的方向移动，但我们尚未看到能改变家装需求的催化剂。”家得宝重申了其全年业绩预测。当前消费者信心波动剧烈，住房负担能力挑战依旧，且美国去年的就业增长几乎停滞。在上周最高法院推翻了总统特朗普广阔的全球征税计划后，美国的关税政策再次陷入变动之中。特朗普承诺将征收新税，但关于税率水平、实施方式及持续时间仍存疑问。麦克法伊尔表示，家得宝正在分析这些变化的潜在影响。他补充道，在最新声明发布之前，公司已在很大程度上消化了关税的影响。受近期提价举措影响，今年上半年部分商品的售价将“小幅”上涨。家得宝高管在去年 12 月的投资者日上曾表示，自 2023 年以来积压的潜在需求最终将转化为支出。在漫长的业务放缓期内，家得宝一直专注于其增长更快的专业承包商业务，这一群体的支出高于普通客户。此外，公司还寻求扩大数字化业务并提供人工智能增强的购物体验。为了应对关税，家得宝实施了来源地多元化战略。这家零售商最近削减了企业岗位，并要求员工返回办公室工作，以寻求恢复增长。此外，公司还收紧了管理层奖金发放的标准。家得宝是本财报季中最新发布业绩的大型零售商，其主要竞争对手劳氏定于周三发布财报。沃尔玛上周给出了保守的展望，理由是经济背景具有流动性。不过，沃尔玛也指出消费者的消费习惯保持一致，且许多产品类别的价格涨幅正在趋于正常化。","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,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":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; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","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/2613719045","isCrawlerRequest":true}