根本英俊Nickei
2021-08-17
Ok
Walmart preview: U.S. sales growth at Walmart could outdo Amazon<blockquote>沃尔玛预览:沃尔玛美国销售增长可能超过亚马逊</blockquote>
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP,发表看法
APP内打开
发表看法
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":839426067,"tweetId":"839426067","gmtCreate":1629175623059,"gmtModify":1631891804724,"author":{"id":3582752520574141,"idStr":"3582752520574141","authorId":3582752520574141,"authorIdStr":"3582752520574141","name":"根本英俊Nickei","avatar":"https://static.tigerbbs.com/daae2c637189d7a6855d0b10000c6d66","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":10,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body><p>Ok</p></body></html>","htmlText":"<html><head></head><body><p>Ok</p></body></html>","text":"Ok","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/839426067","repostId":2160220917,"repostType":4,"repost":{"id":"2160220917","kind":"highlight","pubTimestamp":1629169899,"share":"https://www.laohunote.com/m/news/2160220917?lang=zh_CN&edition=full","pubTime":"2021-08-17 11:11","market":"us","language":"en","title":"Walmart preview: U.S. sales growth at Walmart could outdo Amazon<blockquote>沃尔玛预览:沃尔玛美国销售增长可能超过亚马逊</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2160220917","media":"MarketWatch","summary":"Walmart's private-label insulin is an opportunity to build on relationships with its customers, acco","content":"<p>Walmart's private-label insulin is an opportunity to build on relationships with its customers, according to Cowen</p><p><blockquote>考恩表示,沃尔玛的自有品牌胰岛素是与客户建立关系的机会</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6a6b08844f1b7ca3cddb5f9ed7c58785\" tg-width=\"1050\" tg-height=\"685\" width=\"100%\" height=\"auto\"><span>Walmart's grocery business is once again gaining momentum, experts say WALMART</span></p><p><blockquote><p class=\"t-img-caption\"><span>沃尔玛专家表示,沃尔玛的杂货业务再次获得动力</span></p></blockquote></p><p> Walmart Inc.'s U.S. sales growth could outdo Amazon.com Inc. when the retail giant reports its fiscal second-quarter earnings on Tuesday, Aug. 17.</p><p><blockquote>当零售巨头沃尔玛公司 (Walmart Inc.) 于 8 月 17 日星期二公布第二财季收益时,其美国销售增长可能会超过亚马逊公司。</blockquote></p><p> Amazon reported second-quarter sales growth on July 29 that slowed to 27% from more than 40% in recent quarters.</p><p><blockquote>亚马逊于 7 月 29 日公布第二季度销售额增长,从近几个季度的 40% 以上放缓至 27%。</blockquote></p><p> Bank of America analysts say \"Walmart U.S. sales growth may outpace Amazon's total 'online stores' growth\" with help from added merchandise, same-day delivery and pickup and other offers.</p><p><blockquote>美国银行分析师表示,在增加商品、当天送达和提货以及其他优惠的帮助下,“沃尔玛美国的销售额增长可能会超过亚马逊‘在线商店’的总增长”。</blockquote></p><p> \"We believe Walmart's omnichannel transformation in the U.S. will continue to gain momentum and support more sustainable and predictable positive same-store sales and traffic at U.S. Supercenters and U.S. e-commerce and GMV growth that should support P/E multiple expansion,\" analysts wrote in a note.</p><p><blockquote>“我们相信沃尔玛在美国的全渠道转型将继续获得动力,并支持美国超市更可持续和可预测的积极同店销售和客流量以及美国电子商务和 GMV 增长,这应该会支持市盈率倍数扩张,”分析师在一份报告中写道。</blockquote></p><p> Walmart is also getting a boost from re-gains in grocery market share as lower-income consumers adopt online shopping habits and should see third-quarter upside from back-to-school and general merchandise sales.</p><p><blockquote>随着低收入消费者养成网上购物习惯,沃尔玛也从杂货市场份额的重新增长中获得了提振,并且应该会看到第三季度返校和一般商品销售的增长。</blockquote></p><p> Bank of America rates Walmart stock at buy with a price objective of $185.</p><p><blockquote>美国银行将沃尔玛股票评级为买入,目标价为 185 美元。</blockquote></p><p> To be sure, Amazon is still dominating e-commerce. The latest from eMarketer shows that Amazon will account for 41.4% of all U.S. e-commerce sales in 2021. Walmart comes in second at 7.2%.</p><p><blockquote>可以肯定的是,亚马逊仍然主导着电子商务。eMarketer的最新数据显示,2021年亚马逊将占美国所有电子商务销售额的41.4%。沃尔玛以 7.2% 位居第二。</blockquote></p><p> But, data provided by Consumer Intelligence Research Partners (CIRP) shows that Walmart's e-commerce site \"continues to show signs of strength\" with shoppers spending about $1,300 per year and average annual spend rising over the past couple of quarters as COVID-19 drives consumers online. That figure is on top of what is spent in stores.</p><p><blockquote>但是,消费者情报研究合作伙伴(CIRP)提供的数据显示,沃尔玛的电子商务网站“继续显示出强劲的迹象”,购物者每年的支出约为1300美元,随着新冠肺炎推动消费者上网,过去几个季度的平均年支出有所上升。这个数字是在商店消费之上的。</blockquote></p><p> The group also estimates that Walmart+, the company's Prime rival, has between 8.5 million and 9.5 million members. That's up from 7.4 million to 8.2 million in January.</p><p><blockquote>该组织还估计,该公司的主要竞争对手沃尔玛+拥有 850 万至 950 万会员。这一数字从 1 月份的 740 万增加到 820 万。</blockquote></p><p> Here are other items to watch for when Walmart reports its earnings:</p><p><blockquote>以下是沃尔玛公布收益时需要注意的其他事项:</blockquote></p><p> <b>Earnings:</b> The FactSet consensus is for earnings per share of $1.57, down from $2.06 last year.</p><p><blockquote><b>收益:</b>FactSet 的共识是每股收益为 1.57 美元,低于去年的 2.06 美元。</blockquote></p><p> Estimize, which crowdsources estimates from sell-side and buy-side analysts, hedge-fund managers, executives, academics and others, forecasts EPS of $1.65.</p><p><blockquote>Estimize 从卖方和买方分析师、对冲基金经理、高管、学者和其他人那里众包估计,预测每股收益为 1.65 美元。</blockquote></p><p> <b>Revenue:</b> The FactSet revenue consensus is $136.87 billion, down from $137.70 billion last year.</p><p><blockquote><b>收入:</b>FactSet 的收入共识为 1368.7 亿美元,低于去年的 1377.0 亿美元。</blockquote></p><p> FactSet's global same-store sales consensus is for 3.2% growth, with the U.S. up 3% and international sales up 5%.</p><p><blockquote>FactSet 的全球同店销售共识是增长 3.2%,其中美国增长 3%,国际增长 5%。</blockquote></p><p> Estimize forecasts revenue of $139.19 billion.</p><p><blockquote>Estimize 预测收入为 1391.9 亿美元。</blockquote></p><p> <b>Stock price: </b>Walmart stock has rallied 8.3% over the last three months through Monday, and is up 4.8% for the year to date.</p><p><blockquote><b>股价:</b>截至周一,沃尔玛股价在过去三个月中上涨了 8.3%,今年迄今已上涨 4.8%。</blockquote></p><p> The Dow Jones Industrial Average has gained 16.4% for 2021 so far.</p><p><blockquote>2021 年迄今为止,道琼斯工业平均指数已上涨 16.4%。</blockquote></p><p> <b>Other items:</b></p><p><blockquote><b>其他项目:</b></blockquote></p><p> --Other analysts are also putting Walmart's growth this quarter in the grocery basket.</p><p><blockquote>--其他分析师也将沃尔玛本季度的增长放在杂货篮子里。</blockquote></p><p> \"Grocery should lead comps performance accelerating from Q1,\" wrote Credit Suisse in a note.</p><p><blockquote>瑞士信贷在一份报告中写道:“杂货行业应该会推动第一季度的业绩加速。”</blockquote></p><p> Credit Suisse rates Walmart stock outperform with a $158 target price.</p><p><blockquote>瑞士信贷将沃尔玛股票评为跑赢大盘,目标价为 158 美元。</blockquote></p><p> \"We expect Walmart to maintain momentum over the coming quarters as the environment normalizes and shoppers once again become more price sensitive,\" wrote Cowen analysts.</p><p><blockquote>考恩分析师写道:“随着环境正常化和购物者再次对价格更加敏感,我们预计沃尔玛将在未来几个季度保持增长势头。”</blockquote></p><p> \"Further, our proprietary surveys indicate Walmart remains an online grocery share leader as over 58% of online grocery shoppers in June purchased from the retailer.\"</p><p><blockquote>“此外,我们的专有调查显示,沃尔玛仍然是在线杂货市场份额的领导者,6 月份超过 58% 的在线杂货购物者从该零售商处购买。”</blockquote></p><p> Cowen rates Walmart stock outperform with a $170 price target.</p><p><blockquote>Cowen 将沃尔玛股票评级为跑赢大盘,目标价为 170 美元。</blockquote></p><p> Read: Grocery Outlet shares slide on concerns the retailer can't hold on to customers gained during COVID</p><p><blockquote>阅读:由于担心零售商无法留住新冠疫情期间获得的客户,杂货店股价下跌</blockquote></p><p> <b>-Walmart's private-label insulin is a big opportunity.</b></p><p><blockquote><b>-沃尔玛的自有品牌胰岛素是一个很大的机会。</b></blockquote></p><p> Cowen analysts estimate that 14% of Walmart's customers have diabetes. In June on private-label insulin.</p><p><blockquote>Cowen分析师估计,沃尔玛14%的顾客患有糖尿病。六月,私人标签胰岛素。</blockquote></p><p> Cowen analysts think the insulin offer could drive repeat business. It's also part of the company's effort to dive more deeply into the healthcare category.</p><p><blockquote>Cowen 分析师认为,胰岛素报价可能会推动回头客业务。这也是该公司更深入地涉足医疗保健类别的努力的一部分。</blockquote></p><p> \"Stepping back, this is just the latest move as the retailer has been beefing up its healthcare ecosystem which includes the recent acquisition of MeMD, a telehealth provider, and launching Walmart Insurance Service last fall,\" Cowen wrote in a note published Thursday.</p><p><blockquote>考恩在周四发布的一份报告中写道:“退一步讲,这只是该零售商一直在加强其医疗保健生态系统的最新举措,其中包括最近收购远程医疗提供商 MeMD,以及去年秋天推出沃尔玛保险服务。”</blockquote></p><p> \"Additionally, Walmart also operates 20 clinics with plans for additional openings in the near term. We are constructive on Walmart's advances into healthcare as the retailer is expertly widening its retail ecosystem which we expect will result in increased customer loyalty.\"</p><p><blockquote>“此外,沃尔玛还经营着 20 家诊所,并计划在不久的将来开设更多诊所。我们对沃尔玛在医疗保健领域的进步持建设性态度,因为该零售商正在专业地扩大其零售生态系统,我们预计这将提高客户忠诚度。”</blockquote></p><p> Bank of America notes that Walmart is growing its alternate revenue streams including healthcare, advertising and services. Several of the health centers the company has planned with be in Florida, where analysts say the company will make inroads with an older demographic.</p><p><blockquote>美国银行指出,沃尔玛正在发展其替代收入来源,包括医疗保健、广告和服务。该公司计划的几个健康中心位于佛罗里达州,分析师表示,该公司将在那里向老年人群体取得进展。</blockquote></p><p></p>","source":"lsy1603348471595","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>Walmart preview: U.S. sales growth at Walmart could outdo Amazon<blockquote>沃尔玛预览:沃尔玛美国销售增长可能超过亚马逊</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\">\nWalmart preview: U.S. sales growth at Walmart could outdo Amazon<blockquote>沃尔玛预览:沃尔玛美国销售增长可能超过亚马逊</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-08-17 11:11</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Walmart's private-label insulin is an opportunity to build on relationships with its customers, according to Cowen</p><p><blockquote>考恩表示,沃尔玛的自有品牌胰岛素是与客户建立关系的机会</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6a6b08844f1b7ca3cddb5f9ed7c58785\" tg-width=\"1050\" tg-height=\"685\" width=\"100%\" height=\"auto\"><span>Walmart's grocery business is once again gaining momentum, experts say WALMART</span></p><p><blockquote><p class=\"t-img-caption\"><span>沃尔玛专家表示,沃尔玛的杂货业务再次获得动力</span></p></blockquote></p><p> Walmart Inc.'s U.S. sales growth could outdo Amazon.com Inc. when the retail giant reports its fiscal second-quarter earnings on Tuesday, Aug. 17.</p><p><blockquote>当零售巨头沃尔玛公司 (Walmart Inc.) 于 8 月 17 日星期二公布第二财季收益时,其美国销售增长可能会超过亚马逊公司。</blockquote></p><p> Amazon reported second-quarter sales growth on July 29 that slowed to 27% from more than 40% in recent quarters.</p><p><blockquote>亚马逊于 7 月 29 日公布第二季度销售额增长,从近几个季度的 40% 以上放缓至 27%。</blockquote></p><p> Bank of America analysts say \"Walmart U.S. sales growth may outpace Amazon's total 'online stores' growth\" with help from added merchandise, same-day delivery and pickup and other offers.</p><p><blockquote>美国银行分析师表示,在增加商品、当天送达和提货以及其他优惠的帮助下,“沃尔玛美国的销售额增长可能会超过亚马逊‘在线商店’的总增长”。</blockquote></p><p> \"We believe Walmart's omnichannel transformation in the U.S. will continue to gain momentum and support more sustainable and predictable positive same-store sales and traffic at U.S. Supercenters and U.S. e-commerce and GMV growth that should support P/E multiple expansion,\" analysts wrote in a note.</p><p><blockquote>“我们相信沃尔玛在美国的全渠道转型将继续获得动力,并支持美国超市更可持续和可预测的积极同店销售和客流量以及美国电子商务和 GMV 增长,这应该会支持市盈率倍数扩张,”分析师在一份报告中写道。</blockquote></p><p> Walmart is also getting a boost from re-gains in grocery market share as lower-income consumers adopt online shopping habits and should see third-quarter upside from back-to-school and general merchandise sales.</p><p><blockquote>随着低收入消费者养成网上购物习惯,沃尔玛也从杂货市场份额的重新增长中获得了提振,并且应该会看到第三季度返校和一般商品销售的增长。</blockquote></p><p> Bank of America rates Walmart stock at buy with a price objective of $185.</p><p><blockquote>美国银行将沃尔玛股票评级为买入,目标价为 185 美元。</blockquote></p><p> To be sure, Amazon is still dominating e-commerce. The latest from eMarketer shows that Amazon will account for 41.4% of all U.S. e-commerce sales in 2021. Walmart comes in second at 7.2%.</p><p><blockquote>可以肯定的是,亚马逊仍然主导着电子商务。eMarketer的最新数据显示,2021年亚马逊将占美国所有电子商务销售额的41.4%。沃尔玛以 7.2% 位居第二。</blockquote></p><p> But, data provided by Consumer Intelligence Research Partners (CIRP) shows that Walmart's e-commerce site \"continues to show signs of strength\" with shoppers spending about $1,300 per year and average annual spend rising over the past couple of quarters as COVID-19 drives consumers online. That figure is on top of what is spent in stores.</p><p><blockquote>但是,消费者情报研究合作伙伴(CIRP)提供的数据显示,沃尔玛的电子商务网站“继续显示出强劲的迹象”,购物者每年的支出约为1300美元,随着新冠肺炎推动消费者上网,过去几个季度的平均年支出有所上升。这个数字是在商店消费之上的。</blockquote></p><p> The group also estimates that Walmart+, the company's Prime rival, has between 8.5 million and 9.5 million members. That's up from 7.4 million to 8.2 million in January.</p><p><blockquote>该组织还估计,该公司的主要竞争对手沃尔玛+拥有 850 万至 950 万会员。这一数字从 1 月份的 740 万增加到 820 万。</blockquote></p><p> Here are other items to watch for when Walmart reports its earnings:</p><p><blockquote>以下是沃尔玛公布收益时需要注意的其他事项:</blockquote></p><p> <b>Earnings:</b> The FactSet consensus is for earnings per share of $1.57, down from $2.06 last year.</p><p><blockquote><b>收益:</b>FactSet 的共识是每股收益为 1.57 美元,低于去年的 2.06 美元。</blockquote></p><p> Estimize, which crowdsources estimates from sell-side and buy-side analysts, hedge-fund managers, executives, academics and others, forecasts EPS of $1.65.</p><p><blockquote>Estimize 从卖方和买方分析师、对冲基金经理、高管、学者和其他人那里众包估计,预测每股收益为 1.65 美元。</blockquote></p><p> <b>Revenue:</b> The FactSet revenue consensus is $136.87 billion, down from $137.70 billion last year.</p><p><blockquote><b>收入:</b>FactSet 的收入共识为 1368.7 亿美元,低于去年的 1377.0 亿美元。</blockquote></p><p> FactSet's global same-store sales consensus is for 3.2% growth, with the U.S. up 3% and international sales up 5%.</p><p><blockquote>FactSet 的全球同店销售共识是增长 3.2%,其中美国增长 3%,国际增长 5%。</blockquote></p><p> Estimize forecasts revenue of $139.19 billion.</p><p><blockquote>Estimize 预测收入为 1391.9 亿美元。</blockquote></p><p> <b>Stock price: </b>Walmart stock has rallied 8.3% over the last three months through Monday, and is up 4.8% for the year to date.</p><p><blockquote><b>股价:</b>截至周一,沃尔玛股价在过去三个月中上涨了 8.3%,今年迄今已上涨 4.8%。</blockquote></p><p> The Dow Jones Industrial Average has gained 16.4% for 2021 so far.</p><p><blockquote>2021 年迄今为止,道琼斯工业平均指数已上涨 16.4%。</blockquote></p><p> <b>Other items:</b></p><p><blockquote><b>其他项目:</b></blockquote></p><p> --Other analysts are also putting Walmart's growth this quarter in the grocery basket.</p><p><blockquote>--其他分析师也将沃尔玛本季度的增长放在杂货篮子里。</blockquote></p><p> \"Grocery should lead comps performance accelerating from Q1,\" wrote Credit Suisse in a note.</p><p><blockquote>瑞士信贷在一份报告中写道:“杂货行业应该会推动第一季度的业绩加速。”</blockquote></p><p> Credit Suisse rates Walmart stock outperform with a $158 target price.</p><p><blockquote>瑞士信贷将沃尔玛股票评为跑赢大盘,目标价为 158 美元。</blockquote></p><p> \"We expect Walmart to maintain momentum over the coming quarters as the environment normalizes and shoppers once again become more price sensitive,\" wrote Cowen analysts.</p><p><blockquote>考恩分析师写道:“随着环境正常化和购物者再次对价格更加敏感,我们预计沃尔玛将在未来几个季度保持增长势头。”</blockquote></p><p> \"Further, our proprietary surveys indicate Walmart remains an online grocery share leader as over 58% of online grocery shoppers in June purchased from the retailer.\"</p><p><blockquote>“此外,我们的专有调查显示,沃尔玛仍然是在线杂货市场份额的领导者,6 月份超过 58% 的在线杂货购物者从该零售商处购买。”</blockquote></p><p> Cowen rates Walmart stock outperform with a $170 price target.</p><p><blockquote>Cowen 将沃尔玛股票评级为跑赢大盘,目标价为 170 美元。</blockquote></p><p> Read: Grocery Outlet shares slide on concerns the retailer can't hold on to customers gained during COVID</p><p><blockquote>阅读:由于担心零售商无法留住新冠疫情期间获得的客户,杂货店股价下跌</blockquote></p><p> <b>-Walmart's private-label insulin is a big opportunity.</b></p><p><blockquote><b>-沃尔玛的自有品牌胰岛素是一个很大的机会。</b></blockquote></p><p> Cowen analysts estimate that 14% of Walmart's customers have diabetes. In June on private-label insulin.</p><p><blockquote>Cowen分析师估计,沃尔玛14%的顾客患有糖尿病。六月,私人标签胰岛素。</blockquote></p><p> Cowen analysts think the insulin offer could drive repeat business. It's also part of the company's effort to dive more deeply into the healthcare category.</p><p><blockquote>Cowen 分析师认为,胰岛素报价可能会推动回头客业务。这也是该公司更深入地涉足医疗保健类别的努力的一部分。</blockquote></p><p> \"Stepping back, this is just the latest move as the retailer has been beefing up its healthcare ecosystem which includes the recent acquisition of MeMD, a telehealth provider, and launching Walmart Insurance Service last fall,\" Cowen wrote in a note published Thursday.</p><p><blockquote>考恩在周四发布的一份报告中写道:“退一步讲,这只是该零售商一直在加强其医疗保健生态系统的最新举措,其中包括最近收购远程医疗提供商 MeMD,以及去年秋天推出沃尔玛保险服务。”</blockquote></p><p> \"Additionally, Walmart also operates 20 clinics with plans for additional openings in the near term. We are constructive on Walmart's advances into healthcare as the retailer is expertly widening its retail ecosystem which we expect will result in increased customer loyalty.\"</p><p><blockquote>“此外,沃尔玛还经营着 20 家诊所,并计划在不久的将来开设更多诊所。我们对沃尔玛在医疗保健领域的进步持建设性态度,因为该零售商正在专业地扩大其零售生态系统,我们预计这将提高客户忠诚度。”</blockquote></p><p> Bank of America notes that Walmart is growing its alternate revenue streams including healthcare, advertising and services. Several of the health centers the company has planned with be in Florida, where analysts say the company will make inroads with an older demographic.</p><p><blockquote>美国银行指出,沃尔玛正在发展其替代收入来源,包括医疗保健、广告和服务。该公司计划的几个健康中心位于佛罗里达州,分析师表示,该公司将在那里向老年人群体取得进展。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/walmart-preview-u-s-sales-growth-at-walmart-could-outdo-amazon-11628782726?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVO":"诺和诺德","WMT":"沃尔玛","AMZN":"亚马逊"},"source_url":"https://www.marketwatch.com/story/walmart-preview-u-s-sales-growth-at-walmart-could-outdo-amazon-11628782726?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2160220917","content_text":"Walmart's private-label insulin is an opportunity to build on relationships with its customers, according to Cowen\nWalmart's grocery business is once again gaining momentum, experts say WALMART\nWalmart Inc.'s U.S. sales growth could outdo Amazon.com Inc. when the retail giant reports its fiscal second-quarter earnings on Tuesday, Aug. 17.\nAmazon reported second-quarter sales growth on July 29 that slowed to 27% from more than 40% in recent quarters.\nBank of America analysts say \"Walmart U.S. sales growth may outpace Amazon's total 'online stores' growth\" with help from added merchandise, same-day delivery and pickup and other offers.\n\"We believe Walmart's omnichannel transformation in the U.S. will continue to gain momentum and support more sustainable and predictable positive same-store sales and traffic at U.S. Supercenters and U.S. e-commerce and GMV growth that should support P/E multiple expansion,\" analysts wrote in a note.\nWalmart is also getting a boost from re-gains in grocery market share as lower-income consumers adopt online shopping habits and should see third-quarter upside from back-to-school and general merchandise sales.\nBank of America rates Walmart stock at buy with a price objective of $185.\nTo be sure, Amazon is still dominating e-commerce. The latest from eMarketer shows that Amazon will account for 41.4% of all U.S. e-commerce sales in 2021. Walmart comes in second at 7.2%.\nBut, data provided by Consumer Intelligence Research Partners (CIRP) shows that Walmart's e-commerce site \"continues to show signs of strength\" with shoppers spending about $1,300 per year and average annual spend rising over the past couple of quarters as COVID-19 drives consumers online. That figure is on top of what is spent in stores.\nThe group also estimates that Walmart+, the company's Prime rival, has between 8.5 million and 9.5 million members. That's up from 7.4 million to 8.2 million in January.\nHere are other items to watch for when Walmart reports its earnings:\nEarnings: The FactSet consensus is for earnings per share of $1.57, down from $2.06 last year.\nEstimize, which crowdsources estimates from sell-side and buy-side analysts, hedge-fund managers, executives, academics and others, forecasts EPS of $1.65.\nRevenue: The FactSet revenue consensus is $136.87 billion, down from $137.70 billion last year.\nFactSet's global same-store sales consensus is for 3.2% growth, with the U.S. up 3% and international sales up 5%.\nEstimize forecasts revenue of $139.19 billion.\nStock price: Walmart stock has rallied 8.3% over the last three months through Monday, and is up 4.8% for the year to date.\nThe Dow Jones Industrial Average has gained 16.4% for 2021 so far.\nOther items:\n--Other analysts are also putting Walmart's growth this quarter in the grocery basket.\n\"Grocery should lead comps performance accelerating from Q1,\" wrote Credit Suisse in a note.\nCredit Suisse rates Walmart stock outperform with a $158 target price.\n\"We expect Walmart to maintain momentum over the coming quarters as the environment normalizes and shoppers once again become more price sensitive,\" wrote Cowen analysts.\n\"Further, our proprietary surveys indicate Walmart remains an online grocery share leader as over 58% of online grocery shoppers in June purchased from the retailer.\"\nCowen rates Walmart stock outperform with a $170 price target.\nRead: Grocery Outlet shares slide on concerns the retailer can't hold on to customers gained during COVID\n-Walmart's private-label insulin is a big opportunity.\nCowen analysts estimate that 14% of Walmart's customers have diabetes. In June on private-label insulin.\nCowen analysts think the insulin offer could drive repeat business. It's also part of the company's effort to dive more deeply into the healthcare category.\n\"Stepping back, this is just the latest move as the retailer has been beefing up its healthcare ecosystem which includes the recent acquisition of MeMD, a telehealth provider, and launching Walmart Insurance Service last fall,\" Cowen wrote in a note published Thursday.\n\"Additionally, Walmart also operates 20 clinics with plans for additional openings in the near term. We are constructive on Walmart's advances into healthcare as the retailer is expertly widening its retail ecosystem which we expect will result in increased customer loyalty.\"\nBank of America notes that Walmart is growing its alternate revenue streams including healthcare, advertising and services. Several of the health centers the company has planned with be in Florida, where analysts say the company will make inroads with an older demographic.","news_type":1,"symbols_score_info":{"AMZN":0.9,"NVO":0.9,"WMT":0.9}},"isVote":1,"tweetType":1,"viewCount":2022,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/839426067"}
精彩评论