家得宝对家居改善市场复苏时机感到不确定 -- 市场快讯_老虎社区_美港股上老虎

家得宝对家居改善市场复苏时机感到不确定 -- 市场快讯

投资观察2025-12-11

1247 ET - 家得宝表示，家居改善市场的复苏在即，但何时到来仍难以预测。在周二的投资者日活动中，该公司预计到2026年，家居改善市场将维持在-1.0%至1.0%的范围内，原因在于持续的高利率和经济不确定性。Telsey Advisory Group的分析师将其12个月目标价格从430美元下调至410美元，分析认为，考虑到可负担性问题和疲软的消费者信心，家居改善市场可能需要时间才能复苏。分析师表示：“我们的观点是，目前处于底部阶段，但在2026年我们可能不会看到太多改善。”（nicholas.miller@wsj.com）

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