家得宝或因客户整合而受益 -- 市场快讯_老虎社区_美港股上老虎

家得宝或因客户整合而受益 -- 市场快讯

投资观察2025-12-11

1232 ET - 家得宝已经收购了一些建筑产品供应商，以推动行业的整体整合，但根据Truist分析师的说法，该公司可能也会因其客户之间的整合而获得长期收益。分析师表示，家得宝的客户尤其受到私募股权的收购，这可能会为公司“提供一个显著的长期上行杠杆”。例如，收购三家主要屋顶承包商的私募股权公司可能会寻求整合其采购，这将使家得宝在竞争中处于有利位置，因为其成本结构、产品广度/深度和分销能力都很强。 (nicholas.miller@wsj.com)

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