家得寶對家居改善市場復甦時機感到不確定 -- 市場快訊

投資觀察

12/11

1247 ET - 家得寶表示，家居改善市場的復甦在即，但何時到來仍難以預測。在週二的投資者日活動中，該公司預計到2026年，家居改善市場將維持在-1.0%至1.0%的範圍內，原因在於持續的高利率和經濟不確定性。Telsey Advisory Group的分析師將其12個月目標價格從430美元下調至410美元，分析認為，考慮到可負擔性問題和疲軟的消費者信心，家居改善市場可能需要時間才能復甦。分析師表示：「我們的觀點是，目前處於底部階段，但在2026年我們可能不會看到太多改善。」（nicholas.miller@wsj.com）

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