Evercore稱好市多憑藉銷售和客流量鞏固市場領導地位

環球市場播報

昨天

　　Evercore ISI表示，3月份的銷售數據表明好市多（Costco）的市場份額增長可能正在加速。

　　分析師Greg Melich在周四的一份報告中指出，這家倉儲式會員店的銷售和客流量增長正在加快，儘管山姆會員店等競爭對手提高了會員費，但Costco仍維持着具有競爭力的會員費水平，並且盈利強勁，未來18個月內可能派發特別股息。

　　他說：「Costco通過月復一月的市場份額增長結果繼續實現差異化。在美國零售銷售環境波動的背景下，大型防禦性增長股實屬罕見，應肯定Costco在堅實的供應鏈/門店執行以及引人注目的商品銷售方面的表現，以實現長期差異化的盈利性市場份額增長。該股的估值倍數正從近期的回調中恢復，但仍低於其相對於標普500的溢價區間頂部。」

海量資訊、精準解讀，盡在新浪財經APP

責任編輯：張俊 SF065

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href=\"https://laohu8.com/S/EVR\">Evercore</a> ISI表示，3月份的銷售數據表明<a href=\"https://laohu8.com/S/COST\">好市多</a>（Costco）的市場份額增長可能正在加速。</p>\n<p>　　分析師Greg Melich在周四的一份報告中指出，這家倉儲式會員店的銷售和客流量增長正在加快，儘管山姆會員店等競爭對手提高了會員費，但Costco仍維持着具有競爭力的會員費水平，並且盈利強勁，未來18個月內可能派發特別股息。</p>\n<p>　　他說：「Costco通過月復一月的市場份額增長結果繼續實現差異化。在美國零售銷售環境波動的背景下，大型防禦性增長股實屬罕見，應肯定Costco在堅實的供應鏈/門店執行以及引人注目的商品銷售方面的表現，以實現長期差異化的盈利性市場份額增長。該股的估值倍數正從近期的回調中恢復，但仍低於其相對於<a href=\"https://laohu8.com/S/161125\">標普500</a>的溢價區間頂部。」</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量資訊、精準解讀，盡在新浪財經APP</div>\n</div>\n<p>責任編輯：張俊 SF065</p>\n</div></body></html>\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-04-10/doc-inhtxuss0646443.shtml\">環球市場播報</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0689472784.USD","symbol_name":"安聯收益及增長基金Cl AM AT 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