Macy's股价下滑,尽管展望改善却未能提振投资者信心

投资观察
Dec 04, 2025

Macy's公布了好于预期的季度收益,并提高了年度指引,但投资者并未买账。该股在早盘交易中下跌约0.5%。

尽管全年展望有所改善,但仍低于分析师和投资者的预期,反映了管理层对消费者支出的谨慎态度。首席执行官Tony Spring在与分析师的交流中表示,虽然公司的客户仍在消费,但他们的购买选择变得更加挑剔。

公司现在预计全年净销售额将在215亿美元到216亿美元之间,高于之前210.15亿美元到214.5亿美元的预测。预计全年的调整后摊薄每股收益为2.00美元至2.20美元,而之前的指导范围为1.70美元至2.05美元。

“我们在采取审慎的态度,”他在一次采访中说,并指出购物者正在进行取舍。尽管中高收入客户仍在消费,但低收入客户“不得不进行调整,”他说。“人们更倾向于寻找最具价值和最佳促销的商品。”

(完)

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