瑞银分析师指出，当梅西百货试图通过提升服务质量赢回顾客时，其真正应该聚焦的症结在于商品定价策略。最新消费者调研显示，在梅西顾客的购物决策因素中，"优质服务"仅位列第七重要因素，而"价格过高"恰恰是消费者拒绝选择该零售商的首要原因之一。
在"高性价比"维度的评比中，梅西百货在零售业排名几近垫底，这项指标较一年前呈现断崖式下跌。分析师尖锐指出："我们认为，服务升级并不足以消除消费者对梅西定价的抵触情绪。"
瑞银对梅西股票维持卖出评级，并给出6美元的目标价——该预测值较该股周二收盘价12.07美元存在大幅折让。当前数据清晰揭示，这家百年百货巨头若不能解决价格竞争力问题，任何服务改善策略都可能收效甚微。
（2025年7月15日 美东时间17:32）
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