沃尔玛即将发布的财报料将展现持续增长动能——市场快评

投资观察
Feb 18

沃尔玛将于周四公布第四季度业绩,这将是约翰·弗纳接任首席执行官后的首秀,他也是山姆·沃尔顿之后该零售巨头的第五任掌舵人。D.A. Davidson在一份研究报告中指出:“市场普遍预期此次财报将传递出‘一切照常’的信号,即持续获得市场份额、同店销售额增长维持在4%至5%区间,且利润率继续扩张。”分析师迈克尔·贝克和基根·考克斯表示,业绩增长动力将源自沃尔玛核心业务的强劲表现,以及其在新兴业务、人工智能和自动化领域投资所带来的收益。分析师补充道:“即便沃尔玛初步发布的2026财年业绩指引低于普遍预期,我们也不会感到意外,因为当前市场共识似乎过高。”不过,他们同时指出,该公司历来有超越最初设定目标的记录。

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