家得宝对家居改善市场复苏时机感到不确定 -- 市场快讯

投资观察
Dec 11

1247 ET - 家得宝表示,家居改善市场的复苏在即,但何时到来仍难以预测。在周二的投资者日活动中,该公司预计到2026年,家居改善市场将维持在-1.0%至1.0%的范围内,原因在于持续的高利率和经济不确定性。Telsey Advisory Group的分析师将其12个月目标价格从430美元下调至410美元,分析认为,考虑到可负担性问题和疲软的消费者信心,家居改善市场可能需要时间才能复苏。分析师表示:“我们的观点是,目前处于底部阶段,但在2026年我们可能不会看到太多改善。”(nicholas.miller@wsj.com)

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