美东时间1134 - UBS分析师表示，折扣零售商相对百货商店长达10年的主导地位在短期内不会结束。对比三大主要公开上市的折扣零售商和三大主要公开上市百货商店，折扣店在过去四个季度的销售额占比达到67.1%，同比增长200个基点。预计折扣零售商第三季度销售增长7%，而百货商店预计下降6%。折扣零售商将继续获得市场份额，并将受益于有利的库存采购机会。分析师重申对The TJX Companies Inc.和Burlington的买入评级，以及对狄乐百货、Macy's和柯尔百货的卖出评级。
2025年9月8日美东时间11:34（格林威治时间15:34）
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