劳氏与家得宝客户愿意消费,但不愿过度支出 -- 市场动态

投资观察
Nov 22, 2025

1412 ET - 劳氏和家得宝在第三季度都记录了更高的交易金额,这表明尽管客户因经济不确定性和高利率而推迟大规模的装修项目,但他们仍愿意购买更昂贵的产品。Piper Sandler的分析师Peter Keith告诉《华尔街日报》,劳氏和家得宝主要依赖于那些更偏向中高收入的房主群体,他们依然愿意消费。“他们仍然希望购买新创新的产品,”Raymond James的分析师Bobby Griffin表示。“但他们不愿意在某些装修项目上投资数千或六位数的金额,”Griffin向《华尔街日报》表示。(nicholas.miller@wsj.com)

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