BJ批发俱乐部投资者的担忧或已被夸大 -- 市场观察

投资观察
Nov 18

1324 ET - 尽管面临多项短期挑战,BJ批发俱乐部的长期前景仍未显著改变,瑞银在一份报告中表示。“投资者情绪在近年来对该公司的看法中显得尤为消极,”分析师指出,主要担心公司在关税相关成本上升、SNAP福利带来的逆风以及艰难的假期安排下依然努力维持低价。他们仍表示,BJ批发俱乐部在第三季度有望继续夺取市场份额,并且在拓展会员基础方面处于良好位置。“我们预计其低价模式将在未来几个月的宏观不确定性中帮助吸引更多顾客,”他们补充道。(kelly.cloonan@wsj.com)

(完) 道琼斯新闻社

2025年11月17日 13:24 ET (18:24 GMT)

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