异动解读 | 百思买业绩超预期但维持全年指引,股价盘中大跌5%

异动解读
Aug 28, 2025

美国电子产品零售巨头百思买(Best Buy)今日盘中大跌5.02%,引发市场关注。尽管公司公布的第二季度财报优于预期,但投资者对其未来展望持谨慎态度。

百思买公布的2026财年第二季度业绩显示,营收为94.4亿美元,同比增长1.6%,超出市场预期;调整后每股收益为1.28美元,同样高于分析师预期的1.21美元。然而,公司选择维持全年财务指引不变,这引发了市场对未来增长的担忧。

公司管理层在财报电话会议上表示,部分消费者可能会推迟至第三季度末的节日促销活动期间再进行购买,预计10月份业务可能会放缓。此外,对于潜在的关税影响,公司首席财务官Matt Bilunas表示,预计更高关税税率带来的影响将在此前预测范围内,但仍存在不确定性。这些因素共同导致投资者对百思买未来业绩持谨慎态度,进而引发股价下跌。

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