异动解读 | 梅西百货盘中大涨5%,首次季度销售增长和改革成效显现

异动解读
Sep 05, 2025

周四盘中,梅西百货(Macy's)股价大涨5.01%,引发市场广泛关注。这一涨幅主要受到公司近期发布的积极财报和经营改善消息的推动。

据悉,梅西百货在最新财报中宣布,公司实现了三年来首次季度销售增长。这一成绩标志着新任CEO托尼·斯普林(Tony Spring)的改革策略开始见效。斯普林自2024年上任以来,采取了一系列措施来振兴这家传统百货巨头,包括关闭部分低效门店、改善店内购物体验、引入新品牌等。

除销售增长外,梅西百货还上调了全年盈利预期,尽管这一预期仍低于此前的水平。公司在改善顾客体验方面也取得了进展,包括提升店面清洁度和员工服务态度。这些积极信号显示,梅西百货正在逐步摆脱困境,向更好的经营状况迈进。

然而,分析人士指出,梅西百货仍面临诸多挑战,包括消费者消费习惯的变化、电商的持续冲击以及潜在的经济压力。公司能否持续改善业绩,仍需市场进一步观察。

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