异动解读 | 塔吉特盘前大跌5%,投资人担忧财报表现不及预期

异动解读
Aug 20

8月20日周三盘前,美国零售巨头塔吉特(Target)股价大跌5%,引发市场关注。该公司将于今日盘后公布财报,但投资者似乎已经对其业绩表现持悲观态度。

据悉,塔吉特今年以来股价已累计下跌超过22%。有分析师认为,塔吉特目前"已经迷失方向",公司定位不清晰,在DEI(多元、公平、包容)等议题上摇摆不定,导致左右两派客户都有所流失。预计本季度财报可能会显示同店销售和客流量下滑,尽管公司可能会通过提价来部分抵消这一影响。

相比之下,同为零售巨头的沃尔玛表现更为出色,今年股价已上涨超过12%。分析师预计沃尔玛将公布强劲的客流数据、稳健的同店销售增长以及电商业务扩张。这种鲜明对比也可能加剧了投资者对塔吉特前景的担忧,从而导致其股价在财报发布前出现大幅下跌。

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