达乐公司上调业绩预期:执行力铸就增长,而非关税退税红利

投资观察
Aug 27

美国东部时间上午9点08分——Jefferies在一份研究报告中指出,达乐公司(Dollar General)交出了一份亮眼的第二季度成绩单。这家折扣零售商的可比销售额实现了3.5%的增长,分析师们认为,这得益于品类销售的全面走强以及客流量的持续攀升。

分析师强调:“即便不考虑关税相关的利好因素,其业绩表现也已超出市场预期。更值得关注的是,管理层还上调了2026财年的销售额、同店销售额以及每股收益指引。”

“关键在于,公司预计下半年不会受到重大的关税冲击。这恰恰表明,业绩指引的上调,其真正驱动力来自基本业务趋势的改善与强大的执行力,而非外部政策的红利。”分析师补充道。

受此消息提振,达乐公司股价在盘前交易中上涨了8%。

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