BUZZ-Instacart 因竞争加剧被 Piper Sandler 下调评级后下滑

路透中文
Oct 03
BUZZ-Instacart 因竞争加剧被 Piper Sandler 下调评级后下滑

10月3日 - ** 杂货配送公司 Instacart CART.O(原名 Maplebear)股价盘前下跌 ~1%,报 38.91 美元

** 券商 Piper Sandler 将股票评级从 "增持 "下调至 "中性";将目标价从 62 美元下调至 41 美元

** 称行业动态使 CART 面临可能更便宜、增长更快的规模化竞争对手

** 风险包括亚马逊AMZN.N扩大当日易腐送货服务、UberUBER.N与阿尔迪(Aldi)达成协议、DoorDashDASH.O扩大与克罗格(Kroger)KR.N的合作关系以及沃尔玛(WMT.N)计划将送货时间缩短至3小时或更短。

** 称CART送货比店内送货溢价约30%,而沃尔玛和AMZN的价格有可能更合理

** 34 家券商的平均评级为 "买入",PT 中值为 58 美元--数据由 LSEG 编制

** 截至上次收盘,股价累计下跌 5

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