BUZZ-券商观点:科尔百货公司(Kohl's)上调业绩展望,但分析师称面临挑战

路透中文
Nov 27, 2025
BUZZ-券商观点:科尔百货公司(Kohl's)上调业绩展望,但分析师称面临挑战

11月26日 - ** Kohl'sKSS.N周二今年第二次上调了 (link),该公司依靠新产品系列和跨品类促销来拉动需求,同时应对高管变动。

** 周三股价上涨 7

** 至少有 5 家券商上调了 PT;15 家券商的 PT 中值为 21 美元--数据由 LSEG 编制

对宏观和结构性挑战持谨慎态度

** 花旗银行("中性",PT:23美元) 称,由于宏观和结构性挑战,Kohl's的长期销售趋势仍然疲软,这使得风险回报比保持平衡。

** Jefferies("持有",目标价:20 美元) 表示,执行力不如预期,库存与销售额不匹配,而 KSS 的消费者因通胀而承受压力

** Telsey Advisory Group("Market Perform",PT:23 美元):在宏观经济和公司面临挑战的情况下,科尔百货寄希望于与丝芙兰的合作及店铺优化工作来稳定业绩。

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