7月27日 - ** 巴克莱将西班牙时尚零售商Inditex（ITX.MC）的评级从“中性”上调至“增持”，理由是该公司在成本通胀背景下仍具备定价能力和库存管控能力
** 该行还认为，Inditex目前较为低迷的股东回报率中蕴含着机遇，因为对于马莎百货（Marks & Spencer） MKS.L、B&M BMEB.L 和 Pepco PCOP.WA 等同样被评为“增持”的同行而言，其潜在上涨空间已不再那么令人兴奋
** 该机构补充道，纵观全球可选消费品板块，该股虽不显便宜，但也算不上昂贵
** 该券商还指出，随着美国市场对GLP-1减肥药的采用日益普及，消费者为重建衣橱而购买新衣，这将带来上行空间
** 巴克莱预计，Zara将以6%的复合年增长率增长，Bershka和Stradivarius的增长率将在两位数低段，而Lefties的增长率则将在两位数高段
** 该机构将目标价上调12%至62.50欧元
** 根据伦敦证券交易所集团（LSEG）的数据，在覆盖Inditex的30位分析师中，24位给予“强烈买入”/“买入”评级，5位给予“持有”评级，1位给予“卖出”评级
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