【沃尔玛上调盈利预期,但药品价格下跌带来严重冲击】沃尔玛周四上调销售额及盈利预期,得益于线上业务表现强劲,但药品价格下跌对营收造成拖累。沃尔玛营收同比增长 5.9%,达 1879 亿美元,略高于标普资本智商预期的 1868 亿美元。剔除燃油因素后,沃尔玛美国门店同店销售额增长 2.6%。美国电商销售额同样上涨 24%,增长动力来自门店履约配送、广告业务以及线上平台交易。每股收益达 80 美分,超出标普资本智商 74 美分的市场预期。公司表示,食品杂货、个人护理、美妆、宠物用品、玩具及服饰品类商品销售表现强劲。官方表态:沃尔玛首席执行官约翰・弗纳在声明中称:“我们电商业务多年持续增长,证明消费者选择沃尔玛,是因为我们能够提供丰富品类,兼顾实惠、时效与便捷。”
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