券商观点:Marmaxx销售放缓引发对消费者需求的担忧

路透中文
Aug 21
BUZZ-券商观点:Marmaxx销售放缓引发对消费者需求的担忧

8月20日 - ** TJX Companies(TJX.N)周三报告称,其旗下TJ Maxx和Marshalls折扣服装连锁店在第二季度的销售增长放缓 (link),使其超预期的季度业绩黯然失色,引发了人们对美国消费者需求疲软的担忧

** 覆盖该股的23家券商给出的目标价中位数为178美元

MARMAXX的疲软态势有望扭转

** 杰富瑞(Jefferies)(评级“买入”,目标价:180美元) 表示,Marmaxx连锁店本季度表现疲软源于商品陈列和库存分配失误,而非需求疲软;预计随着这些问题得到解决,业绩将恢复

** 威廉·布莱尔(“跑赢大盘”) 表示,Marmaxx 同店销售额疲软及第三季度业绩指引下调加剧了增长放缓的担忧,但一旦投资者对预期中的盈利下调有更清晰的认识,TJX 股价或将获得支撑

** BTIG(“买入”,目标价:190美元) 表示,Marmaxx的业绩表现不佳似乎是可以纠正的,且情况已开始好转;而HomeGoods和国际业务的强劲表现凸显了TJX多元化业务的优势

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