在行业形势严峻的背景下,摩根大通下调评级后,Chewy股价下跌

路透中文
Sep 11
BUZZ-在行业形势严峻的背景下,<a href="https://laohu8.com/S/JPM">摩根大通</a>下调评级后,Chewy股价下跌

9月11日 - ** 摩根大通将宠物用品零售商Chewy(CHWY.N)的评级从“增持”下调至“中性”,并将目标价从29美元下调至24美元,受此影响,Chewy股价在盘前交易中下跌1.4%,报20.78美元

** 该券商指出,行业面临挑战,有机增长乏力

** 指出第二季度的消费环境未出现实质性复苏,这可能继续对可选消费品和高端化趋势构成压力

** 摩根大通指出,第二季度核心盈利受益于关税退税、礼品卡作废、库存调整及供应商资助的促销活动等一次性收益

** 不过,摩根大通指出,该公司第二季度市场份额有所提升,近期收购业务表现优于预期,并预计这一趋势将延续至第三季度

** 该公司 (link) 公布了令人鼓舞的第二季度业绩,并于本周早些时候上调了第三季度营收预期

** 截至周四收盘,今年以来股价累计下跌36%

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