好市多(COST)在2025年3月7日盘中出现大跌,股价下跌5.07%,这一表现引发了市场的广泛关注与讨论。
根据该公司当日公布的2025财年第二季度财报显示,虽然营收和主要业绩指标仍保持强劲增长,但净利润却小幅逊于市场预期。具体来看,本季度公司实现营收637.23亿美元,同比增长9.04%,高于预期,但净利润17.88亿美元,同比仅增长2.58%,低于市场预期的18.2亿美元。每股收益也是4.02美元,略逊预期的4.09美元。财报显示,导致净利润增速滞后的主要原因是去年同期存在较多的一次性税收利好。
不过,财报同时也透露出美国国内消费存在通胀压力的迹象。数据显示,在排除油价和汇率等因素影响后,公司美国区域同店销售额增速高达8.3%,且单笔销售额同比上涨2.6%,这是该公司上一轮加息周期以来单笔销售额首次出现逾1%的上涨。分析人士认为,这可能预示着美国国内消费领域再次出现通胀压力,进而可能引发投资者对公司未来盈利能力的担忧。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.