电商平台eBay公布了2024财年第三季度业绩,营收和调整后每股收益均超出了分析师预期。但不知此起彼伏,公司对第四季度及全年营收的指引大幅低于华尔街的期望,引发投资者对其未来增长前景的担忧,股价应声大跌。
eBay第三季度净营收为26亿美元,同比增长3%,调整后每股收益1.19美元,分别高于分析师平均预期的25.5亿美元和1.18美元。然而,该公司预计第四季度营收仅在25.3亿至25.9亿美元之间,低于华尔街分析师平均预期的26.5亿美元。全年营收指引为102.3亿至102.9亿美元,也低于预期的103.2亿美元。
分析人士指出,营收指引不达预期主要是由于消费者在当前宏观经济形势不确定的情况下趋于谨慎支出,导致对eBay的核心"独特商品类别"如收藏品和翻新商品需求疲软所致。尽管eBay通过这些独特类别实现了差异化竞争力,但充满挑战的宏观环境正考验着公司的长期增长动力。
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