电子零售商百思买(BBY.US)今日盘前股价下跌5.31%,引发市场广泛关注。主要原因是公司发布了2025财年的业绩预期,尽管超出华尔街预期,但预计全年销售收入基本持平,增长乏力。
通胀持续是主要拖累因素。百思买表示,高通胀令消费者在购买大件商品时更注重价值和考虑周全,这将抑制公司销售业绩。根据指导,该公司预计2025财年可比销售额将持平至增长2%,低于此前预期的1.7%增长。
另一个隐忧是特朗普政府新一轮关税的实施。百思买大约60%的产品来自中国,而中国是此次关税加征的目标之一。墨西哥作为百思买第二大供应商也将受到关税影响。关税上调可能推高公司采购成本,进一步压缩利润率。
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