梅西百货(M)盘前大跌5.11%,引发市场关注。公司刚刚公布的年度业绩指引令投资者失望,成为引发股价大跌的主因。
梅西百货预计2025财年净销售额为210亿至214亿美元,低于分析师预期的218.1亿美元。公司预计全年调整后每股收益为2.05美元至2.25美元,也不及市场预期的2.31美元。这表明梅西百货预计业绩增长将落后于此前预期。
梅西百货的业绩预警反映出零售行业普遍面临严峻的需求疲软困境。在经济增长放缓、通胀高企的大环境下,消费者对服装、奢侈品等非刚性需求的支出出现了明显的抑制。这对以梅西百货为代表的传统百货零售商产生了严重冲击。除梅西百货外,沃尔玛、塔吉特等零售巨头也纷纷下调了年度预期,显示零售行业当前正遭遇较大阻力。
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