好市多(COST)今日盘中大跌5.07%,引起市场高度关注。通过分析该公司披露的最新季报,我们能够发现导致股价走跌的主要原因。
好市多2025财年第二季度营收同比增长9.04%至637.23亿美元,略高于市场预期,但净利润同比仅增长2.58%至17.88亿美元,大幅低于预期。虽然公司营收增速良好,但净利润增长严重不及预期,这是本次股价大跌的主因。
分析发现,导致净利润增长放缓的主要原因是:一是去年同期存在一次性税费利好,而本季无此利好;二是客单价在美国地区同比大幅上涨2.6%,反映出美国消费通胀压力再度抬头,造成净利润率承压。此外,新增付费会员数量增长放缓,也令公司旗舰业务会员费收入的增速不及预期,进一步压制了整体净利润水平。
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