梅西百货(M)今日盘前股价大跌5.28%,引发市场高度关注。消费者在即将到来的"黑色星期五"假日购物季中支出疲软或许是一个主要原因。
通胀高企使消费者可支配收入大幅缩减,不得不在暂時节假日期间缩减开支。此外,竞争对手大力推出折扣促销,也给梅西百货的销售带来一定压力。
虽然梅西百货高端门店Bluemercury销售情况较好,但其传统大众市场百货店业绩每况愈下,加剧了投资者对其未来前景的疑虑。上周塔吉特(TGT)财报不达预期更是加重了这种担忧情绪。
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