BUZZ-奥本海默认为降息后家得宝和劳氏公司的前景更加明朗

Reuters
24 Sep 2024

((自动化翻译由路透提供,请见免责声明 ))

9月24日 - ** 券商奥本海默上调家装连锁店家得宝劳氏 的预测评级

** 将劳氏公司的目标价从 230 美元上调至 305 美元,评级从 "表现良好 "上调至 "跑赢大盘"

** 认为降息将导致从 2025 年晚些时候开始对家居相关产品的需求增加

** 家装零售商劳氏 股价盘前上涨1.73%至266.83美元

** 券商称,影响家装零售业的周期性风险,如大流行后的需求下滑和消费者支出紧缩,正在稳步减弱

** 将家得宝 的目标价从345美元上调至400美元,维持该股 "表现 "评级

** 指出在中低收入购物者信心减弱的情况下,顶线疲软在短期内仍将持续

** 尽管如此,券商仍 "相信,到 2026 年,HD 和 LOW 的综合销售额扩张将趋于正常化的健康算法"。

** 截至周一收盘,LOW 已累计上涨 16.9%,而 HD 则累计 上涨 13.1

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