BUZZ-晨星认为 Sherwin-Williams 第三季度销量同比持平

Reuters
17 Oct 2024

((自动化翻译由路透提供,请见免责声明 ))

10月17日 - ** 晨星(Morningstar)分析师斯宾塞-利伯曼(Spencer Liberman)预计,美国涂料生产商Sherwin-Williams 第三季度的销量将与去年同期相对持平,有可能出现低个位数百分比的增长。

** 称尽管房地产市场趋势停滞不前,但SHW的住宅补漆业务增长稳健

** 补充说,Sherwin 的主要增长动力是在北美开设新店,继 24 年上半年开设 35 家新店后,预计今年将开设约 75 家新店。

** 预计涂料店集团的收入将有中等个位数的增长;由于 DIY 需求疲软,消费品牌集团的收入可能会下降

** 由于工业和汽车修补漆市场仍面临压力,高性能涂料集团的销售额可能同比持平 - Liberman

** 29家券商中,15家给予该股 "买入 "或更高评级,13家为 "持有",1家为 "卖出";他们的PT中值为390美元--LSEG数据

** SHW 股价盘前下跌 ~1% 至 387.01 美元

** 截至上次收盘,该股今年累计上涨 24.84

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