智通财经APP获悉，摩根士丹利发表研报表示，在美国俱乐部推出会员卡扫描仪后，好市多(COST.US)可能迎来了“奈飞时刻”。该行指的是通过几种不同的措施让免费共享帐户变得更加困难，从而大幅提升用户基础。
摩根士丹利分析师Simeon Gutman表示，该公司的渠道调查表明，在实施卡片扫描仪后的测试阶段，在好市多选定门店的会员数量增加了两位数。值得注意的是，美国所有俱乐部都在推出卡片扫描仪。
Gutman及其团队认为，好市多的会员费收入在未来几个季度会有望上涨。Gutman建议：“我们的基本情景表明，好市多可以通过北美地区的非付费客户转化，再吸引400万名会员，对其全球7600万用户总数产生约5%的离散‘提升效应’。”
当然，好市多已经预计其年度会员价格上涨将增加会员费收入。这些价格上涨对损益表的影响将在未来24个月内显现，在2026年第一季度达到12个月的峰值，因为会员费的上涨是在滚动基础上实施的。
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