BUZZ-券商观点:家得宝在严峻的宏观背景下保持稳定增长

Reuters
13 Nov 2024

((自动化翻译由路透提供,请见免责声明 ))

11月13日 -

** 周二,家得宝 预计全年同店销售额降幅较小 (link),主要受益于专业承包商需求的恢复,以及本季度与飓风有关的消费的提振。

** 覆盖该股的41家券商的PT中值为440美元--LSEG数据

宏观不确定性挥之不去

** Piper Sandler("增持",PT:455美元) 该券商预计,大选后 "大额消费 "将增加,因此房屋装修行业将在2025年加速发展,房屋装修行业有望获得提振。

** TD Cowen("买入",目标价:460 美元) 称,其对专业部门的业绩感到 "鼓舞",并认为 25 财年是 "解锁年",因为被压抑的需求将带来推动力

** 美国银行全球研究("买入",目标价:450 美元) 称,虽然宏观背景 仍不稳定,但其预计 HD 将通过复杂的专业项目加速增长和提高能力,从而获得更多的市场份额

** Morgan Stanley("增持",目标价:450 美元:450 美元) 认为房屋署的下行风险极小,鉴于有利的长期趋势和复杂的项目举措,预计将实现稳步增长

** "等待现房销售出现转机,推动需求出现更有意义的回升" - 摩根士丹利

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