金吾财讯 | Evercore ISI在其近日研报中对梅西百货(M)的业绩进行了分析，认为公司的同店销售额（SSS）超出市场预期，同比增长1.3%，而市场普遍预期为下降1.4%。此外，梅西百货在每股收益（EPS）方面也超出了市场预期，实现了0.04美元的收益，相比之下市场预期为亏损0.01美元。尽管会计错误给业绩评估带来了复杂性，但Evercore ISI认为梅西百货在某些方面展现出了积极的信号，特别是在第四季度的业绩指引上显示出了稳健的增长潜力。同时，Evercore ISI也认为，尽管梅西百货在一些关键领域取得了进展，但行业仍面临诸多挑战。特别是公司需要在除了前50家核心门店之外的其他门店实现销售增长，这样才能防止这些门店未来可能面临的关闭风险。此外，公司还需应对激烈的市场竞争和消费者购物习惯的变化。分析师预计，梅西百货在2024年的EPS为2.39美元，2025年和2026年的EPS分别为2.50美元和2.60美元。尽管梅西百货在一些领域展现出了积极的增长势头，但Evercore ISI认为，鉴于公司面临的风险和挑战，维持“中性”评级是合理的，目标价保持16美元不变。
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