智通财经APP获悉，Evercore ISI发布报告称，其最新调查显示美国假日购物季将强劲收官，这促使该公司将增长预测上调至4%，增量主要来自实体店，而非电子商务。
值得注意的是，Evercore战术性看涨塔吉特(TGT.US)，预计其玩具市场份额和家居产品销售将表现出色。百思买(BBY.US)也被认为是假日购物季的赢家，预计到明年1月中旬，重度消费者的份额将大幅增长。
Evercore分析师Greg Melich 认为，投资者的预期似乎已经足够低，因此略微好转的数据将为塔吉特和百思买提供支持。在零售领域，Evercore仍然看好沃尔玛 (WMT.US) 和亚马逊(AMZN.US)，因为它们将实现结构性份额增长和商业模式突破。
尽管美联储暗示将放缓降息步伐，但Evercore ISI的家居装修领先指标仍处于三年高位，该品类的网络流量也在回升。Evercore将宣伟公司(SHW.US)、Wayfair(W.US)和家得宝(HD.US)列为投资者从家居装修支出复苏中获利的最佳选择。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.