3月19日 - ** 休闲车制造商Thor Industries(THO.N)股价下跌约2%,报80.20美元
** 券商花旗将股票评级下调至“中性”,目标价从94美元下调至86美元
** 指出在宏观经济担忧加剧的情况下,对休闲车(RV) 行业复苏的信心减弱
** 2025财年下半年,THO的故事越来越让人感到迷茫,但如果我们在降息、股价稳定和促销力度方面有更好的前景,那么2026财年值得重新审视——券商
** 表示尽管期待已久的美联储援助姗姗来迟,但零售价仍居高不下,近期改善似乎与消费者焦虑情绪加剧有关
** 指出由于需要通过促销来推动产品销售,公司的利润率一直难以触底反弹
** 公司本月早些时候下调了 (link) 年度预测,同时报告第二季度销售额下降且意外亏损
** 17位分析师的平均评级为“持有”;中位数目标价为93美元——数据由伦敦证券交易所集团(LSEG)编制
** 包括盘中走势,THO年初至今已下跌16.3%
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