一美元店市场处境岌岌可危 投行Gordon Haskett下调美国达乐公司(DG.US)评级至“减持”

智通财经
10 Apr

智通财经APP获悉,投行Gordon Haskett将美国达乐公司(DG.US)的评级从“持有”下调至“减持”。

由于过于注重价格、便利性和商品种类,该机构分析师 Chuck Grom 仍然认为美国一元店市场处境岌岌可危。尤其是达乐公司的价差高达历史水平的三倍,考虑到沃尔玛(WMT.US)的投资来源众多且规模不断扩大,这一情况“非常令人担忧”。

Grom 表示:“达乐公司面临的压力只会越来越大,尽管降价争论仍是热门话题,但我们认为,如果未来几个季度环境确实恶化,沃尔玛将会获得更多客户。”

尽管由于关税推迟,投资者对经济衰退的担忧如今有所减轻,但由于预期消费者面临的压力将加速, 达乐公司股价今年迄今表现明显优于其他公司。

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