03/23/2025, 05:43 AM UTC
沃尔玛：在令人失望的指引后进行现实检查（评级下调）Walmart: Reality Check After The Disappointing Guidance (Rating Downgrade)
1. 由于市场份额增长和数字业务的兴奋，沃尔玛的估值倍数飙升，但现在正在回归现实。2. 尽管第四季度业绩强劲，但沃尔玛令人失望的2026财年指引，包括销售额和每股收益增长放缓，导致股价下跌18%。3. 由于收购和外汇风险的影响，利润率扩张的故事暂停，导致增长前景保守。1. Walmart's valuation multiples surged due to market share gains and digital business excitement, which are now coming back to earth. 2. Despite strong Q4 results, Walmart's disappointing FY26 guidance, including lower sales and EPS growth, caused an 18% selloff. 3. The margin expansion story is on hold, influenced by acquisitions and FX headwinds, leading to a conservative growth outlook.---
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