03/26/2025, 04:00 AM UTC
沃尔玛：在宏观经济波动中，业绩修正、增长和利润率故事依旧Walmart: A Needed Correction, Growth And Margin Stories Intact Amid Macro Jitters
1、消费者放缓的担忧影响了零售行业，沃尔玛股价从盈利高点下跌近20%；2、尽管第四季度业绩稳健，电子商务增长强劲，但WMT的估值似乎过高，导致评级为持有；3、主要风险包括宏观经济因素、消费者支出放缓和竞争压力，这些可能影响利润率和广告收入。1. Consumer slowdown fears have impacted the retail sector, with Walmart shares down nearly 20% from their pre-earnings high; 2. Despite solid Q4 results and strong eCommerce growth, WMT's valuation appears stretched, leading to a hold rating; 3. Key risks include macroeconomic factors, consumer spending slowdown, and competitive pressures, which could impact margins and advertising revenue.---
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