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July 22, 2021
Uncategorized

好市多持續2位數成長 八月同店銷售上升

美國第二大零售商Costco公布了亮麗的8月份銷售報告,連續第三個月凈銷售額同比增速超過10%。在目前美國疫情仍未被完全控制住,消費復蘇緩慢的背景下,Costco的表現卻令投資人驚喜。

好市多Costco近幾個月的銷售表現令人印象深刻。根據報告,公司8月份的凈銷售額同比增長15%,達135.6億美元,這是該公司連續第三個月凈銷售額同比增長率超過10%。8月份的同店銷售總額同比增長了14.5%,超出分析師的預期。第四季同店銷售上升 14.1%,輕易打敗華爾街共識預期的 9.8% 升幅。上個月數位銷售大增 101.6%。本季銷售淨額 523 億美元,略高於分析師預期的 519 億美元。電子商務業績大增 91.3%。

好市多近幾個月實力不斷增強,8 月的數據也超過近期分析師調升的目標。投資者最初擔心,新冠疫情封鎖時期出現的只有恐慌性購買,一旦疫情穩定消費者就會大批撤退,但顯然好市多的狀況並非如此,憑藉著基本類別和價格取向的優勢,好市多近幾個月仍持續締造 2 位數的同店銷售成長。

好市多股價今年迄今上漲 22%,為 S&P 500 指數同期的 2 倍漲幅。

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