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November 15, 2023
財經

目標百貨業績超預期 非必須消費仍疲軟

目標百貨(Target)週三(15 日)發布的財報銷售超越華爾街的預期,獲利更是超越預期,因為食品和美容等高頻類別的購買支撐了疲軟的非必需品消費支出。

Target 公布上季度財報,每股獲利 2.10 美元,高於預期的 1.48 美元。營收 254 億美元,高於預期的 252.4 億美元。第 三季總營收較去年同期的 265.2 億美元下降。

由於顧客購買的非必需品減少,可比銷售額較去年同期下降近 5%。數位銷售額較去年同期下降 6%。

雖然非必需品類別仍然疲軟,但首長官亨寧頓表示,與第二季度相比,趨勢「顯著改善」。她將這些更好的業績歸功於時尚商品,包括 Target 的新品牌廚具、秋季時尚女裝以及新系列珠寶。

雖然面臨銷售挑戰,Target 第三季淨利從去年同期的 7.12 億美元或每股 1.54 美元,躍升約 36% 至 每股 2.10 美元。菲德爾克將 Target 獲利的提高歸因於更好的庫存和費用管理,而不是強勁的銷售。

與去年同期相比,本季末的庫存水準下降了 14%。公司指出,預計假日季的情況大致相同,可比銷售額將出現中個位數下降,調整後每股獲利在 1.9 至 2.6 美元間。

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