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July 22, 2021
Uncategorized

春季多雨影響銷售  梅西百貨Q2財報失利

梅西百貨 (M-US) 公佈第二季財報,淨利下滑,原因是潮濕的春季氣候,使得夏季一開始就過度庫存上季未售出的商品,加上春季打折潮,影響了營收,不如與其。受到財報影響,公司股價連續兩天下跌。

梅西百貨公布第二季度財報,淨銷售達55.5 億美元,淨收入為8600 萬元,遠低於去年同期的 1.66 億美元。第二季度獲利折合每股為0.28美元,不但年減近 50%,也遠低於分析師平均預測的 0.46 美元。唯一的好消息是,期間同店銷售額增長 0.2%,包括特許部門在內,增長 0.3%。

公司表示獲利不佳是受到今年春季氣候多雨,影響消費者購物意願,提前的打折也影響營收。梅西百貨的首席執行長 Jeff Gennette 表示,消費者支出維持健康,並指出同店銷售業績強勁。儘管消費者支出強勁且美國失業率居低不下,但公司正在努力抓住購物者,這也表明梅西的情況與一年前相比沒有太大變化。

不過分析師認為,梅西從前一年跌至谷底的銷售成績開始追回業績,讓人感覺在過去的 12 個月裡,梅西百貨並沒有真正成長。過去一年,梅西百貨的股價已累計下跌超過六成。投資人擔憂公司及其競爭對手從下個月開始,面臨美國新課徵的關稅,將影響一些中國服裝進口量,更將影響到公司的銷售與獲利。

 

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