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旅游的钱都被花在了家居上,让这家公司业绩飙升25%

旅游的钱都被花在了家居上,让这家公司业绩飙升25%

王波非(Phil Wahba) 2020年08月23日
疫情期间,美国消费者的家居支出大涨。

2020年8月16日,一名购物者戴着防护口罩走进位于纽约的家得宝店面。图片来源:JEENAH MOON—BLOOMBERG/GETTY IMAGES

家得宝在8月18日亮出了强劲的第二季度财报。毫无疑问,尽管失业率飙升,而且人们对新冠疫情何时才能好转充满疑虑,但至少有一个领域成为了美国消费者挥霍的对象:自己的家。

这家家装改善连锁店称,本土同店销售业绩在截至8月初的季度增长了25%,几乎是华尔街预期的两倍。公司的季度总营收达到了381亿美元。

Edward Jones的分析师布莱恩·雅布罗向《财富》杂志透露:“家绝对是人们会为之花钱的地方。由于人们无法出行度假,因此本来应该用来旅游的钱被花在了家居上。”

家得宝还受益于承包商业务的回暖,因为新冠疫情导致的封锁限制在5月被取消。公司看到,客户单次到店的支出和到店频率均有所增加。令家得宝感到欢欣鼓舞的是,公司高管在电话会议上称,尽管消费者的刺激计划补助金已经到期,但本月的业务依然延续了近几个月的态势。

首席执行官克雷格·梅尼尔说,家居支出韧性十足的原因是多方面的。

梅尼尔在营收电话会议上称:“对于客户来说,家庭比以往任何时候都更重要。我们有大量的时间都在家中度过,我们也看到有些物品是必需的,有些是人们想要的。会出现一些额外的消耗。”

此外,家得宝还受益于创历史新低的按揭贷款利率所导致的房产市场热,以及随之而来的翻修需求。

尽管家得宝在本季度耗费了4.8亿美元用于提升店面的清扫频率,但其利润亦出现了大幅增长:净收益增长了24.5%,达至43.3亿美元,同样超出了华尔街的预测。(财富中文网)

译者:Feb

家得宝在8月18日亮出了强劲的第二季度财报。毫无疑问,尽管失业率飙升,而且人们对新冠疫情何时才能好转充满疑虑,但至少有一个领域成为了美国消费者挥霍的对象:自己的家。

这家家装改善连锁店称,本土同店销售业绩在截至8月初的季度增长了25%,几乎是华尔街预期的两倍。公司的季度总营收达到了381亿美元。

Edward Jones的分析师布莱恩·雅布罗向《财富》杂志透露:“家绝对是人们会为之花钱的地方。由于人们无法出行度假,因此本来应该用来旅游的钱被花在了家居上。”

家得宝还受益于承包商业务的回暖,因为新冠疫情导致的封锁限制在5月被取消。公司看到,客户单次到店的支出和到店频率均有所增加。令家得宝感到欢欣鼓舞的是,公司高管在电话会议上称,尽管消费者的刺激计划补助金已经到期,但本月的业务依然延续了近几个月的态势。

首席执行官克雷格·梅尼尔说,家居支出韧性十足的原因是多方面的。

梅尼尔在营收电话会议上称:“对于客户来说,家庭比以往任何时候都更重要。我们有大量的时间都在家中度过,我们也看到有些物品是必需的,有些是人们想要的。会出现一些额外的消耗。”

此外,家得宝还受益于创历史新低的按揭贷款利率所导致的房产市场热,以及随之而来的翻修需求。

尽管家得宝在本季度耗费了4.8亿美元用于提升店面的清扫频率,但其利润亦出现了大幅增长:净收益增长了24.5%,达至43.3亿美元,同样超出了华尔街的预测。(财富中文网)

译者:Feb

Home Depot reported a blockbuster second quarter on August 18, leaving no doubt that despite stratospheric unemployment and uncertainty about when the COVID-19 pandemic will loosen its grip, there is at least one area where American shoppers are splurging: where they live.

The home-improvement chain said that domestic same-store sales rose 25% in the quarter that ended in early August, roughly twice as much as Wall Street expected. The company's total revenue was $38.1 billion in the quarter.

"Home is definitely the one place people are spending money on," Edward Jones analyst Brian Yarbrough tells Fortune. "People aren't going on vacation, so instead of spending that $5,000 or $10,000 on vacation, people are putting it into their homes."

Home Depot also benefited from a resurgence in business from contractors once limitations stemming from COVID-19 lockdowns were lifted in May. It saw customers spend more per visit and visit more often. And encouragingly for Home Depot, business this month has been similar to recent months, according to executives on a conference call, despite the end of stimulus checks for consumers.

CEO Craig Menear said several factors explain why home spending is proving to be so resilient.

"The home has never been more important to the customer," Menear said on an earnings call. "We’re all spending lots of time there; we’re seeing things that need to be done or things that you want to be done. There is additional wear and tear."

What's more, Home Depot got a lift from record low mortgage rates that is spurring the housing market, and by extension the need for renovations.

Despite spending $480 million in the quarter on incentives and efforts to clean stores more frequently, Home Depot's bottom line also soared: Net income rose 24.5% to $4.33 billion, also ahead of Wall Street forecasts.

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