(Bloomberg) - Cov kws tshuaj ntsuam Wall Street tsis tau hais lus hauv kev sib tham txog FedEx Corp. qhov kev kwv yees rau peb lub hlis twg tam sim no - uas ploj lawm los ntawm kev tawg - thiab nws tshem tawm cov kev taw qhia puv xyoo. Nws phem heev.
Feem ntau Nyeem los ntawm Bloomberg
Rau cov kws tshawb fawb ntawm Deutsche Bank AG nws yog daim ntawv tshaj tawm phem tshaj plaws uas lawv tau pom hauv ob xyoo lawm.
"FedEx tau tshaj tawm nag hmo txog cov txiaj ntsig tsis muaj zog tshaj plaws uas peb tau pom cuam tshuam txog qhov kev cia siab hauv peb ~ 20 xyoo ntawm kev txheeb xyuas cov tuam txhab," cov kws tshuaj ntsuam hauv tuam txhab nyiaj suav nrog Amit Mehrotra tau hais hauv tsab ntawv rau cov neeg siv khoom.
Lub pob xa khoom loj tshaj plaws tau hais nyob rau hauv tsab ntawv tshaj tawm rau hmo Thursday tias nws xav tias yuav tau txais txiaj ntsig thawj peb lub hlis twg, tsis suav nrog qee yam khoom, yuav yog $ 3.44 ib feem, lossis kwv yees li 33% qis dua qhov nruab nrab tus kws tshuaj ntsuam kwv yees ntawm $ 5.10. Tsis tas li ntawd, FedEx tau thim nws cov nyiaj khwv tau los rau xyoo 2023, hais tias cov kev lag luam macroeconomic tau "ua phem heev," ob qho tib si thoob ntiaj teb thiab hauv Teb Chaws Asmeskas, thiab tej zaum yuav ua rau tsis zoo ntxiv, ua rau muaj kev ntshai ntawm kev khwv nyiaj txiag ntau zuj zus.
Tsawg kawg yog plaub tus kws tshuaj ntsuam muag muag uas npog cov khoom lag luam txo qis lawv cov lus pom zoo ntawm FedEx Friday, vim tias cov khoom lag luam poob 23%. Robert W. Baird & Co. kws tshuaj ntsuam Garrett Holland tau sau cov kev xav, hu nws tias "lub quarter tsis zoo." Qhov kev cia siab tsis txaus ntseeg tau thawb cov khoom sib tw ntawm United Parcel Service Inc., e-lag luam loj Amazon.com Inc. thiab cov tuam txhab xa khoom nyob sab Europe zoo rau hauv liab.
"Lub FedEx ceeb toom tuaj raws li nplawm. Nws yog ib qho cim qhia tias kev lag luam pib qeeb, "said Ipek Ozkardeskaya, tus kws ntsuam xyuas laus ntawm Swissquote. "Qhov no yeej yog thawj zaug hauv cov lus ceeb toom uas peb yuav pom rau lub quarter tom ntej."
Qee tus kws tshaj lij tau ceev faj txog kev khwv nyiaj tau los ua ntej FedEx ceeb toom. Bank of America Corp.'s Michael Hartnett tau hais hauv tsab ntawv ceeb toom rau hnub Friday tias qhov nyiaj tau los poob qis yuav ua rau Asmeskas cov khoom lag luam qis dua tshiab, thaum Deutsche Bank cov kws tshaj lij tau hais tias cov nyiaj tau los ntawm tuam txhab tau poob qis, ua rau S&P 500 muaj kev pheej hmoo ntau. tob muag.
FedEx tsis yog lub tuam txhab nkaus xwb uas tau ceeb toom tias kev lag luam macroeconomic backdrop yuav cuam tshuam rau kab hauv qab. General Electric Co. tus thawj coj nyiaj txiag tau hais rau hnub Thursday tias cov kev sib tw ntawm cov saw hlau tau hnyav rau nws qhov kev ua tau zoo hauv peb lub hlis twg, thaum qee lub tsev txhab nyiaj loj tshaj Wall Street xav tias yuav poob qis hauv cov nqi peev-nyiaj txiag rau lub quarter tam sim no nrog cov tub ua lag luam tseem txaus siab los ntawm kev nce nqi. , tus nqi hikes thiab muaj peev xwm thim rov qab.
Hauv Tebchaws Europe, cov lus ceeb toom cov txiaj ntsig tau pib poob rau hauv UK conglomerate Associated British Foods Plc ceeb toom tias cov nyiaj tau los hauv lub xyoo tom ntej no yuav qis dua vim tias cov nqi hluav taws xob nce ntxiv thiab cov nyiaj muaj zog dua rau nws cov lag luam khaub ncaws Primark, thaum Swedish cov khoom siv Electrolux. AB tau hais tias cov nyiaj khwv tau los yuav poob qis "qhov tseem ceeb" hauv lub quarter thib peb thaum muaj kev nce nqi nce sai thiab kev ntseeg siab ntawm cov neeg siv khoom tsawg.
Cov cim tsis zoo no tau ua rau cov kws tshuaj ntsuam xyuas kom muaj kev cia siab nruab nrab, nrog rau cov nyiaj tau los txhua lub limtiam txo qis dua qhov kev hloov kho tshiab rau li plaub lub hlis hauv Asmeskas, raws li Citigroup Inc. index. Tab sis tej zaum tseem yuav muaj txoj hauv kev mus rau rov pib qhov kev cia siab - cov kws tshuaj ntsuam cov nyiaj tau los kwv yees rau cov tuam txhab Asmeskas tau nyob ze rau cov ntaub ntawv siab, txawm tias 18% poob rau S&P 500 tus qauv xyoo no.
Txhawm rau tiv thaiv ntau lub taub hau ntawm cov tuam txhab, qee cov kws tshaj lij hais tias xaiv cov kev nthuav tawm hauv cheeb tsam mus rau lub caij khwv tau nyiaj.
Marija Veitmane, tus kws tshaj lij tshaj lij ntawm State Street Ntiaj Teb Kev Lag Luam tau hais tias "Qhov tsis muaj zog hauv FedEx cov nyiaj tau los yog nyob hauv Asia thiab Europe, qhov tseeb peb tab tom pom cov kev sib tw loj tshaj plaws ntawm kev lag luam, thaum Asmeskas kev ua haujlwm muaj zog txaus," "Qhov no haum nrog peb qhov kev ntsuas dav dav ntawm cov xwm txheej macro tam sim no. Tseeb tiag, Tebchaws Asmeskas yog peb lub lag luam nyiam. "
Goldman Sachs Group Inc. cov kws tshaj lij pom zoo, hais tias Asmeskas cov tuam txhab ua lag luam feem ntau ntawm lawv cov lag luam hauv tsev yuav zoo dua li cov uas raug rau Tebchaws Europe, qhov twg kev lag luam poob tag nrho tab sis lav. Hauv cov ntsiab lus nyiaj duas, Stoxx Europe 600 tau lag luam S&P 500 xyoo no, thaum lub pob Goldman ntawm Asmeskas cov tuam txhab nrog 100% kev muag khoom hauv tsev tau ua tiav ib qho kev taug qab cov neeg muaj kev cuam tshuam rau Tebchaws Europe.
Feem ntau Nyeem los ntawm Bloomberg Businessweek
© 2022 Bloomberg LP
Tau qhov twg los: https://finance.yahoo.com/news/brace-more-profit-warnings-fedex-102217735.html