Lub hom phiaj Tshuag tuaj yeem nyob hauv lub thawv nplua raws li tus neeg muag khoom aggressively muag qeeb-tsav cov khoom muag thiab kev lag luam txo nqi nce thaum kev lag luam poob qis, Jefferies kws tshuaj ntsuam Stephanie Wissink ceeb toom.
Wissink, hais txog "cov txiaj ntsig ceeb toom los ntawm cov phooj ywg & cov neeg muag khoom thiab kev ntxhov siab ntawm cov hnab nyiaj txiav txim siab," txo nws qhov EPS kwv yees ntawm Lub Hom Phiaj rau qhov sib npaug ntawm 2022 thiab 2023 hauv tsab ntawv tshiab rau hnub Monday.
"Qhov kev txiav rau peb cov qauv zoo nkaus li hnyav ntawm lub ntsej muag tus nqi, txo nqi tag nrho Lub Hom Phiaj lub peev xwm rov qab mus rau 6% kev khiav hauj lwm margin nyob rau hauv ib nrab thib ob thiab xav tias: 1) cov khoom muag digestion yuav siv sij hawm ntev dua; 2) Kev txo nqi yog qhov tob dua & kev sib tw kev txhawb nqa hnyav thaum rov qab mus kawm ntawv / hnub so; 3) Cov kev txiav txim siab nyob twj ywm mos rau hauv ib nrab thib ob nrog kev hloov mus rau qhov tsim nyog; thiab 4) kev hloov pauv txhua lub limtiam hauv cov neeg siv khoom tus cwj pwm hauv kev teb rau +/- kev nce nqi ua rau kev kwv yees nyuaj thiab qhia tias yuav tsum tau ceev faj ntau cov khoom yuav khoom rau 2H thiab 2023, "Wissink sau.
Lub hom phiaj tau ncaws tawm kev txhawj xeeb txog cov khw muag khoom noj qab haus huv hauv lub Rau Hli nrog qhov xav tsis thoob kev txiav txim siab txhawm rau ua kom cov khoom lag luam qeeb qeeb thiab ua tib zoo saib xyuas cov txiaj ntsig nyob ze.
Shares ntawm cov khw muag khoom tam sim no poob qis 29% txog rau lub xyoo no, piv rau 14% poob rau S&P 500.
Txij li Lub Hom Phiaj ceeb toom, lwm cov khw muag khoom tau tshaj tawm xov xwm tsis zoo rau cov tub ua lag luam.
Walmart, lub khw muag khoom loj tshaj plaws hauv ntiaj teb, txo nws lub quarter thib ob thiab tag nrho cov txiaj ntsig kev kwv yees Lub lim tiam dhau los vim muaj kev nce nqi nce ntxiv thiab cov neeg siv khoom thim rov qab rau cov khoom siv xws li khaub ncaws. Walmart pom cov nyiaj tau los tag nrho lub xyoo tanking 11% rau 13% piv rau qhov kwv yees ua ntej rau 1% poob.
Qhov Kev Yuav Zoo Tshaj Plaws tau ua raws li lub lim tiam dhau los nrog kev ceeb toom ntawm nws tus kheej, thiab cov kws tshuaj ntsuam tau hais tias qhov Kev Yuav Zoo Tshaj Lij Tshaj Lij Tshaj Tawm yog "bleak” daim duab ua ntej rau cov khw muag khoom hluav taws xob.
Bath & Body Works, RH, Bed Bath & Beyond, thiab Kohl's kuj tau tshaj tawm kev ceev faj ntxiv raws li cov neeg siv khoom hloov kev siv nyiaj deb ntawm cov kev txiav txim siab.
"Kuv yeej tsis tau - tej zaum kuv tsis nco qab - pom kev txo nqi ntau npaum li cov khoom lag luam nrog cov feem pua tau tawm," qub Gap CEO Mickey Drexler hais rau Yahoo Finance Live.
Cov xov xwm dour los ntawm cov khw muag khoom muaj qee tus kws tshaj lij bracing rau tom qab hnub so 2022 nthwv dej ntawm khw muag khoom lag luam poob nyiaj, ua phem dua yog tias kev lag luam nkag mus rau kev lag luam poob qis.
"Kuv xav tias peb yuav pom muaj kev lag luam poob qis hauv thawj peb lub hlis twg ntawm 2023 yog tias lub caij so so no muaj dab tsi tsawg dua li muaj zog," Mark Cohen, yav dhau los CEO ntawm Sear Canada thiab tam sim no Columbia University tus xibfwb ntawm kev tshawb fawb khw muag khoom, ceeb toom rau Yahoo. Nyiaj Txiag Nyob. "Kuv tsis xav tias nws yuav yog, los ntawm txoj kev."
Brian Sozzi yog ib qho editor-at-large thiab thauj tog rau nkoj ntawm Yahoo FinanceCov. Ua raws li Sozzi ntawm Twitter @BrianSozzi thiab nyob rau LinkedIn.
Nyem qhov no rau qhov tseeb trending stock tickers ntawm Yahoo Finance platform
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Tau qhov twg los: https://finance.yahoo.com/news/target-cut-jeffries-105347817.html