Lowe cov khoom lag luam tau raug nailed nrog downgrade los ntawm cov kws tshuaj ntsuam ntawm Citi ntawm kev ntshai tias qhov txias txias hauv tsev lag luam yuav ua rau kev xav tau ntawm cov khw muag khoom txhim kho hauv tsev.
Citi tus kws tshuaj ntsuam Steven Zaccone tau txiav nws qhov kev ntsuam xyuas ntawm Lowe's mus rau nruab nrab ntawm kev yuav khoom hnub Thursday.
"Peb pom muaj kev pheej hmoo ntawm 2Q tsis nco txog tib lub khw muag khoom thiab EPS vs. Txoj kev nrog lub peev xwm los txiav FY22 kev taw qhia muab cov txiaj ntsig thawj ib nrab tsis muaj zog," Zaccone tau sau rau hauv daim ntawv tshiab rau cov neeg siv khoom. "Peb ntseeg tias qhov kev yuav-sab yog bracing rau kev nco thiab kev taw qhia-down, tab sis peb pom tsawg dua yuav muaj kev cuam tshuam los ntawm kev txiav kev taw qhia muab qhov tsis zoo overhang ntawm kev lag luam vaj tsev qeeb."
Shares ntawm Lowe's poob me ntsis hauv kev ua lag luam ua ntej ua lag luam.
Zaccone tuav qhov kev yuav khoom ntawm Lowe tus neeg sib tw hauv Tsev Depot, txawm li cas los xij, ntawm qhov kev pom tias kev muag khoom rau cov neeg cog lus (paub tias cov neeg muaj txiaj ntsig hauv Tsev Depot) yuav muaj zog nyob rau lub sijhawm ze. Lowe's muaj tsawg dua qhov muaj nyob hauv kev lag luam cog lus piv rau Home Depot.
"Peb cov ntsiab lus thesis tseem ceeb kom txo qis rau qhov nruab nrab ($ 205 lub hom phiaj tus nqi) yog raws li qhov nyuaj dua macro backdrop, qeeb ua-nws-koj tus kheej cov neeg siv khoom, nce kev pheej hmoo ntawm kev tshaj tawm, thiab txoj kev sib tw nyuaj dua hauv qhov chaw muag khoom tsis muaj zog," tus kws tshuaj ntsuam sau.
Kev txo qis ntawm Lowe's shares tuaj yeem yog thawj zaug ntawm ntau los ntawm cov kws tshuaj ntsuam thaum muaj vaj tse nyob tsis tu ncua thiab cov nqi khoom lag luam uas muaj qhov txawv txav nyob hauv av. Shares ntawm Tsev Depot thiab Lowe's tau tacked ntawm 10% thiab 8%, feem, nyob rau hauv lub hli tas los ntawm ib tug boarder ua lag luam rally.
Amid nce tus nqi paj thiab nce nqi rau cov tswv tsev, kev muag cov tsev uas twb muaj lawm nyob rau lub Rau Hli tau nce 5.4% txij lub Tsib Hlis, raws li cov ntaub ntawv tshiab los ntawm National Association of Realtors (NAR). Kev muag khoom nyob rau lub Rau Hli tau poob 14.2% los ntawm ib xyoos dhau los.
Kev muag tsev tshiab tau poob rau ob xyoos qis hauv lub Rau Hli.
"Peb yuav dhau los ntawm lub sijhawm mob, tsis hloov pauv," Redfin CEO Glenn Kelman tau hais rau Yahoo Nyiaj Txiag Live lub lim tiam no (video saum toj no). Kelman lub suab ceeb toom ntawm tsev nyob ntawm Yahoo Nyiaj Txiag Nyob echoes tias ntawm Whirlpool CFO Jim Peters tsuas yog ob peb lub lis piam ua ntej.
Tsis tas li ntawd, tus tsav tsheb tseem ceeb ntawm kev muag khoom ntawm Lowe's thiab Home Depot - cov neeg kho vaj tsev - tab tom rub rov qab zoo li. Lub Koom Haum Koom Haum Hauv Tsev Hauv Tsev Txhim Kho Kev Lag Luam Kev Lag Luam tau poob qis 10 feem pua ntawm cov ntsiab lus xyoo dhau xyoo hauv lub quarter thib ob.
"Txawm hais tias feem ntau cov neeg hloov kho thoob plaws lub tebchaws tseem muaj txiaj ntsig zoo ntawm kev ua lag luam," NAHB Remodelers Chair Kurt Clason tau hais tias, "tus lej loj zuj zus tau pib muaj cov tsos mob ntawm kev poob qis."
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
Nyeem cov xov xwm tshiab nyiaj txiag thiab lag luam los ntawm Yahoo Finance
Rub tawm Yahoo Nyiaj Txiag app rau Kua or Android
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Tau qhov twg los: https://finance.yahoo.com/news/housing-market-is-cracking-and-that-will-hammer-lowes-analyst-warns-103601796.html