Key Takeaways Home Depot reaffirmed guidance with 2025 sales seen up 2.8% and comps up 1% despite a mixed backdrop.Floor & Decor posted Q2 sales up 7.1%, with EPS up 11.5%, aided by margin expansion and new stores.HD shares rose 13.9% in six months, while FND slipped 1.2%, underscoring diverging stock performance.The Home Depot, Inc. (HD) and Floor & Decor Holdings, Inc. (FND) are major players within the Retail - Home Furnishings industry. Home Depot boasts a market capitalization of around $409 billion an ...

Costco Wholesale Corporation (NASDAQ:COST) is one of the stocks Jim Cramer offered insights on. Cramer said the stock is stuck in “kind of a purgatory,” as he commented: “Let’s talk about Thursday evening, though. There we have Costco, and right now, Costco’s stuck in a kind of a purgatory, a very high PE… 53. I find you don’t want to buy Costco until the PE goes below 50. But I own it for the Charitable Trust, and I’m willing to hold it all I want. It’s hard to believe that Costco can vault higher from h ...

Costco Wholesale Corp. (NASDAQ:COST) posted steady August sales growth, underscoring resilient consumer demand across food and nonfood categories. Excluding the impacts from changes in gasoline prices and foreign exchange, consolidated comparable sales increased 6.9% year-over-year in August. U.S. comparable sales increased by 6.7%, Canada by 9.4%, and international markets by 5.3%, while e-commerce surged by 18.3%. Also Read: Costco Stock Hits A Death Cross — But Don’t Hit Sell Just Yet The company’s tr ...

Kevin Simpson, Capital Wealth Planning founder and CIO, said in a recent program on CNBC that he’s buying Home Depot (NYSE:HD) amid expectations of a rate cut. The analyst sees a new cycle of home renovation coming in the US. “I think it’s just as pure as a lower rate environment because if you think about the retail consumer, we’ve been waiting since the pandemic for massive upgrades—appliances, wall coverings, floor coverings. But it’s not just the retail consumer. If you think about it a little bit fur ...

This story was originally published on CFO Dive. To receive daily news and insights, subscribe to our free daily CFO Dive newsletter. Dive Brief: Retail sales exceeded forecasts in August and rose 0.6%, increasing for the third straight month despite job market weakness and sagging consumer sentiment. Nine out of 13 categories of goods registered gains, with e-commerce sales rising 2% and receipts at clothing stores and sporting goods and hobby shops increasing 1% and 0.8%, respectively, the Commerce De ...

进口家电海关申报价值变化 - 公司引用联邦数据显示海外多种家电产品的海关申报价值在6月开始大幅下降[1]

公司合作动态 - Uber与百思买合作通过Uber Eats平台提供电子产品配送服务 该合作于9月2日启动[1][2] - 合作覆盖800家百思买门店 涵盖电子产品、家电等商品类别[2] - Uber Eats为庆祝合作推出促销活动：订单满60美元使用代码BESTBUY10可减20美元 Uber One会员享受0美元配送费[3] 公司战略布局 - 此次合作是Uber在美国郊区及农村地区零售扩张计划的最新举措 此前一周刚宣布与Dollar Tree达成合作[4] - Uber正加强网约车与即时配送服务的协同效应 Lyft则通过收购合作方式拓展新领域及自动驾驶技术[6][7] 财务业绩表现 - 百思买近期销售额实现1.6%增长 为三年来最高增速 增长动力来自计算设备、手机、可穿戴设备、耳机和游戏产品等品类[4] - 公司维持2024财年业绩指引：预计营收在411亿美元至419亿美元之间 较此前414-422亿美元的指引略有下调[6] - 维持指引原因系对下半年潜在关税影响的不确定性保持谨慎态度[5] 行业竞争格局 - Uber和Lyft第二季度均显示健康的收入增长和基本面改善 但在移动平台层战略出现明显分化[6] - 行业面临客户期望提升、监管审查加强和资本密集度上升的市场环境[7]

财务表现 - 第二季度调整后每股收益1.28美元超出市场预期1.21美元[1] - 季度销售额同比增长1.6%至94.4亿美元高于市场预期92.4亿美元[2] - 公司重申2026财年每股收益指引6.15-6.30美元高于市场预期6.17美元[2] 市场动态 - 六月和七月同店销售额增长3%本季度至今保持低个位数增长[3] - 计算设备、电视和家电的需求前置效应已基本消退[6] - 人工智能功能渗透消费电子领域推动平均售价持续上升[6] 运营策略 - 关税结构包含25%美国/墨西哥零关税采购30-35%中国采购适用25%混合关税率[5] - 剩余40%采购来自越南、印度、韩国等差异化关税地区[5] - 通过供应商支持机制和供应链效率提升缓解关税影响[4][5] 发展前景 - 现有用户基数扩大支撑年度软着陆预期[6] - 运营利润率有望从去年4.1%逐步提升至5%[6] - 家庭影院等核心品类转正后利润率可进一步达到6%[6]

核心财务预测 - 华尔街分析师预计公司季度每股收益为122美元 同比下降9% [1] - 预计季度总收入为921亿美元 同比下降09% [1] - 过去30天内共识每股收益预测保持未变 反映分析师对初始预测的集体重新评估 [1] 收入品类表现 - 国内计算与手机品类收入预计达37亿美元 同比下降24% [4] - 国内消费电子品类收入预计达249亿美元 同比上升05% [4] - 国内家电品类收入预计达114亿美元 同比下降35% [5] - 国内娱乐品类收入预计达5101亿美元 同比上升24% [5] 地域收入分布 - 国内总收入预计达853亿美元 同比下降1% [5] - 国际总收入预计达661亿美元 同比下降06% [6] 门店数量变化 - 国内总门店数预计949家 较去年同期959家减少10家 [6] - 国内Best Buy品牌门店预计883家 较去年同期890家减少7家 [7] - 国内Pacific Sales门店预计20家 与去年同期持平 [7] - 加拿大Best Buy门店预计128家 较去年同期129家减少1家 [8] - 加拿大Best Buy移动独立门店预计29家 较去年同期32家减少3家 [8] - 国际总门店数预计157家 较去年同期161家减少4家 [9] 股价表现与市场预期 - 公司股价过去一个月上涨118% 同期标普500指数上涨27% [9] - 公司获Zacks Rank 4（卖出）评级 预计近期表现将落后整体市场 [9]

业绩总结 - 第二季度公司实现了33.8%的毛利率，同比增长34个基点[1] - 调整后的毛利率为33.8%，同比增长37个基点[1] - 同比销售增长1.1%[1] - 稀释每股收益为4.27美元，同比增长2.4%[2] - 调整后的稀释每股收益为4.33美元，同比增长5.6%[2] - 9个地区实现了正的同店销售增长[1] 未来展望 - 预计收购Foundation Building Materials的交易将在2025年第四季度完成[50] - 预计收购将对调整后的稀释每股收益产生积极影响[50] - 预计在交易完成时的杠杆率为3.4x至3.5x[50] 用户数据 - 2025年公司Pro销售占总销售的比例从2019年的约19%提升至约30%[23]