美銀:2023年或出現消費主導型衰退
美國銀行將塔吉特(TGT.US)評級從“買入”下調至“中性”,給予目標價165美元,原因是擔心非必需消費類別風險可能對估值造成壓力。
塔吉特下調利潤率指引體現了:如果競爭對手繼續促銷非必需消類產品的第二季度經營利潤率壓力、需要提高長交貨時間品類的價格以抵消更高的貨運成本水平、食品和燃料的廣泛通脹,以及2023年可能出現的由消費主導的衰退。
分析師Robert Ohmes:“我們認爲,考慮到銷售組合,下半年利潤率的不確定性可能會繼續對塔吉特不利,因爲競爭對手可能也在清理商品,這可能會抑制塔吉特的估值,目前許多主要的非必需品類零售商的估值較低,而塔吉特在這些品類的相對敞口較高。”
此外,Telsey Advisory Group將塔吉特目標價從200美元下調至185美元。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.