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財報前瞻 | 沃爾瑪Q4營收或創新高
uSMART盈立智投 02-20 19:40

沃爾瑪(WMT.US)將於2月21日美股盤前公佈截至1月的2023財年第四季度業績。市場預期該公司Q4營收將達到創紀錄的1591億美元,同比增長4%;淨利潤達40億美元,同比增長13%;調整後每股收益1.50美元,上年同期爲1.53美元。儘管通脹對假日銷售產生了抑制作用,但第四季度利潤和營收仍將增長。

沃爾瑪的營收增長可能是受到其不斷增長的電子商務業務的推動。自2020年以來,該公司一直將Walmart GoLocal、Walmart Connect 和 Spark Delivery 等電子商務和配送項目作爲重點。其電子商務營收預計將達到261億美元,幾乎是三年前的兩倍。

通貨膨脹導致美國去年12月份零售額比11月份異常下降了1.1%。今年1月份銷售額反彈,增長3%,這表明美國消費者的財務狀況好於假期支出所預示的水平。

美國最大的私營僱主沃爾瑪也在應對緊張的勞動力市場。由於人手短缺,沃爾瑪藥店在1月份減少了營業時間。沃爾瑪今年1月還表示,將把門店員工的最低工資提高到每小時14美元。一位發言人表示,這次近20%的加薪將於3月生效,影響約34萬名員工。

今年以來,沃爾瑪股價上漲3%,同期標普500指數上漲6%,SPDR必需消費品精選行業指數ETF(XLP)下跌1%。

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