Walmart, Target, Bath & Body Works Stand Out As Black Friday Winners: Analysts
Walmart, Target, Bath & Body Works Stand Out As Black Friday Winners: Analysts
The analysts also highlighted a return to strong growth in the e-commerce sector based on early holiday data with retailers like Retailers saw increased traffic both online and in-store during the busiest Black Friday shopping weekend ever. BofA Securities analysts weighed in on the retail sector's early holiday winners.
零售商在有史以來最繁忙的黑色星期五購物週末期間，無論在線還是實體店，都經歷了客流量的增加。美銀證券分析師對零售板塊早期假日的贏家進行了分析。
E-commerce: According to Adobe Analytics, online sales during Thanksgiving and Black Friday grew 9% and 10% respectively, from 2023 levels. BofA Securities analysts highlighted an increase in the use of AI shopping assistants, up 31% from last year and sites featuring AI services saw a 9% increase in conversion rates.
電子商務：根據adobe分析，感恩節和黑色星期五期間的在線銷售分別增長了9%和10%，相比於2023年的水平。美銀證券分析師指出，人工智能購物助手的使用增加了31%，而提供人工智能服務的網站轉化率也上漲了9%。
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The analysts also highlighted a return to strong growth in the e-commerce sector based on early holiday data with retailers like Amazon.com Inc. (NASDAQ:AMZN) and Wayfair Inc. (NYSE:W) driving growth with a focus on value and faster delivery speeds. Top categories included makeup and skincare, smart watches and movie merchandise, particularly from the Harry Potter and Wicked franchises.
分析師還強調，根據早期假日數據，電子商務板塊回歸強勁增長，零售商如亞馬遜.com公司（納斯達克：AMZN）和wayfair公司（紐交所：W）通過關注價值和更快的配送速度推動了增長。主要類別包括化妝品和護膚品、智能手錶和電影周邊商品，尤其是來自哈利·波特和《邪惡女巫》系列的商品。
In-Store: BofA Securities conducted an in-store survey across four states and reported Walmart Inc. (NYSE:WMT), Target Corp. (NYSE:TGT) and Academy Sports and Outdoors Inc. (NASDAQ:ASO) as the "stand-outs" in terms of in-store traffic.
實體店：美銀證券在四個州進行了實體店調查，並報告沃爾瑪公司（紐交所：WMT）、塔吉特公司（紐交所：TGT）和academy體育及戶外公司（納斯達克：ASO）在實體店客流量方面表現突出。
The firm also highlighted Costco Wholesale Corporation (NASDAQ:COST) and BJ's Wholesale Club Holdings Inc. (NYSE:BJ) as well-positioned to benefit from the consumer's continued focus on value this holiday season.
該公司還強調了好市多批發公司（納斯達克：COST）和bj批發俱樂部（紐交所：BJ），這兩家公司在消費者本假日季持續關注價值的情況下，處於有利位置。
Specialty Retailers: BofA highlighted Bath & Body Works, Inc. (NYSE:BBWI) as its top holiday pick among specialty retailers and maintained a Buy rating and price target of $45 on the stock. The research firm expects continued growth from the company's third-quarter sales inflection driven by product partnerships and category launches.
特種零售商：美銀指出邦德和身體護理公司（紐交所：BBWI）是其在特種零售商中的最佳假日選擇，並維持對該股票的買入評級和45美元的價格目標。這家研究公司預計，受產品合作和品類推出驅動，該公司第三季度銷售反彈將持續增長。
BofA Ratings:
美銀評級：
- Maintained Target shares with a Buy rating and a $160 price objective.
- Maintained Academy Sports and Outdoor with a Neutral rating and a price target of $63.
- Maintained Walmart stock as a Buy with a $105 price objective.
- Maintained a Buy rating on Amazon shares with a price target of $230.
- Maintained its Buy rating and price target of $962 on Costco stock.
- 維持Target股票的買入評級，目標價格爲160美元。
- 維持Academy Sports and Outdoor的中立評級，價格目標爲63美元。
- 維持沃爾瑪股票的買入評級，目標價格爲105美元。
- 維持亞馬遜股票的買入評級，價格目標爲230美元。
- 維持好市多股票的買入評級和962美元的價格目標。
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Image: Shutterstock
圖片：shutterstock
譯文內容由第三人軟體翻譯。
