What To Expect From Walmart's Q3 Earnings?
What To Expect From Walmart's Q3 Earnings?
The third-quarter comps are expected to reflect positive year-over-year transactions, driven by strength in grocery and health/wellness, Ohmes writes.BofA Securities analyst Robert F. Ohmes reiterated the Buy rating on Walmart Inc. (NYSE:WMT) with a price forecast of $95.
美國銀行證券分析師羅伯特·F·奧姆斯重申了對沃爾瑪公司（NYSE:WMT）的買入評級，並預測股價爲95美元。
The company will report third-quarter fiscal 2025 earnings on Tuesday, November 19. The analyst expects $0.52 in adjusted EPS and a 3.5% increase in U.S. comps.
該公司將在2025財年第三季度於11月19日星期二公佈收益報告。分析師預計調整後的每股收益爲0.52美元，美國同店銷售額將增長3.5%。
The analyst projects potential upside for the quarter, as Bloomberg Second Measure credit and debit card data shows an acceleration in Walmart sales, contrasting with BofA and Street comp forecasts that suggest deceleration.
分析師預測本季度潛在上漲空間，因爲彭博第二次測量的信用卡和借記卡數據顯示沃爾瑪銷售加速，與美銀和華爾街的同店銷售預測形成對比，後者顯示減速。
The third-quarter comps are expected to reflect positive year-over-year transactions, driven by strength in grocery and health/wellness, Ohmes writes.
奧姆斯寫道，第三季度同店銷售料將反映出較去年同期積極的交易，受到食品雜貨和健康/健康的增長動力。
The analyst notes that Walmart continues to gain share across all income levels, including lower-income consumers, where some competitors are facing pressure.
分析師指出，沃爾瑪在所有收入水平上持續獲得份額，包括低收入消費者，一些競爭對手正面臨壓力。
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Per Ohmes, this is driven by Walmart's strong value offering and high digital convenience.
根據奧姆斯的說法，這是由於沃爾瑪強大的價值提供和高度的數字便利性。
The company's store remodels, expanded online SKU selection (including through its third-party marketplace), and improved express delivery capabilities are contributing to strong transaction and unit growth. Walmart+ membership also saw double-digit growth in the second quarter, the analyst adds.
該公司的商店改造，擴大的在線SKU選擇（包括通過第三方市場），以及改進的快遞能力，正在促進交易量和單位增長。分析師補充道，Walmart+會員在第二季度也出現兩位數增長。
For the holiday season, Ohmes sees a shortened selling period, with 5 fewer days between Thanksgiving and Christmas compared to last year. This is likely to lead to higher online spending, benefiting large digital and omni-channel retailers like Walmart, the analyst adds.
Ohmes看到節假日季節的銷售時間縮短，感恩節和聖誕節之間比去年少了5天。分析師表示，這可能會導致在線支出增加，從而惠及沃爾瑪這樣的大型數字化和全渠道零售商。
Ohmes projects Walmart's gross margin to expand. Higher-margin profit streams like digital advertising, third-party marketplace, and fulfillment services will drive this growth.
Ohmes預測沃爾瑪的毛利率將擴大。數字廣告、第三方市場和履約服務等利潤較高的收入流將推動這一增長。
The analyst writes that these gains should help offset sales mix challenges, as general merchandise is likely to continue lagging grocery and health/wellness.
分析師表示，這些收益應有助於抵消銷售結構混合方面的挑戰，因爲綜合商品的表現可能會繼續落後於雜貨和健康/保健品。
Price Action: WMT shares are trading higher by 0.83% to $84.91 at last check Tuesday.
股價走勢：截至上週二最後一次檢查，沃爾瑪股票價格上漲了0.83%，至84.91美元。
Image via Shutterstock
圖片來源：shutterstock
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譯文內容由第三人軟體翻譯。
