Target, Ross Stores Expected To Post Higher Revenues As Consumers Stay Resilient: Analysts
Target, Ross Stores Expected To Post Higher Revenues As Consumers Stay Resilient: Analysts
$Target (TGT.US)$ and $Ross Stores (ROST.US)$ should post better revenues for the second quarter as consumers continue spending despite macro uncertainties, according to analysts from Tesley Advisory Group.
$塔吉特 (TGT.US)$和頁面。$羅斯百貨 (ROST.US)$ 根據Tesley諮詢集團的分析師表示，儘管面臨宏觀不確定性，消費者仍然繼續支出，應在第二季度發佈更好的收益。
Analyst Joseph Feldman expects Target's second-quarter revenue to improve 2% from a year ago to $25.3 billion when it reports earnings on Wednesday before the market opens. His forecast exceeds FactSet revenue consensus of $25.2 billion.
分析師Joseph Feldman預計，在週三市場開盤前發佈收益報告時，Target的第二季度營業收入將比去年同期提高2％，達到253億美元。他的預測超過FactSet券商預測的252億美元的營收。
"Broadly, we believe consumers are showing resiliency as they continue to search for value and focus on essentials, while selectively spending on discretionary items and responding to innovation and newness," Feldman wrote in a note on Target, commenting on shoppers in general.
「總體而言，我們認爲，消費者正在表現出韌性，因爲他們繼續尋求價值，專注於基本品，並有選擇地在自由支配項目上支出，並對創新和新穎的反應，」 Feldman在針對目標的註釋中寫道，評論普遍的購物者。
Target continues to focus on its value-offering by cutting prices while offering private brands in new stores, he said.
他說，Target繼續通過降價並在新店中提供自有品牌來專注於其提供的價值。
Feldman maintains an Outperform rating and a $190 price target on Target shares.
Feldman對Target股票維持跑贏大盤評級和190美元的目標價。
Analyst Dana Tesley forecasts a 6.9% jump in year-over-year second quarter revenue for Ross Stores to $5.28 billion when it releases its results on Thursday after the market closes. Her expectation exceeds revenue consensus of $5.24 billion.
分析師Dana Tesley預計，在週四市場收盤後發佈其成果時，羅斯百貨（Ross Stores）的同比第二季度營業收入將增長6.9％至52.8億美元。她的預期超過了52.4億美元的營收共識。
"We continue to be encouraged by ROST's string of strong results across the past five quarters, with the business navigating macro challenges relatively well despite outsized pressure on some of its core consumers," she wrote in a note.
「我們繼續對ROST在過去的五個季度中取得的強勁業績感到鼓舞，儘管部分核心消費者面臨巨大的壓力，但該公司有效應對宏觀挑戰，」她在一份備註中寫道，談論消費者普遍情況。
"We are encouraged by management's efforts to improve the product mix and drive efficiencies across the business."
「我們對管理層改善產品組合和推動業務效率的努力感到鼓舞。」
She maintains a Market Perform and $160 price target on the stock.
她對該股票維持市場表現和160美元的目標價。
Price Action: $Target (TGT.US)$ gained 1.67% to close at $144.03 on Friday, while exchange-traded funds that track the stock also advanced.
價格走勢：股票上一次收盤價爲251.52美元，上漲2.08％。$塔吉特 (TGT.US)$ 週五，股價上漲1.67％，收於144.03美元，而跟蹤該股的交易所交易基金(etf)也有所上漲。
$VanEck Retail ETF (RTH.US)$ gained 0.61
$Consumer Staples Select Sector SPDR Fund (XLP.US)$ picked up 0.27%
$Simplify Next Intangible Value Index ETF (NXTV.US)$ edged up 0.15%
$FEDERATED HERMES U.S. STRATEGIC DIVIDEND ETF (FDV.US)$ went up 0.41%
$Vanguard Consumer Staples ETF (VDC.US)$ gained 0.32%
Ross Stores slipped 0.27% to close at $147.40 on Friday, while ETFs that follow its shares had mixed results.
上週五，羅斯百貨下跌0.27％，收於147.40美元，而跟蹤其股票的交易所交易基金的結果不盡相同。
$Victory Portfolios II Victoryshares THB Mid Cap ESG ETF (MDCP.US)$ rose 0.52%
$BLACKROCK FUTURE U.S. THEMES ETF (BTHM.US)$ slipped 0.03%
$iShares U.S. Consumer Focused ETF (IEDI.US)$ moved up 0.24%
$LG QRAFT AI-POWERED U.S. LARGE CAP CORE ETF (LQAI.US)$ remained unchanged
$INVESCO EXCHANGE TRADED FD TR S&P 500 EQL WGT CONSUMER DISCRETION ETF (RSPD.US)$ rose 0.29%