[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio1aff728b":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":77},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio1aff728b","HomeDepot行业受到美国房地产市场停滞的明显冲击！","\u002Fdoc\u002Fdcio1aff728b","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>尽管房贷利率较去年回落，但高房价、生活成本压力以及经济前景担忧，使得许多家庭仍推迟购房。高利率也抑制了大规模装修计划，消费者更多转向成本更低的小型项目，如粉刷、简单美化等，导致家居零售商的销售增长受限。\u003C\u002Fp>\u003Cp>此外，关税问题增加了运营难度。虽然部分进口商品是在关税实施前已抵达美国，家得宝得以维持价格稳定，但公司警告部分商品的价格将在今年稍晚上涨。\u003C\u002Fp>\u003Cp>家得宝继续扩大线上产品与专业承包商业务版图，后者的支出能力高于一般消费者。然而，三季度同店销售仅增长 0.2%，依旧未达分析师预期，公司也尚未看到明显的增长催化出现。\u003C\u002Fp>\u003Cp>McPhail 进一步表示，公司原本预期季节性因素会带来屋顶材料、发电机等品类的增长，但相关需求并未出现，令整体业务承压。他强调需求仍稳健，但尚未出现真正的增长动力。\u003C\u002Fp>\u003Cp>总体来看，假日购物动能有所改善，但住房市场因高利率、房价、就业压力及消费者信心低迷持续受挫，对家居装修行业构成明显挑战。\u003C\u002Fp>\u003Cp>美股投资网获悉，家得宝（HD）公布截至 11 月 2 日的季度业绩，利润和同店销售均未达市场预期。整体房地产市场疲软，加上风暴减少影响相关品类需求，使得屋顶、发电机等大额项目销售承压。\u003C\u002Fp>\u003Cp>本季度家得宝营收同比增长 2.8%，至 414 亿美元，略高于预期；但同店销售仅增长 0.2%，明显低于市场普遍预期的 1.4%。\u003C\u002Fp>\u003Cp>从经营指标来看，同店交易量同比下降 1.6%，但平均客单价提升 1.8%。整体客户交易量下降 1.4% 至 3950 万笔，平均客单价提升至 90.39 美元，同样略高于预期。\u003C\u002Fp>\u003Cp>三季度调整后营业利润为 53.5 亿美元，营业利润率为 13%。销售成本同比增长 2.8% 至 275 亿美元。调整后每股收益 3.74 美元，不及市场预估的 3.83 美元，也低于去年同期的 4.67 美元。\u003C\u002Fp>\u003Cp>公司下调全年盈利预期，表示消费者信心走弱，部分家庭暂停大额家居改善支出。家得宝预计全年调整后每股收益将同比下降约 5%，差于此前预期的 2% 降幅；全年销售额预计增 3%，略高于此前给出的 2.8%。\u003C\u002Fp>\u003Cp>财报公布后，公司股价在盘前下跌近 4%。截至周一收盘，家得宝股价年内累计下跌约 8%，而同期标普 500 指数上涨 13%。\u003C\u002Fp>\u003Cp>根据美股大数据 StockWe.com，在美国政府停摆期间，缺乏官方宏观数据的情况下，家得宝的悲观看法再次凸显消费者支出疲软的迹象。本周塔吉特（TGT）和沃尔玛（WMT）即将发布的报告，将进一步揭示就业放缓、企业经营状态及通胀是否引发更广泛消费降级。\u003C\u002Fp>\u003Cp>尽管家得宝的顾客整体财务状况较为稳健，约九成 DIY 客户是自有住房者，专业装修人士也多为房主服务，但管理层表示，包括高收入群体在内的各层消费者都不愿承担高成本项目。房地产市场降温和借贷成本上升是主因，同时企业裁员、政府停摆以及部分地区房价回落也加深了这种谨慎情绪。\u003C\u002Fp>\u003Cp>首席财务官 Richard McPhail 表示，公司原本预计利率和房贷利率回落后，下半年需求将加速复苏，但现实是消费者的不确定性仍在持续，而住房市场承压直接拖累家居装修需求。\u003C\u002Fp>\u003C!-- 图片全部居中显示 -->\u003Cp style=\"text-align:center;\">\u003Cimg src=\"https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202511-stk\u002F2090801260640.gif\" alt=\"图1\">\u003C\u002Fp>\u003Cp style=\"text-align:center;\">\u003Cimg src=\"https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202511-stk\u002F1917212240640.webp\" alt=\"图2\">\u003C\u002Fp>\u003Cp style=\"text-align:center;\">\u003Cimg src=\"https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202511-stk\u002F1666012627640 %281%29.webp\" alt=\"图3\">\u003C\u002Fp>\u003Cp style=\"text-align:center;\">\u003Cimg src=\"https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202511-stk\u002F1383398364640 %281%29.gif\" alt=\"图4\">\u003C\u002Fp>\u003Cp>美股投资网是一家专门研究美股的金融科技公司，2008 年成立于美国硅谷，由前纽约证券交易所分析师 Ken 创立，联合多位摩根斯坦利分析师、谷歌 Meta 工程师利用 AI 和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 https:\u002F\u002FStockWe.com\u002F 每天处理千万级股票数据：捕捉期权大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准 K 线信号第一时间发到您手机 APP！\u003C\u002Fp>\u003Cp style=\"text-align:center;\">\u003Cimg src=\"https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202511-stk\u002F1248374307640 %282%29.webp\" alt=\"图5\">\u003C\u002Fp>\u003Cp style=\"text-align:center;\">客服 Telegram：MaxMeigu\u003C\u002Fp>\u003Cp style=\"text-align:center;\">公众号：TradesMax\u003C\u002Fp>\u003Cp style=\"text-align:center;\">邮箱：buy@TradesMax.com\u003C\u002Fp>\u003Cp style=\"text-align:center;\">美股大数据 StockWe.com\u003C\u002Fp>\u003Cp style=\"text-align:center;\">美股投资网 TradesMax.com\u003C\u002Fp>","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202511-stk\u002FUploaderriftk2uatld_2025_11_18_13_17_46.jpg","2025-11-18T21:11:14.19","2025.11.18","2025\u002F11\u002F18",48460,[22],"HD","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":28,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\u003Cfigure class=\"image\">\u003Ca href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":78,"search":79,"searchPlaceholder":79,"hotContent":80,"draft":81,"noData":82,"searchNoData":83,"edit":84,"editVideo":85,"courseContent":86,"more":87,"buyNow":88,"subscribeNow":89,"encoding":90,"paidContent":91},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]