成本削减计划 - 公司计划在2025年裁员20,000人以降低成本 [1] - 将关闭73个设施，预计在6月底前完成 [1] - 通过上述措施预计在2025年节省35亿美元成本 [1] - CEO表示这些行动将使公司变得更强大、更灵活 [1] 财务表现 - 2025年第一季度收入为215亿美元，同比下降0.7% [2] - 调整后营业利润为17亿美元，同比微增0.9% [2] 财务展望 - 公司撤回全年财务指引 [2] - 由于特朗普关税政策带来的不确定性，无法提供预测 [2] - 公司表示在当前宏观经济不确定性下不会更新全年展望 [3] 市场环境 - 公司面临需求疲软，尤其是来自大客户的需求 [1]

财报与关税影响 - 公司即将公布2025财年第二季度财报 该季度受到特朗普政府反复无常的关税政策、供应链挑战以及iPhone定价问题的影响 [1] - 关税问题成为本次财报季焦点 公司面临高达145%的中国进口商品关税 正在探索将制造中心从中国转移至印度等替代方案 [2][3] - 印度提出的26%关税税率优于中国 但需等待90天暂停期结束且美印未达成贸易协议 [4] - 美国海关曾短暂豁免4月5日后出库的智能手机等产品关税 但特朗普明确表示不会免除任何关税 [5] 供应链调整 - 公司计划2026年前将全部iPhone美国组装转移至印度 但面临重大物流障碍 [6] - 目前印度占全球iPhone产量的20% 中国仍占据超过50%份额 [6] 消费者与成本传导 - 部分消费者为避免新款iPhone可能超过2000美元的涨价而提前升级设备 [7] - 投资者关注公司将如何将关税相关成本转嫁给消费者 [7] 人工智能进展 - 尽管AI技术被宣传为公司新时代标志 但其大规模推广因延迟和需求低迷受阻 [8][9] - 投资者持续追问Apple Intelligence驱动的升级超级周期何时实现 [9] 管理层沟通风格 - 公司在财报电话会议上对敏感问题保持简短回应 此前CEO仅表示对关税问题"正在监测形势" [9] - 分析师预计本次财报会仍将缺乏透明度 [10]

Boeing has another reason to believe that its turnaround year is on track. S&P Global Ratings said on Monday that it was no longer considering downgrading the planemaker to junk status.The credit rating agency grades companies based on how likely they are to repay debt, and a lower rating makes it more expensive to borrow money. S&P had put Boeing at risk of a downgrade in October. Boeing reported a cash balance of $23.7 billion at the end of the first quarter — a positive sign after hemorrhaging money th ...

文章核心观点 美国消费者倾向于在沃尔玛和开市客购物，两家公司在杂货市场份额增加，而竞争对手面临挑战 [4][6] 沃尔玛情况 - 连续三年超五分之一美国杂货消费花在沃尔玛，仅美国业务份额达21.2%，算上山姆会员店整体占比达四分之一 [1] - 沃尔玛美国业务规模是最接近竞争对手克罗格两倍多，需四大纯杂货连锁店联合才能超过它 [2] 开市客情况 - 自2019年以来抢占更多杂货消费，过去两年市场份额从7.6%提升至8.5% [3] - 专注有限的批量产品，虽不会占据家庭全部杂货支出，但有能力获取更多份额 [3] 行业趋势 - 美国消费者寻求最大化家庭预算，沃尔玛和开市客交易和销售在经济不确定时增长，竞争对手难以达标 [4] - 零售商除食品外还销售大量商品，一般商品销售利润高于杂货，可抵消食品低利润 [5] - 沃尔玛、山姆会员店和开市客合计占美国杂货消费超三分之一，达33.7%，高于五年前的30.1% [6]

公司业绩表现 - 达美乐第一季度美国市场外卖可比销售额下降15% [2] - 同期自取业务可比销售额增长1% [2] - 整体可比销售额下降05% 略低于公司预期 [2] 消费者行为变化 - 2024年起消费者更倾向于选择自取以节省费用 [1] - 2025年通胀持续及进口关税加剧消费者对预算的担忧 [3] - 低收入群体受宏观经济压力影响显著减少外卖消费 [3] 行业趋势与竞争 - 优步CEO指出经济衰退可能降低配送成本因劳动力供给增加 [5] - 达美乐数据反映美国经济衰退担忧正改变外卖消费趋势 [5] - 公司仍与DoorDash及Uber Eats保持合作以拓展配送渠道 [6] 未来展望 - 公司维持2025年美国市场可比销售额增长3%的预期 [4] - 宏观经济压力持续可能对达成目标构成挑战 [4]

Tesla is encouraging customers in Canada to purchase its vehicles at "pre-tariff prices." The company is displaying a small banner atop its website for Canadian shoppers that reads, "Explore pre-tariff priced inventory while supplies last."Clicking the banner lets customers view Tesla's inventory that's not yet been affected by tariffs, including the Model S, Model 3, Model X, Model Y, and the Cybertruck. Tesla's promotion comes in response to President Donald Trump's 25% tariff on imported passenger vehi ...

Mark Zuckerberg has vowed to make Facebook great again, and Meta announced a tiny new feature that might be a step toward that goal. As part of a series of features and policies aiming to cut down on spammy content, Facebook is testing a "downvote" button for comment sections. This would allow people to anonymously downvote comments that they deem less "useful."This wouldn't be the first time something like this has come up. For nearly as long as the "like" button has existed (since 2009), the masses have ...

DoorDash wants Uber's anti-competition lawsuit tossed by the California Superior Court, saying the litigation is a "cynical and calculated scare tactic." DoorDash filed the motion alongside a press release on Friday."It's disappointing behavior from a company once known for competing on the merits of its products and innovation," DoorDash, which tops the online food delivery market in the United States, wrote in the release. Uber filed a complaint against DoorDash in February, accusing the company of anti ...

Your ride to the airport or Friday-night dinner delivery through Uber might cost less if an economic downturn arrives, according to its CEO. If the economy enters a recession, more people could sign up to drive and deliver for Uber, Dara Khosrowshahi said on Friday."If there is more unemployment, the cost of Uber will come down, because, to some extent, the cost of labor comes down," Khosrowshahi said at the Semafor World Economy Summit in Washington, D.C. Khosrowshahi said that Uber tends to be "recessio ...

Tesla is racing toward its planned robotaxi debut in June, with hundreds of test drivers quietly laying the groundwork across Austin. Over the past few months, about 300 Tesla test operators have been driving through the city's streets around the clock using prototypes of the company's self-driving software as a part of the program the company internally calls "Project Rodeo."In the months leading up to the launch, Tesla has held a training event with local first responders, worked to build up "critical mi ...