Quick Bogeys Into EPS This Week: US Consumer Sector Specialist Commentary-20260824
摩根大通·2026-08-24 23:12
销售预期 - DKS核心同店销售预期约4.5%,FL下降3 - 5%,DKS指引2.5 - 4.0%,部分认为FL指引或降低[2] - ANF的AF同店销售预期2%,Hollister - 1%至持平,Q3销售指引3 - 5% [3] - BBWI营收预期与指引一致,Q3指引下降2 - 4%,全年销售下降2.5 - 4.5% [4] 业绩预期 - SJM有机销售预期超预期,接近2.1%,EPS预期超预期[6] - URBN核心UO同店销售预期高个位数增长,Anthro 4%,Free People 9% [6] 其他预期 - DG同店销售预期约3.0%,EPS有轻微超预期,全年指引或上调[7] - DLTR同店销售预期约4%,EPS轻微超预期,Q3同店指引3 - 4% [8] - BURL同店销售预期超预期约3.5%,EPS超预期,Q3同店指引1 - 3% [9] - FIVE Q2同店销售预期中高两位数增长,Q3同店指引有多种可能[10] - BBY同店销售预期4.5%,EPS上调至1.54,Q2需指引2 - 3% [11]