I have been rating Adobe (NASDAQ: ADBE ) as a buy for a few months. The company's stock price has been going down due to AI disruption and monetization fears, primarily. However, their fundamentals have remained strong, including usageI am an engineer and an individual who is passionate about finance/stock investment. I hold a Ph.D. in engineering and have been involved in acoustics and noise research for the past years. I am interested in capital appreciation opportunities. These include purchasing high-qu ...

I have been rating Adobe (NASDAQ: ADBE ) as a buy for a few months. The company's stock price has been going down due to AI disruption and monetization fears, primarily. However, their fundamentals have remained strong, including usageI am an engineer and an individual who is passionate about finance/stock investment. I hold a Ph.D. in engineering and have been involved in acoustics and noise research for the past years. I am interested in capital appreciation opportunities. These include purchasing high-qu ...

价格匹配政策调整 - 公司将于7月28日起停止对亚马逊和沃尔玛等竞争对手的价格匹配政策[2] - 数据显示消费者主要针对公司进行价格匹配而非其他零售商[2] - 现行政策允许顾客在购买时或14天内申请匹配相同商品价格[3] 战略转型背景 - 政策调整正值公司面临销售下滑、客流量减少及消费者不满的多重挑战[4] - 前CEO在5月财报电话会上称涨价是应对关税影响的"最后手段"[4] - 当前零售业面临地缘政治、关税政策、AI冲击和消费者价格敏感度提升等压力[5] 行业竞争态势 - 亚马逊Prime Day和沃尔玛+周等促销活动从消费狂欢转变为品牌敏捷性测试[6] - 亚马逊大促显示消费者更关注20美元以下的必需品而非高价冲动消费[6] - 沃尔玛通过"天天低价"策略重点推广返校季用品降价[7] 经营表现与策略 - 公司与山姆会员店选择冻结季节性商品价格以应对中国进口商品关税威胁[7] - 近期销售和股价双双下跌[8] - 前CEO离职使未来战略方向存在不确定性[8] 价值主张调整 - 公司强调将通过自有品牌、Target Circle会员计划等方式持续提供价值[3] - 平均家庭消费金额156美元同比基本持平反映通胀降温影响[6]

公司表现 - Adobe Inc (NASDAQ: ADBE) 股价在过去五年中大幅下跌 [1] - 在人工智能颠覆、盈利波动和全球不确定性主导的市场中，Adobe Inc 可能是一个引人注目的矛盾体 [1] 投资背景 - 共同基金投资长期表现不佳，仅产生费用 [1] - 价值投资和资本配置成为新的投资兴趣点 [1]