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梅西百貨(M.US)百貨季績勝預期 增派股息及回購
格隆匯 02-23 11:01
格隆匯2月23日丨美國百貨集團梅西(M.US)公佈,截至1月29日止第4季,利潤為7.42億美元(下同),前一年度同期為1.6億元;每股經調整盈利為2.45元,優於市場預期2.01元;收入按年升近30%至86.7億元,優於市場預期的84.6億元。梅西決定調高股份派息金額5%,並再撥20億元回購股份。集團預期,今年度收入介乎244.6億至247億元,優於市場預期的242億元,主要是受惠於美國民眾工資增長;年度每股盈利預料介乎4.13至4.52元,優於市場預期的3.98元。梅西表示,上季同店銷售收益增長為28.3%;網購收入升幅為12%,佔總收入比例為37%。公司首席執行官傑內特(Jeff Gennette)表示,銷售表現較預期佳,抵消供應鏈干擾、勞工不足及通脹高企帶來的負面打擊。另外,集團決定不接納基金股東Jana Partners要求分拆網購業務的訴求。
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