沃爾瑪三季度業績超預期！但對消費者支出保持謹慎，盤前大跌6%
當地時間11月16日，美國零售巨頭沃爾瑪發佈了三季度業績，同時連續第二個季度上調年度銷售額和利潤預期，但高管表示對假期銷售的謹慎。
受此影響，沃爾瑪股價盤前一度大跌6%。截至美股週三，沃爾瑪股價今年累計上升20%，跑贏標普500指數。
業績超預期
具體來看，沃爾瑪三季度營收1608.0億美元，市場預期1597.2億美元，同比增長5.6%；
毛利率為24%，去年同期為23.7%，增長32個百分點；
調整後每股收益1.53美元，高於預期的1.52美元，同比增2%。
分業務來看，沃爾瑪的全球廣吿業務收入增長了約20%，其中 Walmart Connect 和山姆會員商店會員訪問計劃 (MAP) 分別增長了26%、27%。
沃爾瑪美國收入為1094億美元，同比增長4.4%；沃爾瑪國際收入267億美元，同比增長5.4%；山姆會員美國收入189億美元，同比增長3.2%。
中國地區，沃爾瑪上財季收入45億美元，同比增長25.3%，其中，線上收入同比增長38%。
沃爾瑪CEO Doug McMillon評論稱，三季度公司各個部門的收入增長強勁，並且很高興能夠提前開始假期。從比去年便宜的感恩節大餐，到時尚、玩具、電子產品和季節性裝飾品的優惠價格，沃爾瑪致力於幫助來自世界各地的家庭度過一個特殊的時刻。
他還指出，庫存狀況良好，團隊專注，員工準備好為客户和會員提供服務。
三季度，沃爾瑪股票回購總額為1.11億美元，相當於70萬股，平均價格為每股159.77美元。
對未來更謹慎
在財報發佈時，沃爾瑪的CFO John David Rainey在接受採訪時表示：“與上個季度相比，我們現在對消費者更加謹慎。”
他介紹，十月最後兩週的銷售額出現了“更急劇的下滑”。雖然11月有一個良好的開端，部分是因為促銷和假日購物，但更高的利率和學生貸款償還正在對需求造成壓力。
他表示：“我們看到了相對於其他公司的份額增長，但消費者仍然面臨壓力。”
儘管如此，沃爾瑪還是將未來的盈利預期小幅上調。沃爾瑪預計，2024財年的淨銷售額上調至5%-5.5%，調整後每股收益為6.4美元-6.48美元，此前預期的最高值為6.46 美元，華爾街預估為6.48 美元。
Rainey表示，營業收入增長7%-7.5%的預測幾乎沒有變化，最終結果可能會處於該範圍的下限。
完整業績報吿請看
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