Lyft's Ride Gets Bumpy: Earnings Expected To Fall Short While Market Shifts
Lyft's Ride Gets Bumpy: Earnings Expected To Fall Short While Market Shifts
LYFT Inc. (NASDAQ:LYFT) is poised to miss on earnings when it reports second-quarter results on Thursday as it faces concerns over consumer trends and market share, analysts say.
据分析师表示，LYFt公司（NASDAQ:LYFT）面临消费者趋势和市场份额的担忧，预计将错过二季度财报，财报将于周四发布。
KeyBanc Capital Markets forecasts earnings before income tax, depreciation and amortization to come in at $97 million for the quarter, below analyst consensus of $101 million. It expects gross bookings of $4.05 billion to narrowly miss Wall Street expectations of $4.06 billion.
根据KeyBanc资本市场预测，第二季度收入税前折旧及摊销计划为9700万美元，低于分析师对于10100万美元的共识。它预计将有405亿美元的总订单，但将略微错过华尔街对于406亿美元的期望。
"We believe many ridesharing use cases are more resilient to macro but do believe riders can opt for cheaper alternatives like public transportation in some scenarios," KeyBanc analyst Justin Patterson said in a note.
“我们认为许多拼车用例对宏观经济更具有韧性，但我们确实相信乘客在某些情况下可能会选择更便宜的选择，例如乘坐公共交通工具，”KeyBanc分析师贾斯汀·帕特森在一份声明中说。
"Thus, we believe consumer strength trends will be important to monitor."
因此，我们认为消费者力量趋势的监测非常重要。
RBC Capital Markets expects Lyft to post $97.5 million in EBITDA for the second quarter, below analyst consensus of $98.1 million, and $4.053 billion in bookings that will miss analyst expectations of $4.058 billion.
RBC资本市场预计，LYFT公司二季度将会录得9750万美元的EBITDA，低于分析师对于9810万美元的共识，而总订单将录得4053亿美元，略低于分析师对于4058亿美元的预期。
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还要阅读：Lyft与Uber Technologies竞争：分析师瞄准增长的“多倍机会”
"Our recent driver supply analysis, conducted in July '24, indicated some erosion in rider pick-up times, where pick-up times for UBER came down significantly compared to LYFT," RBC analyst Brad Erickson said in a note.
“我们在7月24日进行了最新的司机供应分析，结果表明，在UBER的接驳时间明显缩短的同时，LYFt的接驳时间有所下降，”RBC分析师布拉德·埃里克森在一份声明中说。
"Although we have noticed some fluctuation in both directions for UBER and LYFT in terms of pickup times and total travel time, we believe this is not necessarily a red flag but worth monitoring."
“虽然我们注意到UBER和LYFt的接驳时间和总旅行时间都有一定波动，但我们认为这并不一定是一个红旗，但值得密切关注。”
RBC has also noticed "some weakness" in Lyft's data related to third-party arrangements with DoorDash and other delivery services.
RBC还注意到了Lyft与DoorDash和其他物流配送服务的第三方安排的一些问题。
"It is important to note price continues to move in lock-step, giving us confidence LYFT continues to keep pace with its major competitor," Erickson wrote.
“重要的是要注意，价格继续保持同步，这使我们有信心LYFt将继续与其主要竞争对手保持同步，”埃里克森写道。
Uber Technologies Inc. (NYSE:UBER) reported fiscal second-quarter 2024 revenue growing 16% year-on-year to $10.7 billion, beating Wall Street consensus of $10.57 billion. The company also posted GAAP EPS of 47 cents; analysts consensus expectations were 31 cents.
优步公司（NYSE:UBER）报告称，2024财年第二季度收入同比增长16%，达到107亿美元，超过了华尔街对于105.7亿美元的共识预期。该公司还发布了每股收益为47美分的GAAP，分析师共识预期为31美分。
Price Action: Lyft gained 3.03% to $10.89 as of Tuesday's mid-day trading.
股价表现：截至周二中午交易时，Lyft的股价上涨了3.03%，报10.89美元。
Most exchange-traded funds that track Lyft also advanced on Tuesday.
大多数追踪Lyft的交易所交易基金也在周二上涨。
- Trenchless Fund ETF (NYSE:RVER) gained 1.74%.
- ProShares On-Demand ETF (NYSE:OND) slipped 2.83%.
- Amplify Travel Tech ETF (NYSE:AWAY) picked up 2.23%.
- SPDR S&P Transportation ETF (NYSE:XTN) rose 2.23%.
- Amplify Online Retail RTF (NYSE:IBUY) edged up 0.91%.
- Trenchless基金交易所交易基金（NYSE:RVER）上涨了1.74%。
- ProShares点播ETF（NYSE:OND）下跌2.83%。
- Amplify旅游科技ETF（NYSE:AWAY）上涨了2.23%。
- SPDR S&P运输ETF（NYSE:XTN）上涨了2.23%。
- Amplify在线零售RTF（NYSE:IBUY）上涨了0.91%。
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Photo: shutterstock