After Amazon Blamed Trump And Olympics, Airbnb Paints Similar Grim Picture Of Falling Consumer Demand, But Says It Is Due To Israel War And New California Law
After Amazon Blamed Trump And Olympics, Airbnb Paints Similar Grim Picture Of Falling Consumer Demand, But Says It Is Due To Israel War And New California Law
Airbnb Inc. (NASDAQ:ABNB) anticipates a decrease in bookings from U.S. customers, attributing the downturn to global events and new regulations in California.
爱彼迎公司（纳斯达克股票代码：ABNB）预期美国消费者的预订量会下降，将这次下滑归因于全球事件和加州的新监管规定。
What Happened: During the earnings call, Airbnb forecasted a "sequential moderation" in nights and experiences booked for the upcoming quarter. The company points to shorter booking lead times and signs of waning demand from U.S. guests.
发生了什么：在业绩会议期间，爱彼迎预测未来一个季度预订晚上之及体验预订量的增长会呈现“逐步缓和”的趋势。公司指出较短的预订领先时间以及来自美国客户需求的萎缩迹象。
Despite Latin America and Asia Pacific being Airbnb's fastest-growing regions, CFO Ellie Mertz highlighted a global trend of shorter booking lead times. Mertz attributed this to various factors, including the new COVID variant and the war in Israel.
尽管拉丁美洲和亚太地区是爱彼迎增长最快的地区，但首席财务官艾莉·默茨指出了全球缩短预订领先时间的趋势。默茨将其归因于各种因素，包括新冠病毒变种和伊斯拉姆战争。
In North America, Mertz identified several factors contributing to the slowdown, including regulatory hurdles in California. The state's "Honest Pricing Law", which requires businesses to include all mandatory fees in their pricing, came into effect on July 1.
在北美地区，默茨确定了几个导致放缓的因素，包括加利福尼亚州的监管障碍。该州的“诚实定价法”要求企业在定价中包括所有强制性费用，并于7月1日生效。
"We think that's been a little bit of a headwind to our California business," Mertz said.
“我们认为这在一定程度上对我们加利福尼亚业务造成了拖累，”默茨说。
Why It Matters: Airbnb reported quarterly sales of $2.748 billion, which beat the analyst consensus estimate of $2.738 billion and represents a 10.63% increase over sales from the same period last year. However, its quarterly GAAP earnings of 86 cents per share missed the analyst consensus estimate by 6.52%.
为何重要：爱彼迎报告了每股86美分的季度GAAP收益，这低于分析师预期的每股92美分，其季度营收为27.48亿美元，超过分析师预期的27.38亿美元，与去年同期的营收相比增长了10.63%。
Amazon Inc (NASDAQ:AMZN) also reported a lower third-quarter revenue forecast, which the company attributed to the ongoing Paris Olympics and the recent assassination attempt on former President Donald Trump.
亚马逊公司（纳斯达克股票代码：AMZN）也报告了较低的第三季度营收预测，公司将其归因于持续进行的巴黎奥运会和最近针对前总统特朗普的暗杀企图。
Moreover, job creation slowed in July, signaling cooling labor market conditions and strengthening the case for imminent interest rate cuts as early as next month.
此外，7月份就业机会增长放缓，预示着劳动力市场条件的冷却和对早期利率下调的支持。
However, despite a higher unemployment rate in April, a Goldman Sachs analyst noted that a surplus of 1.6 million jobs in the U.S. is expected to result in higher wages and greater consumer spending, indicating a healthy consumer outlook for 2024.
然而，尽管4月份失业率较高，高盛分析师指出美国160万个就业岗位的剩余预期将导致工资上涨和消费者支出增加，表明2024年出现健康消费者前景。
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Image via Shutterstock
图片来自shutterstock。
This story was generated using Benzinga Neuro and edited by Pooja Rajkumari
本报道使用Benzinga Neuro生成，并由Pooja Rajkumari编辑