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After Amazon, Airbnb Warned of Slowing Demand, Analyst Says 'Be Cautious On Stocks That Are Exposed:' 'Consumer Is Clearly Slowing Down'

After Amazon, Airbnb Warned of Slowing Demand, Analyst Says 'Be Cautious On Stocks That Are Exposed:' 'Consumer Is Clearly Slowing Down'

亚马逊之后,爱彼迎警告需求放缓,分析师表示,“谨慎对待暴露在其中的股票:消费者明显放缓。”
Benzinga ·  08/09 10:19

Investment strategist, Tim Urbanowicz, expressed concerns about a slowdown in consumer spending.

投资策略师Tim Urbanowicz表达了对消费支出放缓的担忧。

What Happened: On Thursday, Urbanowicz highlighted during CNBC's Worldwide Exchange that the earnings season has pointed out "the consumer is clearly slowing down," urging investors to be "cautious on stocks that are exposed to the consumer."

发生了什么:周四,在CNBC的Worldwide Exchange中,Urbanowicz强调赚钱季节已经指出"消费者显然正在放缓",敦促投资者"谨慎对待涉及消费者的股票。"

"The consumer is clearly slowing down, and at this point, I think you need to be cautious on stocks that are exposed to the consumer," says @TimUrbanowicz to @FrankCNBC pic.twitter.com/IXzaHR2BYI

— Worldwide Exchange (@CNBCWEX) August 9, 2024

"消费者显然正在放缓,我认为在这一点上,你需要对涉及消费者的股票保持谨慎。"@TimUrbanowicz对@FrankCNBC说到。pic.twitter.com/IXzaHR2BYI

——《全球交流》(@CNBCWEX)2024年8月9日。

This warning comes in the wake of similar concerns raised by companies like Amazon.com Inc. (NASDAQ:AMZN) and Airbnb Inc. (NASDAQ:ABNB) about slowing consumer demand.

这一警告是在亚马逊公司(纳斯达克股票代码:AMZN)和爱彼迎公司(纳斯达克股票代码:ABNB)等公司表示对消费者需求放缓的类似担忧之后发出的。

Why It Matters: Urbanowicz's warning aligns with recent reports of slowing consumer demand. Expedia Group Inc. (NASDAQ:EXPE) reported "softening" travel demand in July despite a revenue beat in second-quarter earnings. Similarly, Amazon attributed its lower third-quarter revenue forecast to the ongoing Paris Olympics and the recent assassination attempt on former President Donald Trump, stating that "customers only have so much attention".

为什么这很重要:Urbanowicz的警告与最近有关消费者需求放缓的报告相一致。Expedia Group Inc.(纳斯达克股票代码:EXPE)报告称,尽管在第二季度的收益中超过预期,但7月份旅行需求"趋软"。同样,亚马逊将其第三季度营收预测调低归因于持续的巴黎奥运会和针对前总统唐纳德·特朗普的暗杀企图,称"顾客只有那么多的注意力"。

Moreover, Airbnb also painted a grim picture of falling consumer demand, attributing it to global events and new regulations in California. The company forecasted a "sequential moderation" in nights and experiences booked for the upcoming quarter.

此外,爱彼迎也描绘了消费者需求下降的凄凉局面,将其归因于全球事件和加利福尼亚州的新法规。该公司预测,即将到来的一个季度预订的夜晚和体验将出现"序贯调整"。

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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

声明:本内容仅用作提供资讯及教育之目的,不构成对任何特定投资或投资策略的推荐或认可。 更多信息
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