Walmart, Target, Bath & Body Works Stand Out As Black Friday Winners: Analysts
Walmart, Target, Bath & Body Works Stand Out As Black Friday Winners: Analysts
The analysts also highlighted a return to strong growth in the e-commerce sector based on early holiday data with retailers like Retailers saw increased traffic both online and in-store during the busiest Black Friday shopping weekend ever. BofA Securities analysts weighed in on the retail sector's early holiday winners.
零售商在有史以来最繁忙的黑色星期五购物周末期间，无论在线还是实体店，都经历了客流量的增加。美银证券分析师对零售板块早期假日的赢家进行了分析。
E-commerce: According to Adobe Analytics, online sales during Thanksgiving and Black Friday grew 9% and 10% respectively, from 2023 levels. BofA Securities analysts highlighted an increase in the use of AI shopping assistants, up 31% from last year and sites featuring AI services saw a 9% increase in conversion rates.
电子商务：根据adobe分析，感恩节和黑色星期五期间的在线销售分别增长了9%和10%，相比于2023年的水平。美银证券分析师指出，人工智能购物助手的使用增加了31%，而提供人工智能服务的网站转化率也上涨了9%。
Read More: New Conservative ETF Aims To Invest In S&P 500 Without DEI: 'We're Going To Deliver That Mandate'
阅读更多：新的保守派etf旨在在不考虑多元、平等与包容性的情况下投资于标准普尔500：'我们将实现这一任务'
The analysts also highlighted a return to strong growth in the e-commerce sector based on early holiday data with retailers like Amazon.com Inc. (NASDAQ:AMZN) and Wayfair Inc. (NYSE:W) driving growth with a focus on value and faster delivery speeds. Top categories included makeup and skincare, smart watches and movie merchandise, particularly from the Harry Potter and Wicked franchises.
分析师还强调，根据早期假日数据，电子商务板块回归强劲增长，零售商如亚马逊.com公司（纳斯达克：AMZN）和wayfair公司（纽交所：W）通过关注价值和更快的配送速度推动了增长。主要类别包括化妆品和护肤品、智能手表和电影周边商品，尤其是来自哈利·波特和《邪恶女巫》系列的商品。
In-Store: BofA Securities conducted an in-store survey across four states and reported Walmart Inc. (NYSE:WMT), Target Corp. (NYSE:TGT) and Academy Sports and Outdoors Inc. (NASDAQ:ASO) as the "stand-outs" in terms of in-store traffic.
实体店：美银证券在四个州进行了实体店调查，并报告沃尔玛公司（纽交所：WMT）、塔吉特公司（纽交所：TGT）和academy体育及户外公司（纳斯达克：ASO）在实体店客流量方面表现突出。
The firm also highlighted Costco Wholesale Corporation (NASDAQ:COST) and BJ's Wholesale Club Holdings Inc. (NYSE:BJ) as well-positioned to benefit from the consumer's continued focus on value this holiday season.
该公司还强调了好市多批发公司（纳斯达克：COST）和bj批发俱乐部（纽交所：BJ），这两家公司在消费者本假日季持续关注价值的情况下，处于有利位置。
Specialty Retailers: BofA highlighted Bath & Body Works, Inc. (NYSE:BBWI) as its top holiday pick among specialty retailers and maintained a Buy rating and price target of $45 on the stock. The research firm expects continued growth from the company's third-quarter sales inflection driven by product partnerships and category launches.
特种零售商：美银指出邦德和身体护理公司（纽交所：BBWI）是其在特种零售商中的最佳假日选择，并维持对该股票的买入评级和45美元的价格目标。这家研究公司预计，受产品合作和品类推出驱动，该公司第三季度销售反弹将持续增长。
BofA Ratings:
美银评级：
- Maintained Target shares with a Buy rating and a $160 price objective.
- Maintained Academy Sports and Outdoor with a Neutral rating and a price target of $63.
- Maintained Walmart stock as a Buy with a $105 price objective.
- Maintained a Buy rating on Amazon shares with a price target of $230.
- Maintained its Buy rating and price target of $962 on Costco stock.
- 维持Target股票的买入评级，目标价格为160美元。
- 维持Academy Sports and Outdoor的中立评级，价格目标为63美元。
- 维持沃尔玛股票的买入评级，目标价格为105美元。
- 维持亚马逊股票的买入评级，价格目标为230美元。
- 维持好市多股票的买入评级和962美元的价格目标。
- Tiger Woods, Rory McIlroy, PGA Tour, SoFi Prep 'Golf Remixed' For 2025 TGL Launch
- 老虎伍兹、罗里麦克罗伊、高尔夫巡回赛、SoFi准备的《高尔夫混音版》为2025年TGL推出
Image: Shutterstock
图片：shutterstock
