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.
據分析師表示，LYFt公司（NASDAQ:LYFT）面臨消費者趨勢和市場份額的擔憂，預計將錯過二季度業績，業績將於週四發佈。
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.
根據KeyBanc資本市場預測，第二季度收入稅前折舊及攤銷計劃爲9700萬美元，低於分析師對於10100萬美元的共識。它預計將有405億美元的總訂單，但將略微錯過華爾街對於406億美元的期望。
"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.
“我們認爲許多拼車用例對宏觀經濟更具有韌性，但我們確實相信乘客在某些情況下可能會選擇更便宜的選擇，例如乘坐公共交通工具，”KeyBanc分析師賈斯汀·帕特森在一份聲明中說。
"Thus, we believe consumer strength trends will be important to monitor."
因此，我們認爲消費者力量趨勢的監測非常重要。
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資本市場預計，LYFT公司二季度將會錄得9750萬美元的EBITDA，低於分析師對於9810萬美元的共識，而總訂單將錄得4053億美元，略低於分析師對於4058億美元的預期。
Read Also: Lyft Competing In Lock-step With Uber Technologies: Analysts Eye 'Multiple Shots' On Goal For Growth
還要閱讀：Lyft與Uber Technologies競爭：分析師瞄準增長的“多倍機會”
"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.
“我們在7月24日進行了最新的司機供應分析，結果表明，在UBER的接駁時間明顯縮短的同時，LYFt的接駁時間有所下降，”RBC分析師布拉德·埃裏克森在一份聲明中說。
"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."
“雖然我們注意到UBER和LYFt的接駁時間和總旅行時間都有一定波動，但我們認爲這並不一定是一個紅旗，但值得密切關注。”
RBC has also noticed "some weakness" in Lyft's data related to third-party arrangements with DoorDash and other delivery services.
RBC還注意到了Lyft與DoorDash和其他物流配送服務的第三方安排的一些問題。
"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，價格繼續保持同步，這使我們有信心LYFt將繼續與其主要競爭對手保持同步，”埃裏克森寫道。
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.
優步公司（NYSE:UBER）報告稱，2024財年第二季度收入同比增長16%，達到107億美元，超過了華爾街對於105.7億美元的共識預期。該公司還發布了每股收益爲47美分的GAAP，分析師共識預期爲31美分。
Price Action: Lyft gained 3.03% to $10.89 as of Tuesday's mid-day trading.
股價表現：截至週二中午交易時，Lyft的股價上漲了3.03%，報10.89美元。
Most exchange-traded funds that track Lyft also advanced on Tuesday.
大多數追蹤Lyft的交易所交易基金也在週二上漲。
- 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）上漲了1.74%。
- ProShares點播ETF（NYSE:OND）下跌2.83%。
- Amplify旅遊科技ETF（NYSE:AWAY）上漲了2.23%。
- SPDR S&P運輸ETF（NYSE:XTN）上漲了2.23%。
- Amplify在線零售RTF（NYSE:IBUY）上漲了0.91%。
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Photo: Shutterstock
Photo: shutterstock