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.
愛彼迎公司（納斯達克股票代碼：ABNB）預期美國消費者的預訂量會下降，將這次下滑歸因於全球事件和加州的新監管規定。
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.
發生了什麼：在業績會議期間，愛彼迎預測未來一個季度預訂晚上之及體驗預訂量的增長會呈現“逐步緩和”的趨勢。公司指出較短的預訂領先時間以及來自美國客戶需求的萎縮跡象。
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.
儘管拉丁美洲和亞太地區是愛彼迎增長最快的地區，但首席財務官艾莉·默茨指出了全球縮短預訂領先時間的趨勢。默茨將其歸因於各種因素，包括新冠病毒變種和伊斯拉姆戰爭。
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.
在北美地區，默茨確定了幾個導致放緩的因素，包括加利福尼亞州的監管障礙。該州的“誠實定價法”要求企業在定價中包括所有強制性費用，並於7月1日生效。
"We think that's been a little bit of a headwind to our California business," Mertz said.
“我們認爲這在一定程度上對我們加利福尼亞業務造成了拖累，”默茨說。
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%.
爲何重要：愛彼迎報告了每股86美分的季度GAAP收益，這低於分析師預期的每股92美分，其季度營收爲27.48億美元，超過分析師預期的27.38億美元，與去年同期的營收相比增長了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.
亞馬遜公司（納斯達克股票代碼：AMZN）也報告了較低的第三季度營收預測，公司將其歸因於持續進行的巴黎奧運會和最近針對前總統特朗普的暗殺企圖。
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月份就業機會增長放緩，預示着勞動力市場條件的冷卻和對早期利率下調的支持。
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，儘管4月份失業率較高，高盛分析師指出美國160萬個就業崗位的剩餘預期將導致工資上漲和消費者支出增加，表明2024年出現健康消費者前景。
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Image via Shutterstock
圖片來自shutterstock。
This story was generated using Benzinga Neuro and edited by Pooja Rajkumari
本報道使用Benzinga Neuro生成，並由Pooja Rajkumari編輯