Walmart's Q3 Performance Shows Structural Gains Fueling Future Growth: Analyst
Walmart's Q3 Performance Shows Structural Gains Fueling Future Growth: Analyst
The analyst writes that, similar to prior quarters, Walmart maintains a prudent forecast despite consistent outperformance.JP Morgan analyst Christopher Horvers expressed views on Walmart Inc's (NYSE:WMT) strong third-quarter FY25 results reported today.
摩根大通分析師克里斯托弗·霍弗斯對沃爾瑪公司（紐約證券交易所代碼：WMT）今天公佈的強勁的25財年第三季度業績發表了看法。
Walmart reported sales of $169.6 billion, beating estimates, with adjusted EPS of $0.58 and global eCommerce sales up 27%.
沃爾瑪公佈的銷售額爲1696億美元，超出預期，調整後的每股收益爲0.58美元，全球電子商務銷售額增長27％。
The company raised FY25 guidance for adjusted EPS to $2.42-$2.47 and sales growth to 4.8%-5.1%, citing strong U.S. performance.
該公司以美國表現強勁爲由，將25財年調整後每股收益預期上調至2.42-2.47美元，銷售增長至4.8％-5.1％。
The analyst writes that, similar to prior quarters, Walmart maintains a prudent forecast despite consistent outperformance.
這位分析師寫道，與前幾個季度類似，儘管表現持續跑贏大盤，但沃爾瑪仍維持謹慎的預測。
The analyst adds that strong U.S. and international gross margin trends drive structural profitability improvements, supporting their Overweight rating.
該分析師補充說，強勁的美國和國際毛利率趨勢推動了結構性盈利能力的提高，支撐了他們的增持評級。
Horvers says that ongoing share gains and upward revisions strengthen the bullish case despite FX headwinds and limited SG&A leverage.
霍弗斯表示，儘管外匯不利因素和銷售併購槓桿率有限，但持續的股價上漲和向上修正強化了看漲勢頭。
The analyst writes that FY guidance suggests fourth-quarter net sales growth of 3.4%-4.5% (vs. Street's 3.7%), operating income growth of 5.7%-8.5% (vs. Street's 8.7%), and EPS of $0.57-$0.62 (vs. Street's $0.66).
該分析師寫道，財年指導顯示，第四季度淨銷售額增長3.4％-4.5％（華爾街爲3.7％），營業收入增長5.7％-8.5％（華爾街爲8.7％），每股收益爲0.57美元至0.62美元（而華爾街爲0.66美元）。
Investors can gain exposure to the stock via Vanguard Consumer Staples ETF (NYSE:VDC) and Fidelity MSCI COnsumer Staples Index ETF (NYSE:FSTA).
投資者可以通過Vanguard Consumer Staples ETF（紐約證券交易所代碼：VDC）和富達摩根士丹利資本國際必需消費品指數ETF（紐約證券交易所代碼：FSTA）獲得股票敞口。
Price Action: WMT shares are up 3.74% at $87.22 at the last check Tuesday.
價格走勢：在週二的最後一次檢查中，wMT股價上漲3.74％，至87.22美元。
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