旅游的錢都被花在了家居上，讓這家公司業(yè)績飆升25%
王波非（Phil Wahba）
2020-08-23
2020年8月16日，一名購物者戴著防護口罩走進位于紐約的家得寶店面。圖片來源：JEENAH MOON—BLOOMBERG/GETTY IMAGES
家得寶在8月18日亮出了強勁的第二季度財報。毫無疑問，盡管失業(yè)率飆升，而且人們對新冠疫情何時才能好轉(zhuǎn)充滿疑慮，但至少有一個領(lǐng)域成為了美國消費者揮霍的對象：自己的家。
這家家裝改善連鎖店稱，本土同店銷售業(yè)績在截至8月初的季度增長了25%，幾乎是華爾街預(yù)期的兩倍。公司的季度總營收達到了381億美元。
Edward Jones的分析師布萊恩·雅布羅向《財富》雜志透露：“家絕對是人們會為之花錢的地方。由于人們無法出行度假，因此本來應(yīng)該用來旅游的錢被花在了家居上。”
家得寶還受益于承包商業(yè)務(wù)的回暖，因為新冠疫情導(dǎo)致的封鎖限制在5月被取消。公司看到，客戶單次到店的支出和到店頻率均有所增加。令家得寶感到歡欣鼓舞的是，公司高管在電話會議上稱，盡管消費者的刺激計劃補助金已經(jīng)到期，但本月的業(yè)務(wù)依然延續(xù)了近幾個月的態(tài)勢。
首席執(zhí)行官克雷格·梅尼爾說，家居支出韌性十足的原因是多方面的。
梅尼爾在營收電話會議上稱：“對于客戶來說，家庭比以往任何時候都更重要。我們有大量的時間都在家中度過，我們也看到有些物品是必需的，有些是人們想要的。會出現(xiàn)一些額外的消耗。”
此外，家得寶還受益于創(chuàng)歷史新低的按揭貸款利率所導(dǎo)致的房產(chǎn)市場熱，以及隨之而來的翻修需求。
盡管家得寶在本季度耗費了4.8億美元用于提升店面的清掃頻率，但其利潤亦出現(xiàn)了大幅增長：凈收益增長了24.5%，達至43.3億美元，同樣超出了華爾街的預(yù)測。（財富中文網(wǎng)）
譯者：Feb
家得寶在8月18日亮出了強勁的第二季度財報。毫無疑問，盡管失業(yè)率飆升，而且人們對新冠疫情何時才能好轉(zhuǎn)充滿疑慮，但至少有一個領(lǐng)域成為了美國消費者揮霍的對象：自己的家。
這家家裝改善連鎖店稱，本土同店銷售業(yè)績在截至8月初的季度增長了25%，幾乎是華爾街預(yù)期的兩倍。公司的季度總營收達到了381億美元。
Edward Jones的分析師布萊恩·雅布羅向《財富》雜志透露：“家絕對是人們會為之花錢的地方。由于人們無法出行度假，因此本來應(yīng)該用來旅游的錢被花在了家居上?！?/p>
家得寶還受益于承包商業(yè)務(wù)的回暖，因為新冠疫情導(dǎo)致的封鎖限制在5月被取消。公司看到，客戶單次到店的支出和到店頻率均有所增加。令家得寶感到歡欣鼓舞的是，公司高管在電話會議上稱，盡管消費者的刺激計劃補助金已經(jīng)到期，但本月的業(yè)務(wù)依然延續(xù)了近幾個月的態(tài)勢。
首席執(zhí)行官克雷格·梅尼爾說，家居支出韌性十足的原因是多方面的。
梅尼爾在營收電話會議上稱：“對于客戶來說，家庭比以往任何時候都更重要。我們有大量的時間都在家中度過，我們也看到有些物品是必需的，有些是人們想要的。會出現(xiàn)一些額外的消耗。”
此外，家得寶還受益于創(chuàng)歷史新低的按揭貸款利率所導(dǎo)致的房產(chǎn)市場熱，以及隨之而來的翻修需求。
盡管家得寶在本季度耗費了4.8億美元用于提升店面的清掃頻率，但其利潤亦出現(xiàn)了大幅增長：凈收益增長了24.5%，達至43.3億美元，同樣超出了華爾街的預(yù)測。（財富中文網(wǎng)）
譯者：Feb
Home Depot reported a blockbuster second quarter on August 18, leaving no doubt that despite stratospheric unemployment and uncertainty about when the COVID-19 pandemic will loosen its grip, there is at least one area where American shoppers are splurging: where they live.
The home-improvement chain said that domestic same-store sales rose 25% in the quarter that ended in early August, roughly twice as much as Wall Street expected. The company's total revenue was $38.1 billion in the quarter.
"Home is definitely the one place people are spending money on," Edward Jones analyst Brian Yarbrough tells Fortune. "People aren't going on vacation, so instead of spending that $5,000 or $10,000 on vacation, people are putting it into their homes."
Home Depot also benefited from a resurgence in business from contractors once limitations stemming from COVID-19 lockdowns were lifted in May. It saw customers spend more per visit and visit more often. And encouragingly for Home Depot, business this month has been similar to recent months, according to executives on a conference call, despite the end of stimulus checks for consumers.
CEO Craig Menear said several factors explain why home spending is proving to be so resilient.
"The home has never been more important to the customer," Menear said on an earnings call. "We’re all spending lots of time there; we’re seeing things that need to be done or things that you want to be done. There is additional wear and tear."
What's more, Home Depot got a lift from record low mortgage rates that is spurring the housing market, and by extension the need for renovations.
Despite spending $480 million in the quarter on incentives and efforts to clean stores more frequently, Home Depot's bottom line also soared: Net income rose 24.5% to $4.33 billion, also ahead of Wall Street forecasts.
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