| [: Ʒ Ư ũ(valuewalk.com) 2022 11 15 Դϴ. ֽĿ ǰ Դϴ.]
ȸϴ 3б Ʈ ְ ߴ. , ȭǰ , ִ.
ġ(guidance) , ̹ ְ ݿǾ.
Ʈ Ҹž, Ȳ
3б Ʈ(Walmart: NYSE—WMT) ȸϴ , װ Ʈ ֽ ߰ ż ʴ´. Ʈ ְ ȵ ̸, Ʈ ũ ϴ.
Ȩ(Home Depot: NYSE—HD) , 3б , ÷̼ ̽ ϰ, ϰ ִ. ȭǾ, ϰ ְ ſ ̾ ̴.
̴ ָؾ ߿ ε, װ ִ ν ٰ ִ Һڵ ν ʱ ̴.
Ʈ 2022 ν 7~9% ߴ. ̴ ÷̼ ȿ ̸, (Ʈ 翡) κ Һڵ ̶ ߴ. 7~9% ν ġ ۳ 14.1% ϶ ̸, ᱹ ν ȸ â ɼ .
Ʈ 翡 , B&M( ۷ι )̵ ¶̵ Һڵ 湮 ̰, ۳⺸ ʿ ĥ δ.
, Ʈ Ҹž ¿ , Ʈ ְ 4б ξ ϶ ٽ ⼺ ϰ ̴.
3б , ġ
3б Ʈ ϰ, ġ ־. 8.8% 1,528 ȣ ߴ. ̴ 400bp , (ticket average) 6% ̴.
ȭ 2.1% , ̱ ϸ 8.2% ߴ. Ʈ ڻŷ(eCommerce) 16% پ, Ŭ(Sams Club) 10% ȭǸ鼭, ι ü ƴ.
Ŭ , ȸ 8% ȭǾµ, ̴ Ŭ ȭ ִٴ ǹѴ. ڽƮڵ ̿ ȸ ϸ, BJs Ȧ Ŭ(BJs Wholesale Club Holdings) â Ʈ ø ִ ѵ ִ.
3б ͵ , ͷ ̹ߴ. ͷ ټ ϶ ǰ ũ ʾ ġ ȸߴ. Ǵ ȭ 4.8% ƴ.
ִ 1.50 ġ 0.18 ȸ, 3.4% ξ ȭǾ. ⼭ ٽ 帧 200 ű ڻָ α ϱ , ְ ̹ PER 23.5迡 ŷǰ ֱ ߰ ְ Ǹ ˸ ʴ´ٴ ̴.
ġ(guidance) . Ʈ װ ġ ϱ , 6.5% ȴ. Ʈ ǥ ̷ ܱ ְ ġ ǰ--Ⱑ Ȯ --ְ ο Ű ߰ ½ų ʴ´.
ִ. 3б Ʈ 12.5% ڸ Ĺ 븦 ߴ 2б ȭǾ. Ŭ 35% ߴµ, ̴ ȸ ü ҽ̴.
ǿ̵塯 , ȣ ۿ
3б ǥ Ʈ ְ ٸ Ʈ ǿ̵(Opioid; ༺ ) Ҽ ذ ̶ 밨 ̾.
Ʈ 43 ְ ؾ , ᱹ Ǵ 31 DZ ߴ. ̷ Ƶ鿩, Ʈ ְ ﴭ ϳ ؼҵǴ ̴.
ֱ ְ ȸ
̷ 11 15 Ʈ ְ 7.5% ̻ , ߰ ɼ ִ. ǥ ɼ ħϰ ֱ ߰ ִ. ؾ ְ ٷ 151 , ſ ִٴ ̴.
̹ ְ , ݱ ̽ ó ˷ --ְ ϸ鼭-- Ŀٶ ȸ â , ﴩ Ȯ ſ . 151 ϸ ̰, ص ְ غ Ұ --ܿ 7.5%-- ְ ٸ ִ.
* ó: ӽ (Thomas Hughes), ϺƮ(MarketBeat) ֳθƮ, "Don't Chase Walmart Higher Wait For Extra Low Prices," 2022 11 15, https://www.valuewalk.com/dont-chase-walmart-higher-wait-for-extra-low-prices/
* Ǵ ڽ å Ͽ Ͽ մϴ.
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