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セクター別最新情報:午後遅くの消費関連株はまちまちの動き

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-- 火曜午後遅く、消費関連株はまちまちの動きとなった。ステート・ストリート・コンシューマー・ステープルズ・セレクト・セクターSPDR ETF(XLP)は0.7%上昇、ステート・ストリート・コンシューマー・ディスクレショナリー・セレクト・セクターSPDR ETF(XLY)は0.7%下落した。 レッドブック社の米国既存店売上高は、4月25日までの週で前年同期比7.7%増となり、前週の6.7%増に続く伸びとなった。今年はイースターの時期が重なったため、昨年よりも営業日が1日多かったことが売上高を押し上げた要因の一つとなった。 企業ニュースでは、宅配大手ユナイテッド・パーセル・サービス(UPS)が2026年の売上高見通しを据え置いた。同社は中東紛争による需要への影響の可能性を指摘した。株価は4.8%下落した。 キンバリー・クラーク(KMB)は火曜日、予想を上回る第1四半期決算を発表し、通期見通しを維持した。しかし、同社は原油価格の高騰により、下半期に最大1億7000万ドルの追加的な原材料費増加が見込まれると警告した。株価は0.4%下落した。 コカ・コーラ(KO)は火曜日、価格上昇と販売量増加を背景に市場予想を上回る第1四半期決算を発表し、通期利益成長見通しを引き上げた。コカ・コーラの株価は3.7%上昇した。 ゼネラル・モーターズ(GM)は火曜日、第1四半期決算が前年同期比で予想外の増益となったことを受け、通期利益見通しを引き上げるとともに、関税の影響予測を引き下げた。GMの株価は0.9%上昇した。

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