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加拿大皇家銀行表示，鮑伯折扣家具公司在第一季業績公佈前，面臨品類需求疲軟和成本上升的雙重挑戰。

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-- 加拿大皇家銀行資本市場（RBC Capital Markets）週一在一份電子郵件報告中指出，Bob's Discount Furniture預計第一季業績將與預期相符，但通路調查顯示，該品類需求疲軟，成本上升，這可能會在短期內給股價帶來壓力，尤其是在未來兩個季度同比數據較為嚴峻的情況下。 報告稱，該公司預計第一季同店銷售額將成長1.3%，這意味著與該品類相比，市佔率將有可觀的成長。該品類在第一季出現了個位數百分比的下滑。 交易數據支持管理層的觀點，即第一季相對疲軟的局面僅限於1月和2月，原因是冬季風暴的影響，之後有所改善。 RBC表示，其通路調查顯示，整個品類在4月增速放緩。 該券商認為，Bob's可能會受益於同比更高的退稅額，並指出管理層將去年同店銷售額的超預期部分歸功於2024年第四季推出的新零售作業系統帶來的轉換率提升。 該公司將於週四美股開盤前公佈第一季業績。 RBC維持對Bob's Discount Furniture的「跑贏大盤」評級，並將目標價從25美元下調至18美元。

Price: $10.41, Change: $-0.66, Percent Change: -5.96%

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