-- 奧本海默分析師週二發布的報告顯示，溫蒂漢堡（WEN）第一季業績公佈前，下調了市場預期，以反映其面臨的挑戰。第一季業績將於5月8日公佈。 分析師下調了溫蒂漢堡2026年和2027年的同店銷售額和EBITDA預期，均低於市場普遍預期。 分析師表示：“我們認為，我們的模型更能反映出近期充滿挑戰的市場環境以及其持續遜於同行的表現。” 報告稱，溫蒂漢堡第一季預計美國同店銷售額將下降7.5%，低於華爾街預期的7.2%。 EBITDA預估為1.017億美元，低於華爾街預期的1.025億美元。 不過，隨著溫蒂漢堡關閉業績不佳的餐廳、推出行銷活動以及受益於相對較低的基數效應，其銷售趨勢預計在2026年下半年有所改善。 奧本海默維持對溫蒂漢堡股票的「與大盤持平」評級。
Price: $6.60, Change: $-0.02, Percent Change: -0.23%
Health care stocks were higher late Wednesday afternoon, with the NYSE Health Care Index increasing 0.3% and the State Street Health Care Select Sector SPDR ETF (XLV) adding 0.2%.The iShares Biotechnology ETF (IBB) climbed 2.1%.In corporate news, DaVita (DVA) shares jumped past 21% after Deutsche Bank upgraded the stock to buy from hold and boosted its price target to $220 from $126, a day after the company reported better-than-expected Q1 results.
New for-sale home listings in the US grew at a faster rate annually than sales for the first time this year as elevated mortgage rates stalled recovery, Zillow Group (Z, ZG) said Wednesday.New listings rose 2.1% year over year to 426,356 units in April, while sales eased 0.4% to 323,631 units, according to the real estate marketplace. Active inventory increased 3.7% last month, putting the total number of for-sale homes at 1.3 million."The spring rebound we anticipated at the start of the year and that produced the stronger sales figures in March was put on pause in April by higher rates," Zillow Chief Economist Mischa Fisher said. "Still, someone who held off in 2025 hoping conditions would improve has seen that improvement."Last week, the average interest rate for 30-year fixed mortgages with conforming loan balances of $832,750 or less increased to 6.45% from 6.37% sequentially, a report by the Mortgage Bankers Association showed Wednesday.The monthly mortgage payment on a typical home in the US dropped 3.4% annually to $1,829 last month, while home values rose 0.7% to $366,712, Zillow said.The share of listings with a price reduction was 23.5% in April, down one percentage point from a year earlier, but up 0.9 percentage point sequentially.Despite the recent rise in mortgage rates, buyers who waited out the market of 2025 are entering on slightly better terms this spring, with more options, improved affordability and a little more decision time, according to Zillow."With more homes to choose from and lower monthly costs than a year ago, the math has shifted in favor of buyers even if the moment may not feel like it," Fisher said. "There's still plenty of reason for optimism that we will see a quick rebound if rates cooperate."On Tuesday, government data showed that new-home sales in the US grew past Wall Street's estimates for March, driven by a demand surge in the Northeast region.Price: $44.82, Change: $+1.28, Percent Change: +2.94%
Consumer stocks were higher late Wednesday afternoon, with the State Street Consumer Staples Select Sector SPDR ETF (XLP) up 0.4% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) rising 1.9%.In corporate news, Restaurant Brands International's (QSR) Q1 earnings and revenue topped Wall Street's estimates Wednesday, while the restaurant operator's comparable sales growth was in line with consensus. Its shares were down 5.9%.