-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師總結如下:我們將12個月目標價從75美元上調至92美元,市盈率為16倍,基於2026年每股收益5.74美元(先前為5.36美元);2027年每股收益從5.78美元上調至6.40美元。這較其19倍的長期均值有所折讓,鑑於近期同店銷售額大幅放緩以及相應的利潤率壓力,我們認為這一折讓是合理的。儘管先前幾季成長放緩,預期值較低,但第一季業績仍超出市場預期。好消息是,第一季可能標誌著同店銷售額成長的低點,第二季以及下半年的同店銷售額較低,這將支撐更好的成長。我們認為4月30日的股價反應很大程度上反映了這種樂觀情緒,儘管我們認為2027年的市場普遍預期可能仍需上調(目前預計2027年每股收益同比增長僅為3%,而2026年為5%)。儘管如此,我們仍維持「持有」評級,因為我們擔憂日益激烈的競爭環境,包括亞馬遜(AMZN 268 *****)近期大力推進生鮮食品當日送達服務,以及其未來幾年開設100多家Whole Foods門店的計劃。
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