一段时间以来,Lowe’s一直是家得宝在家庭装修行业中规模较小的兄弟。 管理层在试图超越其竞争对手,成为业内领先的零售商方面屡屡失败
今年圣诞节,人们开始对Lowe超越其第二大家居装修店的地位感到乐观。 投资者需要知道的事项如下。
根据洛氏2022财年第三季度的盈利报告,洛氏是少数没有受到经济衰退或房屋销售下滑负面影响的一家商店。 销售额从2021年第三季度的229亿美元上升到了235亿美元。
Lowe股价迄今下跌17.43%,收于210.97美元。 家得宝的YTD跌幅为20.13%。

关于洛氏股票的消息
该公司对通货膨胀压力的恢复力主要归因于它是一个家庭装修和维修设施,迎合DIY和承包商行业。 联邦基金利率的变化对这两个部门的影响并不大。
由于搬进新房子的人越来越少,像洛氏和家得宝这样的商店受益匪浅,因为个人在现在的房子里呆的时间越来越长,而且还在翻修。 然后,他们参观家庭装修店,使住宅现代化。
此外,电力设备技术较差的房主利用专业人员来完成这项任务。 为了获得更好的交易和大量购买材料,这些承包商访问了劳氏。
许多人拥有固定利率的抵押贷款,每月定期还款,或者干脆拥有自己的房子。 由于这些考虑,他们可能更容易预算维修和小型房屋升级。
越来越多的个人在家办公,希望升级他们的家庭办公室或改变他们的家庭布局以适应工作场所,这也是洛威成功的另一个因素。 房主将需要返回洛氏或家得宝的材料。

为什么Lowe的销售现在很火爆?
根据美联储的数据,HELOC的总金额增加了30亿美元。 这可能意味着房主选择改造他们目前的住宅,而不是搬迁。
然而,房主们通常会对他们的房产进行改进以提高转售价值这一事实却抑制了这种情绪。 如果房价下跌,房主可能会推迟更新。
但这忽视了这样一个事实,即许多就业岗位已经永久远离,需要改变家庭布局以适应新的生活方式。

Lowe’s称其专业部门增长了19%。 除了2021年25%的涨幅外,网络销售额也增长了12%。 另外,500美元以上的主要产品的销售额增加了8%以上。
这些信息支持个人翻新而不是升级的概念。 它支付了6.66亿美元的股息,并回购了近2,050万股股票,总额达40亿美元。
到2022年底,这家家居装修零售商计划将稀释后的每股收益调整为13.65美元至13.80美元,年销售额在97亿至980亿美元之间。

这家零售商的未来应该令洛的投资者高兴。 尽管几乎每家企业都会受到通胀上升的影响,但洛氏公司不应该受到如此大的伤害。
Lowe’s最近通过收益,在提高效率、增加在线销售额、扩大安装服务、扩大产品范围等方面付出了很多努力,因此今后股票应该继续保持良好的发展势头。

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