智通财经6月30日电，GMS Inc大涨近12%创历史新高。消息面上，美国家居建材零售巨头家得宝近日 通过旗下专业贸易分销子公司SRS Distribution达成协议，将以每股110美元的价格收购GMS Inc全部流 通股。 ...

近日，"天眼问政"栏目接到网友反映，位于贵阳市观山湖区居然之家商场内，一商户疑似利用人民币搞促销，其认为该行为不妥，希望媒体关注。 走访：现场未发现相关促销行为 商城内的其他促销活动。 商场：未进行涉及人民币的促销行为 为进一步核实相关问题，记者来到位于该商场4楼的办公区，表明身份后，针对相关问题进行了核实。 "一般来说，商户会对促销行为进行报备，但商场方面不会直接干预商户的相关促销行为。"居然之家商场一相关负责人告诉记者，目前来看，商场方面组织 的促销活动主要涉及代金券以及盒马卡，均不涉及网友反馈的疑似使用人民币促销。 随后，步阳安全门门店负责人接到通知后，带着一包物品，前来进行情况说明。打开后，记者观察到，里面主要涉及面值为1、5、10、50、100的练功券、 点钞券。值得一提的是，其中一张50面值的练功券，上面写有"中国人民银行"字样。 "时值周末，我和家人到商场去看家具，遇到一楼的步阳安全门门店开业，看到了商户利用机器将疑似各种面值的人民币放入容器内吹起。" 该网友告诉记者，具体操作来说，当消费者购买商品达到一定数额时，就可以参与抓取，限定时间内，抓到几张就优惠多少货款。 内置疑似人民币的机器（网友提 ...

Group 1 - The article discusses the competitive landscape of the home improvement retail sector in the U.S., focusing on giants Home Depot and Lowe's, and explores their market strategies and differences [2] - It highlights the challenges faced by the company "追觅" in retaining talent despite successfully training them, and notes the trend of "追觅系" companies venturing into the robotics sector [2] - The overseas revenue of "劢微机器人" has rapidly increased from less than 10% in 2022 to 40% currently, indicating significant growth in international markets [2] Group 2 - The Chinese Ministry of Commerce reports that China's foreign trade has shown resilience in a complex environment, with policies aiding enterprises leading to a rise in both quantity and quality of goods traded [3] - Sensor Tower data reveals that TikTok's overseas monthly active users have surpassed 1 billion for the first time, showcasing the app's strong growth in the global market [3] - Hong Kong's Financial Secretary Chen Maobo expresses a desire to attract more Chinese companies to list in Hong Kong, aiming to support their international expansion and enhance offshore RMB business [3][4] Group 3 - Chery's chairman, Yin Tongyue, emphasizes the company's intention to use Hong Kong as a new starting point for entering international capital markets, aiming to establish it as a global financial and logistics hub [4] - European Central Bank President Christine Lagarde's visit to China and her experience with autonomous driving technology signals potential expansion of such technologies into the European market [4] - Cainiao has opened its second self-operated overseas warehouse in Canada, expanding its logistics network across North America to enhance cross-border e-commerce solutions [4] Group 4 - Transsion Holdings' TECNO brand has formed a strategic partnership with Spain's MCR Group to introduce AIoT smart ecosystem products to the Spanish market [5] - Scale AI has announced a significant investment from Meta Platforms, raising its valuation to over $29 billion and expanding their commercial collaboration [5] - Mattel, the manufacturer of Barbie dolls, is collaborating with OpenAI to develop AI-powered toys and games, with plans to launch the first product later this year [5] Group 5 - Neuralink has successfully raised $649 million through equity financing, as disclosed in a filing with the U.S. Securities and Exchange Commission [6]

与中国相对分散的家居建材市场不同，美国的家居建材市场盘踞着两大巨头：Home Depot（家得宝）和Lowe's（劳氏）。 据IBIS World 2024年的报告，从营收规模来看，这两家分别成立于1978年和1946年的仓储式家居建材零售商，分别占据了美国市场48.3%和28.4%的市场 份额，二者合计市占有率高达76.7%。而据Numerator报告，截至2024年9月，Home Depot在家装类别的消费者支出占比达到28%，Lowe's占比达19%，亚 马逊位居第三。 2024年，Lowe's的营收规模为836.74亿美元，Home Depot的营收规模为1595亿美元。截至2024年底，Home Depot在美国、加拿大和墨西哥共运营2347家门 店，截至2025年1月，Lowe's在美国运营1748家门店。 美国的土壤为何能孕育出Home Depot和Lowe's这样的家居建材零售巨头？在市场占据上，二者各有何杀手锏？二者之间又有何区别？ 一、巨头的诞生，从复制沃尔玛低价开始 1946年，Lowe's品牌诞生，1978年，Home Depot成立。Lowe's比Home Depot早成立了32年， ...

Financial Data and Key Metrics Changes - In 2024, the company reported total sales of $83.7 billion, a decrease of 2.7% on a comparable basis [14] - Adjusted operating margin was 12.3%, and adjusted diluted earnings per share were $11.99 [14] - The company returned $6.5 billion to shareholders through dividends and share repurchases [15] - A 4% increase in quarterly dividend was approved, raising it from $1.15 to $1.20 per share [15] Business Line Data and Key Metrics Changes - Pro penetration increased to approximately 30% in 2024, up from 19% in 2019, with mid-single-digit comparable sales growth for Pro [16][17] - The redesigned Pro loyalty program, My Lowe's Pro Rewards, was launched to incentivize repeat purchases among small to medium Pros [17] - The first online product marketplace in home improvement was launched in December 2024, expanding product offerings without carrying inventory [19] Market Data and Key Metrics Changes - The acquisition of Artisan Design Group (ADG) aims to serve a larger pro customer base in a $50 billion market, addressing the need for 18 million homes in the U.S. by 2033 [22][23] Company Strategy and Development Direction - The company refined its total home strategy in 2025 to align with home improvement demand drivers [15] - Key pillars of the strategy include driving pro penetration, accelerating online sales, expanding home services, creating a loyalty ecosystem, and increasing space productivity [15] - The company is leveraging generative AI to enhance customer and associate experiences, improve forecasting, sourcing, and inventory planning [21][35] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the challenging macroeconomic environment due to inflation and higher interest rates but expressed confidence in navigating market uncertainties [14][15] - The leadership team emphasized the importance of diversity and inclusion as a core value, contributing to the company's success [24][29] Other Important Information - The company has made strategic investments totaling over $4 billion in wages and benefits for frontline associates since 2018 [30] - The company sources approximately 60% of its purchases from within the U.S., equating to $30 billion in annual spend [33][34] Q&A Session Summary Question: Why did you scale back DEI because of pressure from conservative activists? - The company stated that no changes were made to its diversity approach due to activist pressure, emphasizing its commitment to diversity as core to its values [28][29] Question: Will you be increasing wages to be more competitive? - The company frequently monitors and adjusts wages to remain competitive, having invested over $4 billion in wages and benefits since 2018 [30] Question: What are you doing to improve your management of inventory? - The company is pleased with its inventory management, leveraging technology and AI-driven solutions for better replenishment and demand planning [31] Question: How do you plan to control your cost of goods given increased tariffs? - The company has diversified its global sourcing and currently sources products from over 100 countries, with 60% of purchases made in the U.S. [33][34] Question: What is the board's plan for downstream profits from AI? - The company aims to enhance customer and associate experiences through AI, which is expected to deliver improved profits [35] Question: What do you intend to do to help stores run more efficiently? - The company is committed to investing in technology and process improvements to enhance store operations and customer service [36][38]

Marvin R. Ellison, Chairman & CEO "Despite near-term uncertainty and housing market headwinds, our team's unwavering focus on exceptional customer service has elevated satisfaction scores. Strategic investments in technology, inviting store environments, and our dedicated associates continue to solidify our commitment to our customers and communities." 3 of 15 Regions Q1 2025 RESULTS Delivered comp growth above company average Ranked #1 In customer satisfaction by J.D. Power among home improvement retailers ...

摩根士丹利发表报告指，家得宝公布首季财报后，将2025和2026年度每股盈利预测分别小幅调高约 0.4%和0.6%，并重申2025财政年度指引。大摩对该股目标价由410美元上调至415美元，评级"增持"， 认为公司风险回报偏向正面。新目标价是基于约25倍的2026年约16.65美元每股盈利预测。该行指，目 标倍数略高于目前的估值是合理，因为该股是其覆盖周期性股票中的首选。 ...

回应媒体采访时，耐克避免提及关税一词，仅表示公司会定期评估业务状况，并在季节性规划中作出价格调整。据美国媒体报 道，耐克将于本周起对大量鞋类、服装及装备产品提价。其中定价在100至150美元之间的鞋款涨价5美元，而150美元以上的运动鞋则 提价10美元。知情人士称，调价措施最迟于6月1日生效，但部分商品本周就可能反映在零售端。 美联社报道说，美国主要零售商正在同时打两场仗：一方面要应对特朗普总统全面征收关税带来的代价高昂的价格影响，另一方 面又要努力在不激怒白宫或疏远消费者的情况下公开谈论这种影响。美国阿克西奥斯新闻网站报道称，美国零售商在关税时代面临两 种选择：要么提高商品价格，要么面临威胁其生存的现金短缺风险。 21日，路透社发布对经济学家的最新调查显示，美国经济前景依然疲弱。在这项于5月14日至21日进行的调查中，所有受访经济 学家一致认为，美国政府的相关政策对美国经济造成了负面影响，其中超过55%的人认为"造成了严重损害"。摩根士丹利首席美国经 济学家迈克尔·加彭说，目前的关税税率仍然大大高于年初的水平。政策不确定性很高，衰退风险仍然很高。同时，该调查结果对美 国通胀的预期几乎没有变化，经济学家普遍认 ...

Core Insights - Lowe's reported revenue of $20.93 billion for the quarter ended April 2025, reflecting a 2% decrease year-over-year, with EPS at $2.92 compared to $3.06 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $20.92 billion by 0.03%, while the EPS surpassed the consensus estimate of $2.88 by 1.39% [1] Financial Performance Metrics - Comparable store sales decreased by 1.7% year-over-year, better than the average analyst estimate of a 2.1% decline [4] - The total number of stores remained at 1,750, matching the average estimate from five analysts [4] - Sales per store were reported at $11.96 million, slightly above the average estimate of $11.92 million from two analysts [4] Stock Performance - Over the past month, Lowe's shares returned +5.6%, while the Zacks S&P 500 composite increased by +12.7% [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]

智通财经5月21日电，劳氏第一季度销售净额209.3亿美元，同比下滑2%，符合市场预期；毛利69.9亿美 元，同比下滑1.5%，市场预估69.6亿美元；毛利率33.4％，上年同期33.2％。LOWE'S的股价在盘前上涨 3.3%。 劳氏第一季度销售净额209.3亿美元 同比下滑2% ...