家得宝(HD.US)公布截至11月2日的上一季度的利润和同店销售额均低于预期，原因在于整体房地产市场表现疲 软，以及风暴等事件减少抑制了屋顶、发电机及其他类别的需求。三季度营收同比增长2.8%，达到414亿美 元，略高于市场预期。同店销售额增长0.2%，低于市场普遍预期的1.4%。 同店客户交易量同比下降1.6%，而同店客户平均客单价同比上涨1.8%。客户交易总量下降1.4%至3950万笔， 客户平均客单价上涨2.0%至90.39美元，高于市场普遍预期的89.71美元。 在美国政府停摆期间，由于缺乏官方经济数据，家得宝公司发布的悲观预测再次警示人们，美国消费者的消费 逐渐疲软。本周晚些时候，塔吉特(TGT.US)和沃尔玛(WMT.US)的相关报告或将提供更多关于就业市场降温、 企业经营状况以及通胀是否引发更广泛消费缩减的信息。 与其他大型零售商相比，家得宝的顾客往往经济状况更稳定。其约90%的DIY顾客拥有自己的住房，而到家得 宝购物的家居专业人士也往往受雇于房主。尽管如此，麦克菲尔表示，家得宝前景疲软的部分原因是各收入阶 层的消费者都不愿承担高额投资项目。他指出，房地产市场放缓和借贷成本上升加剧了这一趋势。 ...

Group 1 - QXO has proposed to acquire GMS for approximately $5 billion, offering $95.20 per share, which is a 27% premium over GMS's 60-day volume-weighted average price of $74.82 [1] - GMS's stock rose nearly 11% to $81.01 following the announcement, with after-hours trading pushing it up an additional 17.27% to around $95 [1] - QXO's CFO emphasized the straightforward nature of the offer, stating it is at the upper end of their valuation range [1] Group 2 - Following the acquisition of Beacon Roofing Supply, QXO has become the largest publicly traded building products distributor in the U.S., with a market capitalization nearing $13 billion after a 42% increase in stock price this year [2] - QXO is willing to sign a confidentiality agreement with GMS, provided it does not include clauses that would hinder direct communication with GMS shareholders [2] - QXO has engaged Goldman Sachs and Morgan Stanley as financial advisors and Wharton & Garrison as legal counsel for the acquisition proposal [2]