多类大件商品同样迎来爆发式增长：冰箱与冷柜销售上涨720%，健身器材与洗衣机、烘干机均增长 640%，耳机与音响飙升630%，电视增长580%，家庭安防产品增长570%，电动工具增长470%，智能手 表增长450%，智能家居设备增长400%，吸尘器同样增长400%。Adobe Analytics指出，若上述强劲趋势 延续至"网络星期一"，今年零售商的假日季表现可能将好于预期。 整体消费方面，美国消费者在感恩节当天的线上支出创下64亿美元新纪录，同比增长5.3%，略高于 Adobe Analytics先前预估的4.9%增速。Adobe Analytics预计"黑色星期五"线上销售将达到117亿美元，同 比增长8.3%；相较之下，"网络星期一"预计将录得142亿美元销售额，同比增长6.3%。Adobe Analytics 表示，由于消费者更愿意提前锁定折扣，"黑五"增速有望超越"网一"。 Adobe Analytics指出，今年折扣力度普遍比去年更大，或将为零售商带来一定利润压力。不过，越来越 多零售企业借助"代理式人工智能"提升转化率，可能对利润表现带来一定支撑。 Adobe Analytics周五更新的数据显 ...

Core Insights - Planet Fitness, Inc. (PLNT) reported lower-than-expected first-quarter 2025 results, with adjusted earnings and revenues missing the Zacks Consensus Estimate, although both metrics increased year-over-year [1][4] - The company is facing macroeconomic volatility, increased costs, and expenses, particularly in SG&A and club operations [1][2] Financial Performance - Adjusted earnings per share (EPS) for Q1 2025 were 59 cents, missing the consensus estimate of 62 cents by 4.8%, while the prior-year quarter reported adjusted EPS of 53 cents [4] - Quarterly revenues were $276.7 million, lagging the consensus mark of $282 million by 1.7%, but rose 11.5% year-over-year due to new club openings and membership growth [4] - Adjusted EBITDA was $117 million, up 10% from $106.3 million reported in the year-ago quarter [5] Segment Performance - Franchise segment revenues rose 10.7% year-over-year to $115.2 million, with adjusted EBITDA of $84.9 million, up from $76.1 million [6] - Corporate-owned clubs generated revenues of $133.7 million, up 9.2% year-over-year, with adjusted EBITDA totaling $45.8 million, an increase from $42.4 million [7] - Equipment segment revenues totaled $27.8 million, up 28.7% year-over-year, with adjusted EBITDA rising to $7.4 million from $4.8 million [8] Cash and Debt Position - As of March 31, 2025, Planet Fitness had cash and cash equivalents of $343.9 million, up from $293.2 million at the end of 2024, while long-term debt decreased slightly to $2.14 billion [9] 2025 Outlook - For 2025, the company expects approximately 130-140 new equipment placements and 160-170 new club openings, with same-club sales growth projected in the 5-6% range [10] - Revenues are anticipated to increase approximately 10% from 2024 levels, with adjusted EBITDA and net income expected to grow around 10% and 8-9%, respectively [11] - Capital expenditures are now projected to increase approximately 20%, a revision from the previously expected 25% increase [12]