{"id":430565,"date":"2022-07-14T23:55:45","date_gmt":"2022-07-15T06:55:45","guid":{"rendered":"https:\/\/nai500.com\/?p=430565"},"modified":"2022-07-14T23:55:45","modified_gmt":"2022-07-15T06:55:45","slug":"%e7%b2%be%e9%80%8910%e5%8f%aa%e7%be%8e%e8%82%a1%e5%8f%af%e9%80%89%e6%b6%88%e8%b4%b9%e8%82%a1","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2022\/07\/%e7%b2%be%e9%80%8910%e5%8f%aa%e7%be%8e%e8%82%a1%e5%8f%af%e9%80%89%e6%b6%88%e8%b4%b9%e8%82%a1\/","title":{"rendered":"\u677f\u5757\u8dcc\u8d8530%\uff1a\u7cbe\u900910\u53ea\u7f8e\u80a1\u53ef\u9009\u6d88\u8d39\u80a1"},"content":{"rendered":"

\u5373\u5c06\u8fc8\u51fa2022\u5e74\u7684\u65f6\u5019\uff0c\u5728\u540e\u75ab\u60c5\u65f6\u671f\u62a5\u590d\u6027\u6d88\u8d39\u7684\u9ad8\u671f\u5f85\u4e0b\uff0c\u5e02\u573a\u975e\u5e38\u770b\u597d\u4eca\u5e74\u7684\u7f8e\u80a1\u53ef\u9009\u6d88\u8d39\u80a1\u7968\u3002\u8c01\u66fe\u60f3\uff0c\u53ef\u9009\u6d88\u8d39\u80a1\u7968\u8fce\u6765\u7684\u5374\u662f\u901a\u80c0\u98d9\u5347\uff0c\u75ab\u60c5\u6551\u6d4e\u91d1\u505c\u53d1\u4ee5\u53ca\u52b3\u5de5\u77ed\u7f3a\u7b49\u4e0d\u5229\u56e0\u7d20\uff0c\u6574\u4e2a\u677f\u5757\u4eca\u5e74\u8fc4\u4eca\u7684\u8dcc\u5e45\u4e5f\u5df2\u7ecf\u8d85\u8fc730%\u3002<\/p>\n

\u4e0d\u8fc7\uff0c\u8fd9\u4e5f\u521b\u9020\u51fa\u4e86\u5927\u91cf\u7684\u4e70\u5165\u673a\u4f1a\u3002\u6bd4\u5982\u8bf4\uff0c\u4e0b\u9762\u8fd910\u53ea\u7f8e\u80a1\u53ef\u9009\u6d88\u8d39\u80a1\u7968\u57fa\u672c\u9762\u7a33\u5065\uff0c\u4f30\u503c\u6709\u5438\u5f15\u529b\uff0c\u5e76\u4e14\u9887\u53d7\u534e\u5c14\u8857\u5206\u6790\u5e08\u7684\u9752\u7750\u3002<\/p>\n

Asbury Automotive<\/h2>\n

Asbury Automotive Group Inc\uff08NYSE:ABG\uff09<\/a>\u662f\u7f8e\u56fd\u6700\u5927\u7684\u6c7d\u8f66\u96f6\u552e\u5546\u4e4b\u4e00\uff0c\u76ee\u524d\u8be5\u80a1\u7684\u52a8\u6001\u5e02\u76c8\u7387\u548c\u5e02\u51c0\u7387\u5206\u522b\u4e3a4.7\u548c1.7\uff0c\u5747\u8fdc\u4f4e\u4e8e5\u5e74\u5747\u503c\u3002\u8be5\u516c\u53f82021\u5e74\u6536\u5165\u540c\u6bd4\u589e\u957f38%\u81f3$98\u4ebf\uff0c2021\u5e74\u4e00\u5b63\u5ea6\u6536\u5165\u589e\u957f78%\u81f3$39\u4ebf\uff0c\u6b64\u5916\u6bcf\u80a1\u6536\u76ca\uff08EPS\uff09\u548c\u8c03\u6574\u540e\u6bcf\u80a1\u6536\u76ca\u5206\u522b\u589e\u957f117%\u548c98%\u3002<\/p>\n

Lululemon Athletica<\/h2>\n

Lululemon Athletica Inc\uff08NASDAQ:LULU\uff09<\/a>\u5728\u8fd0\u52a8\u4f11\u95f2\u5e02\u573a\u4e0a\u5360\u636e\u4e3b\u5bfc\u5730\u4f4d\u3002\u8be5\u516c\u53f8\u5c062022\u5e74\u6bcf\u80a1\u6536\u76ca\u6307\u5f15\u7684\u4e2d\u70b9\u4e0a\u8c03$0.18\u81f3$9.43\uff0c\u540c\u65f6\u7f8e\u56fd\u94f6\u884c\u9884\u8ba1\u8be5\u516c\u53f82023\u5e74\u7684\u6bcf\u80a1\u6536\u76ca\u4e3a$10.90\uff0c\u5bf9\u5e94\u7684\u52a8\u6001\u5e02\u76c8\u7387\u4e3a25.8\uff0c\u8fdc\u4f4e\u4e8e5\u5e74\u5747\u503c\u768442.5\u3002BofA Global Research\u7684\u5206\u6790\u5e08\u7ed9Lululemon Athletica\u80a1\u7968\u201c\u4e70\u5165\u201d\u8bc4\u7ea7\uff0c\u76ee\u6807\u4ef7$400\uff0c\u610f\u5473\u7740\u8be5\u80a1\u80a1\u4ef7\u672a\u676512\u4e2a\u6708\u6709\u671b\u4e0a\u6da842%\u3002<\/p>\n

Pool Corp<\/h2>\n

Pool Corp\uff08NASDAQ:POOL\uff09<\/a>\u662f\u5168\u7403\u6700\u5927\u7684\u6e38\u6cf3\u6c60\u53ca\u76f8\u5173\u6237\u5916\u751f\u6d3b\u7528\u54c1\u7684\u6279\u53d1\u5546\uff0c\u8be5\u80a11995\u5e7410\u6708\u9996\u6b21\u516c\u5f00\u53d1\u884c\uff08IPO\uff09\u4ee5\u6765\u7684\u5e74\u5747\u6536\u76ca\u7387\u9ad8\u8fbe29%\u30022021\u5e74\uff0cPool\u6709\u4e24\u4e2a\u4e1a\u7ee9\u6307\u6807\u975e\u5e38\u51fa\u8272\uff1a15.7%\u7684\u8425\u4e1a\u5229\u6da6\u7387\u4ee5\u53ca43.9%\u7684\u6295\u5165\u8d44\u672c\u56de\u62a5\u7387\uff08ROIC\uff09\uff0c\u5e76\u4e14\u5747\u662f5\u5e74\u524d\u7684\u8fd1\u4e24\u500d\u3002\u8be5\u80a1\u80a1\u606f\u73871.1%\uff0cWilliam Blair\u7684\u5206\u6790\u5e08Ryan Merkel\u548cPaul Dirks\u76f8\u4fe1\u8be5\u80a1\u80a1\u606f\u957f\u671f\u53ef\u4ee5\u5b9e\u73b015%-20%\u7684\u6301\u7eed\u589e\u957f\u3002<\/p>\n

Etsy<\/h2>\n

\u4ee5\u624b\u5de5\u827a\u54c1\u4e3a\u7279\u8272\u7684\u7535\u5546\u5e73\u53f0Etsy Inc\uff08NASDAQ:ETSY\uff09<\/a>\u7684\u80a1\u4ef7\u4eca\u5e74\u8fc4\u4eca\u4e0b\u8dcc\u8d85\u8fc762%\uff0c\u8fd9\u4e3a\u957f\u7ebf\u6295\u8d44\u8005\u521b\u9020\u51fa\u4e86\u4e00\u4e2a\u4e70\u5165\u673a\u4f1a\u3002\u8be5\u516c\u53f8\u5b9e\u73b0\u4e86\u75ab\u60c5\u524d\u7684\u589e\u901f\u6c34\u5e73\uff0c\u5e76\u4e14\u7ee7\u7eed\u5728\u8fd9\u4e2a\u7ec6\u5206\u7535\u5546\u9886\u57df\u5360\u636e\u4e3b\u5bfc\u5730\u4f4d\u3002\u4eca\u5e746\u6708\uff0c\u8be5\u516c\u53f8\u5ba3\u5e03\u5c06\u6bcf\u5e74\u5411Etsy Purchase Protection\u8d2d\u4e70\u4fdd\u62a4\u8ba1\u5212\u6295\u5165\u81f3\u5c11$2500\u4e07\uff0c\u8be5\u8ba1\u52128\u67081\u65e5\u542f\u52a8\u3002<\/p>\n

Chipotle Mexican Grill<\/h2>\n

\u7f8e\u56fd\u5927\u578b\u8fde\u9501\u9910\u5385Chipotle Mexican Grill, Inc.\uff08NYSE:CMG\uff09<\/a>\u4e00\u5b63\u5ea6\u6536\u5165\u540c\u6bd4\u589e\u957f16%\uff0c\u540c\u5e97\u9500\u552e\u989d\u589e\u957f9%\uff0c\u6bcf\u80a1\u6536\u76ca\u589e\u957f6.3%\uff0c\u6b64\u5916\u516c\u53f8\u65b0\u5f0051\u5bb6\u9910\u5385\u3002\u8be5\u516c\u53f8\u79ef\u6781\u521b\u65b0\uff0c\u5ba3\u5e03\u5c06\u8054\u624b\u52a0\u5bc6\u8d27\u5e01\u652f\u4ed8\u516c\u53f8Flexa\u4e3a\u65d7\u4e0b\u7684\u8fd13000\u5bb6\u95e8\u5e97\u63d0\u4f9b\u52a0\u5bc6\u8d27\u5e01\u652f\u4ed8\u9009\u9879\u3002\u4ea7\u54c1\u521b\u65b0\u65b9\u5411\uff0cChipotle\u5c06\u572860\u5bb6\u9910\u5385\u5c1d\u8bd5\u58a8\u897f\u54e5\u82b1\u6930\u83dc\u996d\u3002<\/p>\n

D.R. Horton<\/h2>\n

\u7f8e\u56fd\u4f4f\u623f\u80a1D.R. Horton Inc\uff08NYSE:DHI\uff09<\/a>\u7684\u80a1\u4ef72022\u5e74\u8fc4\u4eca\u4e0b\u8dcc\u8d85\u8fc732%\uff0c\u4f46\u5bf9\u4e8e\u516c\u53f8\u672a\u6765\u4e1a\u7ee9\u5145\u6ee1\u4fe1\u5fc3\u3002\u516c\u53f8\u62e5\u670933900\u5957\u5f85\u5efa\u4f4f\u623f\u4ee5\u53ca59800\u5957\u5e93\u5b58\u623f\uff0c2022\u8d22\u5e74\u7684\u5408\u5e76\u6536\u5165\u589e\u901f\u6709\u671b\u8d85\u8fc725%\u3002\u6b64\u5916\uff0cDHI 6\u4e2a\u6708\u671f\u95f4\uff08\u622a\u81f33\u670831\u65e5\uff09\u7684\u4f4f\u623f\u5e73\u5747\u6536\u76d8\u4ef7\u4e3a$370300\uff0c\u8fdc\u9ad8\u4e8e2021\u5e74\u7684$323300\u3002<\/p>\n

Tapestry<\/h2>\n

\u96f6\u552e\u63a7\u80a1\u516c\u53f8Tapestry Inc.\uff08NYSE:TPR\uff09<\/a>\u65d7\u4e0b\u62e5\u6709\u853b\u9a70\u3001Kate Spade\u548c\u65af\u56fe\u5c14\u7279\u00b7\u97e6\u8328\u66fc\u3002\u5728\u501f\u52a9\u6570\u636e\u548c\u5206\u6790\u63d0\u5347\u5168\u6e20\u9053\u6d88\u8d39\u4f53\u9a8c\u7684\u6218\u7565\u4e0b\uff0c\u8be5\u516c\u53f8\u9884\u8ba12022\u8d22\u5e74\u7684\u9500\u552e\u989d\u5c06\u540c\u6bd4\u589e\u957f\u63a5\u8fd120%\u81f3$67\u4ebf\uff0c\u6bcf\u80a1\u6536\u76ca\u9884\u8ba1\u589e\u957f20%\u81f3$3.45\u3002\u6b64\u5916\uff0c\u516c\u53f8\u8d85\u8fc790%\u7684\u9500\u552e\u989d\u6765\u81ea\u4e8eDTC\uff08\u7535\u5546\u548c\u516c\u53f8\u81ea\u6709\u96f6\u552e\uff09\u6e20\u9053\uff0c\u56e0\u6b64\u5229\u6da6\u7387\u66f4\u9ad8\u3002<\/p>\n

Brunswick<\/h2>\n

\u7ebd\u7ea6\u5bf9\u51b2\u57fa\u91d1Cantillon Capital Management\u662f\u5a31\u4e50\u4ea7\u54c1\u5236\u9020\u5546Brunswick Corp\uff08NYSE:BC\uff09<\/a>\u7684\u6700\u5927\u80a1\u4e1c\u4e4b\u4e00\uff0c\u603b\u8ba1\u6301\u6709412\u4e07\u80a1\uff0c\u5360\u5176\u53d1\u884c\u5728\u5916\u80a1\u7968\u603b\u6570\u76845.44%\u3002\u4eca\u5e74\u8fc4\u4eca\uff0c\u8be5\u80a1\u80a1\u4ef7\u4e0b\u8dcc31%\uff0c\u52a8\u6001\u5e02\u76c8\u7387\u964d\u81f3\u53ea\u67097\uff0c\u8fdc\u4f4e\u4e8e5\u5e74\u5747\u503c\u3002Brunswick\u5c062022\u5e74\u7684\u6536\u5165\u6307\u5f15\u4e2d\u70b9\u4e0a\u8c03\u81f3$69.5\u4ebf\uff0c\u6bcf\u80a1\u6536\u76ca\u6307\u5f15\u4e0a\u8c03\u81f3$10.05\u3002<\/p>\n

Deckers Outdoor<\/h2>\n

Deckers Outdoor Corp\uff08NYSE:DECK\uff09<\/a>\u662f\u5168\u7403\u589e\u901f\u6700\u9ad8\u7684\u978b\u4e1a\u54c1\u724c\u4e4b\u4e00\u3002\u516c\u53f8\u65d7\u4e0b\u7684\u7b2c\u4e00\u5927\u54c1\u724c\u2014\u2014UGG\u9774\u5b502022\u8d22\u5e74\u7684\u9500\u552e\u989d\u540c\u6bd4\u589e\u957f15.4%\u81f3$19.8\u4ebf\uff0c\u7b2c\u4e8c\u5927\u54c1\u724cHOKA\u7684\u6536\u5165\u76f8\u6bd42021\u8d22\u5e74\u589e\u957f56%\u81f3$8.916\u4ebf\uff0c\u5f53\u8d22\u5e74\u9884\u8ba1\u5c06\u540c\u6bd4\u589e\u957f\u8d85\u8fc735%\u81f3\u4e0d\u4f4e\u4e8e$12\u4ebf\u3002\u8be5\u80a1\u5e02\u76c8\u738724\uff0c\u4f46\u52a8\u6001\u5e02\u76c8\u7387\u4ec5\u670913\u3002<\/p>\n

Hilton Grand Vacations<\/h2>\n

\u53bb\u5e748\u6708\uff0c\u65c5\u884c\u5ea6\u5047\u80a1Hilton Grand Vacations Inc.,\uff08NYSE:HGV\uff09<\/a>\u4ee5$14\u4ebf\u7684\u80a1\u7968\u5bf9\u4ef7\u6536\u8d2dDiamond Resorts International\uff0c\u5408\u5e76\u516c\u53f8\u56e0\u6b64\u62e5\u6709154\u5ea7\u5ea6\u5047\u6751\u548c\u8c6a\u534e\u4f4f\u5b85\uff0c\u5206\u65f6\u6240\u6709\u800571\u4e07\u3002Hilton\u5c062022\u5e74\u8c03\u6574\u540eEBITDA\u6307\u5f15\u4e2d\u70b9\u4ece$9.25\u4ebf\u4e0a\u8c03\u81f3$9.75\u4ebf\uff0c\u6536\u8d2d\u7684\u9884\u671f\u6210\u672c\u534f\u540c\u6548\u5e94\u4e5f\u4e0a\u8c03\u81f3$1.50\u4ebf\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

\u5373\u5c06\u8fc8\u51fa2022\u5e74\u7684\u65f6\u5019\uff0c\u5728\u540e\u75ab\u60c5\u65f6\u671f\u62a5\u590d\u6027\u6d88\u8d39\u7684\u9ad8\u671f\u5f85\u4e0b\uff0c\u5e02\u573a\u975e\u5e38\u770b\u597d\u4eca\u5e74\u7684\u7f8e\u80a1\u53ef\u9009\u6d88\u8d39\u80a1\u7968\u3002\u8c01\u66fe\u60f3\uff0c\u53ef\u9009\u6d88 […]<\/p>\n","protected":false},"author":27,"featured_media":430566,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1521,430],"tags":[668,1997],"class_list":["post-430565","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1521","category-trends-strategies-zh-hans","tag-668","tag-1997","sectors-real-estate-zh-hans","sectors-1602","locations-us-zh-hans","exchange-nasdaq-zh-hans","exchange-nyse-zh-hans"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/430565","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/users\/27"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/comments?post=430565"}],"version-history":[{"count":0,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/430565\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/430566"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=430565"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=430565"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=430565"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}