英文【Jefferies】2025年第一季度库存疯狂：库存增长再次超过销售增长=下半年糟糕的局面

报告摘要

INVENTORY INSANITY 1Q25: Inventory Growth > Sales Growth AGAIN = Bad 2H Setup Chart 1 - Our Coverage Group's YoY Inventory

核心要点

1 (212) 778-8405 | onokta@jefferies.com

报告信息

文件全名: 《英文【Jefferies】2025年第一季度库存疯狂：库存增长再次超过销售增长=下半年糟糕的局面-23页.pdf》
适合读者: 战略规划行业研究员
核心数据: Inventories Keep Rising And Rising Faster... Post 1Q25 earnings, inventory growth increased 4.0%
+2.0%, 4Q'24 +3.1%, 1Q25 +4.0%).
companies hit historical highs with average 2024 GMs of ~44%. However, the rate of improvement
downside to Street estimates ahead (JEF ests 20% below Cons).
accelerate across our consumer discretionary coverage (up 4.0% YoY in 1Q25 vs up 3.1% in 4Q24).
核心议题: 管理咨询

常见问题

《英文【Jefferies】2025年第一季度库存疯狂：库存增长再次超过销售增长=下半年糟糕的局面》主要包含哪些内容?

INVENTORY INSANITY 1Q25: Inventory Growth > Sales Growth AGAIN = Bad 2H Setup Chart 1 - Our Coverage Group's YoY Inventory核心数据:Inventories Keep Rising And Rising Faster... Post 1Q25 earnings, inventory growth increased 4.0%;+2.0%, 4Q'24 +3.1%, 1Q25 +4.0%).;companies hit historical highs with average 2024 GMs of ~44%. However, the rate of improvement。

这份报告覆盖哪一年、篇幅多大?

覆盖 2025 年,全文约 23。

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