<p>几只受消费者支出驱动的股票刚刚发布了重要的回购公告。这些公司希望为其股价增加助力。通过减少流通股数量，每一股的价值在其他条件不变的情况下对股东来说会更高。让我们深入了解这些消费类公司的关键回购消息。</p>
<h2>Visa 的回购能力超过 300 亿美元，创下季度纪录</h2>
<p>首先是全球支付行业最大的名字：Visa NYSE: V。在金融行业中，消费者支出无疑是 Visa 业务的最大驱动力。这导致了随着交易通过其支付网络流动而产生的费用。</p>
<p>Visa 在 2026 年的开局并不理想，股价下跌超过 5%。然而，随着公司最近的财报发布，局势开始好转。Visa 在收入和利润方面都超出了预期，净销售增长率尤为令人印象深刻，达到同比 17.1%。这是自 2022 年以来公司最高的净销售增长率。总体而言，Visa 的股价在报告发布后上涨了 8.3%，这是该股近期最大的上涨幅度之一。</p>
<p>为了进一步提升其令人印象深刻的业绩，Visa 将回购授权增加了 200 亿美元，使总回购能力达到 330 亿美元。这相当于公司约 6000 亿美元市值的 5.5%。值得注意的是，这一消息是在 Visa 上个季度创下历史最高回购支出 79 亿美元之后发布的。</p>
<p>在 2026 年第一季度，Visa 的股价下跌超过 13%，这是自 2020 年第一季度以来最大的季度跌幅，当时市场因 COVID 冲击而暴跌。这明显表明 Visa 在其股价中看到了机会，推动回购达到创纪录水平。</p>
<h2>Pool 的正面和负面指标</h2>
<p>接下来是 Pool NASDAQ: POOL。顾名思义，该公司的业务围绕游泳池展开。它提供游泳池用品，如清洁化学品，以及用于游泳池建设和翻新的设备。</p>
<p>Pool 最近确实经历了一段艰难时期。自 2025 年初以来，股价下跌超过 45%，而在 2026 年股价下降超过 20%。游泳池行业一直处于显著的低迷状态。2023 年销售同比下降超过 10%，但在 2025 年改善至-0.4% 的同比。</p>
<p>因此，趋势在改善，但速度并不如市场所希望的那样快。在 Pool 的 2 月份财报发布后，股价暴跌 14%。其对 2026 年的指引预计调整后的每股收益增长为 3%，这将是公司数年来首次实现每股收益增长。然而，这一数字仍远低于预期。</p>
<p>值得注意的是，Pool 发布了重要的回购公告，将回购能力提高至 6 亿美元。这占公司约 64 亿美元市值的 9.3%。另一个信心的迹象是，Pool 在 2026 年看到的内部人士购买达 628 万美元。该公司还任命了新 CEO John B. Watwood，旨在扭转公司的命运。另一方面，Berkshire Hathaway NYSE: BRK.A 最近出售了在 Pool 的持股。</p>
<h2>Boyd：在线赌博增长与大额股东回报</h2>
<p>Boyd Gaming 最近的表现平平，自 2025 年初以来上涨约 10%。在 2026 年，股价下跌超过 5%。Boyd 在美国运营多家赌场，拥有拉斯维加斯、中西部和南部的多个地点，以及一个在线赌场部门。过去几年，总销售额稳步上升，增幅在低至中个位数范围内。公司的在线收入增长尤其强劲，2024 年同比超过 40%，2025 年接近 17%。然而，最新季度的在线销售同比下降超过 4%。</p>
<p>值得注意的是，Boyd 广泛使用回购。公司表示，在过去四年半的时间里，已将流通股数量减少了 33%。Boyd 最近增加了 5 亿美元的回购能力，使其总回购能力达到 7 亿美元。这占公司约 59 亿美元市值的 11.9%。</p>
<p>Boyd 还特别说明了其回购速度，表示计划每季度继续花费 1.5 亿美元进行回购。这与其接近 1% 的预期股息收益率相结合，形成了一个相当可观的资本回报计划。Boyd 估计，这些举措将在 2026 年为股东带来约 9 美元的每股价值。这是相当重要的，考虑到 Boyd 的股价约为 80 美元。</p>
<h2>Visa 回购自身，Berkshire 在第一季度退出</h2>
<p>Visa 上个季度的回购支出在这一组中尤为突出。如果 Visa 证明市场在第一季度低估了它，那么公司为股东创造了重要价值。Visa 现在还有一笔可观的资金储备，以继续回购股票，万一投资者对公司失去信心。然而，值得注意的是，除了出售 Pool，Berkshire Hathaway 在第一季度完全出售了其在 Visa 的持股。</p>
<h2>你现在应该投资 1000 美元在 Visa 吗？</h2>
<p>在考虑 Visa 之前，你需要听听这个。</p>
<p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其推荐的股票。MarketBeat 已识别出五只顶级分析师悄悄向客户推荐的股票，建议在更广泛的市场注意到之前购买……而 Visa 并不在名单上。</p>
<p>虽然 Visa 目前在分析师中获得了买入评级，但顶级分析师认为这五只股票更值得购买。</p>
<p>查看这五只股票</p>

POOL

博伊德赌场

<p>Visa 以 200 亿美元的回购计划引领消费驱动型股票，将其总回购能力提高至 330 亿美元。尽管股价下跌 5%，Visa 仍报告了 17.1% 的同比销售增长，推动股价上涨 8.3%。其他公司如 Pool 和 Boyd 也宣布了回购计划，其中 Pool 将其回购能力提高至 6 亿美元，Boyd 则提高至 7 亿美元，反映出对其市场地位的信心</p>

<p>Several stocks driven by consumer spending just made significant buyback announcements. These companies are looking to add tailwinds to their share prices. By reducing their share counts, each remaining share provides more value to owners, all else equal. Let’s dive into the key buyback news surrounding these consumer names.</p>
<div class="lb-trans"><p>几只受消费者支出驱动的股票刚刚发布了重要的回购公告。这些公司希望为其股价增加助力。通过减少流通股数量，每一股的价值在其他条件不变的情况下对股东来说会更高。让我们深入了解这些消费类公司的关键回购消息。</p>
</div><h2>Visa’s Buyback Capacity Exceeds $30 Billion After Record Quarter</h2>
<div class="lb-trans"><h2>Visa 的回购能力超过 300 亿美元，创下季度纪录</h2>
</div><p>First up is the world’s biggest name in the payments industry: Visa NYSE: V. While in the finance sector, consumer spending is arguably the largest driver of Visa’s business. This leads to fee generation as transactions flow through its payment network.</p>
<div class="lb-trans"><p>首先是全球支付行业最大的名字：Visa NYSE: V。在金融行业中，消费者支出无疑是 Visa 业务的最大驱动力。这导致了随着交易通过其支付网络流动而产生的费用。</p>
</div><p>Visa hasn’t had a great start to 2026, with shares down more than 5%. However, the tide started to turn with the company’s last earnings report. Visa smashed estimates on both the top and bottom lines, and net sales growth was particularly impressive at 17.1% year over year (YOY). This marked the company’s highest net sales growth rate since 2022. Overall, Visa shares spiked 8.3% after the report, one of the stock’s largest up moves in recent memory.</p>
<div class="lb-trans"><p>Visa 在 2026 年的开局并不理想，股价下跌超过 5%。然而，随着公司最近的财报发布，局势开始好转。Visa 在收入和利润方面都超出了预期，净销售增长率尤为令人印象深刻，达到同比 17.1%。这是自 2022 年以来公司最高的净销售增长率。总体而言，Visa 的股价在报告发布后上涨了 8.3%，这是该股近期最大的上涨幅度之一。</p>
</div><p>To top off its impressive results, Visa added a massive $20 billion to its buyback authorization, bringing total buyback capacity to $33 billion. This is equal to a significant 5.5% of the company’s approximately $600 billion market capitalization. Notably, this comes after Visa recorded its highest buyback spending ever last quarter, coming in at $7.9 billion.</p>
<div class="lb-trans"><p>为了进一步提升其令人印象深刻的业绩，Visa 将回购授权增加了 200 亿美元，使总回购能力达到 330 亿美元。这相当于公司约 6000 亿美元市值的 5.5%。值得注意的是，这一消息是在 Visa 上个季度创下历史最高回购支出 79 亿美元之后发布的。</p>
</div><p>In calendar Q1 2026, Visa shares dropped by more than 13%, their largest quarterly decline since Q1 2020, when the market tanked on COVID shocks. This clearly indicates that Visa saw an opportunity in its share price, boosting buybacks to record levels.</p>
<div class="lb-trans"><p>在 2026 年第一季度，Visa 的股价下跌超过 13%，这是自 2020 年第一季度以来最大的季度跌幅，当时市场因 COVID 冲击而暴跌。这明显表明 Visa 在其股价中看到了机会，推动回购达到创纪录水平。</p>
</div><h2>Positive and Negative Indicators Surround Pool</h2>
<div class="lb-trans"><h2>Pool 的正面和负面指标</h2>
</div><p>Next up is Pool NASDAQ: POOL. As its name suggests, the company’s business revolves around swimming pools. It provides pool supplies, like cleaning chemicals, as well as equipment used in pool construction and remodeling.</p>
<div class="lb-trans"><p>接下来是 Pool NASDAQ: POOL。顾名思义，该公司的业务围绕游泳池展开。它提供游泳池用品，如清洁化学品，以及用于游泳池建设和翻新的设备。</p>
</div><p>Pool has certainly had a rough go of it over the recent past. Since the start of 2025, shares are down more than 45%, and the stock has declined more than 20% in 2026. The pool industry has been in a significant rut. Sales dropped by over 10% YOY in 2023, but improved to -0.4% YOY in 2025.</p>
<div class="lb-trans"><p>Pool 最近确实经历了一段艰难时期。自 2025 年初以来，股价下跌超过 45%，而在 2026 年股价下降超过 20%。游泳池行业一直处于显著的低迷状态。2023 年销售同比下降超过 10%，但在 2025 年改善至-0.4% 的同比。</p>
</div><p>Thus, trends are improving, but not as fast as markets would like. Shares tanked 14% after Pool’s February earnings report. Its guidance for 2026 called for 3% adjusted earnings per share growth, which would mark the company’s first EPS increase in several years. However, the figure still fell well short of expectations.</p>
<div class="lb-trans"><p>因此，趋势在改善，但速度并不如市场所希望的那样快。在 Pool 的 2 月份财报发布后，股价暴跌 14%。其对 2026 年的指引预计调整后的每股收益增长为 3%，这将是公司数年来首次实现每股收益增长。然而，这一数字仍远低于预期。</p>
</div><p>Notably, Pool has made a significant buyback announcement, upping its buyback capacity to $600 million. This represents a very hefty 9.3% of the firm’s approximately $6.4 billion market capitalization. A further indication of confidence is the $6.28 million worth of insider buying that Pool has seen in 2026. The firm has also appointed a new CEO in John B. Watwood as Pool looks to turn its fortunes around. On the other hand, Berkshire Hathaway NYSE: BRK.A recently sold its position in Pool.</p>
<div class="lb-trans"><p>值得注意的是，Pool 发布了重要的回购公告，将回购能力提高至 6 亿美元。这占公司约 64 亿美元市值的 9.3%。另一个信心的迹象是，Pool 在 2026 年看到的内部人士购买达 628 万美元。该公司还任命了新 CEO John B. Watwood，旨在扭转公司的命运。另一方面，Berkshire Hathaway NYSE: BRK.A 最近出售了在 Pool 的持股。</p>
</div><h2>Boyd: Online Gambling Growth and Big-Time Shareholder Returns</h2>
<div class="lb-trans"><h2>Boyd：在线赌博增长与大额股东回报</h2>
</div><p>Boyd Gaming has put up middling performance recently, up around 10% since the start of 2025. In 2026, the stock is down more than 5%. Boyd operates many casinos in the United States, having locations in Las Vegas, the Midwest, and the South, as well as an online casino arm. Total sales have been rising steadily in the low to mid single-digit range for the past several years. The company’s online revenue growth has been particularly strong, exceeding 40% YOY in 2024 and being near 17% YOY in 2025. However, online sales fell over 4% YOY in the latest quarter.</p>
<div class="lb-trans"><p>Boyd Gaming 最近的表现平平，自 2025 年初以来上涨约 10%。在 2026 年，股价下跌超过 5%。Boyd 在美国运营多家赌场，拥有拉斯维加斯、中西部和南部的多个地点，以及一个在线赌场部门。过去几年，总销售额稳步上升，增幅在低至中个位数范围内。公司的在线收入增长尤其强劲，2024 年同比超过 40%，2025 年接近 17%。然而，最新季度的在线销售同比下降超过 4%。</p>
</div><p>Notably, Boyd uses buybacks extensively. The company says that over the past four and a half years, it has reduced its share count by 33%. Boyd recently added $500 million in buyback capacity, bringing its total capacity up to $700 million. This represents a very large 11.9% of the company’s approximately $5.9 billion market capitalization.</p>
<div class="lb-trans"><p>值得注意的是，Boyd 广泛使用回购。公司表示，在过去四年半的时间里，已将流通股数量减少了 33%。Boyd 最近增加了 5 亿美元的回购能力，使其总回购能力达到 7 亿美元。这占公司约 59 亿美元市值的 11.9%。</p>
</div><p>Boyd also specifically outlined its buyback pace, saying that it plans to continue spending $150 million on buybacks per quarter. This, combined with its indicated dividend yield near 1%, creates a very sizable capital return program. Boyd estimates that these actions will equate to around $9 in per-share value for shareholders in 2026. This is significant, considering that Boyd’s share price is around $80.</p>
<div class="lb-trans"><p>Boyd 还特别说明了其回购速度，表示计划每季度继续花费 1.5 亿美元进行回购。这与其接近 1% 的预期股息收益率相结合，形成了一个相当可观的资本回报计划。Boyd 估计，这些举措将在 2026 年为股东带来约 9 美元的每股价值。这是相当重要的，考虑到 Boyd 的股价约为 80 美元。</p>
</div><h2>Visa Buys Itself, Berkshire Exits in Q1</h2>
<div class="lb-trans"><h2>Visa 回购自身，Berkshire 在第一季度退出</h2>
</div><p>Visa’s buyback spending last quarter stands out among this group. If Visa proves that the market undervalued it in Q1, the company created meaningful value for shareholders. Visa also now has a sizable war chest to continue buying back stock should investors turn on the company. However, it is interesting to note that, in addition to selling Pool, Berkshire Hathaway completely sold its Visa position in Q1.</p>
<div class="lb-trans"><p>Visa 上个季度的回购支出在这一组中尤为突出。如果 Visa 证明市场在第一季度低估了它，那么公司为股东创造了重要价值。Visa 现在还有一笔可观的资金储备，以继续回购股票，万一投资者对公司失去信心。然而，值得注意的是，除了出售 Pool，Berkshire Hathaway 在第一季度完全出售了其在 Visa 的持股。</p>
</div><h2>Should You Invest $1,000 in Visa Right Now?</h2>
<div class="lb-trans"><h2>你现在应该投资 1000 美元在 Visa 吗？</h2>
</div><p>Before you consider Visa, you'll want to hear this.</p>
<div class="lb-trans"><p>在考虑 Visa 之前，你需要听听这个。</p>
</div><p>MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Visa wasn't on the list.</p>
<div class="lb-trans"><p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其推荐的股票。MarketBeat 已识别出五只顶级分析师悄悄向客户推荐的股票，建议在更广泛的市场注意到之前购买……而 Visa 并不在名单上。</p>
</div><p>While Visa currently has a Buy rating among analysts, top-rated analysts believe these five stocks are better buys.</p>
<div class="lb-trans"><p>虽然 Visa 目前在分析师中获得了买入评级，但顶级分析师认为这五只股票更值得购买。</p>
</div><p>View The Five Stocks Here</p>
<div class="lb-trans"><p>查看这五只股票</p>
</div>

Consumer-Driven Stocks Boost Buybacks, Including Visa's $20B Plan

- 多家消费驱动股票宣布大规模回购，旨在提升股价。  
- Visa 增加 200 亿美元回购额度，总额达 330 亿美元，2026 年 Q1 股价回落超过 13%。  
- Pool 和 Boyd 也做出回购决策，前者增至 6 亿美元，后者增至 7 亿美元。

消费者驱动的股票正在推动股票回购，其中包括 Visa 的 200 亿美元计划