Shares of ARKO Corp. (ARKO) have gained 21.5% over the past four weeks to close the last trading session at $5.53, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $7.63 indicates a potential upside of 38%.The mean estimate comprises four short-term price targets with a standard deviation of $2.69. While the lowest estimate of $5 indicates a 9.6% decline from the current price le ...

文章核心观点 - 华尔街分析师的股票评级建议对投资者的投资决策影响较大 [1] - ARKO公司目前的平均券商评级(ABR)为2.00,表示"买入"评级 [2] - 券商评级存在积极偏差,不能完全依赖其做出投资决策 [5][6] - 使用Zacks Rank评级体系可以更好地预测股价走势 [7][11][12] 公司情况总结 - ARKO公司当前年度每股收益预测值在过去一个月内上升了494.5% [14] - 分析师对公司盈利前景持乐观态度,这可能是公司股价短期内上涨的合理原因 [15] - 综合多方面因素,ARKO公司目前被评为Zacks Rank 1(强烈买入)评级 [16] 券商评级与Zacks Rank的区别 - ABR和Zacks Rank都采用1-5的评级尺度,但计算方式不同 [8][9] - ABR仅基于券商评级,而Zacks Rank基于盈利预测修正 [9][11] - Zacks Rank更能反映股价未来走势,更及时可靠 [13]

ARKO Corp. (ARKO) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.Shares of this company have returned +25.6% over the past month versus the Zacks S&P 500 composite's +4% change. The Zacks Consumer Products - Staples industry, to which ARKO belongs, has gained 0.8% over this period. Now the key question is: Where could the stock be headed in the near term?While media releases or rumors ...

RICHMOND, Va., May 15, 2024 (GLOBE NEWSWIRE) -- GPM Investments, LLC ("GPM"), a wholly owned subsidiary of ARKO Corp. (NASDAQ:ARKO) a Fortune 500 company and one of the largest convenience store operators in the United States ("ARKO" or the "Company"), today announces it is now selling Nathan's Famous hot dogs. Nathan's Famous will be the Company's new supplier of quality, 100% all-beef hot dogs at more than 450 locations. This is a continuation of the Company's enhanced food program rollout, which aims to ...

财务数据和关键指标变化 - 公司第一季度调整后EBITDA为3660万美元,超过上次电话会议提供的中值范围 [3][6] - 零售分部营业收入同比增长3.6%,营业利润同比下降18.7% [13] - 同店商品销售额(不含香烟)同比下降3%,总体同店商品销售额同比下降4.1% [14] - 同店商品毛利率同比扩大150个基点,达到32.5% [14] - 同店燃料销量同比下降6.7%,燃料毛利率同比上升1.3分至37分/加仑 [14] - 同店营业费用同比增长3.3% [14] 各条业务线数据和关键指标变化 - 零售分部营业收入和营业利润分别同比增长3.6%和下降18.7% [13] - 批发分部营业收入同比增长1.7%,营业利润同比下降7.9% [15] - 车队分部营业收入同比增长12.3%,营业利润同比下降4% [15] 各个市场数据和关键指标变化 - 公司在一些偏农村的市场是当地主要的零售商,这些市场客户对价格更加敏感 [75] - 公司同店燃料销量同比下降6.7%,略低于全国OPIS下降5.9% [14][75] 公司战略和发展方向及行业竞争 - 公司过去10年主要通过收购扩张,现在将更多关注提升现有门店的有机增长 [7][20] - 公司正在制定多年转型计划,包括优化门店组合、提升客户价值主张、加强食品服务等 [8][9] - 公司将更多利用批发业务,将一些表现较差的零售门店转为批发经销商 [9][60] - 公司认为行业具有韧性,即使在经济环境下行时也能保持盈利 [25][75] 管理层对经营环境和未来前景的评论 - 管理层表示第一季度表现符合预期,但消费者受持续通胀压力影响谨慎 [6] - 管理层认为公司有望在当前宏观环境中度过难关,并为未来多年转型奠定基础 [6][20] - 管理层对公司长期发展前景保持乐观,认为公司有机会进一步提升价值 [11][20] 问答环节重要的提问和回答 问题1 **Bobby Griffin 提问** 询问同店商品销售下滑的原因,是否有客户降级、篮子缩小等现象 [23][24] **Arie Kotler 和 Rob Giammatteo 回答** 回应主要是由于交易量下降,而非单品结构变化,与整体经济环境下行有关 [24][26] 问题2 **Anthony Bonadio 提问** 询问公司对第二季度及全年燃料毛利率的预测依据 [35][36] **Arie Kotler 和 Rob Giammatteo 回答** 解释公司预测基于去年同期数据,并考虑了一些促销活动对销量的影响 [36][37][38] 问题3 **Hal Holden 提问** 询问将零售门店转为批发经销商的具体影响,是否会带来现金流入 [59][60] **Arie Kotler 和 Rob Giammatteo 回答** 表示这样做可以提高门店盈利能力,减少运营成本和管理费用,同时也可能带来一定现金流入 [60][61]

ARKO Corp. (ARKO) could be a solid choice for investors given the company's remarkably improving earnings outlook. While the stock has been a strong performer lately, this trend might continue since analysts are still raising their earnings estimates for the company.Analysts' growing optimism on the earnings prospects of this company is driving estimates higher, which should get reflected in its stock price. After all, empirical research shows a strong correlation between trends in earnings estimate revisio ...

Shares of ARKO Corp. (ARKO) have gained 7.7% over the past four weeks to close the last trading session at $5.19, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $7.88 indicates a potential upside of 51.8%.The mean estimate comprises four short-term price targets with a standard deviation of $2.53. While the lowest estimate of $5 indicates a 3.7% decline from the current price l ...

ARKO Corp. (ARKO) came out with a quarterly loss of $0.02 per share versus the Zacks Consensus Estimate of a loss of $0.17. This compares to loss of $0.03 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 88.24%. A quarter ago, it was expected that this company would post earnings of $0.04 per share when it actually produced break-even earnings, delivering a surprise of -100%.Over the last four quarters, the company has surpasse ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024. OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File Number 001-39828 ARKO Corp. (Exact Name of Registrant as Specified in Its Charter) Delaware 85-2784337 (State or Other Jurisdiction of I ...

Exhibit 99.1 ARKO Corp. Reports First Quarter 2024 Results ARKO Corp. (Nasdaq: ARKO) ("ARKO" or the "Company"), a Fortune 500 company and one of the largest convenience store operators in the United States, today announced financial results for the first quarter ended March 31, 2024. First Quarter 2024 Key Highlights (vs. Year-Ago Quarter) 1,2 • Net loss for the quarter was $0.6 million compared to $2.5 million. • Adjusted EBITDA for the quarter was $36.6 million compared to $47.5 million, with the variance ...