Kroger’s NYSE: KR long-anticipated merger with Albertsons Companies NYSE: ACI has been a deadweight on their stock price for years. Try as they might; they just can’t get approval, and the stock prices are wallowing within trading ranges.Kroger TodayKRKroger$50.29 -1.69 (-3.25%) 52-Week Range$42.10▼$58.34Dividend Yield2.31%P/E Ratio16.99Price Target$55.70Add to WatchlistThe deal, blocked by the FTC, would unlock value for both companies, but it will not be a game-ender for this retail stock if it never clos ...

财务数据和关键指标变化 - 第一季度相同店销售增长0.5%,数字销售增长超过8%,其中送货上门业务增长17% [36][41] - 毛利率22.4%,较上年同期下降7个基点,主要受到药房业务利润率下降和价格投资增加的影响,但预计下半年将有所改善 [38][39] - 营业费用率较上年同期上升22个基点,主要由于员工工资投资和激励计划成本增加,但预计下半年将有所改善 [39] - 调整后每股收益为1.43美元,较上年同期下降5美分 [41] 各条业务线数据和关键指标变化 - 杂货业务表现强劲,帮助公司管理了燃料和健康与保健业务的低于预期的业绩 [9] - 健康与保健业务收入增长,但利润率低于预期,主要受到某些药品成本上升和供应限制的影响 [30][79] - 替代利润业务如Kroger Precision Marketing表现良好,媒体收入同比增长超过20% [28][29] 各个市场数据和关键指标变化 - 高端和主流客户消费保持强劲,预算有限客户群体也出现正增长,反映公司的低价承诺和个性化优惠方案获得认可 [11][12] - 公司在佛罗里达等市场的送货业务增长近一倍,覆盖各类客户群体 [127][128] 公司战略和发展方向及行业竞争 - 公司继续执行提升新鲜产品、自有品牌、无缝购物和个性化营销的四大战略重点,以提升杂货业务 [20][21][22][26] - 公司计划在高增长地区开设约30个新门店,以推进全渠道战略 [45][46] - 公司认为未来行业内门店数量将有所减少,这将有利于公司的利润能力 [79] 管理层对经营环境和未来前景的评论 - 通胀有所缓解,但短期内经济不确定性仍在,公司有信心下半年业绩将更强劲 [10] - 公司认为自身定价策略和个性化优惠方案能够为客户提供良好的价值主张 [13][14] - 公司对全年业绩目标保持信心,并重申了全年指引 [35][49] 其他重要信息 - 公司宣布出售Kroger Specialty Pharmacy业务,以集中精力发展零售药房业务 [47][48] - 公司与Albertsons的合并计划进展顺利,已提出扩大剥离计划以应对监管担忧 [54][55] - 公司获得2024年度Platinum Bell Seal for Workplace Mental Health认证,连续三年获此殊荣 [33] 问答环节重要的提问和回答 问题1 **Rupesh Parikh 提问** 询问毛利率的变化趋势和影响因素 [63] **Todd Foley 回答** 公司预计下半年毛利率将好于第一季度,主要得益于自有品牌、新鲜产品和零售媒体业务的持续增长 [64][65] 问题2 **Robert Ohmes 提问** 询问公司在价格投资和竞争环境方面的情况 [70] **Rodney McMullen 回答** 公司一直保持每年在价格上的投资,目前相对竞争对手的价格定位良好,同时也在与供应商合作提升促销力度 [71][122][123] 问题3 **Uriel Zachary Abraham 提问** 询问第一季度业绩是否超出预期,以及是否可以推测全年会有更多的上行空间 [73] **Rodney McMullen 和 Todd Foley 回答** 第一季度业绩超出预期,主要得益于杂货业务的强劲表现,但公司仍保持谨慎,认为现阶段调整激励计划等因素会影响第二季度业绩 [74][75]

Loading...Loading...Telsey Advisory Group analyst Joseph Feldman reiterated the Outperform rating on Kroger Company KR, maintaining the forecast at $62.The company reported first-quarter adjusted earnings of $1.43 per share, surpassing analyst expectations of $1.34 per share. Kroger’s digital sales grow over 8%, driving quarterly sales to $45.3 billion, slightly exceeding estimates.Check This Out: Kroger Company Shares Take Off After Q1 – Here’s WhyThe gross margin increased eight bps to 22.4%, although FIF ...

Key TakeawaysKroger reported revenue for the first quarter that beat analysts' estimates. The supermarket chain also reiterated its full-year guidance.Kroger said it would pause stock buybacks as it works to get regulatory approval of its $24.6 billion purchase of Albertsons. Kroger (KR) reported revenue for the first quarter that beat analysts' estimates and said it would pause stock buybacks as it works to get regulatory approval of its $24.6 billion acquisition of rival Albertsons (ACI). Shares initially ...

The Kroger Co. (KR) delivered impressive first-quarter fiscal 2024 results, with both the top and bottom lines surpassing the Zacks Consensus Estimate. The company also reported a year-over-year increase in identical sales without fuel.Kroger's well-defined customer segmentation strategy, emphasis on value and focus on its 'Our Brands' portfolio have enabled it to effectively maintain a competitive position. The company remains committed to its core strengths, which include offering an array of fresh produc ...

With ongoing financial challenges affecting consumers very differently depending on their financial standing, Kroger is seeing its initiative to improve its private-label offerings prove key to getting more budget-strapped shoppers to keep spending.On a call with analysts Thursday (June 20) discussing the grocery giant’s first quarter 2024 financial results, CEO Rodney McMullen laid out the differences the retailer is seeing in how various demographics are making purchases.“As we’ve seen over recent quarter ...

Kroger (KR) came out with quarterly earnings of $1.43 per share, beating the Zacks Consensus Estimate of $1.33 per share. This compares to earnings of $1.51 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 7.52%. A quarter ago, it was expected that this supermarket chain would post earnings of $1.13 per share when it actually produced earnings of $1.34, delivering a surprise of 18.58%.Over the last four quarters, the company ha ...

The delicious, fourth generation Beyond Sausage offers enhanced flavor and meaty texture while raising the bar on nutrition and earning recognition from leading health organizations Now made with avocado oil, the new Beyond Sausage has just 2g of saturated fat per link and 17g of protein per link To celebrate the new fourth generation range, Beyond Meat is today debuting a first-of-its-kind cookbook, Serve Love, a collection of heart-healthy Beyond Meat recipes certified by the American Heart Association’s ...

销售额及利润 - Kroger第一季度销售额为453亿美元，同比增长0.6%[8] - 调整后的FIFO运营利润为149.9亿美元，调整后的每股收益为1.43美元[6] - Kroger预计2024全年的调整后FIFO运营利润为46 - 48亿美元，调整后每股稀释净收益为4.30 - 4.50美元[15] - 2024年第一季度，Kroger Co.销售额为45269百万美元，较去年同期增长0.2%[29] - Kroger Co.的净利润为9.47亿美元，较去年同期略有下降[29] - Kroger Co.的每股基本收益为1.30美元，每股摊薄收益为1.29美元[29] 资产及负债 - Kroger Co.的现金及临时现金投资于2024年达到28.46亿美元，较去年同期增长[33] - Kroger Co.的经营活动产生的净现金为23.25亿美元，较去年同期下降[36] - Kroger Co.的总资产为514.41亿美元，较去年同期增长[33] - Kroger Co.的总负债为390.28亿美元，较去年同期略有下降[33] - Kroger Co.的每股普通股总数为722万股，摊薄股数为727万股[33] 销售增长 - Kroger Co.的除燃油外的相同店销售额为389亿美元，同比增长3.5%[37] 债务情况 - Kroger在2024年第一季度的净总债务为9,718百万美元，较上一年同期下降了1,324百万美元[40] EBITDA及利润 - Kroger在2024年第一季度的调整后EBITDA为7,794百万美元，较上一年同期下降了417百万美元[41] - Kroger在2024年第一季度的净利润为947百万美元，较上一年同期略有下降[45] - Kroger在2024年第一季度每股调整后净利润为1.43美元，较上一年同期略有下降[45] - Kroger在2024年第一季度的调整后FIFO运营利润为1,499百万美元，较上一年同期下降了170百万美元[54]

The Kroger Co. (KR) is likely to register a bottom-line decline when it reports first-quarter fiscal 2024 earnings on Jun 20. The consensus mark for quarterly earnings has remained unchanged in the past 30 days at $1.33 per share. This indicates a decline of 11.9% from the year-ago quarter’s reported figure. However, KR has a trailing four-quarter earnings surprise of 8.5%, on average.The Zacks Consensus Estimate for revenues is pegged at $45.05 billion compared with the prior-year quarter’s reported figure ...