Cakes designed by associates during Enterprise-wide decorating contestCINCINNATI, Sept. 16, 2024 /PRNewswire/ -- The Kroger Co. (NYSE: KR) today shared new cakes, inspired by Disney and Pixar's Cars and Toy Story, are now available in Kroger's Family of Stores across the country. These cakes were designed by associates during the 2024 Cake Challenge.New cakes inspired by Disney and Pixar’s Cars and Toy Story are now available at Kroger’s Family of Stores across the country.In January, Kroger invited the top ...

Kroger's NYSE: KR stock price has struggled since early 2022 when the pandemic-driven bubble burst. There are still hurdles, including the stalled merger with Albertsons Companies NYSE: ACI, but they are diminishing, and investors are faced with a win-win situation regardless of them. The company has been building capital and improving its balance sheet for nearly two years, setting it up for a smooth closing and accelerated growth when the Albertsons deal is closed or accelerating capital returns if blocke ...

WendellandCarolyn The past couple of days have been quite positive for shareholders of The Kroger Co. (NYSE:KR). On September 12, shares of the massive grocery chain closed up 7.2%. And as of midday on September 13, the stock was up another 1%. This move higher has been driven by financial results covering the second quarter of the 2024 fiscal year that management just reported. Even though earnings per share fell short of expectations, revenue and adjusted earnings per share exceeded the estimates that ana ...

文章核心观点 - 克罗格公司被《新闻周刊》评选为"全球最值得信赖公司"之一,反映了公司赢得了消费者、投资者和员工的信任[1] - 克罗格公司致力于通过"新鲜食品送达"承诺,为客户提供优质、价值和新鲜的商品,体现了公司的承诺[1] - 克罗格公司通过提供优质产品、给予员工公平工资以及任命有效的领导者,赢得了各方的信任[1] 公司概况 - 克罗格公司拥有近42万名员工,每天为1100万客户提供无缝的数字购物体验和各种门店品牌[4] - 公司致力于通过食品启发和提升,以及创建"零饥饿零浪费"社区,实现"滋养人类精神"的使命[4] 社会责任 - 自2017年启动"零饥饿零浪费"计划以来,克罗格公司已经向解决饥饿问题捐赠了超过34亿餐,并计划到2030年前捐赠100亿餐[2] - 公司还提供了15亿美元的饥饿救济资金,包括近7亿磅来自克罗格门店的剩余新鲜食品捐赠[2] 企业文化 - 克罗格公司被评为残疾人协会和Disability:IN™的顶级工作场所,并获得Handshake、Mogul和Computerworld等机构的多项殊荣[3] - 这些荣誉反映了公司在创造尊重和重视每个社区的工作环境方面的承诺和成就[3]

The Kroger Co. (NYSE:KR) Q2 2024 Earnings Conference Call September 12, 2024 10:00 AM ET Company Participants Rob Quast - Senior Director of IR Rodney McMullen - Chairman and CEO Todd Foley - Interim CFO Conference Call Participants Edward Kelly - Wells Fargo Securities Kelly Bania - BMO Capital Markets Anders Myhre - Guggenheim Partners Leah Jordan - Goldman Sachs Simeon Gutman - Morgan Stanley Michael Montani - Evercore ISI Kenneth Goldman - JPMorgan Rupesh Parikh - Oppenheimer Mark Carden - UBS Robert Oh ...

财务数据和关键指标变化 - 第二季度相同店销售增长1.2% [19] - 数字销售增长11%,其中送货上门销售增长17%,自提销售增长10% [20][21] - FIFO毛利率较去年同期上升42个基点,达到22.6% [23] - 销售、一般及管理费率较去年同期上升65个基点 [24] - 调整后每股收益为0.93美元,较去年同期下降3% [24] 各条业务线数据和关键指标变化 - 生鲜业务表现优于中心店业务 [62] - 自有品牌销售增长超过国品牌 [11] - 健康和保健业务销售超出内部预期,但利润率受到GLP-1药品销售占比上升的影响 [17] 各个市场数据和关键指标变化 - 主流家庭是销售增长的主要驱动力,通过更多家庭和访问次数带动 [9] - 预算有限的客户在月初大量采购必需品,月末消费谨慎 [8] - 餐饮价格通胀高于食品价格通胀,导致客户从餐厅转向在家烹饪 [67] 公司战略和发展方向及行业竞争 - 公司持续投资提升客户体验,包括提高工资、改善工作环境等 [18] - 公司正在扩大自有品牌产品线,提供优质低价替代品 [11][12] - 公司正在加强数字化和个性化营销,提升客户忠诚度 [13][14] - 公司正在整合Albertsons,预计能为客户、员工和社区带来显著利益 [33][34] - 公司面临来自亚马逊、Costco等非传统竞争对手的压力,需要不断调整基本业务模式 [86][87] 管理层对经营环境和未来前景的评论 - 通胀预计将维持在1%左右的水平,公司有信心应对 [25][67] - 公司有信心通过提升自有品牌、成本节约等措施来平衡价格投资 [38][83] - 公司对下半年销售前景持谨慎乐观态度,预计客户将继续优先购买食品和必需品 [31][32] 其他重要信息 - 公司提高了第二季度股息,这是连续第18年增加股息 [30] - 公司提高了全年资本支出指引,预计将加快新店和改造项目的开设 [29][70] - 公司在第二季度与多个工会达成新的劳资协议 [26][27] 问答环节重要的提问和回答 问题1 **关于竞争环境和价格促销策略** 提问内容:行业价格促销是否加剧,公司如何应对? [37] 回答内容:价格促销基本恢复正常水平,公司通过提高促销效率和供应商支持来平衡价格投资 [38] 问题2 **关于数字业务的毛利率影响** 提问内容:数字业务对毛利率的影响如何? [40] 回答内容:数字业务毛利率的改善是通过自有品牌销售增长、减少损耗等因素带动的,未来两三年内有望实现显著进步 [41][43] 问题3 **关于客户购买行为变化的影响** 提问内容:中高收入客户的购买行为变化对公司有何影响? [74] 回答内容:中高收入客户更多选择在家烹饪而非就餐,这对公司是有利的,公司将根据客户变化调整促销策略 [75][76][77]

业绩总结 - Q2 2024 ID销售增长1.2%[3] - Q2 2024 GAAP营业利润为8.15亿美元[3] - Q2 2024数字销售增长11%[3] - FY24指导中的相同销售增长预期为0.75%至1.75%[4] - FY24指导中的调整后FIFO营业利润为9.84亿美元[4] - FY24指导中的调整后每股收益为0.93美元[4] 公司业务 - Kroger获得了残疾平等指数的最高分[8] - Kroger被Barron's评为2024年最可持续的美国公司之一[9] - Kroger的净收入增长率为3-5%[10] 财务状况 - 当前资产总额为514.43亿美元，较2023年的502.02亿美元有所增长[14] - 净现金流为2024年的34.64亿美元，较2023年的43.64亿美元有所下降[15] - 不包括燃料的相同销售额在2024年第二季度为292.24亿美元，较2023年的288.75亿美元有所增长[17] - 净总债务为2024年的96.77亿美元，较2023年的106.34亿美元有所下降[20] 财务表现 - Kroger公司2024年度调整后的EBITDA为7,820美元，较2023年度的8,119美元有所下降[21] - Kroger公司2024年度调整后的净利润为2,795美元，较2023年度的1,632美元有显著增长[21] - Kroger公司2024年度调整后的每股摊薄净利润为0.93美元，较2023年度的0.96美元略有下降[25] - Kroger公司2024年度调整后的净债务与调整后的EBITDA比率为1.24，较2023年度的1.31有所下降[21]

The Kroger Co. (KR) reported second-quarter fiscal 2024 results, with sales falling short of the Zacks Consensus Estimate and earnings beating the same. Although revenues grew year over year, earnings declined compared to the same period last year. Decent sales performance in the first two quarters gave management confidence to lift the lower end of the full-year identical sales without fuel view by 50 basis points.Kroger's well-defined customer segmentation strategy, emphasis on value and focus on its 'Our ...

U.S. stocks traded mixed midway through trading, with the Nasdaq Composite gaining more than 50 points on Thursday.The Dow traded down 0.11% to 40,814.73 while the NASDAQ rose 0.33% to 17,453.69. The S&P 500 also rose, gaining, 0.13% to 5,561.28.Check This Out: Wall Street’s Most Accurate Analysts Give Their Take On 3 Materials Stocks Delivering High-Dividend YieldsLeading and Lagging SectorsCommunication services shares rose by 1.2% on Thursday.In trading on Thursday, real estate shares dipped by 0.6%.Top ...

Key TakeawaysKroger shares surged Thursday after the supermarket chain better-than-expected adjusted profit for the second quarter.Diluted EPS and revenue missed analysts' consensus estimates.CEO Rodney McMullen said the chain is "confident in the facts and the strength of our position" as it fights the FTC's legal challenges to its $24.6 billion merger with Albertsons. Kroger (KR) shares surged Thursday after it better-than-expected adjusted profit for the second quarter. The supermarket chain posted adjus ...