Tesco PLC (OTCPK:TSCDF) Preliminary Results 2023/24 Conference Call April 10, 2024 4:00 AM ET Company Participants Ken Murphy - Group Chief Executive Imran Nawaz - Chief Financial Officer Conference Call Participants Andrew Gwynn - Exane BNP Paribas Izabel Dobreva - Morgan Stanley Nick Coulter - Citi James Anstead - Barclays Sreedhar Mahamkali - UBS William Woods - Bernstein Francois Digard - Kepler Cheuvreux Clive Black - Shore Capital Ken Murphy Good morning, everyone, and welcome to our preliminary resul ...

公司业绩 - Tesco在上一财年销售额增长了7.2%，达到615亿英镑，调整后的营业利润同比增长了12.8%[2] - 零售销售额同比增长了6.8%，主要得益于Tesco在英国和爱尔兰部门的改善[4] - 调整后的营业利润率在集团层面上提高了25个基点，达到4.1%[5] - 净债务降至98亿英镑，支持了全年股息的11%增长，每股股息达到12.1便士[6] - 预计今年零售调整后营业利润“至少”为28亿英镑[7] 公司战略 - Tesco通过降低日常杂货产品的价格向客户传递节省，去年降低了4000种产品的价格，平均降价12%[3] - 首席执行官Ken Murphy表示，公司不断降低价格，已连续一年多成为最便宜的全线杂货商，客户选择在Tesco购物更多[7] 市场表现 - Tesco Finest高端产品系列的销售额首次超过20亿英镑，客户继续从高端零售商如Ocado和Marks & Spencer转向Tesco[8]

Investors with an interest in Retail - Supermarkets stocks have likely encountered both Tesco PLC (TSCDY) and Wal-Mart de Mexico SAB de CV (WMMVY) . But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The Zacks Rank favors stocks with strong earning ...

Investors interested in stocks from the Retail - Supermarkets sector have probably already heard of Tesco PLC (TSCDY) and Wal-Mart de Mexico SAB de CV (WMMVY) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The Zacks Rank favors stocks with strong ...

Tesco PLC商标侵权案 - Tesco在与Lidl的商标侵权案中败诉[1] - Tesco被指使用Clubcard标志侵犯了Lidl的商标[2] - 高等法院认定Tesco因品牌问题获得了不公平优势[4] - Tesco表示将改变Clubcard促销方式以避免误导[5] - Tesco将在所有Clubcard价格标签上推出单位定价[6]

Tesco PLC盈利预期 - Tesco PLC (TSCDY) 最近被升级为 Zacks Rank 1 (Strong Buy) [1] - Zacks评级系统主要跟踪卖方分析师对公司的盈利预期，这是评级变化的核心因素 [2] - Zacks评级升级反映了对Tesco PLC盈利前景的积极看法，可能会带来购买压力和股价上涨 [4] - 公司未来盈利潜力的变化，如盈利预期修订，与股价的短期走势强相关 [5] - Tesco PLC的盈利预期不断上调，过去三个月，公司的Zacks共识预期增长了15.3% [10] - Zacks评级系统在超过4000支股票中保持'买入'和'卖出'评级的平衡，只有前5%的股票获得'Strong Buy'评级 [11] - Tesco PLC的Zacks Rank 1位置使其在盈利预期修订方面处于前5%，暗示股价可能在短期内上涨 [13]

Tesco PLC财报预测 - 分析师预测Tesco PLC将在财报中展示出“又一个令人印象深刻的年度交易”[1] - Jefferies预计Tesco将报告276亿英镑的收益，超过公司指导的275亿英镑，同比增长10.6%[2] - 预计收入将增长5.5%至694亿英镑，导致Jefferies估计每股收益将从21.85便士上升至24.03便士[3] - Jefferies认为Tesco在过去几个月证明了其在市场份额增长方面的实力，而像Morrisons和Asda这样负债累累的杂货商则继续“看到动力的踌躇”[4] - Jefferies表示：“Tesco的基本案例保持不变。该集团在近年来的商业创新精神已经产生了强烈共鸣”[5] - “在中期内，自然显而易见的媒体变现潜力为利润支持提供了另一个驱动因素”[6] - “考虑到这一点，如果即将公布的年终报告能够重新聚焦投资者对TSCO继续推动更强劲股价动态的看法，我们将不感到意外”[7]

Zacks Rank系统 - Zacks Rank系统专注于盈利预期和预期修订，以找到获胜股票[1] 价值投资策略 - 价值投资是一种在各种市场环境中都被证明成功的策略[2] Tesco (TSCDY)公司 - Tesco (TSCDY)是一家受到价值投资者关注的公司，目前拥有Zacks Rank 2 (Buy)和价值评级A[4] - TSCDY的前瞻市盈率为12.89，低于行业平均值22.19[4] - TSCDY的市净率为1.69，与行业平均值4.12相比表现良好[5] - Tesco的关键指标显示该股票目前可能被低估，结合其盈利前景，TSCDY目前看起来是一只令人印象深刻的价值股[6]

Tesco is changing the way it displays its Clubcard deals after complaints they are misleading and confusing. Unit pricing will now be rolled out across all its Clubcard price labels, said the grocery chain, allowing customers to compare different-sized items to get the best deal.  Critics said that currently, it is hard for shoppers to know if they are getting a good deal or not but with unit pricing text is added underneath the selling price to enable brands and sizes to be compared. Tesco UK CEO Jason Tar ...

Investors with an interest in Retail - Supermarkets stocks have likely encountered both Tesco PLC (TSCDY) and Walmart (WMT) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The Zacks Rank favors stocks with strong earnin ...