异动解读 | 克罗格盘中大跌5.44%,因第三季度销售额不及预期并下调年度指引

异动解读
Dec 04, 2025

克罗格(KR)今日盘中大跌5.44%,引发市场关注。此次下跌主要受其最新财报表现不佳影响。

消息面上,克罗格公布的第三季度销售额为338.6亿美元,不及分析师预期的341.5亿美元。不包括燃油的同店销售额增长2.6%,低于预期的2.91%。此外,公司下调了2025年不含燃料的同店销售额增长预期至2.8%-3%,中间值低于此前预测的3.14%。

分析指出,对价格敏感的消费者和经济不确定性导致需求疲软,加之沃尔玛等竞争对手的降价压力,克罗格不得不对3500种商品降价以维持市场份额。公司虽通过裁员和关闭部分设施降低成本,但销售表现仍承压。

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