艾伯森周二提升了年度销售预测,并超出第一季度预期,依靠竞争性定价策略在通胀压力下维持了杂货店和药店的需求稳定。与其他零售商面临的需求疲软不同,美国杂货商如艾伯森和克罗格正吸引价值导向的消费者,推动同店销售预测上调。然而,艾伯森股价下跌5%,因公司维持年度调整后利润展望不变,且第一季度毛利率从去年同期的27.8%降至27.1%,这源于配送和处理成本上升以及投资支出增加。
分析师担忧公司管理通胀成本的能力,包括劳动力支出,同时还需投资于客户价值和缩小价格差距。多家企业,如零售巨头沃尔玛,已避免提供预测或撤回展望,以应对关税压力。艾伯森现在预计年度同店销售增长在2%至2.75%之间,高于之前1.5%至2.5%的范围;第一季度增长达2.8%,得益于药店销售的强劲表现。分析师指出,杂货店药店因传统药房关闭而获益,消费者转向新鲜食品作为外出就餐的健康廉价替代品。
艾伯森季度销售额达248.8亿美元,略超预期的247.3亿美元;调整后每股收益为55美分,高于53美分的预期。
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