异动解读 | Grocery Outlet盘前大跌12.63%,下调年度销售预期且第三季度业绩低于预期

异动解读
Nov 05, 2025

折扣零售商Grocery Outlet Holding(股票代码:GO)今日盘前股价大跌12.63%,报12.38美元,引发市场关注。

据悉,Grocery Outlet在周二收盘后公布了令人失望的财报和调整后的年度预期。公司将全年可比销售额增长预期下调至0.6%至0.9%,远低于此前预期的1%至2%。此外,公司第三季度销售额为11.7亿美元,未能达到分析师预期的11.8亿美元。尽管如此,公司调整后的每股收益为21美分,略高于预期的19美分,这主要得益于有利的税率。

投资银行杰富瑞(Jefferies)表示,Grocery Outlet年度预测的下调凸显了持续的关税不利因素,在店面更新行动和运营改善获得更广泛的牵引力之前,短期上行空间有限。目前,13位分析师对该公司的平均评级为"持有",中位数目标价为16美元。值得注意的是,截至上一交易日收盘,Grocery Outlet股价今年以来已累计下跌9.2%。这次盘前的大幅下跌进一步加剧了投资者对公司前景的担忧。

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