异动解读 | 业绩指引下调叠加CFO退休,艾伯森盘中暴跌近20%

异动解读
Jul 23

艾伯森(ACI)今日盘中股价遭遇重挫,跌幅高达19.62%,引发市场强烈关注。

消息面上,公司盘前大幅下调了年度业绩预期,预计全年同店销售额将下降0.5%至1.5%,远逊于此前持平至增长1%的指引;调整后每股收益预期也从2.22至2.32美元下调至1.75至1.85美元。公司首席执行官莫里斯指出,核心杂货业务面临行业销量疲软和消费者愈发谨慎的双重压力,越来越多的顾客转向自有品牌和折扣渠道,低收入群体财务压力持续加重。此外,备受投资者认可的首席财务官麦科拉姆宣布将于今年晚些时候退休,进一步打击了市场信心。《通胀削减法案》中的医保药品价格谈判计划预计也将给公司业绩带来约150个基点的逆风影响。

为应对挑战,艾伯森表示将加速在价格策略、数字业务和自有品牌方面的投资,并将运营模式从11个事业部重组为4个区域单位,以提升门店竞争力。

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