异动解读 | 克罗格发布谨慎全年指引,盘后股价大跌5%

异动解读
Mar 06

美国连锁超市巨头克罗格(KR)今日盘后股价大跌5%,引发了市场广泛关注。

消息面上,克罗格发布了低于市场预期的全年业绩指引。公司预计2026财年不包括燃料在内的同店销售额将增长1%至2%,其中间值低于分析师普遍预期的2%。同时,公司预测调整后每股收益在5.10美元至5.30美元之间,也低于市场预期的5.29美元。此外,公司第四季度销售额为347.3亿美元,未能达到分析师预期。

公司管理层表示,这一谨慎展望反映了当前不确定的消费环境,消费者正转向价格更低廉的主食和自有品牌以管理预算。同时,《通胀削减法案》对医疗保险涵盖药品的降价要求,也对公司销售额造成了拖累。在新任首席执行官格雷格·福伦的领导下,公司计划将节约的成本重新投资于更实惠的价格和更好的服务,以应对来自沃尔玛和亚马逊等竞争对手的激烈竞争。

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