批发和零售贸易行业研究:永辉发布中期预告 监管约谈即时零售巨头

国金证券
20 Jul

核心观点线下:公司发布业绩预告,预计2025H1 归母净利润-2.4 亿元,扣非归母净利润为-8.3 亿,Q2 扣非归母净利润为-9.67 亿,亏损扩大。由于Q2 单季度关店数达到179 家,剩余需关店数仅50 家左右,预计关店对业绩冲击在Q2 达到高点,Q3 开始随着关店数的大幅减少,以及调改店比例的持续提升,永辉超市将逐步迎来业绩盈利拐点。线上:监管约谈饿了么、美团、京东,外卖战有望进入竞争...

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