金吾财讯 | 艾伯森(ACI)发布2025财年第四季度业绩数据显示，公司当季实现总营收191.2亿美元，同比增长1.9%，符合华尔街预期；非美国通用会计准则（Non-GAAP）下每股收益（EPS）为0.72美元，超市场预期5.6%；调整后EBITDA达10.4亿美元，超出预期 2.1%。尽管利润端表现亮眼，但公司管理层坦言当前业务仍面临多重挑战。受《通胀削减法案》及处方药组合变化的影响，药房业务遭遇显著逆风。同时，部分杂货品类的持续通缩以及低收入客群购买力疲软，也对整体销量造成了拖累。不过，门店销售额仍实现了2.4%的同比稳健增长，这主要得益于公司严格的运营纪律和生产力提升举措，有效缓解了利润率压力。展望2026财年，总裁兼首席财务官Sharon McCollam强调，公司正全力推进“四大核心战略”：数字客户体验、商品智能、劳动力优化及供应链优化。未来，艾伯森将在上述领域加速规模化部署AI技术，并通过提高自有品牌渗透率、深化会员忠诚度及推进门店现代化，驱动全年销售与盈利能力的持续改善。
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