克罗格（KR）跌超4% 成本压力拖累毛利率下调2026财年同店销售指引

金吾财讯

Sep 11

金吾财讯 | 克罗格（KR）美股盘前股价承压，最新跌4.08%，报54.7美元。消息面上，公司二季度同店销售增长0.2%，总销售额达346亿美元；剔除燃料、Vitacost资产出售以及部分履约中心退出带来的扰动后，销售额同比增长0.1%。本季度毛利率为销售额的22.4%，受燃料销售占比抬升、损耗增加、运输成本上涨、客户让利等多重因素拖累有所下行；不过电商与媒体业务盈利改善、药房业务结构优化、采购端举措、关税退款、LIFO费用回落以及折旧摊销等因素，部分对冲了盈利压力。二季度营业利润由上年同期8.63亿美元增至9.71亿美元；经调整FIFO营业利润10.76亿美元，略低于去年的10.91亿美元。经调整每股收益1.09美元，超出市场一致预期1.04美元，同比增长4.8%。展望方面，克罗格维持2027财年EPS指引在5.10-5.30美元区间，中值5.20美元，与市场普遍预期持平；同时下调2026财年同店销售预期，由原先1.0%-2.0%下调至0.2%-0.8%。首席财务官David Kennerly表示：“我们维持经调整FIFO营业净利润以及经调整稀释每股收益指引，这体现我们对驱动二季度盈利的各项因素充满信心，业务前景可见度良好。公司将持续投入业务推动增长，审慎管控利润率，为股东创造长期价值。”

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href=\"https://laohu8.com/S/KR\">克罗格</a>（KR）美股盘前股价承压，最新跌4.08%，报54.7美元。消息面上，公司二季度同店销售增长0.2%，总销售额达346亿美元；剔除燃料、Vitacost资产出售以及部分履约中心退出带来的扰动后，销售额同比增长0.1%。本季度毛利率为销售额的22.4%，受燃料销售占比抬升、损耗增加、运输成本上涨、客户让利等多重因素拖累有所下行；不过电商与媒体业务盈利改善、药房业务结构优化、采购端举措、关税退款、LIFO费用回落以及折旧摊销等因素，部分对冲了盈利压力。二季度营业利润由上年同期8.63亿美元增至9.71亿美元；经调整FIFO营业利润10.76亿美元，略低于去年的10.91亿美元。经调整每股收益1.09美元，超出市场一致预期1.04美元，同比增长4.8%。展望方面，克罗格维持2027财年EPS指引在5.10-5.30美元区间，中值5.20美元，与市场普遍预期持平；同时下调2026财年同店销售预期，由原先1.0%-2.0%下调至0.2%-0.8%。首席财务官David Kennerly表示：“我们维持经调整FIFO营业净利润以及经调整稀释每股收益指引，这体现我们对驱动二季度盈利的各项因素充满信心，业务前景可见度良好。公司将持续投入业务推动增长，审慎管控利润率，为股东创造长期价值。”</p></body></html>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>克罗格（KR）跌超4% 成本压力拖累毛利率 下调2026财年同店销售指引</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ 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.h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n克罗格（KR）跌超4% 成本压力拖累毛利率 下调2026财年同店销售指引\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086022552\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2026-09-11 19:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | <a href=\"https://laohu8.com/S/KR\">克罗格</a>（KR）美股盘前股价承压，最新跌4.08%，报54.7美元。消息面上，公司二季度同店销售增长0.2%，总销售额达346亿美元；剔除燃料、Vitacost资产出售以及部分履约中心退出带来的扰动后，销售额同比增长0.1%。本季度毛利率为销售额的22.4%，受燃料销售占比抬升、损耗增加、运输成本上涨、客户让利等多重因素拖累有所下行；不过电商与媒体业务盈利改善、药房业务结构优化、采购端举措、关税退款、LIFO费用回落以及折旧摊销等因素，部分对冲了盈利压力。二季度营业利润由上年同期8.63亿美元增至9.71亿美元；经调整FIFO营业利润10.76亿美元，略低于去年的10.91亿美元。经调整每股收益1.09美元，超出市场一致预期1.04美元，同比增长4.8%。展望方面，克罗格维持2027财年EPS指引在5.10-5.30美元区间，中值5.20美元，与市场普遍预期持平；同时下调2026财年同店销售预期，由原先1.0%-2.0%下调至0.2%-0.8%。首席财务官David Kennerly表示：“我们维持经调整FIFO营业净利润以及经调整稀释每股收益指引，这体现我们对驱动二季度盈利的各项因素充满信心，业务前景可见度良好。公司将持续投入业务推动增长，审慎管控利润率，为股东创造长期价值。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4533","symbol_name":"AQR资本管理(全球第二大对冲基金)","start_time":0,"source_url":"305950","article_id":"2666529706","we_media_id":"1086022552","thumbnails":["https://static.szfiu.com/news/20250107/OTQzZDA5N2JhN2VhNDEzOGJmOWU0MzQwNTk0Mzk3OTQ=.png"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2666529706","pubTimestamp":1789125548,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"金吾财讯","introduction":"「金吾财讯」以精准用户需求为切入点，打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经，将港美股内容传播到全球华人圈。","home_visible":1,"id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"summary":"金吾财讯 | 克罗格 美股盘前股价承压，最新跌4.08%，报54.7美元。二季度营业利润由上年同期8.63亿美元增至9.71亿美元；经调整FIFO营业利润10.76亿美元，略低于去年的10.91亿美元。经调整每股收益1.09美元，超出市场一致预期1.04美元，同比增长4.8%。展望方面，克罗格维持2027财年EPS指引在5.10-5.30美元区间，中值5.20美元，与市场普遍预期持平；同时下调2026财年同店销售预期，由原先1.0%-2.0%下调至0.2%-0.8%。","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU0477156953.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"RE\" (USD) ACC","BK4113":"食品零售","BK4504":"桥水持仓","BK4559":"巴菲特持仓","LU0302445910.USD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" ACC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","BK4588":"碎股","KR":"克罗格","LU2275660780.HKD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" (HKD) ACC","LU1989763690.USD":"东方汇理世代食品基金A2 Acc","BK4532":"文艺复兴科技持仓","LU1989763427.SGD":"CPR Invest - Food For Generations A2 Acc SGD-H","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU0130517989.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"R\" INC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","BK4585":"ETF&股票定投概念","RTH":"零售指数ETF-HOLDRs"},"translate_title":"Kroger (KR) fell more than 4% as cost pressures dragged down gross margin and lowered its same-store sales guidance for fiscal year 2026.","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"KR":1.5,"RTH":1.5},"content_text":"金吾财讯 | 克罗格（KR）美股盘前股价承压，最新跌4.08%，报54.7美元。消息面上，公司二季度同店销售增长0.2%，总销售额达346亿美元；剔除燃料、Vitacost资产出售以及部分履约中心退出带来的扰动后，销售额同比增长0.1%。本季度毛利率为销售额的22.4%，受燃料销售占比抬升、损耗增加、运输成本上涨、客户让利等多重因素拖累有所下行；不过电商与媒体业务盈利改善、药房业务结构优化、采购端举措、关税退款、LIFO费用回落以及折旧摊销等因素，部分对冲了盈利压力。二季度营业利润由上年同期8.63亿美元增至9.71亿美元；经调整FIFO营业利润10.76亿美元，略低于去年的10.91亿美元。经调整每股收益1.09美元，超出市场一致预期1.04美元，同比增长4.8%。展望方面，克罗格维持2027财年EPS指引在5.10-5.30美元区间，中值5.20美元，与市场普遍预期持平；同时下调2026财年同店销售预期，由原先1.0%-2.0%下调至0.2%-0.8%。首席财务官David Kennerly表示：“我们维持经调整FIFO营业净利润以及经调整稀释每股收益指引，这体现我们对驱动二季度盈利的各项因素充满信心，业务前景可见度良好。公司将持续投入业务推动增长，审慎管控利润率，为股东创造长期价值。”","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"-1","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"}}}