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Earnings Call Summary | Murphy USA(MUSA.US) Q1 2024 Earnings Conference

Earnings Call Summary | Murphy USA(MUSA.US) Q1 2024 Earnings Conference

業績電話會議摘要 | 墨菲美國 (MUSA.US) 2024 年第一季度業績會議
富途資訊 ·  05/03 10:12  · 電話會議

The following is a summary of the Murphy USA Inc. (MUSA) Q1 2024 Earnings Call Transcript:

以下是墨菲美國公司(MUSA)2024年第一季度業績電話會議記錄摘要:

Financial Performance:

財務業績:

  • Murphy USA's Q1 2024 financial performance was affected by rising fuel prices and weather-related events, especially along the Atlantic Coast.

  • Despite challenging conditions, core fuel and tobacco businesses performed well with APSM fuel gallons flat year-over-year and up 2% on a two-year stack with corresponding retail margins of $0.22.

  • Tobacco sales and margin grew by 6% and 4.5% respectively, while discretionary store categories saw fewer customer trips due to lower fuel prices.

  • Total fuel contribution for the quarter fell slightly, but it does not anticipate a decrease in adjusted EBITDA below the $1 billion to $1.2 billion range.

  • Merchandise contribution growth was modest at 2.4%, with a projection to hit the annual target of 8%.

  • 墨菲美國2024年第一季度的財務業績受到燃油價格上漲和天氣相關事件的影響,尤其是在大西洋沿岸。

  • 儘管條件艱難,但核心燃料和菸草業務表現良好,APSM燃料加侖同比持平,兩年內增長2%,相應的零售利潤率爲0.22美元。

  • 菸草銷售額和利潤率分別增長了6%和4.5%,而由於燃油價格下跌,全權商店類別的客戶出行次數減少了。

  • 本季度的燃料總貢獻略有下降,但預計調整後的息稅折舊攤銷前利潤不會降至10億美元至12億美元區間以下。

  • 商品貢獻增長溫和,爲2.4%,預計將達到8%的年度目標。

Business Progress:

業務進展:

  • Murphy USA opened three new stores, including a QuickChek, and closed three QuickChek stores with no fuel offerings.

  • The company plans to focus on growth and productivity, looking at food, beverage, and center store opportunities.

  • Boosts are expected in the second half of the year through store construction activity; 22 raze-and-rebuilds and nine new stores are in the pipeline.

  • Murphy USA has several ongoing initiatives including promotional activities, store resets, new offers rollouts, and digital transformation for driving revenue growth.

  • The company is confident in their positioning despite industry consolidation, stating their high volume, everyday low-price retail model will remain unaffected by smaller, less differentiated brands merging.

  • 墨菲美國開設了三家新門店,包括一家QuickChek,並關閉了三家不提供燃料的QuickChek門店。

  • 該公司計劃將重點放在增長和生產力上,尋找食品、飲料和中心商店的機會。

  • 預計下半年將通過門店建設活動實現提振;22家拆遷和重建門店和9家新門店正在籌建中。

  • Murphy USA正在進行多項舉措,包括促銷活動、門店重置、新優惠推出和數字化轉型,以推動收入增長。

  • 儘管行業整合,但該公司仍對自己的定位充滿信心。該公司表示,其大批量、日常低價格的零售模式將不受規模較小、差異化程度較小的品牌合併的影響。

More details: Murphy USA IR

更多詳情: 墨菲美國紅外線

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

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