Earnings Call Summary | Murphy USA(MUSA.US) Q1 2024 Earnings Conference
Earnings Call Summary | Murphy USA(MUSA.US) Q1 2024 Earnings Conference
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
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譯文內容由第三人軟體翻譯。