Kroger To Gain Traction From Households And Traffic Growth - Analyst Bullish On Future Sales
Kroger To Gain Traction From Households And Traffic Growth - Analyst Bullish On Future Sales
Telsey Advisory Group analyst Joseph Feldman reiterated the Outperform rating on Kroger Company (NYSE:KR), maintaining the forecast at $62.
Telsey諮詢集團分析師Joseph Feldman重申Kroger公司（紐交所：KR）的跑贏大盤評級，將預測維持在62美元。
The company reported first-quarter adjusted earnings of $1.43 per share, surpassing analyst expectations of $1.34 per share. Kroger's digital sales grow over 8%, driving quarterly sales to $45.3 billion, slightly exceeding estimates.
該公司報告了每股1.43美元的第一季度調整後收益，超過了分析師預期的每股1.34美元。Kroger的數字銷售增長超過了8％，推動季度銷售額達到了453億美元，略高於預期。
The gross margin increased eight bps to 22.4%, although FIFO gross margin declined 7 bps, due to lower pharmacy margins and higher price investments.
毛利率增長8個點子至22.4％，但先進先出毛利率下降了7個點子，因爲藥房利潤降低和投資成本增加。
The analyst expressed his bullish sentiments regarding households and traffic growth, which bodes well for future sales.
分析師對家庭和交通增長持樂觀態度，這對未來銷售形勢有利。
Feldman also sees the benefits from its Leading with Fresh and Accelerating with Digital strategy to continue.
Feldman還認爲，公司的“以新鮮領先，以數字化加速”戰略仍將繼續獲益。
The company maintained its capex guidance of $3.4 billion -$3.6 billion and adjusted free cash flow guidance of $2.5 billion-$2.7 billion. Given the strong results, the analyst projected positive revisions ahead. Feldman's estimates are under review.
該公司維持其34億美元-36億美元的資本支出指導以及25億美元-27億美元的調整自由現金流指導。鑑於業績強勁，分析師預計未來有積極的修正。費爾德曼的估計正在複審中。
Meanwhile, Evercore ISI Group analyst Michael Montani maintains Kroger with an Outperform, lowering the price forecast from $61 to $60.
與此同時，Evercore ISI Group分析師Michael Montani維持Kroger公司股票的跑贏大盤評級，將價格預測從61美元下調至60美元。
Kroger sees identical sales without fuel 0.25%–1.75%. The company projects adjusted EPS of $4.30-$4.50 for FY24 (consensus $4.43).
Kroger公司預計無燃油同店銷售額爲0.25％至1.75％。公司預測FY24的調整EPS爲4.30美元-4.50美元（共識爲4.43美元）。
The company sees an adjusted free cash flow of $2.5 billion-$2.7 billion, with capital expenditures of $3.4 billion-$3.6 billion.
公司預計調整後的自由現金流爲25億至27億美元，資本支出爲34億至36億美元。
Price Action: KR shares are trading lower by 3.35% to $50.24 at last check Thursday.
股票價格變動：截至上週四，KR股票價格下跌3.35％至50.24美元。
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圖片來自shutterstock。
譯文內容由第三人軟體翻譯。