9月12日,传统食品杂货零售商克罗格(KR)的股价在盘中大涨5.01%,引发市场广泛关注。这一股价上涨主要源于公司当前良好的业绩,以及美国消费者对新鲜实惠食品的殷切需求。
克罗格公布的最新财报数据显示,在截至8月中旬的第二季度中,该公司不含燃料销售额同比增长1.2%,超出华尔街预期。激励公司业绩飙升的关键在于,克罗格成功吸引了更多寻求节省开支的消费者,通过提供实惠价格和个性化促销,采购新鲜食品杂货。财报公布后,该公司随即上调了2024财年销售预期下限,为0.75%至1.75%。
分析人士指出,在当前通胀高企的环境下,美国消费者的家庭预算承受巨大压力,他们不得不将支出重心转移至食品等生活必需品,同时也更倾向在家做饭而非外食。这一消费趋势为像克罗格这样专注食品杂货销售的传统零售商带来了新的增长红利,令其能够逆势抗衡沃尔玛等大型一站式零售商以及门店遍布的一元店。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.