Kroger (KR) cov nyiaj tau los Q3 2022

Kroger Hnub Thursday tau tsa nws qhov kev kwv yees rau lub xyoo tom qab muaj zog ntawm kev muag khoom hauv peb lub quarter thib peb tau nce siab rau Wall Street qhov kev cia siab thiab kev nce nqi ntxiv mus ntxiv rau tus nqi cov neeg yuav khoom them rau mis nyuj, qe thiab lwm yam khoom noj.

Kroger CEO Rodney McMullen tau hais tias lub tuam txhab nyiam cov neeg yuav khoom los ntawm kev muab tus nqi. Hauv tsab xov xwm tshaj tawm, nws tau hais tias yog "rov qab los nrog cov neeg yuav khoom thiab ua kom muaj kev ntseeg siab rau cov neeg siv khoom" nrog nws cov npe khoom noj ntiag tug, khoom noj tshiab pheej yig, cov ntaub ntawv txhawb nqa thiab cov khoom plig roj.

Nov yog qhov Kroger tau tshaj tawm rau peb lub hlis dhau los xaus Lub Kaum Ib Hlis 5, piv nrog cov kev kwv yees pom zoo los ntawm Refinitiv:

• Cov nyiaj khwv tau los sib qhia: 88 xees hloov kho vs. 82 xees xav tau
• Cov nyiaj tau los: $ 34.2 billion vs. $ 33.96 billion xav paub

Khoom noj khoom haus tau ua tus tsav tsheb muaj zog ntawm kev muag khoom muag raws li kev nce nqi nce mus ze li plaub caug xyoo. Raws li qee tus neeg yuav khoom hla dhau cov khoom loj lossis rub rov qab los ntawm kev txiav txim siab yuav khoom, cov khw muag khoom muag khoom noj thiab khoom siv tau nyiam cov neeg siv khoom tsis tu ncua.

Walmart, lub teb chaws khoom loj tshaj plaws los ntawm cov nyiaj tau los, kuj tau tsa nws txoj kev xav puv xyoo tom qab tshaj tawm lub quarter thib peb muaj zog. Tus neeg muag khoom lub thawv loj tau hais tias nws cov khoom noj qis qis tau rub cov neeg yuav khoom ntau dua - suav nrog cov tsev neeg coob ntxiv nrog cov nyiaj tau los hauv tsev neeg ntau dua $ 100,000 toj xyoo.

Ntawm Kroger, kev muag khoom zoo ib yam tau nce 6.9%, tsis suav nrog roj, hauv peb lub hlis twg. Kev ntsuas kev lag luam tshwj xeeb suav nrog kev muag khoom ntawm cov khw muag khoom loj uas tau ua haujlwm tsis tu ncua tsawg kawg 15 lub hlis. Qhov ntawd tshaj qhov kev cia siab ntawm 4% kev loj hlob, raws li FactSet.

Tus neeg teb xov tooj ntawm Ralphs, Fred Meyer thiab lwm lub khw muag khoom loj tam sim no cia siab tias qhov ntsuas yuav nce li 5.1% mus rau 5.3% rau xyoo. Nws yav dhau los kwv yees kev loj hlob ntawm 4% mus rau 4.5%.

Cov nyiaj tau los hauv lub quarter thib peb poob rau $ 398 lab, lossis 55 xees ib feem, los ntawm $ 483 lab, lossis 64 xees ib feem ntawm ib xyoo dhau los.

Rau tag nrho lub xyoo, Kroger tam sim no cia siab tias yuav kho cov nyiaj tau los ntawm $ 4.05 txog $ 4.15. Nws tau xav tias yav dhau los ntawm $ 3.95 thiab $ 4.05. 

Qee cov khw muag khoom, xws li Target thiab Kohl tus, tau tshaj tawm qhov pom kev thim rov qab hauv kev siv nyiaj. McMullen tau hais tias Kroger tsis tau pom zoo ib yam, ib feem vim tias ua noj ua haus hauv tsev raug nqi tsawg dua noj mov.

"Thaum peb tham nrog peb cov neeg siv khoom, lawv qhia peb tias lawv hloov pauv," nws hais. "Tab sis tam sim no lawv hloov pauv ntawm kev yuav khoom dua li khoom noj."

Txawm li cas los xij, nws tau hais tias cov neeg siv khoom xav tau txuag: lawv tab tom rub tawm daim coupon digital, xaiv cov khoom ntawm kev nce qib thiab yuav cov khoom ntiag tug-label ntau dua li ua ntej, nws hais.

Kev muag khoom loj hlob rau cov npe lag luam ntiag tug, uas zoo li pheej yig dua li lub teb chaws lub npe hom, tshaj lub tuam txhab kev muag khoom tag nrho hauv peb lub hlis twg, McMullen tau hais.

Ib qho ntawm cov npe no yog Txoj Kev Txawj Ntse, Kroger tus nqi qis tshaj tus kheej-daim ntawv lo, uas muag cov khoom noj kaus poom, qhob cij thiab lwm yam staples. Lub tuam txhab tau tshaj tawm cov khoom lag luam nyob rau lub quarter dhau los raws li cov neeg siv khoom ntsib kev nce nqi ntsig txog cov ntawv nplaum. McMullen tau hais tias Kroger npaj yuav ntxiv cov khoom lag luam ntxiv rau cov kab ntawd hauv lub hlis tom ntej.

Kroger tshaj tawm thaum lub Kaum Hlis tias nws npaj yuav nws cov neeg sib tw, Albertsons, nyob rau hauv ib tug deal muaj nqis ntawm $24.6 billion. Qhov kev yuav, yog tias pom zoo, yuav muab cov khoom lag luam thib ob thiab thib plaub hauv lub tebchaws los ntawm cov nyiaj tau los, raws li cov ntaub ntawv los ntawm Numerator, tus kws tshawb fawb kev lag luam.

Kroger muaj ntsib pushback ntawm deal from xaiv cov thawj coj thiab txawm tias nws tus kheej cov neeg ua haujlwm, uas tau hais tias nws yuav ua rau muaj kev sib tw. Thaum ntxov lub lim tiam no, McMullen ua tim khawv ua ntej senators uas tawm tsam qhov kev sib koom ua ke ntawm lub rooj sib hais hauv pawg nom tswv. Nws tau sib cav tias lub tuam txhab ua ke yuav txo cov nqi khoom noj thiab txhim kho kev paub rau cov neeg siv khoom, raws li Kroger sib tw nrog cov khw muag khoom loj Walmart thiab cov neeg ua lag luam tshiab xws li Amazon.

Raws li hnub Wednesday kaw, feem ntawm Kroger tau nce txog 9% txog rau xyoo no. Cov khoom lag luam kaw hnub Wednesday ntawm $ 49.19, qis dua 1%. Nws tus nqi lag luam yog $ 35.21 nphom.