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Earnings Call Summary | ARKO Corp(ARKO.US) Q1 2024 Earnings Conference

Earnings Call Summary | ARKO Corp(ARKO.US) Q1 2024 Earnings Conference

業績電話會議摘要 | ARKO Corp (ARKO.US) 2024 年第一季度業績發佈會
moomoo AI ·  05/12 14:05  · 電話會議

The following is a summary of the Arko Corp. (ARKO) Q1 2024 Earnings Call Transcript:

以下是愛科公司(ARKO)2024年第一季度業績電話會議記錄的摘要:

Financial Performance:

財務業績:

  • Arko Corp's Q1 2024 adjusted EBITDA was $36.6 million, surpassing their prior forecast.

  • Despite a decrease in same-store merchandise sales compared to the previous year, they achieved a 4.6% upswing over two years when excluding cigarettes.

  • The expanded merchandise margin rate, driven by an enhanced assortment mix, counterbalanced the plunge in same-store merchandise sales.

  • The range projected for the Q2 2024 EBITDA is $70 - $77 million, while the full-year 2024 EBITDA estimate remains between $250 - $290 million.

  • Projections indicate lower fuel sales and retail CPG in Q1 2024 in comparison to the same period in previous fiscal year.

  • Inside margins attained a record high in Q1 2024 but are not expected to maintain the same level in the coming quarters.

  • Arko Corp 2024年第一季度調整後的息稅折舊攤銷前利潤爲3660萬美元,超過了他們之前的預期。

  • 儘管同店商品銷售額與上年相比有所下降,但不包括香菸,他們在兩年內增長了4.6%。

  • 在產品組合增強的推動下,商品利潤率的擴大抵消了同店商品銷售的下降。

  • 預計2024年第二季度息稅折舊攤銷前利潤區間爲7,000萬至7700萬美元,而2024年全年息稅折舊攤銷前利潤估計仍在2.5億至2.9億美元之間。

  • 預測顯示,與上一財年同期相比,2024年第一季度的燃料銷售和零售CPG有所下降。

  • 內部利潤率在2024年第一季度創下歷史新高,但預計未來幾個季度不會保持同樣的水平。

Business Progress:

業務進展:

  • After a decade of being acquisition-focused, Arko Corp intends to leverage strategic investments to reinforce organic growth, chiefly by enhancing its retail store offerings.

  • The company's common stock repurchase program has been extended for the buyback of up to $125 million worth of shares.

  • They are working on three new stores and have plans to convert many of their retail stores into dealer sites in the wholesale division.

  • To stimulate organic growth and profitability, less successful stores are being converted into dealer stores while further investments are targeted at top-performing stores.

  • Arko Corp is stepping up promotional activities for its pizza program, expecting it to notably impact Q2 and Q3 results.

  • Plans are in place to commence trials of a new store format, principally financed by operating cash flow.

  • 在專注於收購的十年之後,Arko Corp打算利用戰略投資來加強有機增長,主要是通過增強其零售商店的產品來實現有機增長。

  • 該公司的普通股回購計劃已延長,回購價值高達1.25億美元的股票。

  • 他們正在建設三家新門店,並計劃將許多零售商店改建爲批發部門的經銷商場所。

  • 爲了刺激有機增長和盈利能力,不太成功的門店正在轉變爲經銷商門店,而進一步的投資則集中在表現最佳的門店。

  • Arko Corp正在加強其披薩計劃的促銷活動,預計這將對第二季度和第三季度的業績產生顯著影響。

  • 已計劃開始試用一種新的門店形式,主要由運營現金流提供資金。

More details: ARKO Corp IR

更多詳情: ARKO Corp IR

Tips: This article is generated by AI. The accuracy of the content can not be fully guaranteed. 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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